TSP Weekly Tech Stock Update—April 26, 2025

This Week: ServiceNow & Alphabet Q1 reviews, Microsoft & Atlassian earnings previews, SPOT continues to outperform, OS gains a new bull, Macquarie upbeat on HUBS, data observability on the rise & more

Hello from Rob…

—Spotify (SPOT, $620.72) stock has risen 23% since I called out its outperformance in early April.

Ahead of the release of Q1 results on Tuesday, Spotify shares this week tested the late-March high of $621.20. The stock is up 38.7% YTD versus a drop of 9.9% for the Nasdaq Composite.

Details inside this issue on other stocks that are showing strong relative performance in this tough market environment.

*Inside This Issue: Platform Expansion At Datadog

—Paid subscribers will receive the May 2025 PDF of Tech-Stock Prospector (TSP #279) via email on Tuesday, May 13.

—Paid subscribers have access to the TSP Market Overview and TSP Portfolio Updates sections inside this issue.