A Major Player Makes a $52 Billion AI Leap—Will It Change the Game?

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Today, we’ll look into the latest tech news, highlight some recent movers, and investigate an under-the-radar tech stock with potential.

MicroLED Revolution (Sponsored)

 Unlocking the Future of Display Technology

A tech innovator could enable the mass commercialization of MicroLED displays,

securing a partnership with Taiwan’s leading manufacturer.

Can this under-the-radar company follow in OLED’s footsteps?

Find out more now.

*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

Information Technology

IBM Rolls Out New Managed Storage Solution to Advance Enterprise IT Flexibility

IBM (NYSE: IBM) expanded its infrastructure-as-a-service offerings by launching IBM Storage Ceph as a Service. The new solution brings cloud-like storage experiences directly to enterprise data centers, reducing operational burdens and simplifying management for IT teams.

Enterprises can now deploy IBM Storage Ceph as a fully managed service, gaining access to unified storage for block, file, and object data. This move supports organizations looking to modernize data lakes and virtual environments while addressing long-standing issues related to data silos.

The rollout builds on IBM's broader strategy to offer flexible consumption models for core IT services. By introducing Storage Ceph in an as-a-service format, the company enables customers to integrate on-premise systems with cloud-native infrastructure more seamlessly.

Many enterprise customers are shifting toward hybrid IT environments. IBM's updated portfolio reflects that change, offering new options for scalable, cost-efficient solutions without the complexity of self-managed infrastructure.

Recent additions also include IBM Power delivered as a service, which complements the Storage Ceph release and highlights the company's commitment to simplified digital operations.

With this update, IBM aims to support data-intensive industries seeking to reduce complexity, scale faster, and focus resources on innovation rather than infrastructure maintenance.

Cloud Computing

Amazon Targets AI Innovation With Fresh Startup Push Through Alexa Fund

Amazon (NASDAQ: AMZN) is expanding the reach of its Alexa Fund by backing a new wave of artificial intelligence startups across consumer, media, and productivity categories. The tech giant is shifting its focus beyond voice technology to broader AI-enabled applications.

Four startups recently secured funding under the revamped initiative. Among them is NinjaTech AI, which builds multi-functional assistants capable of generating code, images, videos, and scheduling tasks. 

Another recipient, Hedra, develops tools for creative professionals to generate media content using AI-powered models. Ario, a startup focusing on AI-driven family management, offers tools to decode school emails and turn them into actionable schedules. HeyBoss rounds out the group, enabling users to build websites, games, and apps through natural language prompts.

Each of these startups integrates with Amazon’s cloud infrastructure and leverages early access to proprietary APIs. Amazon sees the fund as a strategic channel to deploy its AI and cloud capabilities while supporting emerging talent.

Model expansion also provides startup founders access to Amazon executives and cross-platform testing environments. This approach positions the company to stay competitive in the evolving AI ecosystem, especially as rivals like OpenAI, Google, and Anthropic increase investments in early-stage ventures.

Amazon originally launched the Alexa Fund in 2015 to promote voice-first experiences. With generative AI tools now reshaping how users interact with technology, the fund is realigning to keep pace with consumer and developer demand across new verticals.

Amazon continues reinforcing its presence in next-generation computing and digital experiences through this updated strategy.

Hidden Gems (Sponsored)

UEC Soared 2,500 Percent—Could This Uranium Junior Be Next?

On Behalf of Azincourt Energy Corp

Five years ago,

UEC was a tiny uranium stock. Now, it’s a $3.11 billion powerhouse.

This small uranium junior is sitting on prime assets and could be next.

*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

Enterprise

Microsoft Scales Back Data Center Plans as AI Strategy Evolves

Microsoft (NASDAQ: MSFT) has reportedly scaled back its data center leasing activity across the U.S. and Europe in response to shifting AI infrastructure demands. Analysts from TD Cowen confirmed the company abandoned projects that would have consumed up to 2 gigawatts of power over the past six months.

Adjustments include deferred and canceled leases for capacity initially planned to support AI training workloads. Microsoft reassessed its strategy after revising internal demand forecasts and streamlining its focus on current generative AI applications.

Cloud partners have observed the effects of this shift, with Alphabet stepping in to take on international capacity and Meta reportedly filling domestic gaps. Microsoft’s decision also follows a broader reassessment of infrastructure investments linked to OpenAI training requirements.

Efforts to optimize cloud operations remain active as Microsoft continues allocating capital to its $80 billion AI and cloud budget for the fiscal year. TD Cowen previously noted that Microsoft had already canceled leases amounting to hundreds of megawatts with select private operators.

By refining its infrastructure roadmap, Microsoft is aligning future capacity with practical needs rather than projections. Industry observers continue monitoring whether this signals a broader recalibration within the AI investment cycle.

A Bold New Era (Sponsored)

Musk’s Plan Could Impact Your Paycheck & Retirement

Every investor in America is trying to figure out what Musk will do in Washington, D.C., in the coming weeks.

One Boston-based think tank – who has studied Elon’s work for decades – is stepping forward to share what they’ve found.

They believe his TRUE plan is far more radical than anyone realizes. It could change the way you live, work, get paid, and collect Social Security…

...AND could make more people rich than all of Elon's previous ventures – PUT TOGETHER.

Full story here.

Everything Else

• Block (NYSE:XYZ) CEO Jack Dorsey abruptly fired over 900 “underachieving workers,” equivalent to about 8% of its total headcount, in a sudden and sweeping layoff this week.

• Alphabet’s (NASDAQ:GOOGL) subsidiary Taara is targeting SpaceX’s market dominance as it rolls out its satellite-based broadband strategy to support “high-speed internet connections in rural areas.”  

• CoreWeave goes public tomorrow, March 28th, and is expected to trade between $47 and $55 per share. The company rents server space to AI firms and will be the market’s newest “pure play” artificial intelligence stock. CoreWeave will trade under the ticker CRWV.    

• Robinhood (NASDAQ:HOOD) just announced its newest initiative, a robo-advisory service designed to help customers manage their investment portfolios more cheaply than legacy wealth management services. 

• AMD (NASDAQ:AMD) is still struggling to compete with Nvidia and may soon face increased competition from Intel, according to a new Jefferies research report.