Spotify asserts that its AI music initiatives will remain on track even without collaboration from major labels—here's the rationale.

SPOT · Spotify Technology SA

The AI's read

Spotify says it can launch its AI music product without deals from every major label and will open a public research preview while expanding partnerships like Merlin. That matters because it lowers a big licensing gating item and creates a path to test monetization and artist payouts. The news looks not fully priced in. SPOT is oversold with RSI 28.79 and the stock barely moved -0.08% on the update. Bottom line. We lean bullish because the plan reduces execution risk and the Merlin deal shows a tangible product and revenue route. Upside skew looks healthy versus downside to the 52-week low, so reward/risk favors upside.