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Travel Industry News 11 October 2025 - 4 November 2025

Booking Holdings (BKNG) Stock Rallies on Travel Recovery and AI Push – KeyBanc Eyes $6,450

Booking Holdings’ BKNG Stock Soars on Earnings Beat as Travel Boom Defies Economic Fears

Q3 Earnings Beat Lifts Booking Holdings Shares Online travel giant Booking Holdings delivered a strong third quarter, comfortably beating analyst expectations on both revenue and profit. Revenue for Q3 2025 came in at $9.01 billion (up ~13% year-on-year), topping the ~$8.7 billion
Delta’s Focus-City Gambit Pays Off: $2B Amex Windfall & SkyMiles Surge – Is the Stock Set to Soar?

Delta’s Focus-City Gambit Pays Off: $2B Amex Windfall & SkyMiles Surge – Is the Stock Set to Soar?

Delta’s strategy of blending its network with loyalty marketing is drawing notice. Hauenstein’s focus-city approach—linking route planning with credit-card growth—reflects a “full reengineering” of how to maximize revenue, beyond just flying passengers theairlineobserver.com thriftytraveler.com. As Reuters observes, Delta’s exposure to
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