Tech Setups Worth Watching While Oil Steals the Headlines

One overlooked signal is flashing while everyone panics about oil and missiles.

July 24, 2026

Crude ripped past $100. Volatility is back. The Nasdaq is wobbling, and every trader on X is chest-thumping about Hormuz and Houthis. Meanwhile, a handful of tech setups are quietly getting more interesting by the day.

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Mobile Software

Google Turns iPhone Migration Into a Wireless Handoff

Google (NASDAQ: GOOGL) is adding a new migration system directly into Android 17. The feature lets iPhone users wirelessly move their data to Android without downloading a separate transfer app.

Photos, videos, contacts, messages, and calendars can all migrate during setup. Google is simplifying one of the most frustrating parts of changing smartphone ecosystems and removing several steps from the process.

Passwords Pack Their Bags Too

Android 17 expands the transfer list to include Google accounts, saved passwords, Wi-Fi credentials, and eSIM information. Moving these details automatically means users can start using their new phone without rebuilding settings or signing into every service again.

The eSIM transfer is especially useful because it moves the mobile connection alongside the personal data. A new Android device can become fully connected much faster, without requiring a separate carrier setup process.

Pixel Opens the Door First

Google has started rolling out the migration experience to selected Pixel devices. Samsung’s Galaxy Z Flip8 and Galaxy Z Fold8 also support the new system, with more Android phones expected to follow.

The upgrade gives Android manufacturers a shared onboarding tool built into the operating system. Google is making the move from iPhone feel less like switching ecosystems and more like setting up a replacement phone.

Hardware

AMD Brings GPUs, CPUs, and Networking Under One Roof

AMD (NASDAQ: AMD) is launching Helios, a rack-scale AI platform built for training and running large models. The system combines Instinct MI455X GPUs, EPYC Venice processors, Pensando networking chips, and ROCm software inside one integrated design.

Helios enables data centers to deploy complete AI systems rather than assembling separate components from multiple suppliers.

AMD is connecting compute, memory, networking, and software so massive workloads can move through the rack with fewer bottlenecks.

Venice Brings More Muscle

AMD is also introducing its next-generation EPYC Venice processor for data centers. The CPU handles the general computing, data preparation, and system management tasks surrounding demanding AI workloads.

Instinct GPUs perform the heavy model calculations, while Pensando chips manage networking and data movement between systems.

ROCm ties the hardware together with software that helps developers build, optimize, and run AI applications across AMD infrastructure.

Claude Moves Into the Workshop

Anthropic plans to deploy Instinct MI450 Series GPUs inside Helios systems, starting with large-scale capacity in 2027. The companies will also use Claude to improve workloads for AMD GPUs and speed up development of the ROCm software platform.

AMD will bring Claude into its own engineering and product teams as part of the collaboration. Helios provides the company with a complete AI data center platform, spanning from silicon and networking to software and model deployment.

Don't miss (Sponsored)

While many investors remain focused on AI and high-profile tech stocks, a different market trend is quietly gaining momentum.

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Enterprise Software

Microsoft Opens a Faster Cloud Lane Into Government

Microsoft (NASDAQ: MSFT) is working with Knox Systems to help software companies bring commercial technology into Azure Government faster. The collaboration targets AI, cybersecurity, data, and enterprise software that federal agencies often struggle to access quickly.

Knox provides a pre-authorized managed cloud environment that can prepare software for government use in as little as 90 days. Companies can inherit many required security controls instead of building every compliance layer from the ground up.

Compliance Stops Eating the Calendar

Azure Government supplies the secure cloud foundation needed for sensitive civilian and defense workloads. Knox handles much of the operational setup, documentation, authorization work, and ongoing compliance required before software can enter production.

The model gives developers a shorter route from commercial product to government deployment. Microsoft can expand its public-sector software ecosystem while agencies gain access to newer tools without weakening security standards.

Commercial Tech Enters Mission Mode

The collaboration supports software providers building AI systems, cyber defenses, infrastructure platforms, and business applications. Existing Knox customers already include companies such as Adobe, Armis, Celonis, and BigID.

Microsoft is turning Azure Government into a more accessible launch platform for commercial innovation.

The partnership connects modern software with federal missions while keeping data protection, authorization, and cloud operations inside a controlled environment.

