Trip.com Group Limited (NASDAQ:TCOM) reported second-quarter 2026 net revenue of RMB15.7 billion, up 6% year over year, in results released September 15. Revenue on its international platform increased more than 50%, highlighting a promising source of expansion against slower group growth.
Trip.com Group Limited (NASDAQ:TCOM) also recognized a RMB5.2 billion antimonopoly penalty in general and administrative expenses. The investment question extends beyond that charge: can international expansion generate enough profitable growth to offset pressure on domestic monetization?
International expansion gives Trip.com Group Limited (NASDAQ:TCOM) a potential route to reducing dependence on revenue earned from domestic travel. A broader customer base could make growth less reliant on a single market's commercial practices and regulatory environment.
The opportunity is especially attractive if new customers become repeat users. Over time, repeat bookings could reduce acquisition spending per transaction and allow technology and service costs to be spread across more revenue. That would turn international scale into operating leverage, with profits growing faster than sales.
Trip.com Group Limited (NASDAQ:TCOM) also grew accommodation revenue 6% year over year despite a regulator-imposed revenue reduction. That result offers some evidence of resilience, although reservation growth and the revenue earned from those reservations remain separate considerations.

#NASDAQ

On September 14, Evercore ISI raised its price target for Netflix, Inc. (NASDAQ:NFLX) from $100 to $110 while maintaining its Outperform rating. The research firm rolled its valuation framework forward to 2028 and applied a multiple of 25 times its 2028 EPS estimate.
The new price target represents more than 40% upside from the share price of $76.41 as of September 16. However, the stock has declined about 16% year-to-date and remains well below its 52-week high of $124.86.
Evercore ISI conducted its 58th quarterly US survey and 12th semi-annual **** an survey on Netflix, Inc. (NASDAQ:NFLX), which showed multi-year high penetration of 63% in the US and a record-high 22% penetration in **** an.
Japan also showed strong subscriber engagement as 58% of subscribers said they were slightly or not at all likely to cancel. Subscriber satisfaction in **** an also reached 67%.
The company's new ads plan also showed encouraging signs in **** an. About 66% of new ads plan subscribers were either former Netflix users or people who were new to Netflix.

#netflix #price #september #evercore

Dell Technologies (DELL) stock more than quadrupled over the past year, a 323% gain, against about 18% for the S&P 500, and even Hewlett Packard Enterprise (HPE), up 130.6%, finished far behind. Management had described most of the drivers before the run began: customers sitting on old servers, AI orders that had outrun shipments earlier in the year, and costs falling while sales rose. Those signs could not tell you how far the stock would go.
What Was Dell Seeing In Its Customers' Data Centers?
In February 2025, management said customers still ran a very large base of Dell's 13th and 14th generation servers, ready to be replaced. AI demand, already under discussion then, was exceptionally strong by May 2025, with $12.1 billion of AI server orders in fiscal Q1 2026, more than Dell's AI server shipments for all of fiscal 2025.
In August 2025, management said over 70% of its installed base was running on 14th generation servers or older, and that one 17th generation server could replace six or seven old ones. The results were uneven. In fiscal Q2 2026, traditional server revenue rose again and international demand grew, but demand in North America, its most profitable region, was weak.
Why Were Dell's Costs Falling While Its Sales Rose?

#server

Here's an indisputable fact about semiconductor sector leader Nvidia (NVDA). It has massive coattails. One comment from CEO Jensen Huang and his leadership team can push a lot of momentum and investor interest. We've seen it with his remarks about Taiwan Semiconductor Manufacturing (TSM) (calling it one of the "greatest companies in the history of humanity"), Meta Platforms (META) ("Nobody uses AI better than Meta"), and Nebius Group (NBIS) ("Nebius will take care of you").
Now the shine is on CrowdStrike Holdings (CRWD), the cybersecurity company known for its cloud-native platform for endpoint security. At CrowdStrike's recent Fal.Con 2026 conference in Las Vegas, Huang said that CrowdStrike is Nvidia's top security partner.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ***** e

#nebius

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The Italian pasta maker Barilla Group has agreed to acquire Goodles, the nutrient-dense macaroni-and-cheese brand known for its colorful boxes and cheekily named flavors. Terms of the deal weren’t disclosed.

#italian #terms #agreed