This Space Company Could Be the Breakout Star of the Year

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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.

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Artificial Intelligence

HP Acquires Humane’s AI Assets to Bolster Technology Integration

HP is acquiring key assets from Humane, a startup known for its wearable AI technology, in a move to strengthen its artificial intelligence capabilities. The agreement includes Humane’s software platform, intellectual property, and most of its workforce, though its hardware division will be discontinued.

With this acquisition, HP plans to integrate AI-driven innovations across its product lines, including personal computers, printers, and workplace collaboration tools. Humane’s leadership will transition into a new division at HP, bringing their expertise in AI design and software development.

Humane originally introduced a wearable AI device designed to function as an alternative to smartphones, but the product faced market challenges, including technical setbacks and negative reviews. As a result, the company pivoted toward software development, focusing on an AI-driven platform for various devices. HP sees this technology as a valuable addition to its portfolio, aligning with its strategy of enhancing AI capabilities within its existing hardware.

HP has emphasized the benefits of on-device AI, aiming to improve performance, security, and efficiency. The acquisition positions the company to further develop AI-powered solutions and integrate advanced processing capabilities into its products. The deal is expected to be finalized by the end of the month.

Semiconductors

Super Micro Sees Strong Rally as Investor Optimism Grows

Super Micro Computer has captured attention with a strong market performance, posting significant gains since the start of the year. Investor enthusiasm has been fueled by expectations surrounding next-generation technology, which plays a crucial role in the company’s product lineup.

The company recently provided a positive outlook for its upcoming fiscal year, reinforcing confidence in its growth trajectory. Alongside this, plans were announced to submit delayed financial reports, addressing concerns that previously weighed on the stock. This development marks a potential turning point for the company as it works to resolve past issues.

Market momentum appears to be aligning with broader trends in advanced computing, particularly as demand grows for high-performance processing hardware. With key product transitions on the horizon, the company anticipates an acceleration in new platform adoption, a factor that could contribute to sustained growth.

As investor interest builds, the stock's rally signals renewed optimism in the sector. While projections suggest strong potential, market watchers will be closely monitoring execution in the coming quarters. The ability to meet demand and deliver on strategic objectives will be critical in shaping the company’s trajectory moving forward.

Precious Metals (Sponsored)

A leading junior miner just announced major progress on their flagship Red Lake District project, and it’s picking up steam. With 1.65 million ounces of high-grade gold, a $68M funding boost, and production targeted for 2025, this could be a breakout moment.

With infrastructure upgrades underway and a recent Pre-Feasibility Study, early investors could have a big opportunity ahead.

Social Media

Amazon Shuts Down Inspire Shopping Feature After Short Run

Amazon has ended its short-lived Inspire feature, a TikTok-style shopping feed designed to showcase products through photos and videos. The feature, introduced in 2022, allowed users to browse various categories and purchase items directly from the feed.

Inspire was launched as social commerce gained momentum, with platforms like TikTok and YouTube integrating shopping features. However, Amazon’s approach did not gain widespread traction, and the company has opted to shift focus to other shopping tools that align better with customer preferences.

Amazon continues to offer alternative discovery methods, including curated feeds and AI-powered shopping assistants. Additionally, the company has been expanding integrations with social media to enhance the online shopping experience.

The decision to discontinue Inspire follows reports of challenges with creator engagement. Compensation concerns had surfaced, with some influencers criticizing the platform’s payment structure. Despite Inspire’s phase-out, Amazon remains committed to refining its e-commerce experience through evolving digital and AI-driven tools.

While Inspire may not have resonated as intended, Amazon continues to explore new ways to blend shopping with social engagement. The company’s broader strategy remains focused on enhancing convenience and product discovery across its platforms.

Recent Tech Movers

Blacksky Technology (BKSY) has enjoyed a stellar year thus far, shipping its first Gen-3 satellite to Rocket Lab for an upcoming launch. Its 8-figure multi-year contracts earn it a spot on this list with tons of potential future growth.

Ituran Location and Control (ITRN) offers GPS tracking technology to aid with navigation, security, and theft. Analysts are bullish about the stock right now, and a positive earnings report on Feb 26 could send shares significantly higher.

WeRide Inc (WRD) remains in the spotlight as one of the top tech stocks of 2025 so far. Nvidia’s investment adds a lot of excitement to what the company has in store for the coming months.

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Don’t Overlook This Tech Stock

Teradyne Inc (TER) designs and manufactures test equipment for businesses looking to push products out to market as quickly and safely as possible.

While there’s always a demand for test equipment, Teradyne’s recent focus on semiconductors and wireless devices has actually come back to haunt it due to shortages and, therefore, decreased demand.

We expect the semiconductor market to ramp back up with an ever-increasing focus on artificial intelligence. Similarly, Teradyne’s decision to diversify its offerings by expanding into new markets could right the company’s direction as well.

Everything Else

  • Apple enhances the iPhone 16e with improved camera capabilities, including Photographic Styles, giving users more control over image processing.

  • Microsoft introduces its first quantum computing chip, Majorana-1, marking a significant milestone in the company's efforts to advance quantum technology.

  • Nvidia rolls out Verified Priority Access, a program designed to help dedicated customers secure RTX 5080 and 5090 graphics cards amid high demand.

  • Microsoft collaborates on AI detection tools after a deepfake of survivor Breeze Liu surfaced online, raising concerns about digital identity protection.

  • OpenAI surpasses 400 million users, maintaining its dominance in AI despite rising competition from DeepSeeks.

  • Google removes Gemini from its main search app on iOS, signaling a shift in its AI strategy on Apple devices.

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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