Middle Coast Investing, an investment advisor firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter was favorable for Middle Coast Investing. Its collective portfolio outperformed the S&P 500 and is ahead of benchmarks year to date. In Q3 2025, the US Portfolios returned 9.6% compared to 7.8% for the S&P 500. It’s Core U.S. portfolios returned 10% while the Russell 2000 returned 12%, the S&P 600 returned 8.7% and the Nasdaq generated 11.2% for ...

The calendar just turned to fall, but for investors, it’s time to think about the holiday travel season and what it could mean for travel stocks. A recent report by TravelAge West suggests that travel and entertainment spending will increase by 1%, bucking a broader trend to lower spending in other areas, such as gifts.  But even with the potential for lower interest rates, consumers will still be looking for value. The same should be true of investors, who may find some bargains in the travel sector. That’ ...

Airbnb, Inc. (NASDAQ: ABNB ) stock has failed to show a convincing recovery from the April lows of Liberation Day. Back in April, shares were in the $110 range, and the stock is only up 8% since then. InI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my ser ...

Group 1 - Nvidia is recognized as the "de facto AI infrastructure company" and is highlighted as a key stock to watch [1] - Coherent (COHR) is also identified as a significant player in the AI data center sector [1] - United Rentals (URI) is noted for its exposure to data centers within the construction equipment supply industry [1] Group 2 - Sea Ltd. (SE), a Singapore-based gaming and e-commerce company, is included in the list of stocks near buy points [1] - Expedia Group (EXPE) rounds out the list of five stocks that are being monitored for potential investment opportunities [1] Group 3 - The stock market experienced a rebound to new highs last week, indicating positive market sentiment [2] - Upcoming events include OpenAI's DevDep Day, the release of Fed Minutes, and Taiwan Semiconductor's monthly sales report, which may impact market dynamics [2]

每经记者｜王紫薇 每经编辑｜魏官红 国庆中秋长假的第一天，我仍在北京，既为了躲过第一波出行高峰，也因为还没有想好到底去哪座城市，怎么玩。 纠结之中，我突然想起，在假期开始之前，携程、去哪儿、飞猪等OTA（在线旅行社）平台都升级了自己的AI（人工智能）服务。于是我直接在飞猪和去 哪儿平台上分别输入了自己想要去的两座城市——成都、杭州，看看它们的AI功能能给我哪些规划。 进入去哪儿的AI行程窗口，输入需求："明天去成都玩3天，想去几个网红景点，预算2000元/人，偏好安静的民宿，帮我推荐两个可行的方案"。 点击确认后，屏幕仅加载了5秒，就弹出了两个完整的方案。 图片来源：去哪儿方案截图 方案一：第一天早上8点26分，乘坐从北京西到成都东的高铁出行，当晚住在文殊院附近价格便宜的青年旅舍。第二天早上8点起床，先去IFS、大慈寺（步 行700米）逛逛，并解决午餐，下午再去附近的熊猫书店坐坐，接下来打车16分钟到奎星楼街，逛逛小店，喝喝咖啡，然后打车12分钟回到旅店。第三天去 大熊猫繁育基地看大熊猫，中午打车40分钟去东郊记忆文创园区游玩，傍晚时分来到武侯祠，花1个小时品味三国文化，晚上就在附近的锦里古街解决吃 喝，并体 ...

Group 1 - Booking Holdings plans to hold a conference call to discuss its third quarter 2025 financial results on October 28 at 4:30 p.m. ET [1] - The financial results will be posted on the company's Investor Relations website at approximately 4:00 p.m. ET on the same day [2] - Booking Holdings is a leading provider of online travel and related services, operating in over 220 countries and territories through brands like Booking.com, Priceline, Agoda, KAYAK, and OpenTable [2] Group 2 - The Chief Financial Officer, Ewout Steenbergen, will participate in a fireside chat at the Goldman Sachs Communacopia + Technology Conference [3] - Additionally, the CFO will also present at the Citi 2025 Global TMT Conference [4]

Malaysia Aviation Group, the operator of national carrier Malaysia Airlines, on Monday announced a collaboration with Adobe, Google, Skyscanner and Visa for its online travel booking services. ...

Group 1: Pagaya Technologies Ltd. (PGY) - Pagaya Technologies is a technology company focused on building artificial intelligence infrastructure for the financial ecosystem, holding a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for Pagaya's current year earnings has increased by 5.6% over the last 60 days [1] - Pagaya's shares have gained 80% over the last three months, significantly outperforming the S&P 500's gain of 8.1%, and the company has a Momentum Score of A [2] Group 2: Corning (GLW) - Corning is known for its advanced glass technologies used in various applications across multiple markets, also holding a Zacks Rank 1 [2] - The Zacks Consensus Estimate for Corning's current year earnings has increased by 5.1% over the last 60 days [2] - Corning's shares have gained 55.2% over the last three months, again outperforming the S&P 500's gain of 8.1%, and the company possesses a Momentum Score of A [3] Group 3: Trip.com Group Limited (TCOM) - Trip.com Group is a one-stop travel service company providing platforms that include mobile apps, internet websites, and 24/7 customer service centers, with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for Trip.com's current year earnings has increased by 3.9% over the last 60 days [3] - Trip.com's shares have gained 30.4% over the last three months, compared to the S&P 500's gain of 8.1%, and the company has a Momentum Score of B [4]

Core Insights - Expedia Group, Inc. is a leading online travel solutions provider with a market cap of $27.7 billion, operating platforms like Expedia, Vrbo, and Travelocity [2][5] - The company reported strong Q2 2025 results, with gross bookings of $30.41 billion (up 5% YoY) and revenue of $3.79 billion (up 6% YoY), exceeding analyst expectations [5][6] - Expedia's stock has outperformed its peers, gaining 55.2% over the past 52 weeks and 20% year-to-date, while the Invesco Dynamic Leisure and Entertainment ETF (PEJ) gained 30.1% and 18.5% respectively [3][4][6] Financial Performance - Q2 2025 adjusted EPS was $4.24, a 21% increase YoY, surpassing the expected $4.14 [5] - The company raised its growth projections for 2025 gross bookings and revenue from 2%-4% to 3%-5% [6] Stock Performance - Expedia's shares have declined 2.5% from a 52-week high of $229 but gained 35.6% over the past three months [3][4] - The stock has been trading mostly above its 50-day and 200-day moving averages since last year [4] Analyst Ratings - Expedia has a consensus rating of "Moderate Buy" from 33 analysts, with a mean price target of $223.67 [6]

Group 1 - The investment strategy focuses on long-only investment, evaluating companies from an operational and buy-and-hold perspective [1] - The approach does not prioritize market-driven dynamics or future price action, instead emphasizing long-term earnings power and competitive dynamics [1] - The majority of recommendations will be holds, indicating a cautious approach to market conditions and a focus on fundamental analysis [1] Group 2 - The company expresses a beneficial long position in the shares of TOUR, indicating confidence in its performance [2] - The article reflects the author's personal opinions and is not influenced by compensation from any company mentioned [2] - There is no business relationship with any company whose stock is discussed, ensuring an unbiased perspective [2]