http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Tue, 10 Mar 2026 16:36:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/SEC+Filings/Form++144++++++++Spotify+Technology+S.A.++++++++++++++++Filed+by%3A+Jenkins+Dustee/26140056.html si-local-file:///var/storage/secattach/20260310/26140056.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++Spotify+Technology+S.A.++++++++++++++++Filed+by%3A+Jenkins+Dustee/26140056.html Tue, 10 Mar 2026 16:36:00 -0400 O.08030102 SPOT http://www.streetinsider.com/SEC+Filings/Form++144++++++++Spotify+Technology+S.A.++++++++++++++++Filed+by%3A+Jenkins+Dustee/26140056.html si-local-file:///var/storage/secattach/20260310/26140056.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++Spotify+Technology+S.A.++++++++++++++++Filed+by%3A+Jenkins+Dustee/26140056.html Tue, 10 Mar 2026 16:36:00 -0400 O.08030102 SPOT http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++Spotify+Technology+S.A.+++For%3A+Mar+05/26119178.html si-local-file:///var/storage/secattach/20260305/26119178.html http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++Spotify+Technology+S.A.+++For%3A+Mar+05/26119178.html Thu, 05 Mar 2026 16:16:00 -0400 O.08030102 SPOT http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++Spotify+Technology+S.A.+++For%3A+Mar+05/26119178.html si-local-file:///var/storage/secattach/20260305/26119178.html http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++Spotify+Technology+S.A.+++For%3A+Mar+05/26119178.html Thu, 05 Mar 2026 16:16:00 -0400 O.08030102 SPOT http://www.streetinsider.com/SEC+Filings/Form++144++++++++Spotify+Technology+S.A.++++++++++++++++Filed+by%3A+Mehrotra+Shishir/26118692.html si-local-file:///var/storage/secattach/20260305/26118692.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++Spotify+Technology+S.A.++++++++++++++++Filed+by%3A+Mehrotra+Shishir/26118692.html Thu, 05 Mar 2026 16:03:00 -0400 O.08030102 SPOT http://www.streetinsider.com/SEC+Filings/Form++144++++++++Spotify+Technology+S.A.++++++++++++++++Filed+by%3A+Mehrotra+Shishir/26118692.html si-local-file:///var/storage/secattach/20260305/26118692.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++Spotify+Technology+S.A.++++++++++++++++Filed+by%3A+Mehrotra+Shishir/26118692.html Thu, 05 Mar 2026 16:03:00 -0400 O.08030102 SPOT http://www.streetinsider.com/Hot+List/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html <p>Internet stocks are down on account of the concerns around AI disintermediation. But a new Jefferies note says the space is generally well insulated, even if catalysts to drive a narrative change are absent. In the note, firm analysts identify 6 internet stocks with structural barriers to AI disintermediation that investors can buy amid the AI-led selloff.</p><p>While last year, internet stocks were up 5% [excluding the Megacaps], they are now down ~30% YTD and significantly underperforming every other tech vertical as well as the broader market.</p><p>In this environment of internet stock sell-off, Jefferies thinks investors should buy Airbnb (NASDAQ: ABNB), http://www.streetinsider.com/Hot+List/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html Sat, 28 Feb 2026 10:00:00 -0400 ABNB CVNA DASH DIS ROKU SPOT http://www.streetinsider.com/Hot+List/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html <p>Internet stocks are down on account of the concerns around AI disintermediation. But a new Jefferies note says the space is generally well insulated, even if catalysts to drive a narrative change are absent. In the note, firm analysts identify 6 internet stocks with structural barriers to AI disintermediation that investors can buy amid the AI-led selloff.</p><p>While last year, internet stocks were up 5% [excluding the Megacaps], they are now down ~30% YTD and significantly underperforming every other tech vertical as well as the broader market.</p><p>In this environment of internet stock sell-off, Jefferies thinks investors should buy Airbnb (NASDAQ: ABNB), http://www.streetinsider.com/Hot+List/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html Sat, 28 Feb 2026 10:00:00 -0400 ABNB CVNA DASH DIS ROKU SPOT http://www.streetinsider.com/Hot+List/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html <p>Internet stocks are down on account of the concerns around AI disintermediation. But a new Jefferies note says the space is generally well insulated, even if catalysts to drive a narrative change are absent. In the note, firm analysts identify 6 internet stocks with structural barriers to AI disintermediation that investors can buy amid the AI-led selloff.</p><p>While last year, internet stocks were up 5% [excluding the Megacaps], they are now down ~30% YTD and significantly underperforming every other tech vertical as well as the broader market.