In an interview published on November 3, 2025, Booking Holdings' CEO Glenn Fogel discussed the significant impact of artificial intelligence on the travel industry, stating that AI is already bringing changes and he anticipates more to come. He distinguished the current AI boom from the dot-com bubble, highlighting its transformative potential for the company and the broader travel landscape. This strategic insight comes as reports on the same day indicated institutional investors adjusted their holdings in the second quarter. Harel Insurance Investments & Financial Services Ltd. reduced its stake by 26.3%, and W.G. Shaheen & Associates also trimmed its position by 1.8%. An analysis by Simply Wall St also noted recent modest fluctuations in Booking's share price, assessing the company's valuation in light of its longer-term returns and earnings growth. No significant market reaction to the CEO's interview or the institutional sales reports was detailed in the available news.