AI is absolutely an opportunity in travel industry, says Expedia CEO

Welcome back to Squawk on the Street. Consumer discretionary, one of the best performing sectors this quarter, up double digits. Tesla's going to lead that charge, up more than 30%.Online travel company Expedia not far behind. Those shares are on pace for their best quarter since December of 23 as investors continue to place some bets on strong travel demand. Joining us for more on that is our Contessa Brewer at the Skiff Global Conference with a special guest.Hey, Contessa. Yeah. So, Carl, what I'm hearing ...