</p><p>In this environment of internet stock sell-off, Jefferies thinks investors should buy Airbnb (NASDAQ: ABNB), http://www.streetinsider.com/Hot+List/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html Sat, 28 Feb 2026 10:00:00 -0400 ABNB CVNA DASH DIS ROKU SPOT http://www.streetinsider.com/Hot+List/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html <p>Internet stocks are down on account of the concerns around AI disintermediation. But a new Jefferies note says the space is generally well insulated, even if catalysts to drive a narrative change are absent. In the note, firm analysts identify 6 internet stocks with structural barriers to AI disintermediation that investors can buy amid the AI-led selloff.</p><p>While last year, internet stocks were up 5% [excluding the Megacaps], they are now down ~30% YTD and significantly underperforming every other tech vertical as well as the broader market.</p><p>In this environment of internet stock sell-off, Jefferies thinks investors should buy Airbnb (NASDAQ: ABNB), http://www.streetinsider.com/Hot+List/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html Sat, 28 Feb 2026 10:00:00 -0400 ABNB CVNA DASH DIS ROKU SPOT http://www.streetinsider.com/Hot+List/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html <p>Internet stocks are down on account of the concerns around AI disintermediation. But a new Jefferies note says the space is generally well insulated, even if catalysts to drive a narrative change are absent. In the note, firm analysts identify 6 internet stocks with structural barriers to AI disintermediation that investors can buy amid the AI-led selloff.</p><p>While last year, internet stocks were up 5% [excluding the Megacaps], they are now down ~30% YTD and significantly underperforming every other tech vertical as well as the broader market.</p><p>In this environment of internet stock sell-off, Jefferies thinks investors should buy Airbnb (NASDAQ: ABNB), http://www.streetinsider.com/Hot+List/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html Sat, 28 Feb 2026 10:00:00 -0400 ABNB CVNA DASH DIS ROKU SPOT http://www.streetinsider.com/Hot+List/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html <p>Internet stocks are down on account of the concerns around AI disintermediation. But a new Jefferies note says the space is generally well insulated, even if catalysts to drive a narrative change are absent. In the note, firm analysts identify 6 internet stocks with structural barriers to AI disintermediation that investors can buy amid the AI-led selloff.</p><p>While last year, internet stocks were up 5% [excluding the Megacaps], they are now down ~30% YTD and significantly underperforming every other tech vertical as well as the broader market.</p><p>In this environment of internet stock sell-off, Jefferies thinks investors should buy Airbnb (NASDAQ: ABNB), http://www.streetinsider.com/Hot+List/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html Sat, 28 Feb 2026 10:00:00 -0400 ABNB CVNA DASH DIS ROKU SPOT http://www.streetinsider.com/Hot+List+Pro/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html <p>Internet stocks are down on account of the concerns around AI disintermediation. But a new Jefferies note says the space is generally well insulated, even if catalysts to drive a narrative change are absent. In the note, firm analysts identify 6 internet stocks with structural barriers to AI disintermediation that investors can buy amid the AI-led selloff.</p><p>While last year, internet stocks were up 5% [excluding the Megacaps], they are now down ~30% YTD and significantly underperforming every other tech vertical as well as the broader market.</p><p>In this environment of internet stock sell-off, Jefferies thinks investors should buy Airbnb (NASDAQ: ABNB), http://www.streetinsider.com/Hot+List+Pro/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html Sat, 28 Feb 2026 10:00:00 -0400 ABNB CVNA DASH DIS ROKU SPOT http://www.streetinsider.com/Hot+List+Pro/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html <p>Internet stocks are down on account of the concerns around AI disintermediation. But a new Jefferies note says the space is generally well insulated, even if catalysts to drive a narrative change are absent. In the note, firm analysts identify 6 internet stocks with structural barriers to AI disintermediation that investors can buy amid the AI-led selloff.</p><p>While last year, internet stocks were up 5% [excluding the Megacaps], they are now down ~30% YTD and significantly underperforming every other tech vertical as well as the broader market.</p><p>In this environment of internet stock sell-off, Jefferies thinks investors should buy Airbnb (NASDAQ: ABNB), http://www.streetinsider.com/Hot+List+Pro/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html Sat, 28 Feb 2026 10:00:00 -0400 ABNB CVNA DASH DIS ROKU SPOT http://www.streetinsider.com/Hot+List+Pro/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html <p>Internet stocks are down on account of the concerns around AI disintermediation. But a new Jefferies note says the space is generally well insulated, even if catalysts to drive a narrative change are absent. In the note, firm analysts identify 6 internet stocks with structural barriers to AI disintermediation that investors can buy amid the AI-led selloff.