Nasdaq Tops 29,000 Records, Micron Soars 13%: Stock Market Today

U.S. equities reached fresh record highs on Friday, with the Nasdaq 100 jumping 1.6% above 29,000 and the S&P 500 climbing 0.8% to near 7,400. A strong April jobs report (115,000 jobs added) and a semiconductor rally led gains, with Micron Technology surging 13.5% for its best week since 2008. However, mixed earnings results saw software stocks stumble, with Cloudflare and HubSpot falling over 20% on weak guidance.

05/08/2026, 1:36 PM • Benzinga

Uber’s Annual Product Showcase Reveals It Is Coming for Airbnb and Booking

Uber announced at its GO-GET event that it is expanding into travel and hospitality by partnering with Expedia Group to offer hotel bookings and vacation rentals through its app. The company will provide access to over 700,000 hotels worldwide with discounts for Uber One members. Uber also introduced new features including Travel Mode, Voice Bookings, and Eats for the Way. Despite a revenue miss, Uber beat earnings expectations with 72 cents EPS and reported strong growth in gross bookings (21% YOY) and Uber One membership (50% YOY increase).

05/07/2026, 3:03 PM • Investing

AI, Personalization and the Future of Travel: 2026 TravelTech Breakthrough Award Winners Announced

TravelTech Breakthrough announced the winners of its 4th annual awards program, recognizing standout travel technology companies across 15+ countries. The awards span hospitality management, AI-driven operations, revenue optimization, and guest experience, reflecting the industry's technology-led transformation as global travel revenue is projected to reach $1.03 trillion by 2027. Winners include Expedia Group (Overall Company), Airbnb (Overall Solution), and leaders in specialized categories like Booking.com for Business, Guestey, and Canary Technologies.

05/06/2026, 8:00 AM • GlobeNewswire

Wall Street Loved Booking's Resilience Story: The Hormuz Crisis Just Broke It

Booking Holdings reported strong Q1 2026 earnings but cut full-year guidance due to the Strait of Hormuz blockade impacting global travel flows. The stock fell 6.5% in pre-market trading as management revealed the Middle East conflict reduced room night growth by 2 percentage points in Q1 and 6 percentage points in March alone. The company now expects only 2-4% room night growth in Q2 and has reduced margin expansion expectations to 0-25 basis points from 50 basis points.

04/29/2026, 9:19 AM • Benzinga

Expedia Names Ex-Snap Exec As Finance Chief

Expedia Group has appointed Derek Andersen, former CFO of Snap Inc., as its new Chief Financial Officer effective May 11, 2026. Andersen will succeed Scott Schenkel, who is stepping down after 16 months. The stock was up 0.23% in premarket trading on Friday, with the company set to report earnings on May 7, 2026.

04/24/2026, 7:35 AM • Benzinga

Booking Holdings Down 15%, Is It Time to Buy?

Booking Holdings (BKNG) has declined 15% year-to-date due to Iran war fallout and oil price spikes affecting travel demand. Despite headwinds from economic uncertainty and AI disruption threats, the stock shows bullish technical signals with a floor set around $160 and positive MACD/RSI indicators. The company maintains structural advantages with 30 million listed properties, strong network effects, and attractive 16X forward earnings valuation.

04/16/2026, 9:24 AM • Investing

Vacation Rental Market to Surpass USD 136 Bn by 2031 Asia-Pacific Emerges as Fastest-Growing Region Amid Steady Global Growth, Reports Mordor Intelligence

The global vacation rental market is projected to grow from USD 104.62 billion in 2025 to USD 136.78 billion by 2031 at a CAGR of 4.57%. Asia-Pacific is emerging as the fastest-growing region, driven by rising travel demand, expanding middle-class spending, and digital platform adoption. Growth is fueled by younger travelers prioritizing experiences, workcation demand, and AI-driven pricing technologies, though regulations in major cities are creating headwinds.

