High-Tech, Low-Risk Energy Stock is Powering Data Center Expansion

Author

Noah Zelvis
June 20, 2025

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.

Enterprise Tech

Cisco Overhauls 30-Year Partner Program With Launch of Cisco 360 

Cisco (NASDAQ: CSCO) has announced Cisco 360, a major update to its partner ecosystem set to take effect in 2026.

The new program will replace the company’s existing partner model, which has been in place for more than 30 years.

Designed to shift the focus from rewarding one-time capital infrastructure transactions, Cisco 360 recognizes the ongoing value delivered by managed service providers (MSPs) and managed security service providers (MSSPs).

The incoming program aims to align incentives with long-term customer outcomes, cloud adoption, and security integration.

Partners will be evaluated on service performance, recurring revenue streams, and contributions to customer success rather than solely on large hardware sales.

Cisco 360 will introduce updated profitability frameworks, new measurement tools, and enhanced support structures tailored to cloud and as-a-Service models.

While final incentive details have not yet been released, Cisco states that the program will offer new opportunities for partners to drive sustainable growth while meeting evolving enterprise IT demands.

This overhaul reflects Cisco’s broader strategy to modernize its partner relationships as enterprise technology needs evolve.

By aligning its ecosystem with recurring value and service-led models, Cisco is positioning itself and its partners to compete in a market increasingly defined by cloud-first and security-first approaches.

AI

Microsoft’s $10B AI Bet Tested as OpenAI Restructuring Sparks Friction 

Microsoft (NASDAQ: MSFT) is facing growing friction with OpenAI as the AI company works to restructure its for-profit business and secure a multibillion-dollar funding deal led by SoftBank.

OpenAI’s goal is to shift its for-profit arm into a public benefit corporation under its nonprofit parent, but progress reportedly hinges on Microsoft’s approval.

The tech giant invested $10 billion in OpenAI in 2023, securing an exclusive position to sell OpenAI’s technology through Azure and share revenue linked to its models and APIs.

That relationship has been key to Microsoft’s rapid expansion of its AI cloud, contributing to the $105 billion generated by its Intelligent Cloud segment in fiscal 2024.

Talks between the two firms have turned contentious. OpenAI is seeking to loosen some terms of its original agreements with Microsoft, including limits on access to technology from recent acquisitions.

Negotiations have reached a tipping point, where OpenAI is considering involvement with antitrust regulatory agencies.

The outcome of these talks will influence Microsoft’s AI cloud operations, its exclusive rights to OpenAI’s technologies, and the shape of future AI market partnerships.

With billions at stake, the company’s next steps will play a key role in how AI infrastructure evolves across the enterprise sector.

Ecommerce

Amazon Doubles Down on India With $233M Plan for Network Growth and Employee Programs 

Amazon (NASDAQ: AMZN) will invest $233 million to expand its operations in India, with a focus on delivery infrastructure, technology, and workforce well-being.

The funding aims to improve fulfillment speed, processing capacity, and nationwide coverage as e-commerce growth accelerates across the region.

Planned upgrades include advanced software tools that help delivery personnel with navigation, route planning, and safety during daily operations.

These improvements are designed to cut delivery times and enhance reliability across Amazon’s network. 

Beyond logistics, Amazon is extending its commitment to workforce programs. 

New rest areas for delivery staff, expanded healthcare services for truck drivers, and financial literacy training for employees form part of the initiative.

Scholarships for associates’ children are also included, reflecting a broader focus on long-term community impact.

India remains a critical market in Amazon’s global strategy.

Strengthening infrastructure and supporting frontline workers allow the company to scale its services while addressing key challenges in one of the world’s most competitive e-commerce sectors.

The combined focus on technology and people underscores Amazon’s integrated approach to growth.

Recent Tech Movers

Circle Internet Group (NASDAQ: CRCL) may have surged 600% (!) since its recent IPO, but momentum isn’t slowing: the stock’s average price target sits at $235/about 10% above current pricing, driven by the U.S. Senate’s GENIUS Act providing a stablecoin regulatory framework. 

Expect Circle’s Circle Payments Network to fuel 25%-30% annual revenue growth as the stablecoin market potentially doubles to $500 billion by late 2026.

Unusual Machines (NYSE: UMAC) acquired Rotor Lab for $7 million to bolster its drone motor production with a new U.S. factory opening in September, sending shares higher after an already astonishing 70%+ gain over the past month (though shares are down a whopping 50% on the year, implying further upside potential ahead). 

Look for increased market share in the upstream drone component sector as domestic manufacturing aligns with onshoring policies.

Tesla (NASDAQ: TSLA) is launching its robotaxi service in Austin on June 22 with a small Model Y fleet and human teleoperators - and at just the right time, as Elon Musk fulfills his promise to shareholders that he’ll increase his oversight and presence across his portfolio of companies. 

Watch for this AI-driven initiative to validate Tesla’s $1 trillion AI valuation potential, despite lower Q2 delivery estimates of 375,000 vehicles.

Don’t Overlook This Tech Stock

GE Vernova (NYSE: GEV) is fueling the AI revolution with advanced gas turbine tech, powering data centers with a $123 billion backlog, including 7GW of new orders in Q1 2025.

Its systems enable hyperscalers like Oracle’s 1.2GW Project Stargate, meeting the tech sector’s surging compute demands.

Better yet, as energy activists increasingly clamor for nuclear, GE Vernova’s tech is a game-changer.

The company’s BWRX-300 small modular reactors (SMRs) are approved for construction in Ontario and are currently under review for deployment in the U.S. 

The company is maintaining a diversified portfolio and shielding itself from one-off risks by scaling turbine production by late 2026, targeting $2-2.5 billion in free cash flow for FY25 while optimizing costs through AI-driven efficiencies.

Analysts peg GE Vernova as a Strong Buy with a price target as high as ~$600, driven by its pivotal role in AI infrastructure and next-gen nuclear tech.

Its high-growth trajectory in tech-driven power solutions makes it an overlooked leader in the increasingly crowded AI and cloud tech stock space.

Everything Else

  • A new startup is eyeing a piece of the growing humanoid robot market after plans to raise $1.2 billion in R&D funding leaked.

  • A major password breach exposed the customer data of Apple, Facebook, and other tech companies to hackers. 

  • Meta’s newest augmented reality venture promises to shoot 3K video with Oakley-brand smart glasses.

  • A front-seat “safety monitor” should allay concerns surrounding Tesla’s planned robotaxi launch this weekend. 

  • Meta is getting into the AI headhunting game and poaching talent after former OpenAI exec Ilya Sutskever rebuffed a buyout offer.

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