Spotify is trading as if it were part of the AI craze. While the company isn’t part of the S&P 500, its year-to-date gains with Tuesday’s uplift would rank fourth on the index, just behind AI hypergrowth names Super Micro, Nvidia and Vistra, said Heard on the Street columnist Dan Gallagher. Naturally, that sets a high bar for Spotify to keep the hits coming, though Gallagher said there are good signs that it can. Investors dug into blue-chip earnings Tuesday as results from Coca-Cola, General Motors, UPS and others come out.