</p><p>While last year, internet stocks were up 5% [excluding the Megacaps], they are now down ~30% YTD and significantly underperforming every other tech vertical as well as the broader market.</p><p>In this environment of internet stock sell-off, Jefferies thinks investors should buy Airbnb (NASDAQ: ABNB), http://www.streetinsider.com/Hot+List+Pro/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html Sat, 28 Feb 2026 10:00:00 -0400 ABNB CVNA DASH DIS ROKU SPOT http://www.streetinsider.com/Hot+List+Pro/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html <p>Internet stocks are down on account of the concerns around AI disintermediation. But a new Jefferies note says the space is generally well insulated, even if catalysts to drive a narrative change are absent. In the note, firm analysts identify 6 internet stocks with structural barriers to AI disintermediation that investors can buy amid the AI-led selloff.</p><p>While last year, internet stocks were up 5% [excluding the Megacaps], they are now down ~30% YTD and significantly underperforming every other tech vertical as well as the broader market.</p><p>In this environment of internet stock sell-off, Jefferies thinks investors should buy Airbnb (NASDAQ: ABNB), http://www.streetinsider.com/Hot+List+Pro/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html Sat, 28 Feb 2026 10:00:00 -0400 ABNB CVNA DASH DIS ROKU SPOT http://www.streetinsider.com/Hot+List+Pro/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html <p>Internet stocks are down on account of the concerns around AI disintermediation. But a new Jefferies note says the space is generally well insulated, even if catalysts to drive a narrative change are absent. In the note, firm analysts identify 6 internet stocks with structural barriers to AI disintermediation that investors can buy amid the AI-led selloff.</p><p>While last year, internet stocks were up 5% [excluding the Megacaps], they are now down ~30% YTD and significantly underperforming every other tech vertical as well as the broader market.</p><p>In this environment of internet stock sell-off, Jefferies thinks investors should buy Airbnb (NASDAQ: ABNB), http://www.streetinsider.com/Hot+List+Pro/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html Sat, 28 Feb 2026 10:00:00 -0400 ABNB CVNA DASH DIS ROKU SPOT http://www.streetinsider.com/Hot+List+Pro/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html <p>Internet stocks are down on account of the concerns around AI disintermediation. But a new Jefferies note says the space is generally well insulated, even if catalysts to drive a narrative change are absent. In the note, firm analysts identify 6 internet stocks with structural barriers to AI disintermediation that investors can buy amid the AI-led selloff.</p><p>While last year, internet stocks were up 5% [excluding the Megacaps], they are now down ~30% YTD and significantly underperforming every other tech vertical as well as the broader market.</p><p>In this environment of internet stock sell-off, Jefferies thinks investors should buy Airbnb (NASDAQ: ABNB), http://www.streetinsider.com/Hot+List+Pro/6+best+internet+stocks+to+buy+amid+AI-led+selloff/26084738.html Sat, 28 Feb 2026 10:00:00 -0400 ABNB CVNA DASH DIS ROKU SPOT http://www.streetinsider.com/Options/Spotify+%28SPOT%29+call+put+ratio+1.8+calls+to+1+put+as+share+price+up+6.8%25/26069280.html <p>Spotify (NYSE: SPOT) 30-day option implied volatility is at 45; compared to its 52-week range of 33 to 84. Call put ratio 1.8 calls to 1 put as share price up 6.8%.</p> http://www.streetinsider.com/Options/Spotify+%28SPOT%29+call+put+ratio+1.8+calls+to+1+put+as+share+price+up+6.8%25/26069280.html Thu, 26 Feb 2026 14:59:22 -0400 SPOT http://www.streetinsider.com/Upgrades/Arete+Upgrades+Spotify+%28SPOT%29+to+Buy/26062948.html <p>Arete upgraded Spotify (NYSE: SPOT) from Neutral to Buy.</p><p>For an analyst ratings summary and ratings history on Spotify <a href="http://www.streetinsider.com/rating_history.php?q=SPOT">click here</a>. For more ratings news on Spotify <a href="http://www.streetinsider.com/stock_lookup_news.php?q=SPOT&amp;type=analyst">click here</a>.</p><p>Shares of Spotify closed at $463.28 yesterday.</p> http://www.streetinsider.com/Upgrades/Arete+Upgrades+Spotify+%28SPOT%29+to+Buy/26062948.html Thu, 26 Feb 2026 04:57:05 -0400 SPOT http://www.streetinsider.com/AI/Redburn%3A+%27It+is+not+that+AI+music+will+replace+Coldplay+or+Drake.+But+it+will+compete+with+everything+in+the+long-tail+of+catalogue+and+mid-tier+artists%27/26050169.html <p>Redburn: 'It is not that AI music will replace Coldplay or Drake. But it will compete with everything in the long-tail of catalogue and mid-tier artists'.