Key Takeaways Jefferies has some ideas about where tech investors should look after a tough stretch for the sector. Tech stocks took a hit last week, with cloud computing giant Oracle (ORCL) and chipmaker Broadcom (AVGO) at the forefront after quarterly earnings that failed to impress investors amid growing skepticism around the AI trade. But Jefferies analysts told clients amid Thursday's selloff that they still see gains for some standouts in the sector, which they identified for their "peer-leading growt ...

Core Insights - Spotify experienced service disruptions affecting thousands of users in the U.S. on Monday, as reported by Downdetector.com [1] Company Impact - The outage indicates potential reliability issues for Spotify's platform, which could impact user satisfaction and retention [1] - Monitoring user feedback and service performance will be crucial for Spotify to address any underlying technical problems [1] Industry Context - Service outages in streaming platforms can lead to increased scrutiny from users and may affect competitive positioning within the industry [1] - The incident highlights the importance of robust infrastructure and customer support in maintaining user trust in digital services [1]

RT Avi Chawla (@_avichawla)- Google Maps uses graph ML to predict ETA- Netflix uses graph ML in recommendation- Spotify uses graph ML in recommendation- Pinterest uses graph ML in recommendationHere are 6 must-know ways for graph feature engineering (with code): ...

- Google Maps uses graph ML to predict ETA- Netflix uses graph ML in recommendation- Spotify uses graph ML in recommendation- Pinterest uses graph ML in recommendationHere are 6 must-know ways for graph feature engineering (with code): ...

Core Viewpoint - Spotify (SPOT) has been upgraded to a Zacks Rank 2 (Buy), indicating an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - An increase in earnings estimates typically leads to higher fair value calculations by institutional investors, resulting in stock price movements [4]. Spotify's Earnings Outlook - The recent upgrade for Spotify reflects a positive outlook on its earnings, suggesting that the company's underlying business is improving, which should drive the stock price higher [5][10]. - Analysts have raised their earnings estimates for Spotify, with the Zacks Consensus Estimate increasing by 29.9% over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have generated an average annual return of +25% since 1988 [7]. - Only the top 20% of Zacks-covered stocks receive a "Strong Buy" or "Buy" rating, indicating superior earnings estimate revisions [9][10].

分组1 - Sabra Health Care REIT, Inc. has a dividend yield of 6.3% and is supported by favorable demographics, with no threat from AI [1] - Wells Fargo analyst John Kilichowski maintained an Overweight rating on Sabra Health Care and raised the price target from $20 to $21 [1] - Apollo Global Management, Inc. was upgraded from Equal-Weight to Overweight by Morgan Stanley analyst Michael Cyprys, with a price target increase from $151 to $180 [2] 分组2 - Spotify Technology S.A. reported third-quarter 2025 earnings of $3.83 per share, exceeding the analyst consensus estimate of $1.87 [3] - Spotify's revenue reached $4.99 billion, a 7% year-over-year increase, surpassing projections of $4.92 billion [3] 分组3 - Sabra Health Care shares fell 1.6% to close at $19.00 [5] - Apollo Global Management gained 3.6% to settle at $149.08 [5] - iShares Russell 1000 Value ETF gained 1.4% [5] - Spotify jumped 3.4% to settle at $609.41 [5]

Group 1: Leadership Changes - Jeff Bezos will become co-CEO of Project Prometheus, an AI startup focused on manufacturing in automotive, aerospace, and computing sectors [1] - Binance has appointed co-founder Yi He as co-CEO alongside Richard Teng, reflecting a trend of joint leadership in technology companies [3] - Oracle, Comcast, and Spotify have also announced co-CEO appointments, indicating a growing trend among high-profile firms to share leadership roles [4] Group 2: Co-CEO Structure Rationale - The complexity of running technology businesses suggests that a single leadership structure may no longer be optimal, as it encompasses various areas such as AI, global regulation, and cybersecurity [5] - Successful co-CEO arrangements are exemplified by Netflix and Atlassian, which have maintained this structure for years, indicating its viability in the tech industry [6]

Core Viewpoint - Spotify is introducing music videos for premium subscribers in the U.S. and Canada, aiming to compete with YouTube for market share [1] Company Summary - Spotify is expanding its service offerings by making music videos available to its premium subscribers [1] - This move is part of Spotify's strategy to enhance user engagement and attract more subscribers [1] Industry Summary - The introduction of music videos positions Spotify as a direct competitor to YouTube in the streaming market [1] - This development reflects the ongoing competition in the digital streaming industry, where platforms are increasingly diversifying their content to capture audience attention [1]

Core Insights - Spotify is launching music videos in the U.S., Canada, and several other markets, following a beta launch in international markets last year [1] - The music videos will be available exclusively to Spotify Premium subscribers and can be accessed on various platforms including iOS, Android, desktop, and TV apps [1] Group 1: Video Feature Details - Users will have the option to "Switch to video" while listening to a song, allowing seamless transition from audio to video [2] - The music video will replace the short looping video that typically accompanies tracks unless disabled in settings [3] - By the end of the month, Spotify will introduce video-specific playlists for U.S. and Canadian subscribers, featuring genres like 90s Video Hits and Hip-Hop Throwbacks [3] Group 2: Competitive Landscape - The introduction of music videos aims to enhance Spotify's competitive edge against YouTube, which has its own music streaming service and is expanding into podcasts [4] - Spotify has been adding features like video podcasts and social elements to make the app feel more like a social network [4] Group 3: Licensing and Partnerships - Spotify's music video feature follows a deal with the National Music Publishers' Association (NMPA) to expand AV rights in the U.S., which is expected to increase revenue for songwriters and independent publishers [10] - The company has also secured AV rights agreements with major labels including Universal, Sony, and Warner Music Group [11] - Specific details regarding the number of videos at launch and the labels involved have not been disclosed, but music video streams of at least 30 seconds will generate royalties [11] Group 4: Global Expansion - In addition to the U.S. and Canada, music videos will also be launched in several Caribbean and African countries, including Antigua & Barbuda, Jamaica, and Ghana [12] - In beta markets like Brazil and Colombia, music videos are available to free-tier listeners as well [12]

Core Insights - Spotify has launched music videos in beta for premium users in the U.S. and Canada, expanding from previous global markets [1] - The initial catalog includes artists like Ariana Grande and Olivia Dean, with plans for rapid growth in availability [2] - A survey indicated that over 70% of users believe more video content would enhance their Spotify experience [3] Group 1 - The introduction of music videos aims to elevate the listening experience and deepen fan engagement [3] - Premium subscribers can easily switch between audio and video formats on various devices [4] - The launch is expected to provide additional revenue streams for publishers and songwriters [4] Group 2 - Spotify plans to expand music video availability to additional markets including Antigua & Barbuda and Ghana [4]