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Untapped AI Potential is Kickstarting this Marketing Stock’s Strength

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.

Secure Wealth Strategy (Sponsored)

Starting this July, big banks can legally treat gold as cash—and they’re wasting no time.

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One economist says gold is now “the only money banks trust.”

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Telecom

T-Mobile and SpaceX Team Up for Nationwide Satellite-to-Cell Rollout 

T-Mobile (NASDAQ: TMUS) has announced the commercial launch of T-Satellite, its satellite-to-cell network powered by SpaceX’s Starlink.

The service offers support for SMS, MMS, picture messaging, and short audio clips.

A broader data service is planned for October 1, expanding the app's functionality across the satellite network.

Over 1.8 million customers have already enrolled in the service during its beta phase, including subscribers who switched from AT&T and Verizon following a high-profile Super Bowl campaign.

Backed by more than 657 Starlink satellites, the rollout allows T-Mobile to extend coverage to over 500,000 square miles across the U.S., where traditional cell towers cannot reach.

This move underscores T-Mobile’s strategy to fill critical coverage gaps in remote and underserved areas.

By partnering with SpaceX, the company strengthens its competitive position against rivals AT&T and Verizon, both of which are working with AST SpaceMobile on similar satellite connectivity projects.

The partnership signals an industry-wide shift toward satellite-enabled mobile services as demand for universal coverage rises.

Future phases of T-Satellite will focus on enhancing data speeds and expanding international reach.

Aiming to provide reliable communication, the service focuses on areas where connectivity has historically been limited or unavailable.

Logistics

Amazon Commits $4B to Rural Delivery Network, Bringing Faster Service Nationwide

Amazon (NASDAQ: AMZN) is expanding its rapid delivery network to reach more than 4,000 smaller cities, towns, and rural communities across the United States.

The company plans to offer same- or next-day delivery to these areas by the end of 2025 as part of a broader strategy to scale its logistics footprint.

Efforts to triple the size of Amazon’s rural delivery network are backed by a $4 billion investment commitment through 2026.

The initiative will bring faster service to regions that have historically faced limited online shopping options and slower delivery speeds.

This expansion reflects Amazon’s response to rising competition from Walmart, Temu, Shein, and TikTok Shop, all of which have made gains by offering discounted products and improved delivery options.

Extending rapid delivery beyond major metro areas helps Amazon strengthen its presence where brick-and-mortar retail choices are often limited.

New logistics hubs, delivery routes, and technology upgrades will support the rollout, enhancing Amazon’s ability to serve underserved communities.

The company says this move is about more than speed, aiming to transform daily life for rural customers by improving access to products and brands.

Amazon’s announcement comes as it prepares for its longest-ever Prime Day, a 96-hour event scheduled from July 8 through July 11.

The timing aligns with efforts to reinforce customer loyalty and drive e-commerce growth nationwide.

Crypto Beyond Bitcoin (Sponsored)

Bitcoin is breaking records. But behind the scenes, a different story is unfolding — one that could catch many investors off guard.

Altcoins are quietly staging their own rally:
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Quantum Computing

IBM Debuts Quantum System Two Abroad, Pushing Quantum-Centric Supercomputing 

IBM (NYSE: IBM) has launched its Quantum System Two at the RIKEN Center for Computational Science in Japan.

The deployment marks the first time the system has been installed outside the United States and the first instance of a quantum computer operating alongside the Fugaku supercomputer.

Equipped with the 156-qubit Heron processor, Quantum System Two represents IBM’s most advanced quantum hardware.

The processor achieves a two-qubit error rate that is ten times better than the prior Eagle generation, offering a significant speed boost in circuit processing.

Performance at this level enables researchers to run quantum circuits that surpass the capabilities of classical brute-force simulations.

IBM’s partnership with RIKEN marks a significant step toward practical, quantum-centric supercomputing.

Linking quantum and classical systems at the instruction level enables the development of hybrid workflows where each technology tackles the part of a problem it handles best.

Research teams plan to use this setup to accelerate work on complex chemistry and materials science challenges.

The installation expands IBM’s global quantum footprint, demonstrating its focus on integrating quantum technology into real-world applications.

This initiative forms part of broader efforts to achieve quantum advantage, where quantum systems outperform classical approaches in speed, cost, or accuracy.

Recent Tech Movers

Apple’s (NASDAQ: AAPL) longstanding reign as the dominant tech stock may be over after dropping 20% year-to-date, underperforming its tech peers as it trades below its 50- and 200-day moving averages (a rare lag not seen since 2002!). 

Watch for potential recovery if Apple leverages its AI-driven ecosystem to regain investor confidence amid market volatility, but recent flops should temper enthusiasm.

Meta Platforms (NASDAQ: META) faced a setback Monday as the U.S. House banned WhatsApp from government devices, citing data transparency and encryption concerns, despite Meta’s claim of superior end-to-end encryption. 

Expect Meta to push back and highlight WhatsApp’s security to maintain its 3.98 billion monthly active user base and investor trust.

Zeta Global Holdings (NYSE: ZETA) surged 30% in less than a week after a study highlighted untapped AI potential in marketing, with 62% of organizations reporting limited AI deployment, signaling massive growth opportunities for its platform. 

Look for substantial upside in the next 24 months or so if Zeta correctly capitalizes on scalable AI solutions or attracts buyout interest. 

Exit the Chaos (Sponsored)

Markets don’t wait for calm—especially when political chaos takes center stage.

With Trump and Musk locked in a growing public feud, the fear of market volatility is very real.

While the headlines escalate, institutions are quietly stockpiling gold to shield against the blowback.

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Don’t Overlook This Tech Stock

Olo Inc. (NYSE: OLO) smashed Q1 2025 with 21% revenue growth to $80.7 million, powering restaurant tech with its SaaS platform for digital ordering and payments.

Brands like Ben & Jerry’s and Waffle House are leaning into Olo’s Order and Pay suites to boost guest experiences.

The stock spiked 11.6% in April amid reports Olo is exploring a sale, with its $1.44 billion market cap and 111% net revenue retention drawing tech and payment giants.

Q1 added 2,000 locations, pushing active sites to 88,000, with ARPU up 12%.

Olo’s Spring 2025 Release unveiled Guest Intelligence, using data-driven insights to optimize restaurant decisions, while partnerships like FreedomPay enhance payment margins.

Non-GAAP operating income hit $11.5 million, doubling year-over-year, with $401.8 million in cash fueling growth.

Analysts rate Olo a Moderate Buy with a $9.63 price target, 15% above $8.36, signaling upside in the red-hot restaurant SaaS space.

At 2.5x FY25 sales, this gem’s scalability and deal buzz make it a steal.

Everything Else

  • Microsoft plans to trim jobs through its gaming division and Xbox segments. 

  • Mastercard’s Fiserv partnership may be a last-ditch effort to avoid stablecoin threats.

  • Expect Micron’s earnings (tomorrow, June 25th) to be a make-or-break catalyst as the company rides an unprecedented momentum wave.

  • Big tech is pushing back on Trump’s semiconductor import tariff plans. 

  • The “world’s largest digital camera” is kicking off its universe-mapping plans as it snaps pictures of deep space.

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