- Tech Stock Insider
- Posts
- These Cybersecurity Firms Are Forecasting Big Gains in 2025
These Cybersecurity Firms Are Forecasting Big Gains in 2025
Hello and welcome to the Tech Stock Insider, the twice-weekly newsletter covering the biggest opportunities in the tech world.
Today, we’ll look into the latest tech news, highlight some recent movers, and investigate an under-the-radar tech stock with potential.

Technology
The Magnificent Seven—Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta Platforms, and Tesla—have redefined market leadership.
But as their record-breaking growth slows, the focus shifts to the next generation of industry leaders.
Analysts have identified seven global companies with the potential to rise above the rest in 2025.
These stocks are poised to surge, fueled by growing market share, robust cash flows, and innovative strategies that set them apart from the competition.
(By clicking the link above, you will get this free report and a free subscription to MarketBeat's daily email newsletter. You are also agreeing to the terms of our privacy policy. Unsubscribe at any time.)
Position yourself to capture the next wave of market-defining opportunities.
(By clicking the link above, you will get this free report and a free subscription to MarketBeat's daily email newsletter. You are also agreeing to the terms of our privacy policy. Unsubscribe at any time.)

Electric Vehicles
Tesla Q4 Deliveries Fall Short of Expectations

Tesla reported its Q4 vehicle deliveries, falling short of market expectations. The company delivered nearly 496,000 vehicles in the quarter but missed the consensus estimate of over 506,000. Production for the quarter stood at just over 459,000 vehicles, with a small portion of deliveries accounted for under operating lease agreements.
The majority of deliveries came from the Model 3 and Model Y lineup, while other models contributed a smaller share. When compared to the previous quarter and the same period last year, the delivery numbers showed slight fluctuations but did not meet the year-end targets initially anticipated. For the full year, Tesla produced and delivered over 1.7 million vehicles, falling short of earlier forecasts.
Tesla's stock experienced a modest decline following the report, though it has seen significant gains in recent months. Investors are now looking ahead to the company's upcoming Q4 earnings report, which may provide insights into 2025 delivery targets and updates on new product rollouts. Despite the delivery miss, Tesla remains a dominant player in the EV industry with strong momentum moving into the new year.

Cyber
Cyberattack Targets Chrome Extensions, Stealing Authentication Data

A recent cyberattack campaign has targeted multiple Chrome browser extensions, injecting malicious code designed to steal cookies and authentication sessions. The attack, which began in mid-December, appears to focus on specific social media advertising and AI platforms. Cyberhaven, one of the affected companies, linked the attack to a phishing email. The company believes the code was aimed primarily at Facebook Ads accounts, although security experts suggest the attack was more random, with other extensions like VPN and AI tools also compromised.
Notably, the malicious code was pushed to Cyberhaven’s data loss prevention extension in an update on Christmas Eve. It remained active until the following evening, when Cyberhaven discovered and removed it. The company quickly released a clean version of the extension after removing the code.
Affected companies are advised to check their logs for suspicious activity and update any passwords that don’t use FIDO2 multifactor authentication. In addition to its public posts, Cyberhaven alerted customers via email to ensure they took necessary precautions to protect their data.

Artificial Intelligence
Nvidia Completes Acquisition of AI Startup Run:ai After Antitrust Review

Nvidia has officially completed its acquisition of Israeli AI startup Run:ai, following regulatory reviews. The deal, valued at $700 million, faced scrutiny from antitrust authorities, particularly in the European Union and the U.S.
In December, the European Commission gave its unconditional approval, clearing the acquisition despite earlier concerns that it could reduce competition in markets where both companies operate. The Commission had expressed worries about Nvidia’s already dominant position in the graphics processing unit (GPU) market, particularly in AI applications. Nvidia controls about 80% of the GPU market, which is crucial for AI-related tasks.
However, the Commission concluded that Run:ai’s integration into Nvidia would not significantly harm competition. The U.S. Department of Justice is also reviewing the deal, focusing on potential antitrust issues.
As part of the acquisition, Run:ai announced it would open-source its software, initially designed to work exclusively with Nvidia GPUs. This move is expected to expand the software's reach across the broader AI ecosystem. The acquisition, first announced in April, strengthens Nvidia’s presence in AI infrastructure optimization while addressing concerns from regulators on both sides of the Atlantic.

Smart Trading
For seven years, this 7-minute trade has done the unthinkable: it hasn’t lost once.
In today’s unpredictable market, achieving gains of 104%, 164%, or even 203% in as little as 72 hours seems impossible—yet this strategy has proven otherwise.
It’s simple, fast, and consistently delivers results.
Discover the details behind this winning trade and see how it could work for you.

Recent Tech Movers
Shopify (SHOP) is a top-tier e-commerce platform that creates a bridge for businesses to set up and manage online wares. Shares are up 45% over the last year, with continuous innovation methods and movements into international markets fueling its prospects in 2025.
Palo Alto Networks (PANW) deals in cybersecurity, providing both online and on-premise protection to keep crucial data safe. The company’s aggressive approach to AI, along with strong customer demand, should elevate shares in 2025.
Fortinet (FTNT) handles cybersecurity solutions as well, benefitting from the rise in demand for secure networks. It offers a diverse product lineup as well, explaining why shares are up 66% from the beginning of 2024 with no end in sight.

Don’t Overlook This Tech Stock
Innodata (INOD) is an up-and-coming player in data services and artificial intelligence, linking the two in an attempt to elevate other tech ventures to new heights. It’s been largely successful, witnessing both huge revenue beats and a 480% share price jump in the last year.
Some may look back at Innodata’s last couple of months and write the company off as having its moment in the sun, but I believe this is a solid growth pick heading into 2025 and potentially beyond. Solid positioning around AI and the surging demand this sector brings both add fuel to that assessment.


Everything Else
Nintendo Switch 2 leaks hint at AI-driven image upscaling technology as a new patent reveals potential advancements in visual fidelity.
Samsung unveils Galaxy Fit3, an affordable fitness tracker bringing enhanced features at a budget-friendly price point.
SoundHound AI teams with Lucid Motors to integrate generative AI into electric vehicles for more intelligent voice-assisted capabilities.
AMD and Intel intensify AI focus as they challenge Nvidia's dominance in the inferencing market.

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