04/13/2026, 3:33 AM • GlobeNewswire

Bill Ackman Says Stocks Are “Stupidly Cheap”

Billionaire investor Bill Ackman claims high-quality stocks are trading at extremely cheap prices. The podcast discusses AI's impact on third-party demand aggregators like Expedia and Instacart, SpaceX's record $75 billion IPO plans, and potential value opportunities in stocks like Fannie Mae, Freddie Mac, Howard Hughes, Lululemon, Microsoft, and Alphabet.

04/07/2026, 7:03 PM • The Motley Fool

Why Avis Budget Group Stock did a U-Turn This Week

Avis Budget Group stock dropped on Monday following a secondary share offering announcement, but rallied on Tuesday after analyst John Colantuoni upgraded the stock to buy. Colantuoni believes Avis can benefit from AI developments, particularly OpenAI's shift toward advertising-based revenue models. However, the author expresses skepticism about Avis's long-term prospects due to rising oil prices and its reliance on gas-powered vehicles.

04/03/2026, 6:04 PM • The Motley Fool

MakeMyTrip Hit By Short Seller Morpheus Research Report Alleging Regulatory Violations, Accounting Concerns

MakeMyTrip faced downward pressure after Morpheus Research, an activist short-selling firm, released a report alleging the Indian online travel agency is defying regulators by continuing price parity clauses despite a 2022 CCI order, using accounting 'gimmicks' with a $212 million discrepancy between adjusted and IFRS profits, losing market share to competitors, and failing to protect customers from unsafe hotels while using deceptive web design practices.

03/30/2026, 11:55 AM • Benzinga

TSA Staffing Crisis Could Close Airports — How To Fly Your Portfolio To Safety

A TSA staffing crisis triggered by government shutdown has forced security officers to work without pay, causing callout rates above 40% at multiple airports. This threatens airport operations and airline profitability through missed connections, flight cancellations, and refund costs. Investors are advised to reduce exposure to domestic-heavy airline stocks while considering rotation toward diversified travel platforms and industrials.

03/25/2026, 6:14 PM • Benzinga

Expedia Stock Turns Volatile After Rally. Where Does It Go Next?

Expedia stock has become volatile after more than doubling over the past year and hitting a 52-week high in January. While the company shows solid fundamentals with strong B2B and advertising growth, and analyst price targets suggest 17% upside potential, concerns about moderate margin expansion, macroeconomic pressures, and rising short interest (7.4% of float) are keeping the stock choppy. The stock trades at attractive valuations compared to peers but faces headwinds from geopolitical tensions and weak consumer sentiment.

03/20/2026, 9:17 AM • Investing

Goodnow Investment Group Boosts Stake in Instacart as Brands Compete for Digital Shelf Space

Goodnow Investment Group increased its position in Instacart (Maplebear) by 131,723 shares during Q4 2025, bringing its total stake to 1.38 million shares valued at $61.98 million. The investment reflects growing investor interest in Instacart's shift toward advertising revenue as a primary profit driver, with consumer brands competing for visibility within the grocery app's digital marketplace.

03/06/2026, 9:21 PM • The Motley Fool

AI Hits Online Travel Stocks — But Wall Street Still Sees 50% Upside

Online travel stocks Booking Holdings, Expedia, and Tripadvisor have plunged 22-27% this month despite strong earnings, driven by investor concerns that generative AI platforms could disintermediate traditional travel agencies. Both Booking and Expedia are aggressively investing in AI tools and leveraging scale advantages, while analysts see rare valuation opportunities with 50% upside potential, suggesting the selloff may represent a buying opportunity.

02/23/2026, 12:09 PM • Benzinga

Expedia CFO Flags 'Dynamic' Economy, Dials Down Expectations On Margins

Expedia Group beat Wall Street expectations on Q4 revenue ($3.55B vs $3.419B consensus) and earnings ($3.78 EPS vs $3.33 consensus), posted 11% revenue growth, and increased its dividend by 20% while repurchasing $1.7B in stock. However, the stock fell nearly 7% in premarket trading as the company's 2026 guidance signaled a more cautious outlook, with CFO Scott Schenkel citing a 'dynamic macro environment' and expectations for relatively muted margins for the remainder of the year.

02/13/2026, 8:56 AM • Benzinga