Shopify Inc.

Snowflake Inc.

Box, Inc.

LiveRamp Holdings, Inc.

Dynatrace, Inc.

ServiceNow, Inc.

Datadog, Inc.

Software developer stocks bounce off lows

'Concerns have peaked': Wall Street considered - 'soft-apocalypse' complete

Microsoft Corporation

CrowdStrike Holdings, Inc.

Carvana Co.

Spotify Technology S.A.

Affirm Holdings, Inc.

One of the securities on the list has lost 30% of its value over the past month

JPMorgan picks "undervalued" stocks for which AI is not a threat

Apple Inc.

Alibaba Group Holding Limited

Danaher Corporation

Masimo Corporation

Medical company Danaher is preparing a $10 billion deal to buy Masimo, strengthening its position in the fast-growing medical monitoring market. Elon Musk's SpaceX and xAI are participating in the Pentagon's competition to create voice-controlled autonomous drone swarms, bringing them into a new, more sensitive field of AI weapons. On these and other topics - in our roundup of key developments for the morning of February 17.

Main by morning: Apple competes with YouTube and Spotify, Alibaba has a new AI model

Despite a strong quarterly report, Shopify's stock is cheaper for the second day in a row following a sell-off in the tech sector. Analysts expect them to rise up to 34%

Attractive entry point: why do analysts advise buying up declining Shopify stock?

Swedish audio streaming service Spotify <a href="https://s29.q4cdn.com/175625835/files/doc_financials/2025/q4/Q4-2025-Shareholder-Deck-FINAL.pdf">attracted a</a> much larger audience than analysts expected last quarter, setting a corporate record for the number of connections in a single quarter, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-10/spotify-sets-user-growth-record-thanks-to-wrapped-promotion">writes</a>.

Advertising has allowed Spotify to attract a record number of listeners. Shares soared 15%

The company relies on feature development in competition with other streaming services

Spotify is entering the print book market. Will it become a new source of revenue?

Citi raised its recommendation on the securities of music streaming service Spotify from neutral to buy, despite their sharp decline over the past six months, <a href="https://www.cnbc.com/2026/01/30/citi-upgrades-spotify-sees-value-opportunity-after-stocks-slump.html">writes</a> CNBC. At the same time, the bank kept its target price at $650, which implies a potential upside of almost 29% from the closing level of trading on January 29.

Citi saw the potential for Spotify stock to rise 30%. Why is he expecting a reversal? 

The Walt Disney Company

Wells Fargo analyst Stephen Cahall named Walt Disney the best investment bet among media companies for 2026. In the past, Cahall has given his preference in this area to Spotify. Now, however, the analyst is betting on the growth potential of theme parks, expanding streaming margins and improving Walt Disney<a href="https://www.barrons.com/articles/walt-disney-stock-price-rating-78e4de46"> 's</a> box office,<a href="https://www.barrons.com/articles/walt-disney-stock-price-rating-78e4de46"> Barron's writes</a>.

Wells Fargo named Walt Disney the best bet for media stocks in 2026. 

SAP SE

Klarna Group plc

ASML Holding N.V.

Wedbush Securities global head of technology research Dan Ives recommended four European stocks he is bullish on. The analyst, who can be described as one of the most prominent technology optimists on Wall Street, <a href="https://www.cnbc.com/2025/12/15/dan-ives-loves-these-4-european-tech-companies.html">told</a> CNBC that the sector in Europe is experiencing a "moment of validation." Despite "growing frustration" among many investors about the region's ability to nurture tech players, there are a few companies worth watching, Ives said. Here's who he singled out.

Wedbush's Dan Ives named the stocks of four European tech companies. Are they worth buying?

Streaming giant Spotify will raise subscription prices in the US - its biggest market - in the first quarter of next year, the Financial Times <a href="https://www.ft.com/content/fb490480-5d9a-495f-8c23-f34149bbcadb">reported</a>, citing three sources. The company will take such a step for the first time since July 2024. The price hike is linked to the service's efforts to demonstrate sustainable profitability, the newspaper said.

Spotify will raise its subscription price in the US for the first time since 2024. What will this bring to the company?

Robinhood Markets, Inc.

Applied Materials, Inc.

NVIDIA Corporation

Bridgewater's largest hedge fund also sharply increased its biggest bet - on the U.S. stock market

Social networks, fintech and chips: what the fund Dalio founded has added to its portfolio 

Shares of Swedish audio streaming giant Spotify fell in price by more than 5% at the opening of trading on November 4, then recovered the fall and again went down by 2.5%. This is how the market reacted to the publication of the company's financial <a href="https://newsroom.spotify.com/2025-11-04/spotify-q3-2025-earnings">report</a> for the third quarter. It managed to exceed Wall Street's expectations in terms of revenue, margin and user growth. But advertising revenues declined, and the forecast for the current quarter did not encourage investors.