Self-Driving Logistics Pioneer Set to Transform Urban Delivery

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Today, we’ll look into the latest tech news, highlight some recent movers, and investigate an under-the-radar tech stock with potential.

Energy Shift (Sponsored)

On Behalf of Azincourt Energy Corp

Drill campaigns. Uranium-bearing zones. And prime territory next to billion-dollar discoveries.

This stock is positioned to grow.

*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

Fintech

PayPal Launches New APIs and Agent Toolkit to Support AI-Based Transactions

PayPal (NASDAQ: PYPL) is broadening its technology ecosystem by releasing new tools and APIs designed to support agentic commerce—a framework where AI agents can initiate and manage tasks such as payments, invoicing, and shipment tracking. The launch was timed with PayPal's Q1 earnings announcement and Developer Days event in Silicon Valley.

The platform updates include the PayPal Agent Toolkit and remote Model Context Protocol (MCP) server support. These features aim to simplify agent integration for developers while maintaining API compatibility with leading cloud and AI service providers. PayPal emphasized the relevance of these tools for embedding commerce capabilities directly into AI-powered environments.

On the infrastructure side, the company continues to focus on value-added services (VAS), including optimized debit routing and risk-decision modules. These are part of PayPal's broader PSP (payment service provider) business strategy, which includes fraud protection, payouts, and invoicing.

PayPal reported first-quarter revenue growth in its value-added services segment, with "other VAS" revenue rising 17% year-over-year to $775 million. The branded checkout experience also showed strength, with the debit card and Venmo transaction volume growth.

The company positions these infrastructure and API investments as long-term components of its Open Platform, which supports agent-driven commerce systems at scale.

Consumer

Spotify Adds Pricing & Payment Options in U.S. App After Apple Compliance

Spotify (NYSE: SPOT) confirmed that Apple has approved its latest U.S. app update. This update lets the music streaming platform display pricing details, subscription links, and alternative payment methods directly within its iOS app.

The update follows a recent U.S. federal court order that directed Apple to lift its longstanding restriction on external payment links within apps distributed via the App Store. Apple's compliance with the ruling allows third-party developers to present users with purchase options that do not route through Apple's payment system.

Under the new rules, Spotify's iOS app now includes visible pricing for its subscription tiers and special offers. Users can also choose non-Apple payment providers when signing up or managing their accounts, expanding flexibility and removing a key bottleneck in Spotify's U.S. app experience.

Until now, Apple's in-app purchasing system had been the only route available for user subscriptions inside iOS apps, typically subjecting developers to a commission. After years of platform-level contention, this approval marks the first time Spotify can bypass that requirement in the U.S.

The move aligns with a broader shift in U.S. app market regulation as developers gain more control over monetization paths within their platforms. Spotify's update is now live for iOS users in the United States.

Radical Vision (Sponsored)

Every investor in America is trying to figure out what Musk will do in Washington, D.C., in the coming weeks.

One Boston-based think tank – who has studied Elon’s work for decades – is stepping forward to share what they’ve found.

They believe his TRUE plan is far more radical than anyone realizes. It could change the way you live, work, get paid, and collect Social Security…

Sustainability Tech

Dell Expands Sustainability Playbook With User-Repairable Laptops

Dell Technologies (NYSE: DELL) has placed modularity at the heart of its sustainability strategy, rolling out user-repairable components across its commercial laptop range. The shift aims to extend product lifespans, reduce electronic waste, and simplify hardware maintenance.

The initiative builds on Dell’s Concept Luna platform, first introduced as a prototype in 2021 and now in production. Notable design changes include USB-C ports mounted with screws instead of solder and user-replaceable batteries with simplified cable assemblies.

Key components like memory, storage, and keyboards can now be accessed and swapped without specialized tools, guided by embedded QR-code instructions.

Dell’s modular approach is part of a broader strategy to reduce e-waste, which global agencies estimate will exceed 82 million tonnes annually by 2030 if current consumption trends persist.

In 2024, Dell reported integrating 95 million pounds of recycled and renewable materials into its products. The company also said that 96.4% of its packaging materials come from recycled, renewable, or reused sources.

The product changes arrived as new Right to Repair regulations emerged in global markets and coincided with Dell’s public 2030 goals, which include reusing or recycling an equivalent product for every unit sold and switching to fully recycled or renewable packaging.

These latest updates reflect a structural shift in Dell’s hardware development model, prioritizing longevity, repairability, and closed-loop materials recovery across its portfolio.

Recent Tech Movers

Fair Isaac (NYSE: FICO), proprietor of the classic FICO credit scoring system, may be one of the few ways that macro bears can capitalize on widespread economic distress. The analytics company benefits from increased enterprise-level demand as banks, BNPL services, and other creditors increase borrower risk profiling to avoid loan delinquency, especially as subprime borrowers' default rates begin to tick upward.

Bitdeer Technologies (NASDAQ: BTDR) stands to gain massively as the Bitcoin bull run regains momentum, but most overlook the mining stock’s potential in favor of more well-known crypto-adjacent stocks like Microstrategy (NASDAQ: MSTR). The company’s BTC reserves accelerated between 2023 and the end of 2024, with total holdings increasing 128%, and Bitdeer’s enterprise value hasn’t yet caught up to crypto’s renewed reignition.

Alight (NYSE: ALIT) saw massive new options flows this week, with substantial bullish call volume targeting a $7 - $11 price range by May 16th, implying as much as 105% upside. The steep price targeting and unusual volume indicate a strong showing for the company’s May 8th earnings report.  

Crypto Edge (Sponsored)

Bitcoin’s ups and downs have made and lost fortunes. But what if there was a way to outperform BTC—without ever buying it?

Hedge fund titan Larry Benedict has revealed a new approach called "Bitcoin Skimming," a strategy that has outpaced Bitcoin’s returns by as much as 22-to-1.

With the SEC’s latest decision set to shake up crypto markets, now is the perfect time to discover how this works.

Don’t Overlook This Tech Stock

WeRide (NASDAQ: WRD) tends to be ignored in favor of more well-known autonomous vehicle brands like Tesla (NASDAQ: TSLA) and Waymo. However, the company bridges the gap between big-rig logistics automation and consumer-level self-driving opportunities, creating a unique market niche with few competitors. 

Specifically, the company just received road testing approval for its Robovan W5, a medium-sized utility vehicle designed for logistics applications with its modular cargo space and 220km range. 

This nimbler platform is better-suited for small- to medium-sized businesses than a heavy-duty autonomous 18-wheeler like those developed by Aurora Innovation (NASDAQ: AUR), and it offers options for transporting goods in crowded urban centers. Likewise, self-driving vans (once tested and fully approved) could rapidly gain ground in commercial markets as nomadic lifestyles gain popularity. 

Everything Else

  • A Grand Theft Auto VI delay is putting downward pressure on Take-Two Interactive (not to mention disappointing thousands of GTA fans). 

  • A U.S. District Judge tore apart Tim Cook and Apple’s operational approach to app monetization in a new ruling this week. 

  • Uber is bringing robotaxi opportunities to Europe in 2026 after signing a deal with Chinese self-driving startup Momenta. 

  • CashApp is stagnating as peer-to-peer payment apps abound, crushing Block’s stock price following a series of downgrades. 

  • Amazon is betting on a hybrid or fully in-office work model in the future, buying a massive Manhattan office complex for an undisclosed (but likely massive) sum.

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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