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Autonomous Vehicle Craze Kicks off Acquisition Opportunity
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.

New Guide Released (Sponsored)
While headlines scream about Bitcoin, some of the biggest moves are happening where few are looking — altcoins.
Behind the scenes:
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→ Institutional capital floods the market
→ Government policy opens new doors for crypto adoption
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Artificial Intelligence
Google Partners With Pearson to Bring AI-Powered Learning Tools to Classrooms

Alphabet (NASDAQ: GOOGL), through its Google Cloud division, has entered a multi-year partnership with Pearson to deliver AI-driven learning tools to classrooms worldwide.
The collaboration aims to create personalized education products for students in primary and secondary schools, offering tailored support based on individual progress and needs.
By integrating Google’s advanced AI models, Pearson will equip students with tools that adapt in real-time to their learning pace.
Educators will also benefit from features that track performance, highlight learning gaps, and assist in lesson planning.
This dual approach addresses both student outcomes and classroom efficiency, creating a foundation for more flexible and responsive instruction.
Google’s involvement in personalized education aligns with broader efforts to bring AI into real-world applications beyond enterprise and consumer use cases.
As traditional education systems face pressure to modernize, cloud-powered adaptive tools offer a scalable way to support students and teachers alike.
This partnership adds to Pearson’s expanding AI strategy, which already includes similar agreements with Microsoft and Amazon.
Google’s inclusion positions it as a core infrastructure partner in the next wave of digital education transformation.
Both companies plan to roll out tools across multiple markets over the coming years, with initial deployments expected in select classrooms before broader adoption begins.

Software
Microsoft Quietly Ends an Iconic Error Symbol That Haunted a Generation

Microsoft (NASDAQ: MSFT) is officially ending the era of the Blue Screen of Death (BSOD), a familiar and often dreaded error screen that has marked Windows system crashes for over 40 years.
In its place, users will now see a Black Screen of Death, a subtle but symbolic shift in how the company handles critical system errors.
The updated screen removes legacy elements, such as the sad-face emoji and QR code, replacing them with a simplified message that notes the device needs to restart.
Error codes will still be displayed, but they will now be placed at the bottom of the screen. Microsoft states that the new design is intended to enhance clarity and expedite issue resolution.
For decades, the BSOD became a visual trademark of system failure in enterprise and consumer computing.
Its retirement signals Microsoft’s intent to modernize even its most foundational user interactions, aligning with broader efforts to streamline Windows and reduce visual clutter.
Changing the crash screen may seem cosmetic, but it reflects deeper shifts in how Microsoft approaches user experience, diagnostics, and system transparency.
The Black Screen of Death represents a cleaner, less disruptive interruption — even when things go wrong.
The rollout of the new screen will take place across future Windows updates, including those for enterprise environments.

Sector Incentive Stocks (Sponsored)
The second quarter has brought a wave of volatility, but also rare opportunity.
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These companies have one thing in common: big upside with limited crowd exposure.
From energy to biotech, this report uncovers where the smart money is flowing.
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Infrastructure
From Data to Reactors: Palantir to Power Faster, Smarter Nuclear Builds With New Software System

Palantir Technologies (NYSE: PLTR) has partnered with The Nuclear Company to develop a specialized AI software platform designed to accelerate and enhance nuclear power plant construction.
The platform, known as NOS, will be built on Palantir’s Foundry infrastructure and is expected to receive $100 million in funding over five years.
NOS is designed to address long-standing issues in the nuclear energy sector, including project delays, budget overruns, and regulatory bottlenecks.
The platform will support schedule predictability, supply chain efficiency, and early identification of construction risks.
Its goal is to help nuclear developers deploy infrastructure faster and more cost-effectively than current methods allow.
This move places Palantir at the center of a new wave of energy-focused digital transformation.
As electricity demand grows, driven in part by AI data centers and cryptocurrency mining, nuclear energy has regained momentum as a stable, large-scale power source.
Software systems that improve deployment timelines and reduce friction are expected to play a critical role in scaling this infrastructure.
NOS will also align with evolving regulatory frameworks designed to speed up plant approvals and enable more rapid industry expansion.
Palantir’s entry into the energy sector reinforces its broader strategy of applying AI and data solutions to high-impact physical systems.
The partnership marks the company’s first major project focused on nuclear infrastructure, expanding its footprint beyond defense, government, and enterprise use cases.

Recent Tech Movers
Pony.ai (NASDAQ: PONY) caught a 10%+ spike this week as Uber explored funding Travis Kalanick’s (Uber’s co-founder and former CEO) potential acquisition of its U.S. subsidiary, signaling a bold push into autonomous taxis.
With a ~$5 billion market cap after this week’s moves, expect Pony to gain traction if Kalanick’s leadership drives U.S. robotaxi expansion amid growing competition from Waymo and Tesla.
Cyngn (NASDAQ: CYN) nearly tripled from ~$4 after Nvidia spotlighted its DriveMod vehicles using the Isaac platform in a blog post ahead of Automatica 2025.
Look for sustained momentum if Cyngn’s Q1 revenue surge (up 758% to $47,200) and commercial deployments attract more industrial automation deals, though the company’s tiny size (about $24 in total market cap after the pop) make it volatile and risky.
Core Scientific (NASDAQ: CORZ) soared by about 30%, to the mid-teens, on news of CoreWeave’s renewed bid to acquire the AI data center provider, reversing its year-to-date lag.
Watch for deal-driven upside as CoreWeave’s $1.9 billion revenue boom fuels demand for Core Scientific’s infrastructure.

Next AI Boom (Sponsored)
Tensions between the U.S. and China are rewriting the rules of the AI economy — and Wall Street is already adjusting.
Nvidia is taking a hit from new export restrictions, but several smaller, U.S.-based players are quietly stepping into the spotlight.
A newly released report highlights 9 under-the-radar AI stocks that are already aligned with Washington’s new direction — and may see outsized upside as a result.
These names offer deep AI exposure, domestic infrastructure, and momentum most investors haven’t noticed yet.
Access our FREE report, "Top 9 AI Stocks for This Month" to discover these opportunities before the broader market catches on.

Don’t Overlook This Tech Stock
KT Corporation (NYSE: KT) is riding South Korea’s $73.5 billion AI investment wave, with its KT Cloud unit posting 42% revenue growth to $184 million in Q1 2025.
Its data centers power AI-driven innovation, with new Gasan and Bucheon facilities set to boost capacity 19% by 2026.
KT’s AI push includes GPTK, a Korean-tuned GPT-4 model, and a B2B cloud platform with Microsoft, targeting public sector clients amid government-led “Sovereign AI” initiatives.
Partnerships with Palantir and OpenAI enhance its AI transformation offerings, positioning KT as a global player locking down deals with some of the hottest domestic companies.
Despite a modest 3.6% revenue share from KT Cloud, its +146% capacity goal over six years screams long-term potential.
Favorable subsidies and streamlined regulations in Korea further brighten its outlook for hyperscale data center growth.
Analysts see KT, trading at $17.92, as a hidden AI gem with 20% upside potential.
Its telecom dominance and AI data center scalability make it a standout in the crowded tech stock arena.

Everything Else
Tesla’s Head of Manufacturing got canned this week for reasons (as of yet) unknown, though it may stem from Musk’s renewed presence in and around his companies post-DOGE.
GE is onshoring China production facilities to Kentucky in another major win for trade policy hardlining.
A mishap at a Texas-based SpaceX facility is being investigated by OSHA.
Another Meta headhunting effort to boost its AI clout is targeting PlayAI, an AI voice startup.
Cashback crypto credit cards are the newest way exchanges are looking to boost market share opportunities.

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