Asian stocks advanced on Thursday as Nvidia's earnings results quelled fears over massive AI spending and AI-driven disruption. The AI bellwether posted record Q4 results with total revenue of $68 billion, led by a record data-center quarter of $62 billion, driven by the Blackwell and Blackwell Ultra ramp.The dollar edged lower in Asian trade, while gold advanced on safe-haven demand and oil prices hovered near seven-month highs as investors waited for any news on the third round of nuclear talks between t ...

Group 1 - The article discusses the impact of AI on the job market, particularly the fear of a significant loss of white-collar jobs due to advancements in AI technology [2][4][10] - Citron Research's report titled "The 2028 Global Intelligence Crisis" suggests a bleak future for white-collar workers, predicting massive unemployment and economic downturns [2][4] - Despite initial market reactions to the report, the market has shown resilience, with the Dow gaining 308 points and the S&P advancing by 0.8% [3] Group 2 - Salesforce reported strong earnings but faced a decline in stock price due to conservative full-year earnings forecasts, despite announcing a $50 billion buyback plan [6][7] - The article highlights a dichotomy in the market, where Salesforce trades at 15 times earnings, indicating a potential undervaluation compared to other software companies [7][12] - Concerns about enterprise software companies are noted, with the potential for earnings degradation but not extinction, as they adapt to AI advancements [11][12][18] Group 3 - NVIDIA is highlighted as a key player in the AI boom, reporting a 75% growth in its data center business and providing better-than-expected guidance, which positively impacted its stock [21][22] - The article argues that AI will create more jobs than it destroys, countering the narrative of a job apocalypse [15][23][24] - The overall sentiment is optimistic about the future of AI and its role in the economy, suggesting that while some companies may face challenges, the industry as a whole will adapt and thrive [20][27][28]

Group 1 - Software companies are expected to survive AI disruption, with the ability to merge and adapt to remain in business, although they are currently priced for perfection [2][4] - A blog post by Citrini Research sparked an AI-related sell-off in software and other sectors, discussing potential future impacts of AI on white-collar jobs and software models, which caused significant market reactions [2][3] - The market's response to AI concerns was deemed overblown, with the stock market exaggerating the potential negative impacts on enterprise software firms [3] Group 2 - Real consequences are anticipated, with software companies likely to trade at lower price-to-earnings multiples due to AI compressing pricing power and revenue growth, but this does not indicate a collapse [4] - The sell-off has negatively impacted sectors that could benefit from AI-driven productivity, such as banks, travel companies, and select retailers [5] - Nvidia's strong performance and guidance indicate high demand for AI, suggesting that AI is a significant driver of economic growth rather than destruction [5][6]

Navan's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission ("SEC†) on December 15, 2025 and in other reports Navan files from time to time with the SEC. Except as required by law, Navan undertakes no obligation, and does not intend, to update these forward-looking statements.## ContactsNavan Press [press@navan.com]Industry:- [Travel]- [Artificial Intelligence]- [Consulting]- [Software]- [Other Travel]- [Technology]- [Professional Services]### NavanNASDAQ:NAVN---Release Version ...

Core Insights - Expedia Group, Inc. (NASDAQ:EXPE) reported strong fourth-quarter results with double-digit year-over-year growth in gross bookings and revenue, alongside a 32% increase in adjusted EBITDA [3][4] - Baird raised its price target on Expedia to $282 from $280, maintaining an Outperform rating due to improved operating trends and profitability metrics [1][3] - The company ended 2025 with $5.7 billion in unrestricted cash and repurchased approximately 9 million shares for $1.7 billion, while increasing its quarterly dividend by 20% to $0.48 per share [4] Financial Performance - Expedia experienced a 9% growth in room nights and a 24% increase in B2B bookings, indicating resilient demand in both international and U.S. markets [3] - Despite a 31% decline in GAAP net income for the quarter, the overall financial health is supported by accelerating EBITDA growth and disciplined capital allocation [4] Company Overview - Founded in 1996 and headquartered in Seattle, Washington, Expedia is a leading travel technology platform with a diverse portfolio of brands including Expedia, Hotels.com, Vrbo, and others [5]

Inside The First Five-Star Cruise Ship, Baz Luhrmann’s Train Carriage And More Travel News https://t.co/GmduKzBLPp (📸: Eric Bartolo) https://t.co/FinoPjVdJ9 ...