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Recent Tech Movers

Progress Software (NASDAQ: PRGS)
Sovereign Data Play with Real Margins

Progress Software has been one of the better-behaved names in mid-cap software this year. The company's OpenEdge and MarkLogic platforms are picking up enterprise data workloads specifically because customers want to keep sensitive data OFF public cloud AI stacks.

Real, spendable trend, and Progress is getting the flows. Recent bookings growth has run in the low double digits, gross margins are north of 80%, and management just raised the buyback authorization.

Action: If you want exposure to the sovereign AI data theme without paying 15x sales, this is one of the cleaner setups. Start a position on any pullback to prior support.

Risk: PRGS is acquisitive, and any large deal that stretches the balance sheet will get punished.

SPS Commerce (NASDAQ: SPSC)
Network-Effect Compounder Still Printing 20%+ Growth

SPS Commerce runs the retail supply chain plumbing that connects tens of thousands of retailers, distributors, and suppliers. Boring? Absolutely. Necessary? More than ever.

Amazon's third-party integration push and the reshoring of consumer goods manufacturing are both structural tailwinds. Revenue has grown 20%+ for 90+ consecutive quarters. Yes, 90+.

Action: This is a compounder, not a trade. Buy on any dip and let the network effect do the work. The next earnings print in late July should confirm the trend.

Risk: Any retail slowdown hits volumes directly. Consumer weakness would be the tell.

Alarm.com (NASDAQ: ALRM)
Recurring Revenue Machine Expanding Into Commercial

Alarm.com powers the software behind connected security, video, and energy management systems. What most people miss: 90% of revenue is recurring subscription.

The company has 30%+ EBITDA margins, generates real free cash flow, and just launched a commercial-focused product line that opens a market twice the size of residential.

Action: Buy it on weakness ahead of Q2 earnings expected in early August. If commercial ARR growth surprises, the stock re-rates.

Risk: Consumer confidence rolling over hits new home security installs, which slows subscription adds.

The Wealth Strategy (Sponsored)

His reported salary? $400,000 annually.

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It’s not property. It’s not stocks.

So what’s behind this kind of consistent income — and why is it catching attention right now?

Don’t Overlook This Tech Stock

C3.ai (NYSE: AI)
The Name the Market Wrote Off Too Early

C3.ai has been the punching bag of AI stocks for two years. Sales cycles were too long, customer concentration was too tight, and the pricing model kept shifting. So the market wrote it off. But under the surface, the setup is starting to shift.

The federal wedge is the story here. C3's federal business, especially with the DoD and Air Force, is now roughly 30% of revenue and growing faster than commercial. This matters because federal contracts are sticky, multi-year, and less price-sensitive.

That's the exact kind of revenue base that gets re-rated to Palantir-like multiples when investors decide to believe.

The consumption model shift also matters. Management pivoted from subscription to consumption-based pricing 18 months ago. Painful in the short run because ARR looked worse. But consumption revenue is now growing 40%+ sequentially, and gross margins are stabilizing.

C3.ai typically reports fiscal Q1 in early September. Numbers to watch: federal bookings, average deal size, and any commentary on partnership traction with Baker Hughes and Microsoft Azure.

If two of those three surprise to the upside, this stock breaks its downtrend for the first time in a year.

Action: Small position, high-conviction bet. Enter on weakness, size it small, and let the September print tell you if the pivot is working.

Risk: C3.ai has burned cash for years. If federal bookings slow OR management delays profitability guidance again, the stock craters.

Everything Else

  • 🔬 A free report names a handful of small companies showing real early growth signals before the crowd, the headlines, and the big moves hit.

  • 🖥️ Intel’s second-quarter report put its turnaround back under scrutiny as investors weighed AI server demand against persistent execution challenges.

  • 🛒 Amazon is requiring sellers to label AI-generated people in product images after a new state law added tougher disclosure rules.

  • 📱 Vietnam is proposing a ban on social-media posting by children under 16, joining the global push for stricter online protections.

  • 🚕 Tesla’s once-confident robotaxi messaging has become more cautious, reflecting the regulatory and technical hurdles facing its autonomous-driving ambitions.

That's our coverage for today; thanks for reading! Reply to this email with feedback or any tech stocks you want me to check out.

Best Regards,
—Noah Zelvis
Tech Stock Insider