Airbnb Gains as ‘Healthy’ Demand Fuels Faster Growth in 2026

<p>Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.<br /><br />Market news and in-depth company research.<br /><br />Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu<br /><br />-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses recent earnings.<br />Airbnb shares rose after the company posted strong fourth-quarter bookings and issued an upbeat revenue outlook, citing strong travel demand and growing adoption of its new flexible payment and booking options.<br />Also, Pinterest shares fell by the most in more than three years after the company projected current-quarter sales that fell short of Wall Street estimates, the latest in a rocky period marked by layoffs and a pivot toward artificial intelligence products.<br /><br />-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses why software companies are facing pressure amid concerns that AI will erode demand.<br />According to Bloomberg Intelligence: The top 2-3 companies in each industry could retain their ranking given high domain-expertise, brand and their ability to spend aggressively in embedding AI (intelligence) across their products, assuming they have access to all the frontier models.<br /><br />-Nicole D'Souza, Bloomberg Intelligence Internet and Software Equity Analyst, discusses travel earnings. <br />&nbsp;Expedia&nbsp;shares tumble&nbsp;despite the online travel company reporting the fastest fourth-quarter revenue growth in three years and first-quarter sales and gross bookings view above Wall Street estimates.&nbsp; TripAdvisor&nbsp;shares fell to a 10-month low intraday after the online travel company reported adjusted earnings per share for the fourth quarter that fell well short of the average analyst estimate.<br /><br />-Edward Najarian, Bloomberg Intelligence Consumer Finance Analyst, discusses research on American Express. According to Bloomberg Intelligence: American Express' focus on attracting new premium cardholders should help it meet consensus EPS growth of 14-15% in 2026-27, with stronger fee economics likely overlooked by investors noting its 4Q decline in US new-card acquisitions and 16% rise in customer-engagement expenses tied to high-fee cards.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>