Defense Tech Stock Ready to Run on Increased Infrastructure Emphasis

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.

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AI

Meta’s Smart Glasses Get AI Upgrade to Describe the World in Real Time

Meta (NASDAQ: META) is rolling out a major update to its Ray-Ban smart glasses. The update allows the built-in AI assistant to describe what users are looking at, starting with those who are blind or have low vision.

When users ask about their surroundings, the feature delivers real-time visual feedback, such as the identification of landscapes, objects, or environments.

This new capability is designed to assist users who rely on spatial awareness cues. Meta shared a demo in which a user asked about a park area, and the AI quickly responded with accurate descriptions of nearby trees, a walking path, and a distant body of water. A separate example showed the AI listing items on a kitchen counter.

Users must opt in through the Meta AI app’s device settings to use the feature. The update is launching first in the U.S. and Canada, with more regions to follow.

The announcement aligns with Global Accessibility Awareness Day and was paired with another new tool: Call a Volunteer, a real-time video help line connecting users with sighted volunteers from Be My Eyes. It will launch in 18 countries later this month.

Meta also confirmed that live captions are now available across its Quest and Horizon Worlds platforms, continuing the company’s push to make its XR and wearable tech more inclusive.

Streaming

Alphabet Makes Strategic Move in Audio With YouTube’s Podcast Chart Launch

Alphabet (NASDAQ: GOOGL) is deepening its presence in the podcast space as YouTube, one of its most influential platforms, launches a new weekly chart ranking the top podcasts in the U.S.

The rankings, updated every Wednesday, are based on watch time and currently feature shows like The Joe Rogan Experience, Kill Tony, and Rotten Mango at the top. The move places YouTube in more direct competition with Spotify and Apple, two of the most prominent players in the podcast market.

YouTube has already become the most preferred platform for podcast listening in the U.S., outpacing its rivals in reach and engagement.

The chart is only available in the U.S., but YouTube plans to expand tracking globally over time.

While Spotify has leaned on exclusive deals and major payouts to podcasters, YouTube’s scale and monetization options make it an essential platform for creators.

Alphabet’s broader content push includes accessibility upgrades across YouTube and its XR products, including live captions and real-time volunteer support tools. 

With YouTube at the center of this strategy, the company is positioning itself as a dominant force in video and audio media.

AI (Sponsored)

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AI’s capabilities are growing rapidly—handling layered conversations, correcting itself, and adapting in real time.

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Enterprise Tech

Microsoft’s Office-Teams Split Signals Bigger Shift in Productivity Software

Microsoft (NASDAQ: MSFT) is offering to sell Office 365 and Microsoft 365 in the EU without Teams and at a lower price, under a new proposal to resolve a long-running antitrust investigation.

The move follows a 2020 complaint from Slack and marks a shift in Microsoft’s product strategy. It would allow European customers to buy Microsoft’s productivity suite without being tied to its communications app, Teams.

The proposal goes beyond pricing. Microsoft also offered to expand interoperability with rival products. Competitors could directly embed Office web apps like Word, Excel, and PowerPoint into their platforms. They’d also be able to integrate into Microsoft’s core tools and extract Teams messaging data for use in other software.

This offer includes a seven-year pricing commitment and ten years of guaranteed technical interoperability. Microsoft said similar changes would be applied globally if the EU accepted the deal.

For the software ecosystem, this opens the door for new integrations and puts pressure on other productivity platforms to rethink how they bundle communication features. It also highlights how interoperability and data portability are becoming central to modern enterprise software strategies.

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Everything Else

• Elon may be setting his sights on national train systems as the Federal Railroad Administration ponders a partnership with The Boring Company. 

• Silicon Valley’s top companies may be facing a midlife crisis as they grapple with AI, according to the Wall Street Journal. 

• Apple recently blocked Fortnite from its iOS platform in its ongoing war to defend its commission-heavy moat. 

• Fintech stocks are emerging from a multi-year slumber following eToro’s booming public listing and increased tailwinds for Coinbase, among others. 

• Charter Communications is fighting for its slice of the streaming service pie as it announces a plan to merge with Cox Communications.

Legal Stuff: Stocks featured in this newsletter are for entertainment purposes only. You should not base any investment decisions on information contained in my newsletter. Stocks featured in this newsletter may be owned by owners/operators of this website, which could impact our ability to remain unbiased. Please consult a financial advisor before making any trading decisions. I may earn a small commission from links placed inside these emails.