$VIK Viking Holdings Tape Reports
Per Ticker.id: $VIK Viking Holdings Tape Reports — 2 podcast mentions across 2 podcasts (30 days), latest 2026-08-18 22:24 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 · 2026-08-26This message comes from Capella University. You know that feeling when there's a spark building inside you, that you were meant for more? That's your own drive pushing you towards what's next. Capella University gets that. With their FlexPath learning format, you can set the pace and earn your degree without putting life on pause. You've built experience and know what you're capable of. Now, this is your time to turn that momentum into more. The only real question is, what can't you do? Learn more at capella.edu. This message comes from Viking, committed to exploring the world in comfort. Journey through the heart of Europe on an elegant Viking longship with thoughtful service, destination-focused dining, and cultural enrichment on board and on shore. And every Viking voyage is all-inclusive with no children and no casinos. Discover more at viking.com. This message comes from Insperity, because how you HR matters. From payroll and benefits to HR compliance and talent development, helping your business move forward with confidence. Learn more at insperity.com/hrmatters.
Speaker A — The Indicator from Planet Money · Could politics put your city's funding at risk? · 2026-08-24Yeah. 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 · 2026-08-18To $40 or $50. But it's only because of competitive dynamics that it doesn't exist today. It is not because of manufacturing constraints or supply chain issues. You can manufacture these medicines safely and get them to consumers safely, cold store shipped to your house overnight for $40 to $50. What's going to happen, I think, in the next couple of years is you've got 5 or 6 new companies. Coming to market. You have companies like Kylera, you've got Viking Therapeutics, you've got new GLP-3 combos, you've got Chinese assets that will likely be acquired and moved domestically. And these are all competing and have fairly remarkable data. As that marketplace expands, I think you'll see that $150 to $200 price point creep down to $99, creep down to $79. And I think probably by 2030, which is ultimately when semaglutide, Wegovy, around that time goes off patent. At that point, I think you'll see GLP-1s in the $40 to $50 a month range.
Andrew Dudum — Squawk Pod · AI “Genies” & Hims & Hers CEO Andrew Dudum 8/18/26 · 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 · 2026-08-18Your point about cruises, though, I know you've I've always liked Viking. They report this week.
Carl Quintanilla — Squawk on the Street · 9AM Hour: Memory Chips Rally, Anthropic's AI Boost, Trump's Message on Iran War and Gas Prices 8/17/26 · 2026-08-17Well, Viking is no gambling and no kids.
Jim Cramer — Squawk on the Street · 9AM Hour: Memory Chips Rally, Anthropic's AI Boost, Trump's Message on Iran War and Gas Prices 8/17/26 · 2026-08-17Well, I mean, I want to hit on that, but real quick, I want to say this. You might want to clip it back. I don't know how you do it, but I just want you to know what I was— what led me into telling you all that stuff about the divorce and hurting one of the people I put in prison who I betrayed. Was my hugest emotional support animal during that entire damn time. Damn, man. I'm talking checked in in the morning, checked in at lunch, checked in at dinner every day. Wake up, you son of a bitch. You're one of the most alpha male Viking dudes I've ever met, and you can beat this. I mean, who would ever? Wow. Who would ever? I told him, I said, like, look, man, you need to choose your friends better. So what are you talking about? I said, I'll put you in prison. Still to this day, he's like, he's like, you're hanging out with a felon. And I go, that's true. Yeah, I'm retired, whatever. Uh, but, uh, so go back to, go back to, uh, Johnny. Um, I swear I didn't know that. So I met Johnny through ALERT, the FBI and ALERT, A-L-E-R-R-T, uh, based out of San Marcos, Texas. After the Sandy Hook school massacre Department of Justice from the top all the way down, Obama, even during, they said no training, whatever, we couldn't travel or nothing. They said, um, an agency in the Department of Justice needs to be the lead on active shooter training for law enforcement, and they chose the FBI. I'll say, not being biased, but I'll say I think it was a good choice because the FBI has a SWAT team in every field division. And we have a principal tactical instructor in every field office. In order to be the principal tactical instructor, you have to be a firearms instructor currently. You have to be SWAT certified, all these building blocks. Then you become an active shooter instructor. So they picked the FBI and my peers in Quantico and the tactical training unit were going around and looking at different programs. There's several programs out there, but they settled in with Alert and we married each other in 2013.
Scott Payne — The Shawn Ryan Show · #331 Scott Payne - FBI Undercover Agent Reveals the Most Disturbing Cases of His Career · 2026-08-17