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Under-the-Radar MedTech Stock is Changing the Face of Mental Health Treatment

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 Infrastructure

$40B Move Cements Oracle as AI Infrastructure Powerhouse

Oracle (NYSE: ORCL) plans to spend $40 billion on Nvidia chips as part of a long-term deal to supply OpenAI’s next-generation data center in Texas. The investment includes the purchase of approximately 400,000 Nvidia GB200 processors, positioning Oracle as a core infrastructure provider in the global AI arms race.

Rather than operate the facility directly, Oracle will lease compute capacity to OpenAI under a reported 15-year agreement. The site, known as Stargate, is expected to deliver 1.2 gigawatts of computing power by mid-2026 and will become one of the world’s largest AI data centers upon completion.

This scale of investment underscores Oracle’s strategy to transition from an enterprise SaaS platform to a comprehensive AI infrastructure. By embedding itself at the foundation of OpenAI’s compute stack, Oracle strengthens its relevance in an increasingly hardware-dominated AI era.

The move underscores Oracle’s belief that long-term demand for AI compute capacity will remain high and that leasing infrastructure to model developers offers a capital-efficient revenue stream. It also signals continued alignment between major U.S. tech firms and strategic chipmakers, such as Nvidia.

Additional sites under the Stargate banner are already in development, including a 1-gigawatt cluster in Abu Dhabi. Oracle joins SoftBank, G42, and Cisco as partners in the broader global expansion effort.

Consumer Tech

Alphabet Turns Gmail Into a Smart Assistant With a Privacy Twist Coming

Alphabet (NASDAQ: GOOGL) is rolling out new AI-powered upgrades to Gmail, including smart reply suggestions that mimic each user’s tone and communication style. The feature, powered by its Gemini AI model, generates responses based on a user’s past emails and Google Drive files, offering more personalized and context-aware replies.

Gmail’s AI enhancements follow recent changes to Google Workspace and reflect Alphabet’s broader push to integrate generative AI into its productivity tools. The company says the system can now draft replies that “sound authentically like you,” marking a shift in how email assistance is delivered inside its platform.

In addition to AI-generated replies, Alphabet is preparing to launch a privacy-focused feature called Shielded Email. Still in development, the tool will allow users to mask their confirmed email addresses when signing up for services or websites. The feature is expected to integrate with Google Autofill and appear in apps like Gboard during account sign-ups.

Shielded Email will serve as an Android-based counterpart to Apple’s Hide My Email, designed to reduce spam, enhance user privacy, and limit exposure in the event of potential data breaches. While not yet live, Shielded Email has been spotted in internal app builds and is nearing release.

Alphabet continues to add security and personalization features across its platforms as privacy expectations rise and AI becomes more deeply embedded in consumer communication tools.

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E-Commerce

Alibaba’s Instant Commerce Hits 40M Daily Orders in First Month 

Alibaba (NYSE: BABA) has surpassed 40 million daily orders on its instant commerce platform, just a month after its launch. The service integrates merchants from Ele.me, Alibaba’s food delivery business, directly into its core Taobao shopping app.

Customers using the platform can receive products within 60 minutes, reflecting a broader push across China’s e-commerce sector to capture demand for faster, localized delivery. Alibaba launched the offering in late April and reported early performance metrics during its recent earnings call.

The service leverages Alibaba’s existing delivery infrastructure, developed through years of investment in last-mile logistics and supported by its Freshippo grocery chain network.

Instant retail has emerged as a competitive battleground for Chinese platforms, with firms like JD.com and Meituan also expanding in this space. All three are seeking to extend their logistics capabilities beyond traditional e-commerce to cover fresh goods, restaurant meals, and consumer staples at speed.

Alibaba’s merchant network and logistics coverage have been positioned as key advantages in scaling the platform. The company continues to consolidate commerce operations to drive efficiency across its logistics stack and enhance cross-app functionality.

Consumer demand for fast delivery has remained high across income groups, even in a constrained spending environment. 

Recent Tech Movers

Salesforce (NYSE: CRM) is expanding its scope in a bid to increase its competitiveness with major cloud players, such as Amazon (NASDAQ: AMZN), and AI stocks, including Alphabet (NASDAQ: GOOG), following a major acquisition announcement today. Execs told shareholders that Salesforce will be buying cloud data firm Informatica (NYSE: INFA) for a whopping $8B, about 15% higher than its market cap.

Karooooo (NASDAQ: KARO) - yes, the name is real - is making waves as it eyes expansion beyond its modest origin story. KARO began as a car and vehicle recovery service, but management is reaping the rewards after setting its sights on loftier goals (including AI-driven driver monitoring and global fleet management offerings), sending shares up nearly 20% since January.

Astera Labs (NASDAQ: ALAB) is benefiting from an increasingly cozy relationship with Nvidia (NASDAQ: NVDA) to augment its NVLink Fusion initiatives, which ultimately aim to help downstream clients best deploy AI infrastructure. A true “picks-and-shovels” play, Astera’s position near the top of the AI value chain helps cement its position in the industry no matter which customer-facing companies gain ground. 

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Don’t Overlook This Tech Stock

Neuronetics (NASDAQ: STIM) addresses psychiatric and mental health conditions through neuromodulation technology, leveraging “transcranial magnetic stimulation”, a non-invasive outpatient method that applies magnetic fields externally. This treatment, though not yet widely adopted, has demonstrated effectiveness, benefiting over 175,000 patients across the country with more than 6.4 million sessions administered.

Patients enjoy an impressive 83% response rate and a 62% remission rate. That’s a frankly stunning series of treatment outcomes and might explain its relatively low profile in the neurotech sector, considering it could disrupt “Big Pharma” if its success in treating depression continues.

Neuronetics is steadily gaining traction, with a recent Medicaid expansion in California enabling access to transcranial magnetic stimulation for over 14 million adolescents and adults - but the wider stock market hasn’t yet caught on to its long-term potential.

Everything Else

  • Private startup Ambience Healthcare bagged a major win for AI-driven medicine after announcing a new model that outperforms “legacy” docs by 25%+. 

  • Sam Altman’s Orb-powered human verification is rapidly gaining ground in the public consciousness, according to Time Magazine. 

  • Tesla may be losing market share in Europe, but that hasn’t affected the stock’s price after Musk announced his intention to spend more time at the firm following DOGE’s ramp down. 

  • Speaking of which, SpaceX is planning to soon launch another Starship mission after two consecutive failed flights. 

  • Morgan Stanley says tariffs aren’t enough to deter offshore manufacturing in Apple’s case, as iPhones will still be cheaper if made abroad compared to domestic production.

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