Why travelers are encountering thousands of delayed flights Monday: https://t.co/doGVS79QMY https://t.co/CntJ5RK2Gy ...

RT Bloomberg Live (@BloombergLive)Stacey Wronkowski of United Airlines joins #ValueOfAI on 8/12 in Atlanta to explore how AI-driven technology is elevating efficiency and redefining the travel experience. Be part of the conversation: https://t.co/SNOol2SXn5 https://t.co/jUKnxJwbuR ...

you know, it's hard to say what happened today. Um, you know, again, I I see Kelly, I see a better second half than than than the first half of the year, you know. So, if you look at, you know, industry capacity, there's a better backdrop for industry capacity.If you look for us for corporate travel in the last two weeks, we've seen a significant jump in corporate travel. Uh, we're seeing better bookings, we're seeing better yields. So, you know, from our perspective, the second half is going to be way bett ...

Our analysis shows that some carriers have started charging more for solo travellers https://t.co/lwh2RT7muX ...

Industry Performance & Trends - The Invesco Leisure and Entertainment ETF has outperformed the broader market over the last three months [1] - Cruise industry booking volumes have normalized, growing at a low to mid single-digit percentage year-over-year, compared to roughly 20% growth entering the year [5] - Consumer confidence is down, contributing to booking trends more similar to pre-COVID levels [8] - Softening is being observed in different parts of the travel trade after several years of strong results [9] Company Specific Analysis (Royal Caribbean) - Royal Caribbean stock has had a great run, outperforming in the past two years, including an 83% increase in the last three months [1][3] - Truth Securities is downgrading Royal Caribbean to "hold" due to normalization in the cruise industry and high valuations [2][5] Investment Opportunities - Norwegian Cruise Lines is considered a catch-up name and an underperformer within the cruise sector [10][11] - Hyatt Hotels is mentioned as a hotel chain that hasn't performed as well as Hilton, suggesting potential relative value [10][11] Underlying Travel Trends - Research indicates underlying travel trends have been mediocre and lethargic [10]

Airbnb not only wants to rent you a vacation home this summer—it wants to help you add a private chef or massage session.The hosts who own the condos, cottages and houses aren’t so sure. 🔗: https://t.co/G9QXpXTRvZ https://t.co/hFgssHLeFv ...

Industry Leader Transition - Neil Jacobs, formerly of Six Senses, is now leading Wild Origins [1] - Jacobs aims to evolve the travel industry and inspire a more meaningful future [1] Company Focus - Wild Origins is focused on reshaping luxury travel [1]

Airbnb not only wants to rent you a vacation home this summer—it also wants to help you add a private chef or massage session. The hosts who own the condos, cottages and houses aren’t so sure. https://t.co/EAWsHQQgRa ...

Core Insights - The article highlights the significant growth in mobile internet usage and user engagement in the first half of 2025, driven by advancements in AI technology and deeper integration into offline scenarios [2][12][14]. User Growth and Engagement - As of May 2025, the number of active mobile internet users reached 1.262 billion, marking a year-on-year increase of 2.2%, with monthly average usage time rising by 8% to 178.9 hours [3][12]. - Monthly active users for mobile video, mobile shopping, travel services, and lifestyle service apps reached 1.167 billion, 1.094 billion, 1.094 billion, and 0.902 billion respectively, indicating a growing trend in these sectors [3][14]. Device Usage Trends - The number of active users for smart devices reached 443 million, with a year-on-year growth of 11.6%, leading all sectors [3][14]. - Smart TV active device count stood at 288 million, with Xiaomi, Skyworth, Hisense, TCL, and Haier being the top five brands [3][19]. Tourism and Travel Services - The travel service app sector saw a monthly active user count of 176 million, up 7.2% year-on-year, with major platforms like Ctrip and Fliggy showing strong user growth [4][27]. - Ctrip and Fliggy's unique user counts reached 139 million and 40.4 million respectively, with year-on-year growth rates of 2.5% and 35.4% [29]. Financial Services - The financial management sector's active user base reached 989 million, with a notable increase in usage frequency by 14% year-on-year [54][60]. - Major banks are integrating AI technologies into their services, enhancing user experience and driving traffic growth [60][63]. Entertainment and Media - The OTT media landscape is thriving, with Mango TV's user base growing by 14.7% to 468 million, driven by innovative interactive content [38][40]. - Short dramas and games on platforms like Douyin are gaining popularity, with top short drama mini-programs exceeding 20 million in traffic [40][44]. Summary of Key Sectors - The article emphasizes the importance of multi-device collaboration and the increasing demand for intelligent experiences across various sectors, including travel, finance, and entertainment [14][15][54].

Global Economy & Policy Insight Weekly 9 July 2025 Takahide Kiuchi is executive economist at Nomura Research Institute. This is his personal view. Takahide Kiuchi t-kiuchi@nri.co.jp To receive this publication, please contact your local Nomura representative. US stablecoins and prospects for continued US dollar hegemony Summary: The US Congress has begun to develop regulations aimed at promoting the sound development of stablecoins in the United States. The Congress' action reflects the Trump administration ...