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Booking Holdings Inc. (BKNG): Billionaire Ray Dalio Likes This Travel Company

Booking Holdings Inc. (NASDAQ:BKNG) is one of the 15 Best Stocks to Buy According to Billionaire Ray Dalio.

Booking Holdings Inc. (NASDAQ:BKNG) has been a major long-term bet of Bridgewater Associates since the middle of 2018. Back then, the position the fund held in the firm consisted of around 81,000 shares. However, this holding was sold off in the next few months. A new position was opened in 2021. Dalio gradually built up this stake, increasing it from 31,000 shares in 2021 to over 2 million shares at the end of the fourth quarter of 2025. The fund has made purchases of the stock in each of the last six quarters, with the major increase coming in the first quarter of 2025 during which the position was improved by over 100%.

READ NEXT33 Stocks That Should Double in 3 Years.

Booking Holdings Inc. (NASDAQ:BKNG) is of interest to elite investors for several reasons, one of them being the 25-for-1 stock split scheduled for April 6, 2026. One important note for investors here is that although a split does not change fundamentals, hedge funds view it as a liquidity catalyst. It makes the stock more accessible to retail investors and improves options market liquidity, often leading to a valuation re-rating as the buyer pool expands. Hedge funds are also bullish on a shift by the firm toward the Merchant Model (where Booking processes the payment) over the traditional Agency model. This allows the company to hold onto cash longer and offer more integrated services. This transition helped drive a 16% year-over-year revenue increase to $6.35 billion in the most recent quarter, with an impressive net margin of 20%.

While we acknowledge the risk and potential of BKNG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BKNG and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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