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Expedia Group

Mentioned in 1 analyzed podcast episode across 1 show

Mentioned On

Morning Brew Daily

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Morning Brew Daily

Morning Brew Daily · Feb 25, 2026

Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

“Down 23% in February as AI can automate travel search, contrasting with Delta's defensibility”

State of the Union Economic MessagingHALO Trade (Heavy Assets Low Obsolescence)AI Impact on Software Valuations