Are Quantum Stocks the Big Tech Play?

Author

Noah Zelvis
March 20, 2025

Hello and welcome to the Tech Stock Insider, the twice-weekly newsletter covering the biggest opportunities in the tech world. If you’re not looking for more emails from us, just click here to unsubscribe!

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

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Artificial Intelligence

IBM Partners with NVIDIA to Advance AI Innovation

IBM (NYSE: IBM) is expanding its artificial intelligence (AI) capabilities by collaborating with NVIDIA. The partnership focuses on integrating NVIDIA’s AI Data Platform reference design into IBM’s technology portfolio to enhance AI scalability for businesses.

This initiative includes introducing content-aware storage within IBM’s hybrid cloud infrastructure, IBM Fusion. The upgrade is expected to improve data management and processing efficiency, enabling enterprises to handle complex AI workloads better.

IBM is also broadening Watsonx integrations to offer advanced AI solutions tailored to enterprise needs. In addition, the company plans to strengthen its consulting services in collaboration with NVIDIA to support businesses in more effectively adopting AI-driven strategies.

By leveraging NVIDIA’s technology, IBM is positioning itself to offer hybrid AI solutions that combine open platforms with enhanced security, performance, and governance features. The collaboration is part of IBM’s broader effort to provide businesses with scalable, enterprise-grade AI tools that align with evolving industry demands.

This strategic move underscores IBM’s continued investment in AI and cloud computing, reinforcing its role in the competitive enterprise technology market. As AI adoption accelerates, the partnership is expected to provide businesses with more efficient and secure AI-driven solutions.

Electric Vehicles

Tesla Announces Cybertruck Recall to Address Attachment Issue

Tesla Inc. (NASDAQ: TSLA) is recalling Cybertrucks after discovering that some exterior trim panels can detach while driving. The company identified the problem in early production models and is moving to replace affected parts.

Engineers traced the issue to an adhesive that secures the stainless steel trim, where exposure to specific environmental conditions weakens the bond, increasing the risk of panels coming loose on the road. Tesla will install upgraded components to fix the problem and prevent it from happening again.

Owners will receive notifications with instructions for scheduling repairs at Tesla service centers. Technicians will replace the faulty panels at no cost, ensuring that every Cybertruck meets the company’s durability standards.

Tesla has already adjusted its production process to strengthen the trim attachment. New Cybertrucks rolling off the line now include the updated design, eliminating the issue in future deliveries.

Customers who own affected vehicles can book service appointments through the Tesla app. The company is prioritizing these repairs and expects to complete them quickly.

The Cybertruck, Tesla’s highly anticipated electric pickup, has drawn attention for its bold design and unconventional materials. Tesla continues refining its production methods to improve quality and performance as deliveries scale up.

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Cloud Computing

Google to Acquire Cloud Security Firm Wiz in Its Largest-Ever Deal

Google (NASDAQ: GOOGL) is strengthening its cloud security capabilities by acquiring Wiz, a New York-based cybersecurity startup. The $32 billion all-cash deal marks Google’s largest-ever acquisition and reinforces its commitment to protecting cloud infrastructure against evolving digital threats.

Wiz will become part of Google Cloud, integrating its security solutions to enhance threat detection, prevention, and response. This acquisition is expected to improve security offerings across cloud platforms as businesses adopt advanced technologies powered by artificial intelligence.

The move comes after Wiz previously explored an initial public offering and turned down a previous acquisition offer from Google. With this agreement finalized, Google aims to bolster its competitive position against other cloud security providers, including Microsoft, which recently expanded its cybersecurity portfolio.

Cloud security remains a key area of focus as organizations manage increasing risks associated with cyberattacks and data breaches. By incorporating Wiz’s technology, Google Cloud plans to deliver enhanced security tools while maintaining compatibility with other major platforms, including Amazon Web Services, Microsoft Azure, and Oracle Cloud.

Both companies have emphasized that existing Wiz services will remain available to businesses using multiple cloud providers.

This acquisition further positions Google as a major player in cloud security, aligning with its broader strategy to integrate AI-driven security measures across its cloud services.

Recent Tech Movers

D-Wave Quantum (QBTS) is still leading the charge on the breakthrough technology, climbing 30% on the week despite suffering a severe drop today. There’s a lot of volatility here, and we expect more ups and downs in the coming weeks.

StoneCo (STNE) is working hard at becoming a one-stop shop for entrepreneurs. It has been a solid performer over the last week, culminating in a recent earnings beat that bodes well for future growth.

Semtech (SMTC) had a rather large fallout last month, but the semiconductor manufacturer isn’t letting that slow them down. With solid results in its Q4 report, we expect to see Semtech continue to climb back into investors’ good graces.

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Don’t Overlook This Tech Stock

NXP Semiconductors (NXPI) is the Dutch manufacturer you’ve probably never heard of. Lacking the media attention that goes to Nvidia and AMD, this quiet chipmaker has been relatively hush about its share price slide over the last few months.

It looks like much of this drop comes from the same industry woes that have affected industry giants, and we’re seeing a turnaround as demand picks back up. Advances in electric vehicles play into NXP’s strength in that particular sector.

The company already regularly reports steady profitability, a sign of stability in a rocky landscape. With plans to expand its partnerships and develop more energy-efficient offerings than ever before, we see good things on the horizon for NXP.

Everything Else

  • Hasbro has laid off the development team behind its virtual tabletop app just weeks after its release.

  • Apple has appointed Mike Rockwell, previously leading the Vision Products Group, to oversee Siri, while John Giannandrea continues his role in AI strategy.

  • Fujifilm has unveiled the GFX100RF, a compact medium-format camera featuring a 102-megapixel sensor and a fixed 35mm lens.

  • Google revitalizes the budget phone market with its latest Pixel smartphone, delivering strong features and performance.

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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