Nov 6, 2026 · 8 min
AI stocks rebound as Airbnb accelerates and Monster margins weaken
CoreWeave, Airbnb, Monster Beverage Drops on 3Q Gross Margin Miss
The episode contrasts renewed enthusiasm for AI and travel demand with the cost pressures exposing weakness in a major consumer brand.
- 1AI-related stocks recover despite policy uncertainty, data-center concerns, and continued market volatility.
- 2Airbnb returns to faster growth, raises guidance, and expands beyond stays through services and boutique hotels.
- 3Monster Beverage posts strong sales, but rising aluminum, fuel, and pricing pressures weigh on gross margins.
Don't miss
Monster Beverage’s strong sales are overshadowed by weaker-than-expected gross margins as commodity costs and pricing pressures challenge profitability.
The brief
AI-related stocks rebound after a major sell-off, but policy concerns, regulation, data-center questions, and strong U.S. jobs data keep markets volatile.
Chloe Melley joins Tim Stenovec to examine the stocks moving with the AI trade, including CoreWeave, Bloom Energy, AMD, and SanDisk.
Airbnb returns to faster growth and raises guidance as travel demand holds up, while emerging weakness in Europe and possible AI travel agents complicate the outlook.
Airbnb is also broadening its offer with new services and boutique hotels, signaling an effort to capture more of the travel journey.
Monster Beverage reports strong sales, yet rising aluminum and fuel costs and international pricing pressure leave investors focused on its weaker-than-expected gross margin.
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