The Rundown Spotify Sets Growth Record, TSMC Signals AI Demand Is Real
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Feb 10, 2026 Markets rebound with tech stocks leading a lively rally. International markets outshine the US on early 2026 strength. Spotify posts a record surge in user growth. TSMC shows big sales gains, signaling real AI chip demand. AppLovin stock jumps after a retraction, while Coca-Cola faces mixed results. MrBeast moves into teen banking.
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Global Markets Outperforming The U.S.
- International stocks have continued outperforming the U.S. into 2026 driven by a weakening dollar and cheaper valuations abroad.
- Investors are chasing better deals in markets like Europe, South Korea, and Japan which lifted the Nikkei to a record high.
Leverage Viral Features To Grow Users
- Use viral product moments like Spotify Wrapped to drive organic sign-ups through social sharing.
- Expand accessible free offerings in international markets to quickly scale user counts.
Spotify's Blowout Quarter
- Spotify added a record 38 million users in Q4, reaching 751 million monthly users and 290 million premium subscribers.
- Growth was driven by Spotify Wrapped and a globally enhanced free tier, despite a 4% drop in ad revenue.