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According to Barclays’ 12th Global Music Results Wrap, released August 21, major music companies reported an average streaming growth of 8.3% in the second quarter of 2026, with Warner Music Group Corp. (NASDAQ:WMG) leading at 11.3% and Universal Music Group at 5.6%. The bank’s main conclusion is about relative positioning rather than absolute growth: even […]

Sophia Bendz, general partner at Cherry Ventures, stopped by Equity to break down the latest in the Swedish tech ecosystem.

Netflix shares have shed a third of their value in twelve months, but a powerful combination of record buybacks and a rapidly growing ad business is quietly building pressure beneath the surface.

Spotify just posted its strongest fundamental quarter ever while its stock sits well below last year's peak, and that disconnect points to something worth paying close attention to before 2030.

Netflix has shed a third of its value in the past year, and now a proprietary model is flashing a signal that has traders paying close attention. The math behind what happens next is harder to dismiss than most bears expect.

Today's Research Daily features new research reports on 16 major stocks, including Salesforce, Inc. (CRM), Seagate Technology Holdings PLC (STX) and AT&T Inc. (T), as well as a micro-cap stock, Daily Journal Corporation (DJCO).

Spotify shares have risen 12.5% in four weeks as record margins, subscriber growth and pricing gains offset valuation and reinvestment risks.

SPOT's earnings growth, cash flow and expanding monetization support the bull case, but its premium valuation raises the bar for execution.

Spotify stock has cleared a historically bullish trendline

Netflix has shed more than a third of its value over the past year, yet a billionaire who once lost $400 million betting on this exact stock just bought back in, and the reasoning behind his conviction is harder to dismiss than you might expect.

The Morning Bull - US Market Morning Update Wednesday, Aug, 19 2026 US stock futures are pointing lower this morning, with S&P 500 contracts down around 0.5% and Nasdaq 100 futures weaker by more than 1%. The key driver is a global rise in government bond yields, including the US 10 year moving toward the 4.7% to 4.75% range, which means borrowing money is getting more expensive again for households and companies. At the same time, commodity futures are firmer, with a broad index up about...

Spotify Technology has delivered a very large 3 year return, yet its current share price and valuation checks send a more mixed signal, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model implying a discount to where the stock trades today. Spotify Technology has returned about 2.8x over the past 3 years, which raises the question of how much future upside is already reflected in the share price. Strong subscriber growth and new AI powered features can support investor...

On August 4, Spotify (NYSE:SPOT) and Merlin announced a licensing agreement that lets independent artists opt into Spotify’s upcoming fan-made covers and remixing tool. It sounds like a minor feature rollout, but the stock has been under pressure for most of the year, and this is one of several engagement bets management is leaning on […]

Spotify hits 300 million premium subscribers and record 33.4% gross margin.

Wall Street analysts are reshuffling their bets ahead of a critical inflation report, with major calls hitting Airbnb, AppLovin, Boeing, Spotify, and a handful of others that could move your portfolio before the week is out.

APPS vs. SPOT: Which Stock Is the Better Value Option?

Wall Street thinks the world's largest music streaming service looks like a bargain.

Netflix has shed more than a third of its value in a year, yet analysts keep stacking up buy ratings with price targets that sit far above Wall Street consensus. The question is whether the sell-off exposed a genuine crack or handed patient investors a rare entry point into a cash machine with an ad business barely off the launch pad.

Spotify Technology (NYSE:SPOT) reported second-quarter results marked by accelerating revenue growth, record gross margin and subscriber growth that pushed its Premium base above 300 million for the first time. Co-CEO Alex Norström said the company’s revenue rose 15% year over year on a constant-cu

Spotify and Pinterest both beat Q2 estimates on revenue and earnings, yet both stocks sold off hard in the days that followed. The reason says everything about what investors are actually paying for right now.

Automatic sale reduced his direct holdings by 51%, though he retains 125,463 derivative securities alongside remaining shares.

Pro athletes need to read this.

SPOT's Q2 earnings miss estimates as higher marketing, cloud and AI costs offset record margins, subscriber gains and stronger cash flow.

Where are the budget shifts coming from for video podcasts? Most likely, programs including cable TV news networks, late-night talk shows or even syndication unscripted daytime talk shows.

Record subscriber scale and margins failed to offset an earnings miss and increased investment in marketing, cloud services and AI.

SONY's raised outlook, faster profit growth and recurring entertainment revenues strengthen the buy case, but valuation and cash-flow pressure demand discipline.

Sony's 10.9% weekly rally has support from faster profit growth and higher forecasts, but valuation, currency and execution risks could test the next leg.

Spotify is prioritizing monetization, add-ons and automated ads while accepting slower MAU growth and keeping AI spending and margins under tight control.

<body><p>STORY: Would you listen to music made by AI? Because Spotify wants it in your playlist.</p><p>:: Spotify turns to AI</p><p>:: Peter Devlin, Reuters</p><p>:: August 5, 2026 / London, England</p><p>Imagine taking your favorite&nbsp;song, remixing it or creating entirely new versions with AI - turning one track into thousands.</p><p>That’s the new tool Spotify is building with Universal Music and independent-label group Merlin.</p><p>:: Spotify goes all-in</p><p>Spotify is going all-in on AI to attract users.</p><p>::25%</p><p>It says 25% of listeners are already using its features.</p><p>:: Has there been pushback about AI use?</p><p>But not everyone is ready to hit play. Subscribers have complained they’re being served AI-generated music without knowing it.</p><p>Spotify says it’ll only intervene when AI is used to impersonate artists without permission. And that’s not just a theory.</p><p>A man in North Carolina is accused of using AI to flood Spotify with fake songs, then deploying bots to stream them billions of times.</p><p>Meanwhile, every music revolution comes with a price tag.</p><p>:: 300 million</p><p>:: Will it cost Spotify to spend on AI?</p><p>The company says higher AI spending will hit profits this quarter, even as it passes 300 million paying subscribers.</p><p>And as Spotify turns its dominance into profit, price hikes have become part of the strategy.</p><p>Or as Spotify’s management puts it - ‘If you want to live in the future, you can. You just pay more.’</p></body>

The milestone is historic. The margin underneath it is the number to watch.