Booking Holdings Inc (BKNG) — the peer cohort

Dailies

• AI comeback — Accenture +18%, Synopsys +8%, optics +9% while all three US indices slipMidday 10 · 1 Oct 2026Consumer spending weak worldwide: Mercado Libre $1,681.85 (−2.70%), Sea −2.85%, Disney −3.01%, Home Depot −1.68%, Lowe's −2.01%, Booking −1.33%; Amazon $246.70 (−0.98%), down 4.1% in a month to Wednesday
• Oil settles at $107.63, the 10-year hits 4.95% and the 30-year 5.36%, its highest since 2007: chips lead a fourth down day, Oracle beats and jumps 4% after hours, Adobe beats and slips — and Asia sells its chipmakers 3% to 7%Morning 10 · 11 Sept 2026
• Brent closes above $100 for the first time since July and the 10-year hits 4.86%: Wall Street falls a third day while Cloudflare +10%, Datadog +7% and Meta +7% catch the money the chip leaders gave backMorning 10 · 10 Sept 2026Booking −3.8%, SpaceX −3.9%, Royal Caribbean −1.8% and United −1.0% were sold on the oil; the iShares Canada fund −0.8% on the tariff fight.
• The trade flips at midday: chips fade, software bounces — Meta +6%, Cloudflare +9%, Datadog +6% while oil holds $101 and the 10-year hits 4.85%Midday 10 · 9 Sept 2026The rest of the market is weaker, not stronger: the Russell 2000 is down 1.2%, Booking, Shopify, SpaceX, the cruise lines and Canada are being sold on oil at $101 and a trade fight, and the 10-year yield is at 4.85%, its highest since 2023.
• Chips up again, software down again — Friday's split is turning into a trendMidday 10 · 8 Sept 2026Second session of the same trade, and it is widening: the optical and hardware names are up 7% to 12%, Intel 9%, AMD through $500, while Shopify falls 7%, Intuit, Workday and Booking 6%, and ServiceNow, Salesforce and Adobe 3% to 4%.