| | Hello and welcome to the Tech Stock Insider, the twice-weekly newsletter covering the biggest opportunities in the tech world. If you’re not looking for more emails from us, just click here to unsubscribe! | 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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| | | | Enterprise Hardware | IBM Expands Mainframe Lineup With Telum II and Spyre AI Integration | | IBM (NYSE: IBM) has introduced its newest enterprise mainframe, the IBM z17, at the Aircraft Interiors Expo in Hamburg. The company designed the z17 around its second-generation Telum II processor and enhanced it with built-in AI acceleration and new data-handling capabilities. | IBM equipped the z17 with liquid cooling and advanced interconnects, which improved efficiency in supporting high-density workloads. The system can house up to 32 Telum II chips, each built to support real-time fraud detection and AI-driven transaction processing. | The z17 platform incorporates IBM's new Spyre AI accelerators, which can operate in groups of up to 48 per system. Each unit carries 128GB of memory and supports latency-sensitive tasks in banking and large-scale transaction systems. | A new design in the system's motherboard, reportedly over 50 layers thick, aims to enhance durability and minimize signal degradation during continuous operations. The motherboard forms the updated architecture's core, facilitating scalable AI workloads across sectors. | Enterprise clients using IBM mainframes for critical infrastructure can now integrate AI capabilities natively without relying on external acceleration hardware. | The z17 rollout expands IBM's AI-on-mainframe strategy while retaining compatibility with existing z-series systems. |
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| | Cloud Infrastructure | Alphabet Advances AI Strategy with New Ironwood Chip | | Alphabet Inc. (NASDAQ: GOOG) has introduced its seventh-generation artificial intelligence processor, Ironwood, enhancing its internal and cloud-based AI capabilities. The new chip supports inference computing, which delivers rapid responses from AI models during user queries and applications. | Engineers developed Ironwood to process AI workloads more efficiently, especially for products built using Alphabet’s Gemini models. The chip supports deployment in clusters of up to 9,216 units and integrates key features from previous TPU variants. The company cited improvements in memory bandwidth and power efficiency, with Ironwood delivering double the performance per watt compared to its predecessor. | This TPU remains exclusive to internal Google teams and Google Cloud customers. Alphabet continues to offer a vertically integrated hardware-software solution as it positions its infrastructure against market leaders like Nvidia. | Ironwood marks a strategic consolidation of earlier TPU families that separated training and inference tasks. The processor now balances cost-effective inference performance with scalable AI model deployment. | Alphabet did not disclose the manufacturer of the Ironwood chip but presented the development during its annual cloud conference. Despite volatility in the tech sector, Alphabet focuses on expanding its AI ecosystem through proprietary hardware and cloud services. |
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| | 2025 Policy Plays (Sponsored) | | | Markets don’t wait—and with Trump back in power, the next big moves may already be unfolding.
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| | Operating Systems | Microsoft Issues Final Countdown on Windows 10 With Free Upgrade Push | | Microsoft (NASDAQ: MSFT) has launched its strongest advisory yet as the company prepares to end support for Windows 10 on October 14. The shift will impact hundreds of millions of users globally as Microsoft formalizes its final push to move eligible systems to Windows 11. | A free upgrade offer now stands for compatible devices, aiming to reduce security vulnerabilities and ensure long-term platform consistency. | Microsoft has clarified that users with unsupported hardware should not attempt forced upgrades but instead consider device recycling programs or replacement options. | The company’s warning highlights risks for those using Windows 10 without security updates. After the cutoff, extended support will only remain available through a paid plan. Microsoft’s move to phase out Windows 10 reinforces its broader shift toward hardware-aligned systems optimized for AI and cloud functionality. | Windows 10 currently powers over 700 million devices. By urging users to upgrade early, Microsoft aims to mitigate last-minute disruptions and ease network loads during the transition window. Hardware eligibility remains central, as many older systems do not meet the minimum requirements set for Windows 11. | Microsoft strengthens its positioning in the device ecosystem through this upgrade policy while reducing fragmentation across legacy operating systems. The strategy aligns with previous lifecycle transitions and maintains the company’s focus on streamlined user experiences and cybersecurity compliance. |
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| | Recent Tech Movers | Palantir (NASDAQ:PLTR) popped substantially following Trump’s temporary tariff pause, doubling the market’s return and gaining 19% in Wednesday’s trading session. Palantir is back to trading at a sky-high valuation of 220x earnings, but focusing solely on the fundamentals with this play is a mistake: instead, look to the wide range of personalities embedded in the Trump administration and their ties to Palantir. | Next, read the writing on the wall regarding Federal layoffs alongside Palantir’s existing range of automation, AI, and machine learning solutions across government agencies. Combine the three, and Palantir is one of the strongest tech stock contenders to be part of the next Magnificent 7 - or whatever the next iteration of tomorrow’s top stocks goes by. | | Entegris (NASDAQ:ENTG), a semiconductor supply stock, outperformed even Palantir by increasing its market cap by nearly one-fourth following Trump’s tariff announcement. Still, the company remains just above its one-year low, meaning there’s plenty of upside available if market momentum continues. | Entegris closed 2024 with a strong earnings report, nailing nearly 5% year-over-year sales growth and handily beating analyst expectations. This means much of the bearishness surrounding Entegris is solely trade-related, making it a risky - but possibly lucrative - play moving forward. | | Reddit (NYSE:RDDT) joined forces with Alphabet (NASDAQ:GOOG) this week to launch a Google Gemini-powered search tool on the platform. This further cements Reddit’s position in an AI-centric world, especially considering how Reddit posts and comments are increasingly near the top of typical Google search results. | Reddit tends to go overlooked as a powerhouse of fresh, iterative, and accurate training data for AI. Still, the new Google partnership indicates a clear move toward fully integrating Reddit as a next-gen AI stock. | | | | Don’t Overlook This Tech Stock | Symbiotic (NASDAQ:SYM ) has the dual benefit of being a robotics company in an increasingly automated world and being at the forefront of changing how U.S.-based warehousing operations run in a world that may soon see onshored manufacturing spike. | Symbiotic is an automation firm that uses robotic platforms to remove human components from many warehousing operations, reduce operational costs, and increase worker safety for its customers, including retail juggernauts Walmart (NYSE:WMT) and Target (NYSE:TGT). Better yet, Symbiotic began setting its sights on small-to-medium-sized business (SMB) owners well before tariff talk began, meaning it is positioned to capture large swaths of market share as those SMBs begin re-shoring away from China. | Symbiotic’s fundamentals are strong, too, which is rare for R&D-intensive automation and robotics companies at their relatively early stage (scaled robotic automation in business is still in its infancy). Symbiotic’s last earnings report included a 43% sales growth increase and sizable margin expansion - yet SYM trades at just 1.13x sales, compared to the benchmark’s 2.8x sales average. | | Everything Else | Figure AI is making waves as it claims to be poised to roll out autonomous robots to households by 2029. NASA head nominee Jared Isaacman plans to revitalize the American space industry, possibly providing tailwinds for moonshot space stocks like Planet Labs (NYSE:PL) and Rocket Lab (NASDAQ:RKLB). OpenAI plans to sue Elon Musk, citing a pattern of harassment and asking for an injunction against "further unlawful and unfair action.” A new report from the International Energy Agency implies that gas and coal companies may be the lynchpin behind further AI cloud and data center expansion. Old tech is to blame for any Social Security woes, the agency claims - reinforcing the likelihood that significant software revisions from providers like Palantir (NASDAQ:PLTR) and Oracle (NYSE:ORCL) are on the horizon for Federal agencies. |
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| | 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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