$EXPE Expedia Group Tape Reports
Per Ticker.id: $EXPE Expedia Group Tape Reports — 27 podcast mentions across 7 podcasts (30 days), latest 2026-08-26 10:00 UTC.
I believe the economy will have a hard time growing without rate cuts, but I also believe that inflation is peaking, which could create a lot of opportunities because peak inflation is always good news for stocks. My evidence of peak inflation? Oil. I see it going down. Okay, now we've got the worldview pretty much free to examine anything we want. I got to pick sectors. I always start with tech. It's the biggest and In an environment where we have minimal growth with slowing inflation, tech usually works. Tech's got a couple issues right now. First, we know the great data center buildouts become politically toxic. I don't think that means the story's done. Once the election's over, maybe we go back to building them, but now it's tricky. Plus, Salesforce just reported a blowout quarter and a huge partnership with Anthropic's Claude. Good news for cloud software. More on that later. At the same time, NVIDIA reported a magnificent set of numbers and the stock's trading higher. 7% revenue growth. Tencent was for $45. Holy moly. We got both Marc Benioff, Salesforce.com CEO, and we got Jensen Huang tonight. This is a smoking hot show. But those stocks, here's the problem. They've already soared after hours. I don't want to buy something up here like you'd have to with those two. I say that's a daylight dollar short. So then you got to say, all right, well, what hasn't moved? Travel and leisure. Uh-uh. Look at that. Disney, Expedia, Booking Holdings, even my favorite Viking Holdings.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26And there are many trade-offs both products are making for that sort of respective specialization. So one, you've kind of got this domain-level specialization that's already occurring. And then two, as I mentioned earlier, you've got this sort of— I think of it as the Big Five sort of personality traits. If folks have studied that, you know, you can't be both highly open and highly neurotic. And, you know, sometimes when you have an intelligence you're applying to an accounting problem, you want neuroticism. When you're applying it to a design problem, you want openness. So you actually have a need for both types of minds in the organization, which is why you would select something like a GLM-53 versus a KIMI-K3. So Definitely not commodities in our view. This is an important point. You know, there are many product categories in which model aggregation delivers a greater-than-sum-of-parts outcome. And, you know, a good metaphor for this is Expedia. You know, it's so much more useful to use Expedia than it is to go to United, than to go to Delta, than to go to Southwest. You just want a single place where you can benefit from seeing every airline's inventory. Similarly, you know, in coding, we're actually seeing this with Cursor a ton where you want to do a very frontier model for planning, for example, but then you can use a lesser model for execution and you really need to have one product harness or sort of product architecture that lets you use multiple models. Creative tools is another great example where you've got, you know, models that specialize in different modalities. So you've got something like an ElevenLabs, which of course is incredible at voice music as well. And then you've got something like Black Forest, which is doing such an excellent job in kind of video and creative direction. and the correct product is to bring all of these together into one shell. And then finally, research and decisions. We see this all the time where, you know, the models are trained with sort of non-overlapping datasets often. So you're able to just get more information by running the same query through many models adversarially and then having a separate model sort of help you converge.
Anish Acharya — The a16z Show · The State of AI: Macro, Apps, and Consumer · 2026-08-26Yeah, let's do some stocks. Okay, I thought this was interesting. The travel trade has been on fire this year, and we have talked a lot about Hilton, and we've talked about, um, Marriott and Expedia and Booking.com, um, the airlines. There's just been money made, and this is not one year, this is going on multiple years. One of the big laggards all this time finally caught a bid. And it is Airbnb. And this is a company whose product I will never use. I will not stay in someone's home. I don't judge anyone for wanting to do that. I will never let somebody stay in my home.
