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US stock market report – Booking.com & Zillow in focus

All three US markets surged on Thursday as earnings season comes to an end, with Latin American Amazon, MercadoLibre (NASDAQ: MELI) delivering a solid earnings results.

The result was an outperformance by the Nasdaq and Dow Jones, up 0.8% each, compared to a 0.6% gain in the S&P 500.

Positive news about the economy continues, with unemployment benefit claims falling by 14,000 to 385,000 and continuing claims falling below 3 million people.

Zillow, Booking.com surge on higher trade

Hotel reservation group Booking.com (NASDAQ: BKNG) and real estate platform Zillow (NASDAQ: Z) were the biggest reports, with the former reporting a 458% increase in room night reservations for the 12 months to June, the first such year-on-year growth since before the pandemic.

This comes after an 87% fall in bookings, reflecting US$22 billion in transaction volume and a tripling of revenue to US$2.16 billion for the beleaguered company often seen as a leading indicator for consumer confidence and the economy.

The US’s version of Realestate.com.au, called Zillow smashed expectations and is now flagging its first US$2 billion revenue quarter.

The group reported a near doubling of revenue to US$1.31 billion on the back of a 70% increase in home listings. The platform’s unique Zillow Offers option, through which they actual become a buyer of last resort, also saw revenue jump 71% as remote working and low interest rates converge for a property boom.

US stock market movers

  • Datadog (NASDAQ: DDOG) up 15.3%
  • MercadoLibre (NASDAQ: MELI) up 13.8%
  • Hubspot (NSYE: HUBS) up 11.9%
  • Etsy (NASDAQ: ETSY) down 9.7%
  • Fivrr (NSYE: FVRR) down 24.1%
  • Robinhood (NASDAQ: HOOD) down 27.6%

Despite the positive lead from US markets, the S&P/ASX 200 (ASX: XJO) is set to open broadly flat on Friday. For all the latest, check out Rask Media’s ASX 200 morning report.

The Golden Rules of Investing

We might be experts in retirement, but with combined financial advice experience of 35+ years, we’ve nearly seen it all. 

In mid-2023, our senior team at Wattle Partners Financial Planning put the finishing touches on a brand-new report “The Golden Rules of Investing“.

In this free report, we outline the key principles that determine all of the portfolio construction and investment decisions of Wattle Partners. Collated over decades, this paper should be seen as a work-in-progress, constantly under review in light of the ever-evolving nature of markets. 

You’ll find the free report on my Author page. Simply click the button below to view the Golden Rules.

Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.


At the time of publishing, the author of this article does not have a financial or commercial interest in any of the companies mentioned.

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Wattle Partners is a financial advice firm, servicing clients around Australia, specialising in retirement planning (pre and post retirement). 

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