Pinterest, Expedia, TSMC: Trendticker

00:00 Speaker A

Now time for some of today's trend kickers. We watch Pinterest, Expedia and Taiwan Semiconductor. First, after a strong turnover, Pinterest rose in the first quarter in the first quarter and a better than expected guidelines. The sales forecast of the social media company in the second quarter has concerns about slowing down the advertising waste. Managers say that the company's ability to use the AI, artificial intelligence, is a central difference there. The shares, um, move by about 10%higher. We see ourselves, um, shortly after the report by 15%higher. And ultimately here when we continue to think about what this means for the advertising market and where Pinterest plays a role, I think that they create a good space and use some of the artificial intelligence functions that they have talked about for a few quarters to really bring more of this advertising collar and wave.

01:09 Speaker B

Yes, the company can vibrate a profit here and lead to the future higher than expected income, but of course there is a question mark here due to potential trade -powered guidelines, which are specially stated for potential headwinds in Asia, a large part of their advertising from Asia. According to a Bloomberg Intelligence analyst, you could withdraw from the expenditure that speak about his reaction to the pressure and said that the monthly active users who go into everything better than expected. Uh, and this is also one of my favorites, um, I like to call her Girly Pop Stocks. We take a look at what the girls spend time and then they tend to see the stock in a positive reaction. So that's just my personal favorite indicator. What do the gene Z girlies use? You use Pinterest.

02:23 Speaker A

I mean, that's exactly what they said. The CEO Bill Ready had essentially announced that Pinterest appeals to younger demographic characteristics. In Pinterest, Z goes shopping. They said that.

02:38 Speaker B

Right. Exactly. If you're going. Well, let's go back to Expedia. Another look at the consumer who lowers his outlook into the overall year when the US travel question falls. The first quarters result of the online travel agency and the prospects in the second quarter are also missing. The CEO warns that weaker than the expected demand will continue in its current quarter. Really hard with regard to demand in the USA. They say it is softer than expected and two thirds of the company of the company come from the United States.

03:07 Speaker A

Yes, a look at some of the prospects, the instructions that the company had offered, the shares have dropped by more than 10%. The company, which breed between 2% and 4% in the second quarter of 2025 in the second quarter, is expected to grow sales in this area of ​​3 to 5%. And there is a lot of caution, it seems among analysts, but they still have these spectrums of price goals on the top side, 290 US dollars still remain, it seems. And then the disadvantage there, $ 143. So it is such an area that you see, at least from this point in time, at which Expedia is currently with 151 US dollars and, of course, when we are on the market, see exactly where things continue to shift towards the CEO that you will continue to provide results in your guide in the middle of the softer US travel question. So you have to acknowledge what some of the macro trends are that also take place.

04:21 Speaker B

Absolutely. In addition, Taiwan Semiconductor's sales jumped by 48%in April, when customers hurried to buy chips before the tariffs came into force. Nevertheless, the recent increase in the Daiwan dollar could put the margins of the chip manufacturer under pressure in the future, since most of its business is done in US dollars. If you just take a look at stocks, you have increased by about two and a half percent. This really speaks for some of the onshoring of these chip products beforehand and would like to exceed some of the effects of tariff tariff effects that tried to wrap their thoughts and business processes.

05:04 Speaker A

Yes, and in view of the strong demand that you mentioned, which leads to this sales jump of 48% here, this may obviously be a blessing for Nvidia. We are waiting for your income pressure, which is high here on May 28th. If you look at the TSMC shares per month. And you can scan the following QR code to track the best and worst stocks with Yahoo Finances Trending -Tickers page.