This Cybersecurity Firm is Utilizing AI to Regain Market Share

Author

Noah Zelvis
January 23, 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.

Cryptocurrency

Over the past 15 years, Bitcoin has outperformed stocks, bonds, and every other asset you could've bought.

Many predict 2025 will be an even bigger year—hitting $200,000 or higher. But there's a better way to profit from this new crypto rally.

Most people don't know about it... and yet it's returned over 1,000% in 4 months.

Smartphones

Apple Faces Challenges as iPhone Demand Weakens

Apple Inc. is facing increasing scrutiny as recent analyst downgrades highlight concerns over weakening iPhone sales. This development adds to the challenges the tech giant has encountered, particularly as artificial intelligence has not delivered the anticipated boost to growth.

The company’s shares have experienced a notable decline, marking a tough start to the year. Analysts are growing cautious, with some shifting to neutral or bearish outlooks, citing unexpected softness in demand for iPhones. The China market, a key area for the company, has been identified as a significant pressure point, with reports indicating a sharp drop in unit sales during the December quarter.

Market research also suggests that consumer interest in smartphone AI features remains low, dampening the potential for a major upgrade cycle. As a result, expectations for Apple’s upcoming quarterly guidance have tempered, with predictions of continued softness in iPhone demand in the months ahead.

Despite these headwinds, the company remains a dominant force in the tech sector, though analyst sentiment has shifted to a more cautious stance compared to its peers. Investors will be closely watching Apple’s financial results due next week for insights into its performance and outlook.

Artificial Intelligence

Microsoft Refines OpenAI Partnership as AI Collaboration Expands

Microsoft recently adjusted aspects of its partnership with OpenAI, coinciding with the latter's new collaboration with other industry players to expand AI capabilities in the U.S. This move reflects the evolving dynamics of the tech landscape, as companies recalibrate their strategies to stay competitive in artificial intelligence. Microsoft's longstanding agreements with OpenAI, established to support infrastructure for advanced AI research, remain intact, underscoring its continued influence in shaping OpenAI’s future projects.

Despite the changes, Microsoft retains exclusive access to OpenAI's core technology for developers and businesses, safeguarding its position as a key player in AI services. The partnership highlights the company's commitment to innovation and its reliance on cloud computing services to drive growth. OpenAI, through these new ventures, aims to broaden its reach while leveraging Microsoft's infrastructure and expertise to train and refine AI models. These developments signify a broader industry trend, where alliances are forged to enhance technological capabilities and meet the growing demand for AI solutions. With strategic adjustments in place, both Microsoft and OpenAI are poised to strengthen their roles in the rapidly advancing AI ecosystem.

Technology

Forget rockets or brain implants…

Elon’s new AI product could be his biggest invention yet.

Jeff Brown tried it himself recently and caught his experience on camera.

Click here to see this footage because according to Tesla Magazine, this new product “could well shape the technological and economic future of our society.”

Software

Adobe Enhances Video Editing Tools With AI Features and Performance Upgrades

Adobe has introduced several new features across its video editing platforms, including Premiere Pro, After Effects, and Frame.io, designed to streamline workflows and enhance productivity. Premiere Pro now includes AI-driven visual search capabilities, enabling users to locate video clips by describing their content. The tool can identify objects, locations, camera angles, and metadata such as shoot dates and equipment, all without requiring an internet connection. This enhancement simplifies the search process and saves time for video editors working on large projects.

Additionally, Premiere Pro has launched a translation feature for video captions, supporting multiple languages and allowing editors to manage several translations simultaneously. After Effects has also been upgraded, now supporting HDR monitoring and a revamped caching system. This update optimizes performance by leveraging both system memory and disk storage, enabling smoother playback of complex projects even on older devices.

Frame.io has expanded its Camera to Cloud functionality, which now supports additional Canon cameras, allowing for direct file uploads to the platform. These updates highlight Adobe's commitment to improving efficiency and accessibility for creative professionals. The new features are available in beta versions of Premiere Pro and After Effects, offering a glimpse of how AI and improved systems are shaping the future of video editing.

Recent Tech Movers

Netflix (NFLX) has enjoyed impressive gains in recent months, likely due to price hikes for its plans. Even with elevated costs, the company also experienced a record increase in subscribers.

3M (MMM) revealed an excellent Q4 earnings report, boosting shares and evidencing potential for a turnaround. Its forays into electronics, aerospace, and several other industries give plenty of room for growth.

Pure Storage (PSTG) continues to rise on strong financials and increases in demand for data storage. A recent hyperscaler design win could send its stock price even higher.

Technology

It just signed a deal to get its tech in Apple's iPhone until 2040!

Don’t Overlook This Tech Stock

Verint Systems (VRNT) is looking to become a major player in customer engagement and cyber intelligence solutions across a wide range of businesses. The company offers a diverse range of products customers can scale as they see fit.

Despite a drop in share price over the last several months, Verint plans to make a comeback by reinforcing its current business models with AI and cloud-based offerings that further lend themselves to corporate needs.

These innovative initiatives and the strategic partnerships Verint recently formed bolster its place in the market and lend themselves to future growth.

Everything Else

  • Samsung unveiled the Galaxy S25 series, AR glasses, and other innovative tech during its 2025 Unpacked event.

  • Google expanded its virtual reality ambitions by acquiring a portion of HTC's VR division for $250 million.

  • Subaru faces scrutiny over vulnerabilities in its vehicle tracking system that could expose customer locations.

  • Rekor Systems partnered with SoundHound to launch advanced AI technology integrating audio-visual capabilities for vehicles.

  • Musk, Trump, and OpenAI sparked conversations about AI innovation during a SoftBank-backed event.

  • ByteDance plans to allocate $20 billion in 2025 capital expenditures, with a strong focus on AI developments.

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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