Core Insights - Netflix is expanding into the podcasting space by signing exclusive video rights deals with iHeartMedia, Barstool Sports, and Spotify, with potential talks with SiriusXM, aiming to compete with YouTube [1][2][17] - The podcasting industry is experiencing a shift towards video content, with YouTube reporting over 700 million hours of podcast viewership on living room devices in 2025, up from 400 million in the previous year [2] - There is skepticism among podcasters regarding the long-term value of video podcasts, with concerns about a potential podcast bubble similar to what occurred after Spotify's aggressive acquisitions [4][13] Industry Dynamics - The move by Netflix is seen as a strategic attempt to dominate content creation and distribution, particularly targeting YouTube as a competitor [5][17] - Podcasters express ambivalence towards video formats, with many preferring audio content, indicating a disconnect between audience preferences and corporate strategies [8][9] - The podcasting landscape is marked by a tension between independent creators and large tech companies, with concerns about consolidation leading to fewer resources for smaller creators [14][15] Future Outlook - Analysts predict that Netflix may eventually pursue high-profile podcast creators with significant deals, potentially reshaping the podcasting landscape [17] - The cultural shift towards consuming podcasts as background content is seen as an opportunity for Netflix to capture a new audience segment [18] - The competitive landscape is evolving, with both Netflix and Spotify making aggressive moves to test new value propositions in the podcasting space [16]

Toronto, Ontario--(Newsfile Corp. - December 19, 2025) -  EarthLabs Inc. (TSXV: SPOT) (OTCQX: SPOFF) (FSE: 8EK0) The Great Canadian Treasure Hunt continues to captivate Canadians as thousands of participants unite in the search for more than $1.3 million in gold treasure hidden across the country. The organizers, The Northern Miner, are excited to unveil the fourth regional prize: six one-ounce gold coins, valued at nearly $36,000, sending treasure hunters on their next adventure to Newfoundland, one of Ca ...

Core Viewpoint - The U.S. Trade Representative's Office has indicated that it may take retaliatory actions against the EU and certain member states if they continue to impose what the U.S. deems "discriminatory" regulations, lawsuits, taxes, or fines on American service industries [1] Group 1 - The U.S. claims that American service providers face unfair treatment in the EU market while several European companies operate freely in the U.S. [1] - Specific European companies mentioned include Accenture, DHL, Siemens, and Spotify, which are noted for their operations in the U.S. [1] - The U.S. Trade Representative's Office stated that it will utilize relevant tools granted by U.S. law to address what it considers "unreasonable" measures [1]

1、美股周二收盘，道指跌0.6%，标普500指数跌0.13%，纳指跌0.19%；特斯拉涨3%创历史新高，英伟 达涨近1%，Circle涨近10%；纳斯达克中国金龙指数收跌0.34%，网易跌近2%。 2、国际油价收跌， WTI原油 期货失守55美元/桶，日内跌幅达3.22%；布伦特原油失守59美元/桶，日内跌幅2.70%；上期所 原油期货夜盘收跌2.24%。 3、沪金主力合约夜盘收跌0.14%；金价在美国11月非农就业报告后出现一波 反弹行情。 4、美国11月失业率创4年新高，录得4.6%，失业人数为780万；11月季调后非农就业人口录 得6.4万人，高于预期；10月非农就业人数减少10.5万人，为2020年底以来最大降幅。 5、美国威胁拟对 欧盟公司就数字税问题采取反制，点名埃森哲、西门子和Spotify等企业，称若欧盟继续限制美国数字服 务提供商竞争力，将动用一切可用工具反制，可能考虑收取费用和限制对外服务。 6、特朗普将于当地 时间周三面试美联储理事沃勒，此前已面试前美联储理事凯文·沃什，两人是其最青睐的美联储主席候 选人；特朗普还将于美东时间周三晚上9点发表全国讲话，或预告新年政策。 7、美国至12月1 ...