Josh Brown — The Compound and Friends · Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight · 2026-08-25Well, I think, you know, we've— as you've described it, we've just seen like the Expedia-ification of Uber happen at full steam over the last year and a half, which is, you know, not terribly surprising given that their CEO, Dara Khosrowshahi, used to be the CEO of Expedia. And so, you know, I think he sees tremendous value and growth potential. You know, it's hard, frankly, right, like to for Uber to saturate itself, you know, as a ride-hail provider more than it kind of already has, uh, in some ways. And so this is a way to find growth if you're not going to go out and develop the technologies yourself, which, you know, Uber has had a hand on some of these balls, like Robotaxi development or even drone delivery and eVTOL development, and has walked away from all of that in favor of this kind of model. And so I think you can look at it two ways, and, and just really quickly, one If you're going to build this kind of Expedia model, you're going to naturally partner up with as many people as possible, and that none of those relationships are going to be 100% durable. And so you're going to have situations where you walk away from certain businesses or certain segments. The other thing to think about is like, if that is the case, but you are the biggest market maker, startups that are developing this technology and are looking for growth and looking for markets, have to think really carefully about whether they want to play that game. And there aren't a lot of other options. DoorDash is doing similar stuff here by partnering with people, but they're also developing their own technology. And so if I'm the founder of a company that's doing drones or sidewalk robots or whatever, I think Zipline's big enough that it has, it can ease into this a little bit. I should say ease in. They're talking about doing a million deliveries per day. With Uber, uh, by 2029, which is a crazy number, but, you know, I think they're a bit more insulated.
Sean O'Kane — Equity · The DOJ is investigating a16z. What does this mean for venture capital? · 2026-08-21But, but it looks great. And these are the top holdings. You've got Expedia, also pretty concentrated portfolio. The top 10.
Michael Batnick — The Compound and Friends · Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness · 2026-08-18Yeah. So top 10: Expedia, Airbnb, Viking Holdings, Cisco, Starbucks, Hilton, Marriott, Las Vegas Sands. What is that? Expedition— I can't even read that. Uh, Lind— I don't know what that is. Lindblad, whatever. And Cinemark Holdings. I mean, this is real exposure to the spending economy, and it looks awesome.
Michael Batnick — The Compound and Friends · Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness · 2026-08-18Yeah, look, I think that they used to be the best. They're not. You know, I think that Viking's the greatest. Yes. Royal Caribbean is the favorite of the street. But yeah, there's discretionary— there's a chart of discretionary income. But then if we We put up Booking Holdings and we put up Expedia.
Jim Cramer — Squawk on the Street · Global Bond Sell-Off Weighs on Stocks, Home Depot Beats, Meta Heads to Trial 8/18/26 · 2026-08-18Now, I used to think of Airbnb as the anti-hotel, but they're happy to put that business on their network too. In fact, hotel nights are already growing roughly 3 times faster than the homes business. Airbnb has enormous direct traffic, a younger customer base, and potentially more favorable commissions than some traditional online travel agencies. Management says the rollout's going significantly better than expected and they plan to step on the gas. Airbnb is also expanding beyond accommodations with car rentals, grocery delivery, airport pickups, luggage storage, resort passes. Long story short, there's no single silver bullet behind this breakout. Airbnb is making hundreds of improvements to the core business while simultaneously expanding into new areas. But as much as I like this company, you know what? I'm kind of hesitant. I got to hesitate to recommend the stock up here now because it's trading at 34 times earnings at $180. That's forward earnings. It's expensive. Competition hasn't disappeared either. Booking Holdings and Expedia are formidable rivals. Expedia compared Vrbo, that's VRBO, with the rewards programs from a much broader travel ecosystem. Regulation remains a consistent and constant risk in many key cities around the, around the globe. After a 23% move in a month, those negatives kind of make me feel like I don't want to chase the stock. Okay, now look, I am still a believer in Airbnb. Nothing has changed from what I wrote in this book. But finding a great company and making money in the stock are at times two different things. So here's the bottom line. As much as I am glad that Airbnb is finally getting the respect it deserves. I don't want to chase the stock when it's selling for 34 times earnings. If you don't already, maybe we'll do this. Maybe you take a look, you maybe just buy a little, then wait for a pullback. No matter what, it's definitely worth keeping an eye on. Mad Money's back after the break.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/17/26 · 2026-08-17