Small-Cap eComm Stock is a Growing Force in B2B Markets

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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Data Centers

Meta Secures 650 MW Solar Deal to Power AI Expansion

Meta (NASDAQ: META) has signed a new agreement with AES Corporation to purchase 650 megawatts of solar power from projects in Texas and Kansas. The deal includes 400 megawatts in Texas and 250 megawatts in Kansas, marking Meta’s fourth solar agreement this year.

The new power will support Meta’s growing fleet of data centers, particularly those powering its AI operations. With this addition, Meta’s total renewable energy capacity now exceeds 12 gigawatts, further extending its lead among U.S. corporate clean energy buyers.

This latest move highlights how energy sourcing has become a core component of Meta’s AI infrastructure strategy. Long-term renewable supply agreements help manage rising electricity costs and reduce operational risk as Meta scales its compute footprint. The choice of Texas also underscores a broader shift, with the state becoming a key location for fast, cost-effective renewable deployments.

Power purchase agreements with 15–20-year terms provide developers like AES with stable revenue while giving Meta flexibility to phase in electricity ahead of full project completion. That alignment with incremental data center expansion is increasingly critical in AI-driven infrastructure planning.

The deal follows Meta’s broader diversification into geothermal energy and other clean technologies, supporting its goal of net-zero emissions by 2030.

Cybersecurity

Microsoft Shuts Down Lumma Malware Behind 394,000 Device Infections

Microsoft (NASDAQ: MSFT) has revealed the scope and dismantling of the Lumma malware network, which infected nearly 400,000 Windows devices globally. The operation, led by Microsoft’s Digital Crimes Unit, was carried out in collaboration with law enforcement agencies and cybersecurity partners across multiple regions.

Lumma, a credential-stealing malware, compromised sensitive healthcare, government, education, and infrastructure data. The malware spreads primarily through fake software downloads and phishing links, enabling attackers to sell stolen data on the dark web.

This takedown reinforces Microsoft’s growing role as an active player in cybercrime disruption, not just as a software provider. The operation highlights the scale of coordinated cyber threats for enterprise customers and underscores the importance of staying within trusted update ecosystems and security frameworks.

The incident also draws attention to the scale of financial and operational risks businesses face from credential theft and data breaches. Lumma’s reach into critical industries shows how malware increasingly bypasses consumer endpoints and moves directly into professional environments.

Microsoft says the infrastructure linked to the malware was disrupted, and domains were taken down, limiting the immediate threat. The company continues to work with international partners to prevent similar malware-as-a-service operations from scaling again.

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Streaming

Spotify Gains Ground on iOS as App Store Payment Rules Relax

Spotify (NYSE: SPOT) says its ability to steer iOS users toward external web payments has resulted in a noticeable rise in Premium upgrades. The update comes after Apple was required to comply with a 2025 court order allowing U.S. developers to include external payment links in their apps.

Since rolling out its updated “Premium Destination Page” on iOS, Spotify has seen a marked increase in conversion rates compared to Android, where direct payment options have long been available. The app now shows users pricing and a direct link to subscribe or buy audiobooks on Spotify’s website.

This marks a meaningful shift for developers operating under Apple’s historically rigid in-app payment policies. The early results suggest that more flexible billing models could improve Spotify’s user monetization without relying on Apple’s fee structure. It also reinforces the value of platform independence in recurring revenue models.

While Spotify hasn’t disclosed exact figures, it emphasized that the impact was immediate and statistically significant. The company is also seeing early signs of improved audiobook transactions.

This development underscores broader momentum toward open mobile ecosystems, especially for subscription-based platforms. Spotify’s performance could set a precedent for other developers navigating post-App Store policy reforms.

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Everything Else

• Private startup Builder.ai is in major trouble with creditors after its lenders discovered it inflated sales stats by 300% last year while sourcing emergency funding. 

• Klarna isn’t yet public (its IPO is currently on hold), but the BNPL company is seemingly positioning itself as a would-be AI leader after its chief exec delivered earnings via AI avatar.

• Remember Napster? Startup Infinite Reality, which owns the IP associated with the former digital piracy platform, is rebranding itself as Napster Corporation and intends to deliver “AI-powered digital experiences.” 

• Your toilet is the next home appliance to run on AI, if gut health startup Throne has any say in the residential plumbing sector’s future.   

• Microsoft bagged a major win this week after the FTC declined to follow through on a suit retroactively blocking its 2023 $69 billion Activision Blizzard purchase.