MIC Ride Home: Spotify Continues AI Push with Music Assistant; WGA Sues to Block Paramount-WBD Deal; DoorDash Integrates Delivery Services with Shopify

研报英文原文证据摘录

MIC Ride Home: Spotify Continues AI Push with Music Assistant; WGA Sues to Block Paramount-WBD Deal; DoorDash Integrates Delivery Services with Shopify

Media, Internet & Communications Daily July 14, 2026

TMT Research Guggenheim

GSTMTResearch@guggenheimpartners.com MIC Ride Home: Spotify Continues AI Push with

Michael Morris, CFA Music Assistant; WGA Sues to Block Paramount- michael.morris@guggenheimpartners.com

804 253 8025 WBD Deal; DoorDash Integrates Delivery Services

Curry Baker with Shopify curry.baker@guggenheimpartners.com

804 253 8029

Charles Wilber RELEVANT, TIMELY OPINION, ANALYSIS AND NEWS FLOW FOR TMT

charles.wilber@guggenheimpartners.com INVESTING

804 335 3977

Latest Research: Taylor Manley

taylor.manley@guggenheimpartners.com PSKY, WBD: Morris examines key considerations of the State AGs complaint including 804 253 1336 underlying market definition behind alleged Section 7 violations of the Clayton Act and

Grayson Glenn stress tests six potential divestiture options

grayson.glenn@guggenheimpartners.com

804 253 8053 Key News Flow: SPOT, PSKY, WBD, DASH, SHOP, AAPL, UBER, DHER.DE, GOOG/

L, PINS, DIS, CMCSA, FOXA, AMZN, NFLX, VSNT, MSFT, META, CART, TSCO, SNAP,

LYV

Upcoming Events:

July 16: May Mobility (Virtual) - Guggenheim Analyst Taylor Manley will be hosting a

virtual group meeting with May Mobility CEO (Dr. Edwin Olson) and CFO (Mr. Thomas

Fennimore) to discuss the company’s proprietary technology, partnership approach, and

Autonomous Vehicle (AV) landscape more generally.

Please contact your Guggenheim Sales Representative for additional details.

LATEST RESEARCH - SNAPSHOT

PSKY, WBD: Morris - With State AG Lawsuit Filed, We Examine Key Considerations

(link) - Twelve state attorneys general, led by California's Rob Bonta, filed suit today