SOTS 2nd Hour: A Meta Disappointment, (Micro)Soft Results and Comcast Spins-off? 10/31/24

Glenn Fogel, CEO of Booking Holdings, discusses the surge in consumer demand for travel, highlighting the resilience of the industry. Jeremy Siegel, finance expert from Wharton, dives into market dynamics resulting from disappointing tech earnings, emphasizing the tech sector's volatility. They also explore Comcast's potential spin-off of its cable business and the challenges faced by pandemic darlings like Robinhood and Peloton. The conversation reveals the influential role of AI investments and the shifting landscape of the media and travel industries.