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AI agents reshape travel stocks, Bloom Energy earnings, market rally highlights
AI agents are poised to disrupt the travel industry, prompting analysts to recommend buying hotel stocks and selling online travel agencies. Bloom Energy, backed by Nancy Pelosi, is set to report earnings after market close, with investors watching for a potential 176% year‑to‑date gain continuation. Tesla and Meta posted divergent post‑earnings moves, while SpaceX’s strong results fueled a $274 billion AI trade rebound. Market recap notes the S&P 500 extending a three‑day winning streak, gains in SpaceX, Super Micro, and Bloom Energy, and a 10‑year Treasury yield near 5.12%. Upcoming focus includes weekly jobless claims and earnings from Bloom Energy and Western Digital.