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The App Whisperer That Knows Something’s Broken Before Your Boss Does
One cloud watchdog spots outages early, and this is a good time to take a look at it.
Noah Zelvis
March 10, 2026
AI is great until your apps start acting like toddlers on a sugar crash. More clouds, more tools, more why is checkout spinning moments.
This is the kind of behind-the-scenes operator that doesn’t just tell you something broke, it points at the exact room where the fire started.
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Enterprise Software
Microsoft Moves Beyond OpenAI With Anthropic Partnership
Microsoft (NASDAQ: MSFT) has launched Copilot Cowork, a new AI agent tool built on Anthropic's Claude technology and designed for enterprise users inside Microsoft 365.
The tool handles complex tasks like building apps, creating spreadsheets, and organizing large datasets with minimal human oversight.
Unlike Anthropic's standalone Claude Cowork offering, which runs locally on devices, Copilot Cowork operates entirely in the cloud with enterprise-grade security and data controls.
The tool is currently in testing and will be available to early-access users later this month.
Claude Models Now Live Inside Microsoft 365
Microsoft is also making Anthropic's latest Claude Sonnet models available to M365 Copilot users for the first time.
Previously, the service relied exclusively on OpenAI's GPT models, making this a significant shift in Microsoft's AI sourcing strategy.
Some Copilot Cowork usage will be bundled into the existing $30-per-user monthly M365 Copilot plan, with additional usage available for purchase.
Pricing details beyond that have not been disclosed.
A Strategic Hedge Against OpenAI Dependency
The timing is hard to ignore. OpenAI currently accounts for nearly 45% of Microsoft's cloud business contract backlog, and investors have been pressing for diversification.
Adding Anthropic as a second foundation model provider reduces that concentration risk.
The launch also follows a February selloff in software stocks triggered by Anthropic's new agent tools, which rattled investors worried about AI disrupting traditional enterprise software.
Microsoft is responding by absorbing the threat directly into its own platform.
Blockchain
Nasdaq Makes Its Biggest Move Into Tokenized Securities
Nasdaq (NASDAQ: NDAQ) has announced a partnership with Payward, the parent company of crypto exchange Kraken, to build tokenization infrastructure for securities.
The collaboration will use Payward's xStocks platform to let clients move securities from traditional institutional trading systems onto blockchain networks.
Nasdaq also signed a separate deal with German exchange operator Boerse Stuttgart to facilitate trading of blockchain-based equities across Europe.
Both partnerships signal that Nasdaq is moving aggressively toward a tokenized future for capital markets.
The Regulatory Window Is Opening
Nasdaq filed with the SEC back in September seeking approval to allow trading of securities in traditional digital or tokenized form.
Institutional appetite for digital asset infrastructure has grown since the passage of the GENIUS Act last year, and further regulatory developments are underway.
Nasdaq is not alone in this race.
NYSE parent ICE is seeking approval for a blockchain-based 24/7 trading platform, and Robinhood, Gemini, and Kraken have already launched tokenized stocks in Europe.
Coinbase and startup Dinari are pursuing similar approvals in the U.S.
Nasdaq Is Betting On Infrastructure, Not Hype
The focus here is not speculative crypto trading.
Nasdaq plans to use tokenization for corporate actions, proxy voting, and shareholder engagement—the operational backbone of public markets.
Tokenization turns financial assets like stocks, bonds, and funds into blockchain-native instruments that can settle faster and trade around the clock.
Nasdaq is positioning itself as the infrastructure layer that makes that transition happen for institutions, not just retail traders.
The Blueprint (Sponsored)
In a bombshell interview, Elon Musk declared that AI and robotics are "the only thing" that can solve America's $38 trillion debt crisis.
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Robotics
Qualcomm Wants Its Chips Inside Every Robot
Qualcomm (NASDAQ: QCOM) has partnered with German robotics startup Neura Robotics to co-develop the next generation of humanoid and general-purpose robots.
Neura will also use its Neuraverse simulation and training platform to test and fine-tune robots running on Qualcomm's IQ10 silicon.
The chips were first announced at CES earlier this year, and this partnership is their first major real-world deployment commitment.
The Playbook Is Becoming Industry Standard
This deal follows a pattern emerging across the robotics industry.
Boston Dynamics partnered with Google DeepMind in January to accelerate the development of its Atlas humanoid using Google's AI models.
Neura is taking the same approach but on the hardware side, embedding Qualcomm's edge AI chips directly into its development pipeline.
Instead of buying processors off the shelf, Neura can build and test robots designed specifically for the chips they run on.
Qualcomm gets a front-row seat to how robotics companies actually use its silicon in production environments.
Qualcomm Is Positioning For The Physical AI Wave
Qualcomm built its business powering smartphones, but this deal signals a deliberate push into physical AI and robotics.
Edge computing in robots requires low-latency, power-efficient processing — exactly where Qualcomm's mobile chip expertise translates.
The robotics market is still early, but the partnerships being signed now will determine which chip companies own the space when humanoids and industrial robots scale.
Qualcomm is making sure it is embedded at the foundation level before that wave hits.
