Where the Insider Money Is Rotating in Tech Right Now

Insiders are buying one AI infrastructure name in size. And a DRAM warning could break the memory trade.

July 07, 2026

A stealth chip startup just emerged from hiding with $800 million and a claim that changes the inference math. Meanwhile, one analyst is telling anyone who'll listen that DRAM prices could collapse 80-90% by 2028. Here's how you position for both.

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Enterprise Computing

IBM Builds New Infrastructure For Modern AI Workloads

IBM (NYSE: IBM) is expanding its z17 and LinuxONE 5 systems with new designs that give businesses more ways to run critical applications, AI workloads, and large-scale data operations.

The update brings rack-mount and single-frame options across IBM’s main computing platforms, allowing companies to fit the systems into different data center environments.

The goal is to help organizations handle growing demand for computing power without completely redesigning their existing infrastructure.

IBM is making its high-performance systems more adaptable as companies add more AI technology into daily operations.

AI Moves Deeper Into Business Infrastructure

The new IBM z17 and LinuxONE 5 systems are built with support for AI processing, advanced security, and modern enterprise software.

Businesses can use the systems to run AI closer to where important data already exists, helping speed up tasks such as predictions, automation, and data analysis.

IBM is also adding tools designed to simplify management and help companies update older applications without rebuilding them from the ground up.

The focus is on making AI adoption easier for large organizations with complex technology systems.

IBM Strengthens Its Data Center Technology

IBM is also adding stronger security features, including technology designed to prepare systems for future cybersecurity challenges created by quantum computing.

The new z17 and LinuxONE configurations are expected to become available in August 2026, with additional software tools arriving later.

IBM continues to focus on enterprise technology where reliability, security, and AI performance are becoming bigger priorities for companies running critical systems.

Digital Payments

Apple Brings More Payment Options Back To Its Ecosystem

Apple (NASDAQ: AAPL) is bringing back credit and debit card payments for Apple Account purchases in India, more than 4 years after removing the option.

The update allows eligible Visa and Mastercard users to pay for Apple services, including iCloud+, Apple Music, and App Store purchases, directly with their cards.

The rollout is happening gradually as Apple updates its payment systems for the Indian market.

Apple Updates Its Payment Technology

Apple removed card payments in India in 2022 after new rules changed how companies handled recurring digital transactions.

The company has now updated its payment infrastructure to support requirements such as stronger authentication and tokenized card details.

These changes allow subscription payments to work while meeting India’s digital payment standards. The update shows how global technology platforms are adapting their systems for different markets rather than relying on a single setup everywhere.

Services Remain A Key Focus For Apple

Apple has continued expanding its digital services across international markets, from apps and cloud storage to music and subscriptions.

Restoring card payments removes a barrier for customers who prefer traditional payment methods and creates a smoother experience for managing Apple subscriptions.

The feature is rolling out in phases across India, with more eligible users expected to receive access over time.

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Streaming

Spotify Expands Beyond Streaming Through AI Connections

Spotify (NYSE: SPOT) is becoming part of a new generation of connected apps with Claude’s latest AI integrations, enabling users to interact with the streaming platform in natural conversations.

The update means Claude can connect with Spotify and help users complete music-related tasks without relying only on traditional app navigation.

Instead of manually searching through menus, users can ask an AI assistant to help discover songs, create playlists, or interact with their music library.

Spotify is extending how people access its platform as AI assistants become a bigger part of everyday technology.

Music Discovery Moves Beyond The App

Spotify has already invested heavily in personalization, recommendations, and AI-powered listening features.

Connecting with Claude adds another access point where users can discover and control music. AI assistants are increasingly becoming a bridge between people and the apps they use, turning requests into actions across different services.

The move keeps Spotify connected as software experiences become more conversational.

Spotify Adapts To The AI Platform Shift

Technology companies are preparing for a future in which users may spend more time interacting with AI assistants that connect multiple apps.

For Spotify, supporting these integrations helps make sure its music and audio services remain available wherever people choose to interact with technology.

Claude’s expansion is the latest example of how major apps are preparing for AI-powered interfaces beyond traditional screens.

