Subsea Defense Tech Stock Rides Momentum Wave

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

Oracle Signs Massive $30B Cloud Deal to Scale AI Infrastructure With G42 

Oracle (NYSE: ORCL) has signed a multi-year cloud services agreement with G42, a leading artificial intelligence company based in Abu Dhabi. The deal is valued at up to $30 billion.

It focuses on building and scaling AI-optimized data centers in the United States to support large-scale model training and the development of generative AI.

Under the agreement, G42 will anchor core AI workloads on Oracle Cloud Infrastructure (OCI), making it one of Oracle’s largest customers to date.

The move significantly expands OCI’s presence in high-performance computing, as demand for training foundation models and large language models continues to grow rapidly.

New data centers will be optimized specifically for compute-heavy applications, including vision models, robotics, and enterprise-scale AI.

By engineering infrastructure capable of supporting next-generation workloads, Oracle strengthens its positioning in the global AI infrastructure race, alongside hyperscalers such as AWS, Microsoft Azure, and Google Cloud.

The partnership also reinforces Oracle’s strategic shift from traditional enterprise software to becoming a major player in AI cloud services.

G42’s decision to commit long-term resources to OCI reflects growing trust in Oracle’s ability to deliver scalable, high-throughput compute environments tailored for cutting-edge AI use cases.

Deployment of the new infrastructure is already underway, with both companies signaling an aggressive timeline to meet surging AI compute needs.

Cloud

IBM Expands Cloud ERP Capabilities With New SAP Hyperscaler Option 

IBM (NYSE: IBM) has introduced a new hyperscaler option for SAP Cloud ERP Private, allowing customers to run SAP S/4HANA on IBM Power Virtual Server.

The offering is built to reduce cloud migration times by up to 25% and is now available to more than 10,000 businesses running SAP workloads on IBM Power infrastructure.

The platform is designed to shift mission-critical SAP workloads from on-premises Power servers to the cloud in under 90 days.

It also enables customers to use the IBM Cloud platform services for building AI-powered applications that connect SAP and non-SAP data sources.

By positioning IBM Power Virtual Server as a certified SAP Cloud ERP hyperscaler, IBM is extending its cloud leadership in performance, security, and resilience.

The company recently completed its own global SAP migration across 175 countries, reporting a 30% reduction in infrastructure costs and 100% uptime since go-live.

IBM is also expanding partner support for the RISE with SAP initiative, collaborating with Infosys, Seidor, and others to simplify ERP transformation for mid-market and enterprise clients.

These partnerships include migration automation tools, buyback programs for Power10 hardware, and early-stage technical assessments to reduce complexity.

With this rollout, IBM reinforces its hybrid cloud and AI-first strategy while accelerating SAP workload modernization for its global enterprise base.

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Streaming

After 10 Years, Spotify’s Discover Weekly Gets an AI Tune-Up With Listener Controls 

Spotify (NYSE: SPOT) is retooling one of its most popular features, Discover Weekly, by giving users direct control over the algorithm.

Premium subscribers can now shape their recommendations by selecting genre filters at the top of the playlist, a first for the platform’s decade-old curation engine.

This change marks a deeper shift in Spotify’s product strategy. For years, the company leaned heavily on opaque algorithmic playlists.

Now, with competition rising from rivals like Apple Music and YouTube Music, Spotify is putting more power in the hands of its listeners.

The update comes after several interface changes aimed at demystifying recommendations, including queue visibility and a “snooze” option for overplayed tracks.

Giving users influence over personalization may seem like a small tweak, but it addresses a growing pain point for Spotify: algorithm fatigue.

Listeners want smarter discovery without being trapped in a feedback loop.

To access the new version, Premium users must update their app and navigate to the “Made for You” hub.

If the rollout performs well, expect more user-facing controls to be introduced across other flagship playlists, such as Release Radar and Daily Mix.

Spotify says Discover Weekly has generated over 100 billion streams since launch, with 77% coming from emerging artists, a stat it’s looking to grow.

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Everything Else

• 23andMe is going back under its founder’s auspices after a court ruling. 

• Meta’s AI spending spree is already paying off, as shares mark new highs. 

• Circle’s newest growth plan includes becoming a nationally recognized banking institution, tentatively dubbed the First National Digital Currency Bank, N.A.

• SPX’s newest inclusion candidates include Applovin, Robinhood, and Carvana. 

• A massive new cloud deal is putting wind back into Oracle’s sails.