---
title: "AI Hardware Orders to Travel Surges: Q2 Growth Pockets Emerge"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/296211641.md"
description: "Mid-2026 data points to robust consumer spending and AI-driven industrial momentum across a diverse basket of equities. From Expedia's booking upgrades to Trio-Tech's surging semiconductor tests, fundamental resilience is overshadowing macro headwinds."
datetime: "2026-08-18T10:12:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/296211641.md)
  - [en](https://longbridge.com/en/news/296211641.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/296211641.md)
---

# AI Hardware Orders to Travel Surges: Q2 Growth Pockets Emerge

Strong consumer appetite and artificial intelligence infrastructure demand are driving rapid top-line expansions across a fragmented group of equities this quarter. In the travel and leisure segment, Expedia Group (EXPE.US) raised its 2026 full-year guidance after Q2 gross bookings swelled 12% to $33.9 billion. That travel momentum is echoed in the aviation sector, where Mexican ultra-low-cost carrier Volaris (VLRS.US) posted a nearly 20% jump in July passenger traffic, operating at an 87.9% load factor. The consumer retail front is similarly resilient; Victoria's Secret & Co. (VSXY.US) recently delivered a 15% sales spike to $1.56 billion, beating management's own guidance under its newly launched ticker.

On the technology and industrial side, the AI boom is cascading down the supply chain. Semiconductor testing firm Trio-Tech International (TRT.US) clocked a 124% revenue explosion to $16.5 million in its latest fiscal quarter, fueled by millions in fresh orders for high-performance burn-in boards tied to next-generation AI GPUs. Meanwhile, spatial computing software firm The Glimpse Group (GLOO.US) is aggressively scaling its 3D technology automation through its QReal subsidiary to capture e-commerce demand. In the renewables and biotech space, Aemetis (AMTX.US) grew Q2 revenue 20% to $62.7 million on soaring dairy renewable natural gas sales, while Marrone Bio Innovations (MARO.US) has firmly transitioned into its post-merger integration with Bioceres Crop Solutions.

Institutional shifts are also reshaping legacy portfolios. Healthcare REIT Welltower (WELL.US) posted a 25% jump in Q2 normalized funds from operations, driven by robust senior housing metrics that recently attracted an increased 10.8% stake from BlackRock. In financials, Aegon (AEG.US) is accelerating its structural pivot to the US life insurance market following a £2 billion divestiture deal in June, while Swedish lender Svenska Handelsbanken AB (SVNLY.US) leans on its corporate advisory and green loan portfolio to navigate shifting European rate dynamics.

### Related Stocks

- [EXPE.US](https://longbridge.com/en/quote/EXPE.US.md)
- [VLRS.US](https://longbridge.com/en/quote/VLRS.US.md)
- [VSXY.US](https://longbridge.com/en/quote/VSXY.US.md)
- [TRT.US](https://longbridge.com/en/quote/TRT.US.md)
- [GLOO.US](https://longbridge.com/en/quote/GLOO.US.md)
- [AMTX.US](https://longbridge.com/en/quote/AMTX.US.md)
- [WELL.US](https://longbridge.com/en/quote/WELL.US.md)
- [AEG.US](https://longbridge.com/en/quote/AEG.US.md)
- [SVNLY.US](https://longbridge.com/en/quote/SVNLY.US.md)

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