Group 1: Market Overview - European technology stocks are undergoing a critical reassessment, with opportunities emerging despite investor frustration regarding the region's ability to develop major tech players [1] - Analyst Dan Ives from Wedbush Securities describes the current moment as a "moment of validation" for Europe's tech sector [1] Group 2: Company Highlights - Klarna - Klarna, a Swedish fintech, is highlighted as a compelling investment opportunity, currently valued at a market cap of $11.4 billion [3] - The company reported a strong third quarter, with global sales increasing by 28% year-over-year to $903 million, and U.S. revenue growing by 51% [3] - Klarna serves 114 million active consumers and 850,000 merchants across 26 markets, positioning itself as a significant challenger to traditional credit cards and payment networks [4] Group 3: Company Performance and Products - Klarna's fair financing product saw a remarkable growth of 139%, attributed to the doubling of merchants offering the service to 150,000 [5] - The company is experiencing a temporary lag in profitability due to upfront provisions for potential credit losses while earning revenue over time as consumers repay loans [5] - Klarna's physical card has 3.2 million active users globally, generating an average revenue of $130 per user, compared to $28 for general active users [6] Group 4: Market Strategy and Demand - The demand for Klarna's debit card is strong, offering credit card perks that allow users to choose between debit and credit at checkout, targeting self-aware avoiders who want control over their spending [7] - Since its inception, Klarna has issued over $500 billion in credit, with credit losses below 70 basis points, outperforming traditional credit card charge-off rates [7] Group 5: Company Highlights - Spotify - Spotify is also identified as a noteworthy European company, with its stock down 26% from record levels, presenting an attractive entry point for investors [2]

Summary of Key Points from J.P. Morgan's US Internet 2026 Outlook Industry Overview - The report focuses on the **US Internet** sector, providing insights into market performance, macroeconomic factors, and company-specific forecasts for 2026. Core Insights and Arguments 1. **2025 Performance Recap**: - The internet sector outperformed the S&P 500 by 17% in 2025, with average performance across market caps showing significant variation: - Large Cap: +19% - Mid-Cap: +42% - Small Cap: +21% - Smaller Cap (<$2B): -16% [12][13] 2. **2026 Macro Outlook**: - J.P. Morgan economists estimate a **35% risk of recession** in 2026, with expectations of resilient global growth driven by fiscal stimulus and capital expenditure [19][23]. - Key economic indicators include: - GDP Growth: 1.8% in 2026 - Inflation: Expected to remain above 3% CPI - Unemployment: Projected to peak at 4.5% in Q1 2026 [21][19]. 3. **Investment Recommendations**: - **Top Picks for 2026** include: - Alphabet (Overweight, $385 PT): Growth driven by AI and cloud services [46]. - Amazon (Overweight, $305 PT): Expected growth in AWS and retail segments [51]. - DoorDash (Overweight, $300 PT): Anticipated GOV growth of 18% CAGR from 2025-2028 [57]. - Spotify (Overweight, $805 PT): Projected revenue growth driven by premium subscriptions [66]. 4. **AI and Cloud Growth**: - AI is expected to significantly drive cloud growth, with Google Cloud projected to grow in the mid-40% range and AWS adding the highest estimated revenue in 2026 [101][102]. - The report highlights the importance of AI in enhancing operational efficiencies and driving revenue growth across various sectors [78]. 5. **Valuation Metrics**: - The S&P 500 is projected to have a price target of **$7,500** by the end of 2026, suggesting a 9% upside [26]. - Internet companies are trading at an average of **10.2x 2027E EV/EBITDA**, with expected revenue growth of approximately **13% CAGR** from 2025 to 2027 [40]. Additional Important Insights 1. **Market Dynamics**: - The report discusses the competitive landscape in the AI space, noting that leading model developers like Google and OpenAI are pushing the frontier, but competition remains intense [89][94]. - The potential for AI-driven advertising and e-commerce growth is highlighted, with expectations for significant market share shifts in the online ad market [112]. 2. **Company-Specific Catalysts**: - Alphabet's AI tools are expected to enhance productivity and revenue, while Amazon's AWS is set to double its capacity by 2027 [56][88]. - DoorDash is focusing on expanding its marketplace and improving unit economics, while Spotify is ramping up its free cash flow and operating margins [60][68]. 3. **Key Questions for 2026**: - The report raises critical questions regarding AI monetization, the impact of AI on cloud growth, and the potential for disruption in various sectors, including travel and e-commerce [76][124]. This summary encapsulates the essential insights and projections for the US Internet sector as outlined in the J.P. Morgan report, providing a comprehensive overview of the anticipated trends and investment opportunities for 2026.

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): ...