</p><p>The analyst comments "This essay is a roadmap. We break down how AI music generation works, what it can and cannot do, and where the investment implications sit. We mark the distinction between market-leading products (e.g. Suno versus Udio) and the legal battles that will determine who gets to use them in future. AI accelerates our bearish thesis on recorded music. We continue to see the major labels – Universal Music Group (Sell), Warner Music http://www.streetinsider.com/AI/Redburn%3A+%27It+is+not+that+AI+music+will+replace+Coldplay+or+Drake.+But+it+will+compete+with+everything+in+the+long-tail+of+catalogue+and+mid-tier+artists%27/26050169.html Tue, 24 Feb 2026 13:34:05 -0400 LYV SONY SPOT UNVGY WMG http://www.streetinsider.com/AI/Redburn%3A+%27It+is+not+that+AI+music+will+replace+Coldplay+or+Drake.+But+it+will+compete+with+everything+in+the+long-tail+of+catalogue+and+mid-tier+artists%27/26050169.html <p>Redburn: 'It is not that AI music will replace Coldplay or Drake. But it will compete with everything in the long-tail of catalogue and mid-tier artists'.</p><p>The analyst comments "This essay is a roadmap. We break down how AI music generation works, what it can and cannot do, and where the investment implications sit. We mark the distinction between market-leading products (e.g. Suno versus Udio) and the legal battles that will determine who gets to use them in future. AI accelerates our bearish thesis on recorded music. We continue to see the major labels – Universal Music Group (Sell), Warner Music http://www.streetinsider.com/AI/Redburn%3A+%27It+is+not+that+AI+music+will+replace+Coldplay+or+Drake.+But+it+will+compete+with+everything+in+the+long-tail+of+catalogue+and+mid-tier+artists%27/26050169.html Tue, 24 Feb 2026 13:34:05 -0400 LYV SONY SPOT UNVGY WMG http://www.streetinsider.com/AI/Redburn%3A+%27It+is+not+that+AI+music+will+replace+Coldplay+or+Drake.+But+it+will+compete+with+everything+in+the+long-tail+of+catalogue+and+mid-tier+artists%27/26050169.html <p>Redburn: 'It is not that AI music will replace Coldplay or Drake. But it will compete with everything in the long-tail of catalogue and mid-tier artists'.</p><p>The analyst comments "This essay is a roadmap. We break down how AI music generation works, what it can and cannot do, and where the investment implications sit. We mark the distinction between market-leading products (e.g. Suno versus Udio) and the legal battles that will determine who gets to use them in future. AI accelerates our bearish thesis on recorded music. We continue to see the major labels – Universal Music Group (Sell), Warner Music http://www.streetinsider.com/AI/Redburn%3A+%27It+is+not+that+AI+music+will+replace+Coldplay+or+Drake.+But+it+will+compete+with+everything+in+the+long-tail+of+catalogue+and+mid-tier+artists%27/26050169.html Tue, 24 Feb 2026 13:34:05 -0400 LYV SONY SPOT UNVGY WMG http://www.streetinsider.com/AI/Redburn%3A+%27It+is+not+that+AI+music+will+replace+Coldplay+or+Drake.+But+it+will+compete+with+everything+in+the+long-tail+of+catalogue+and+mid-tier+artists%27/26050169.html <p>Redburn: 'It is not that AI music will replace Coldplay or Drake. But it will compete with everything in the long-tail of catalogue and mid-tier artists'.</p><p>The analyst comments "This essay is a roadmap. We break down how AI music generation works, what it can and cannot do, and where the investment implications sit. We mark the distinction between market-leading products (e.g. Suno versus Udio) and the legal battles that will determine who gets to use them in future. AI accelerates our bearish thesis on recorded music. We continue to see the major labels – Universal Music Group (Sell), Warner Music http://www.streetinsider.com/AI/Redburn%3A+%27It+is+not+that+AI+music+will+replace+Coldplay+or+Drake.+But+it+will+compete+with+everything+in+the+long-tail+of+catalogue+and+mid-tier+artists%27/26050169.html Tue, 24 Feb 2026 13:34:05 -0400 LYV SONY SPOT UNVGY WMG http://www.streetinsider.com/AI/Redburn%3A+%27It+is+not+that+AI+music+will+replace+Coldplay+or+Drake.+But+it+will+compete+with+everything+in+the+long-tail+of+catalogue+and+mid-tier+artists%27/26050169.html <p>Redburn: 'It is not that AI music will replace Coldplay or Drake. But it will compete with everything in the long-tail of catalogue and mid-tier artists'.</p><p>The analyst comments "This essay is a roadmap. We break down how AI music generation works, what it can and cannot do, and where the investment implications sit. We mark the distinction between market-leading products (e.g. Suno versus Udio) and the legal battles that will determine who gets to use them in future. AI accelerates our bearish thesis on recorded music. We continue to see the major labels – Universal Music Group (Sell), Warner Music http://www.streetinsider.com/AI/Redburn%3A+%27It+is+not+that+AI+music+will+replace+Coldplay+or+Drake.+But+it+will+compete+with+everything+in+the+long-tail+of+catalogue+and+mid-tier+artists%27/26050169.html Tue, 24 Feb 2026 13:34:05 -0400 LYV SONY SPOT UNVGY WMG