These Tech Companies Could Skyrocket Thanks to Nvidia

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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.

Two Simple Sentences Could Deliver $1,250 This Friday


If you’re like most people, your Friday morning is already planned—wake up, eat breakfast, and head to work.

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Robotics

Apple Moves Into AI-Powered Humanoid Robotics

Apple is developing an AI-powered humanoid robot, marking its entry into the fast-growing robotics sector. The company's machine learning group is leading the project, focusing on AI-driven automation for physical tasks.

This development positions Apple alongside Meta and Tesla, both of which are also advancing humanoid robotics. While Tesla's Optimus is designed for manufacturing and automation, Apple is taking a software-first approach, integrating robotics into its existing AI ecosystem.

The robotics project is part of Apple's broader push into AI-driven hardware following its continued expansion in machine learning and automation. Reports indicate Apple is leveraging its sensor technology and real-time computing expertise to refine robotic movements and task execution.

Apple has previously incorporated AI-driven features into its devices, such as real-time iPhone processing and AI-powered automation in its software ecosystem. The move into robotics extends this focus, applying its AI and hardware integration expertise to new physical applications.

Apple's entry into humanoid robotics could strengthen its AI capabilities across various sectors, including automation, smart home integration, and personal assistance. The company has not disclosed the project's release timeline or commercial strategy.

Apple's approach suggests a long-term investment in robotics, expanding beyond consumer electronics into physical AI-driven automation. With AI adoption accelerating, Apple is positioning itself to compete in the next phase of intelligent robotics.

Artificial Intelligence

Google to Use AI for Age Verification Across Platforms

Google is introducing a new AI-driven system to determine users' ages and ensure their access to age-appropriate content across its platforms, including YouTube. This new technology, part of the company’s broader effort to enhance digital protections for children, teens, and parents, aims to better regulate the experience of users under 18 by applying necessary restrictions.

The AI model, set to begin testing in the U.S. this year, will estimate whether users are over or under 18. This helps Google tailor content and ensure that younger audiences are protected from potentially harmful or inappropriate material. As the company continues to expand this initiative globally, similar efforts have been adopted by other tech giants, such as Meta, which rolled out AI-based age verification tools last September.

This move comes in response to increasing pressure from lawmakers to enhance child safety online. Google’s AI-powered age estimation is part of the company’s ongoing commitment to online safety and follows its broader strategy of incorporating AI into more areas of its products and services. Despite challenges, including a recent restructuring that affected its core technology team, Google remains focused on utilizing AI to create safer, more personalized experiences for its vast user base.

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Electric Vehicles

Tesla Faces Roadblock in China Over Self-Driving Approval

Tesla’s efforts to roll out Full Self-Driving (FSD) in China have hit a roadblock. Regulators have yet to approve the system. Officials have informed Tesla that there is no definitive timeline for the license, delaying the company’s ability to train its autonomous technology in the country.

The approval process comes as China’s local EV manufacturers advance their self-driving features. BYD, XPeng, and Huawei have already equipped their vehicles with Level 2 automation, with plans to introduce higher-level autonomy. Some of these systems now come standard across various models, while Tesla’s FSD requires a separate purchase.

Beyond regulatory delays, data transfer restrictions have complicated Tesla’s FSD rollout. Chinese laws prohibit the transfer of driving footage outside the country, while U.S. regulations prevent AI model training within China.

Tesla CEO Elon Musk recently acknowledged this challenge, calling it a unique hurdle in bringing FSD to the market. Despite these setbacks, Tesla remains focused on expanding its self-driving capabilities globally. The company had initially planned to introduce FSD in China this year but has since adjusted its timeline.

Meanwhile, Chinese automakers continue refining their autonomous features, further intensifying competition in the sector. Tesla has not provided an updated launch date for FSD in China but continues discussions with regulators to move forward with its autonomous technology.

Recent Tech Movers

WeRide (WRD) is enjoying the fruits of Nvidia’s recent investment in the company. This shift signals the tech giant’s belief in its driverless technology, and investors should be excited about what this partnership can do.

Tucows (TCX) observed strong revenue growth that’s becoming par for the course even as the telecommunications provider navigates rough waters. We’re confident that its solid leadership and cash flows are keeping the ship moving in the right direction.

Applied Digital (APLD) is another venture benefitting from Nvidia’s recent stock ownership disclosure. Despite still working out its data center plan, it’s positioned perfectly to capitalize on growing AI demand.

Could “Trump Coin” Be the Next Crypto Breakout?

Now that President Trump has signed America’s first-ever pro-crypto executive order, the spotlight is on a new cryptocurrency many are calling the “Trump coin.”

Even though it’s not officially endorsed by Trump, it’s tied to a cutting-edge technology that has already helped create over 500,000 millionaires in America.

Industry insiders believe it could jump 500% by the end of 2025—potentially much higher over the long term.

Don’t Overlook This Tech Stock

Applied Materials (AMAT) has been overshadowed by bigger names in semiconductor manufacturing, leading to a gradual share price slouch over the last six months. Overall volatility in the industry isn’t doing much to help.

Still, the company may be down, but it’s not out. It’s investing heavily in next-gen equipment to produce chips for AI and 5G to grab hold of some of the heavy demand between the two sectors. Expansion initiatives into Asia and other regions also stand to help with long-term growth.

Everything Else

  • Amazon plans to re-engineer its delivery network to improve efficiency and meet growing demand.

  • Tesla has unveiled a new version of its electric vehicle model with several innovative features.

  • Apple is disrupting the ad-tracking industry with new privacy features that limit data collection.

  • Microsoft reported strong earnings, driven by significant growth in its cloud business.

  • Nvidia continues to see its stock rise due to innovations in AI chip technology.

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

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