Expedia (EXPE) is up 61% in six months, with digital traffic up 13% year-over-year. Likefolio's Megan Brantley explains that this growth is driven by premium travel and a unified loyalty platform. Expedia's Hotels.com and Vrbo brands are outperforming Airbnb (ABNB) in consumer sentiment. While the high-end consumer is doing the heavy lifting, Megan remains cautious about the stock's valuation ahead of earnings.

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Rogers Healy and Ben Ayers discuss the U.S. housing market. They evaluate whether recent upticks in new and existing home sales, driven by lower mortgage rates, signify a durable recovery. The conversation explores the role of supply constraints, the potential for price re-acceleration in 2026, and how various market factors influence pricing.

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Ben Mackowack identifies key trends in bank earnings. Interest rate cuts are boosting bank profitability. Loan growth is also accelerating, signaling strong credit creation in the U.S. economy. Given the financial sector's current low valuations compared to the S&P 500, Ben predicts a strong 2026 for bank stocks. He also anticipates a surge in banking M&A activity, driven by a more favorable regulatory environment under the Trump administration, citing the Fifth Third Bancorp (FITB) acquisition and Huntington Bancshares (HBAN) deals.

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StocksToTrade's Tim Bohen isn't sky to show his bullishness on AI and evolving tech, adding that the state of the U.S. economy will lift companies tied to the trade. On Friday's Big 3, Tim labels Intel (INTC) as a beneficiary of AI manufacturing expansion, Rocket Companies (RKT) growing with the "unthawing" of housing, and Rocket Lab (RKLB) as a play on SpaceX's IPO. Rick Ducat offers in-depth analysis on the bearish and bullish trends for all three stocks.

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Wedbush's Scott Devitt has a neutral rating on Uber Technologies (UBER) and an underperform on Lyft Inc. (LYFT). The reason? Autonomous driving. Scott labels the evolving technology as a high uncertainty factor to both companies' growth, especially with Tesla (TSLA) also seeking to use robotaxi as its key growth driver. Tom White offers an example options trade for Uber.

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Patrick Mueller suggests the market is fragile. Mueller emphasizes the importance of diversification beyond tech giants like Nvidia (NVDA), Advanced Micro Devices (AMD), Alphabet (GOOGL), and Microsoft (MSFT), recommending value companies, energy, utilities, and precious metals. He also discusses the potential for a resurgence in financials, citing companies like JPMorgan Chase & Co. (JPM).

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Susquehanna upgraded Seagate (STX) and raised its price target on Western Digital (WDC) following the sharp rallies seen in both stocks. Marley Kayden talks about how the AI trade continues to boost memory chips which include other peers like Micron (MU) and SanDisk (SNDK). Joe Tigay offers an example options trade for Seagate.

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Rotation trades in the SPX appear to be weakening, with Kevin Green pointing to volatility impacting Friday's positioning across Wall Street. He expects a wide range of movement for the index ahead of the extended weekend. In the latest round of banking earnings, he explains why PNC Financial Services (PNC) serves as a bigger barometer than investors expect. As for the agriculture industry, KG makes the case stocks tied to the trade could be "stealth movers" for 2026. Silver's uptrend is something he expects to finally face downside pressure.

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Republic Technologies CEO Daniel Liu analyzes the current state of market liquidity. He highlights Ethereum's strong outperformance potential due to widespread institutional adoption and its robust blockchain infrastructure. Liu also discusses the ongoing legislative efforts to establish a clear regulatory framework for digital assets, acknowledging the recent setbacks with the Clarity Act. He also explains Bitcoin's current price movements.

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Charles Schwab's Michelle Gibley talks about the state of global trading. He details surprising growth of China's trade surplus and optimism surrounding Chinese AI innovation. Michelle notes TSMC (TSM) as a key driver behind tech optimism across the globe. She also assesses the European market, particularly Germany, where fiscal stimulus aims to boost a lagging economy.

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