Core Viewpoint - U.S. equity markets faced volatility as resilient labor market data contrasted with a cautious outlook from Walmart, leading to concerns over consumer spending and geopolitical tensions impacting risk appetite [1]. Major Market Indexes Performance Recap - Major benchmarks ended in negative territory, with the S&P 500 declining 0.28% to 6,861.89, the Nasdaq Composite slipping 0.31% to 22,682.73, and the Dow Jones Industrial Average falling 267 points, or 0.54%, to close at 49,395.16 [2]. Small-Cap vs. Large-Cap Performance - The small-cap Russell 2000 managed a late-day recovery, finishing up 0.25%, indicating that smaller domestic-focused firms found support despite headwinds faced by larger retail and tech companies [3]. Economic Data Insights - Initial jobless claims fell to 206,000, significantly lower than the projected 223,000, marking the lowest level since early January, complicating the Federal Reserve's interest rate cut path [4]. - The U.S. trade deficit unexpectedly widened to -$70.3 billion in December, exceeding the forecasted -$56 billion, while the Philadelphia Fed Manufacturing Index rose to 16.3 in February from 12.6 the previous month, indicating strength in the industrial sector [5]. Corporate News and Stock Movements - Walmart reported better-than-expected fourth-quarter earnings and revenue but saw its stock fall 1.4% due to a disappointing profit forecast, overshadowing a $30 billion share buyback announcement [6]. - Deere & Company shares surged 11.6% after reporting higher-than-expected quarterly profits and raising full-year net income guidance to $4.5 billion to $5.0 billion [7]. - Etsy's stock increased by 21.2% following a significant earnings beat, while Booking Holdings dropped 7.1% amid competition concerns [8]. - Other notable stock movements included Occidental Petroleum rising 9.4%, Blue Owl Capital falling 5.9%, Robinhood Markets tumbling 11.3%, and Nvidia edging higher due to a partnership with Meta Platforms [8]. Upcoming Market Events - Investors are focused on upcoming corporate reports from Newmont Corp. and Consolidated Edison, as well as monitoring Live Nation Entertainment, Texas Roadhouse, and Sprouts Farmers Market for insights into consumer spending [9]. - Nvidia's earnings report is highly anticipated on February 25th, with geopolitical developments in Iran supporting oil prices, which rose 2.6% to $66.71 per barrel [10].

A Cinematic Wedding Series Built for Today's Creator-Driven Attention Economy, Blending Love, Culture and Travel with JOURNY's Content-to-Commerce Engine SANTA FE, NEW MEXICO / ACCESS Newswire / February 19, 2026 / NextTrip, Inc. (NASDAQ:NTRP) ("NextTrip," "we," "our," or the "Company"), a technology-forward media and travel company defining the intersection of Media and Travel, today announced that its global travel network JOURNY has committed production on " I DO: In Destination ," an all-new eight-episo ...

Core Insights - Travelzoo reported a consolidated revenue of $22.5 million for Q4 2025, representing a 9% increase year-over-year from $20.7 million [1] - The company experienced a net loss of $19,000, or $0.00 per share, compared to a profit of $3.2 million, or $0.26 per share, in the prior-year period [1] - Non-GAAP operating profit was $0.9 million, excluding certain expenses, while GAAP operating income was $554,000 [1] Financial Performance - Revenue for Q4 2025 was $22.5 million, up 9% from $20.7 million year-over-year; in constant currencies, revenue was $22.1 million, up 7% [1] - North America segment revenue increased 6% year-over-year to $14.8 million, while Europe segment revenue rose 16% to $6.3 million [1] - Operating profit for North America was $1.5 million (10% of revenue), down from $4.6 million (33% of revenue) in the prior-year period [1] - Europe segment reported an operating loss of $1 million (16% of revenue), compared to an operating profit of $159,000 (3% of revenue) in the prior-year period [1] Membership and Marketing - The company invested significantly in acquiring new Club Members, leading to increased marketing costs that were expensed immediately [1] - Membership fees revenue is recognized ratably over a 12-month subscription period, impacting EPS negatively [1] - Travelzoo aims to leverage its global reach and relationships with travel suppliers to negotiate more offers for Club Members [1] Cash Flow and Balance Sheet - Cash flow from operations was $1.5 million, with cash, cash equivalents, and restricted cash totaling $10.8 million as of December 31, 2025 [1] - Deferred revenue increased due to the recognition of membership fees over the subscription period [1] Future Outlook - The company expects continued revenue growth in Q1 2026 and subsequent quarters as more Legacy Members transition to Club Members [1] - Profitability is anticipated to increase over time as recurring membership fees are recognized [1]

Market Overview - The S&P 500 experienced a modest increase of 0.6%, recovering from earlier losses, indicating a slight reinvigoration in the market [70][72] - Major indices showed green across the board, suggesting a broad-based rally despite low trading volume [70][72] Economic Indicators - U.S. industrial production and business equipment orders data were released, providing a positive outlook ahead of the upcoming GDP report, which indicated a respectable growth of 2.7% for the previous year [4][3] - Concerns over inflation have resurfaced, with the Federal Reserve's recent minutes suggesting that the inflation fight is ongoing, and the Fed is recalibrating its policy towards a neutral stance [6][7] Technology Sector Insights - Big tech stocks have faced skepticism from investors, particularly regarding their valuations after a significant selloff in software stocks [2][3] - Apple has been noted for its relatively low capital expenditures compared to its peers, positioning it well amidst the current AI-driven market dynamics [60][61] Investment Strategies - Wellington Management is expanding its private markets team, focusing on investments in companies before they go public, particularly in biotech and climate technology [38][41] - The firm has been building capabilities in private assets for retail investors, indicating a strategic shift towards private market investments [39][42] AI and Semiconductor Market - The AI sector is experiencing a correction, with discussions around the need for discipline in evaluating the value of different players in the market [73][75] - Taiwan's semiconductor industry is highlighted as a critical player, with significant growth in exports and a strong competitive advantage in advanced manufacturing [78][80]