Poll: If everyone could see everyone else’s salary, what would change most? |
Recent Tech Movers
NICE (NASDAQ: NICE)
Call Centers, But Make Them Smarter
NICE lives in a part of tech most people forget exists until they’re yelling “representative” into their phone.
It sells software that helps big companies run customer service, contact centers, and all the workflow spaghetti behind them.
The AI angle is simple: more automation, better routing, fewer wasted minutes, and more agents handling more chats without melting down.
This is not the flashiest story, but it’s the kind of quiet efficiency play that tends to get loved when budgets tighten and CEOs decide customer experience suddenly matters again.
Actionable take: If you like steadier enterprise software, this can be a hold-your-nose-and-hold name. Better on dips than on hype spikes.
PTC (NASDAQ: PTC)
The Boring Software That Runs the Real World
PTC is industrial software, which is a polite way of saying it helps companies design, build, and manage complicated physical things without losing track of the latest version.
Think manufacturing, aerospace, and factories that can’t afford mistakes.
AI doesn’t replace engineering, but it can speed up design cycles, catch errors, and help teams collaborate without emailing 47 attachments named “final_FINAL_v9.”
If the market starts caring more about re-shoring, automation, and industrial upgrades, PTC tends to get invited to the party.
Actionable take: This is more of a slow-burn compounder setup. If rates cooperate and industrial spending holds up, it can grind higher without being a meme.
Zscaler (NASDAQ: ZS)
Security That Gets More Important When Work Gets Weirder
ZS is the bouncer at the internet club. As companies move apps to the cloud and employees work from anywhere, you need security that follows the user, not the office building.
The tailwind is that AI adds more risk, not less. More bots. More automated workflows. More sensitive data is moving around faster.
That’s great for productivity and also great for attackers. Security budgets can wobble, but breaches are still a career-ending event, which keeps this category stubbornly relevant.
Actionable take: If you’re trading it, treat it like a sentiment stock. It can rip on good vibes and fall hard on any spending slowed headline.
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The Long Pick
Dynatrace (NYSE: DT)
Why This Name Works When Tech Gets Messy
Dynatrace is observability. Translation: it watches your apps, your servers, your cloud services, and the whole digital Rube Goldberg machine, then tells you what’s failing and why.
That sounds boring until you remember how modern software actually behaves. One tiny issue can cascade into the full “everything is down” experience.
AI tools and new cloud services add even more moving parts. DT sells calm in the chaos.
What makes this story attractive is that it tends to benefit from complexity.
The more services a company runs, the more data flies around, and the more teams ship code like they’re in a race, the more valuable it becomes to have a single view of what’s happening.
Scorecard You Can Use
Sticky product: Once a company relies on a platform to keep apps healthy, ripping it out is painful.
Complexity tailwind: More cloud services and AI workflows means more things to monitor.
Mission-critical vibe: When performance drops, businesses lose money fast. That makes the spend easier to justify.
Platform potential: If customers keep consolidating tools, the winners tend to be the ones with broad coverage and good data.
Why the Tape Cares
Markets love growth stories, but they really love must-have infrastructure. DT sits in that lane. It’s not trying to win with hype.
It wins because every company is basically a software company now, and downtime is not cute anymore.
There’s also a sneaky AI angle: as companies roll out AI features and agents, they still need reliability, security, and uptime.
AI doesn’t replace the plumbing. It stresses the plumbing.
What Could Spook It
Budget belt-tightening: If CIOs freeze spending, even good tools can see slower growth.
Competition: Everyone wants to be the dashboard of truth. This space is crowded and loud.
Expectation risk: If the stock gets priced like perfection, it doesn’t take much to trigger a selloff.
What to Watch Next
Customer expansion: Are existing customers buying more modules or just renewing?
Enterprise tone: Are deals getting delayed, downsized, or staying steady?
AI workload messaging: Any evidence that new AI apps are driving more monitoring demand is a big plus.
Actionable Take
Builders: Think of this as a core pick-and-shovels name for the everything runs on software era. If you’re building a position, it’s usually smarter to add on pullbacks than chase green candles.
Traders: DT can trend when sentiment is good. Use clear levels, and respect that macro risk-off days can smack anything growthy.
Bottom line: If tech keeps getting more complex, more cloud-native, and more AI-infused, the companies that keep it all running smoothly don’t get replaced, they get promoted. DT is one of the better quiet winners in that category.
Everything Else
🤝 Sam Altman basically told staff government decides now, so the lab’s big switches may come with a Capitol Hill user manual.
🪖 Anthropic just got pulled deeper into the Pentagon AI swirl, because nothing says “startup life” like defense contracts and regulators in the same group chat.
📌 Pinterest caught an activist pin as Elliott circles the stock, which usually means someone’s about to ask why the app can’t also print money.
🧠 Intel is swapping out the chair as Yeary exits and a chip veteran steps in, the kind of board refresh you do when you’re serious about a turnaround.
🛡️ CrowdStrike just dropped a bigger forecast for fiscal 2027 revenue, reminding everyone cyber budgets tend to survive even when everything else gets “reviewed.”
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