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Recent Tech Movers

Design Software

Figma (NYSE: FIG)

Figma gained nearly 9% last week as buy-side analysts warmed to the AI-enabled design collaboration story. TIKR's model puts fair value around $21.08 if seat growth compounds and AI turns from threat to tailwind.

The stock has been range-bound since IPO, but the setup is tightening. Design software is one of the most durable enterprise categories, and Figma still has room to expand within Fortune 1000 accounts.

Key takeaway: If you missed the IPO, build into this name on any pullback. The catalyst is Q2 earnings in August, plus signs that AI features drive higher ARPU rather than lower.

Risk: If AI compresses design headcounts faster than Figma can raise price, the seat model gets challenged.

EV Charging

Wallbox (NYSE: WBX)

Wallbox jumped 37% on Monday on renewed optimism around European charging infrastructure mandates. The company has been through a rough two years, but the balance sheet is finally cleaner, and installations are growing again.

Volume was heavy, suggesting institutional accumulation rather than retail chasing the move.

Key takeaway: This is a watch, not a chase. Let the excitement cool and look for entry on a pullback if the operational turnaround holds through Q3.

Risk: Wallbox is still small, still burning cash, and still one bad quarter away from another equity raise.

Proteomics

Seer (NASDAQ: SEER)

Seer gained roughly 33% after filing an investor presentation ahead of a July 28 proxy contest. Management is arguing that Proteograph adoption is accelerating and capital allocation has tightened.

Activist involvement adds a governance wrinkle that historically forces underperforming companies to move faster.

Key takeaway: Watch this into the July 28 annual meeting. Proxy fights create asymmetric setups if the activist slate wins.

Risk: If activists lose the vote, the stock hands back most of the move.

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*This free resource is being sent by Zacks. We identify investment resources you may choose to use in making your own decisions. Use of this resource is subject to the Zacks Terms of Service.
*Past performance is no guarantee of future results. Investing involves risk. This material does not constitute investment, legal, accounting, or tax advice. Zacks Investment Research is not a licensed dealer, broker, or investment adviser.

Speculative Pick of the Week

Semiconductor Equipment

ACM Research (NASDAQ: ACMR)

The AI chip production ramp needs cleaning equipment as much as it needs lithography, and ACM Research is one of the most direct plays on that theme.

Why it made our radar

ACMR just cleared a technical zone near $98.52, and the setup looks tight for a run toward $120-140 over the next 3-6 months.

Their wafer cleaning tools are gaining share at leading-edge fabs, and the AI capex cycle is pulling forward equipment orders originally slated for 2027. Consensus estimates for Q2 have been drifting upward for six straight weeks.

That's the kind of estimate revision cycle that typically precedes a beat-and-raise.

The China discount

Here's the wrinkle that keeps ACMR mispriced. The company is US-listed, but its primary manufacturing base is in Shanghai.

That geopolitical overhang means the stock trades at a discount to peers like Lam Research and Applied Materials, even when growth is comparable.

If US-China tech tensions ease, or if the separately traded Shanghai subsidiary keeps demonstrating independence, that discount compresses.

The upcoming catalyst

Q2 2026 earnings land in early August. With estimates rising into the print, the setup rewards patient position-building now.

Key takeaway: Start a position at current levels and add on any pullback toward $95. Target $120-140 by year-end.

Risk: Any escalation in US chip export restrictions could hit ACMR harder than pure-play US equipment names. Size accordingly.

Everything Else

  • 📊 An AI scores every stock across Buffett quality, macro tailwinds, catalyst triggers, and technical strength and delivers the top 10 rated picks daily free.

  • 🤖 UBTECH unveiled the UWORLD U1, calling it the first full-size mass-produced humanoid robot, so the robot race just added a Chinese entrant.

  • 🧠 BrainChip started shipping AKD1500 neuromorphic processors, meaning event-based AI compute finally has a commercial product to grade.

  • 🍎 Apple's foldable iPhone may be unveiled this fall per Ming-Chi Kuo, with sales potentially slipping to Q4 on production constraints.

  • 💻 Record heat, crowds drive offseason boom in international travel.

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