Lost in that activity is that earnings season continues in full swing, with results from Coca-Cola (KO<\/a>), Hilton (HLT<\/a>), UPS (UPS<\/a>), Whirlpool (WHR<\/a>), and others today. <\/p>\n While investors are jacked up about AI and some stability returning to the tech trade, don’t lose sight of earnings season: After all, it’s earnings and earnings expectations that power stocks, not Anthropic CEO Dario Amodei (although his comments have moved markets in the past). <\/p>\n So here are a few quick takes on a couple of earnings reports I chewed through this morning:\u00a0 <\/p>\n The consumer travel read <\/p>\n I don’t have any problems with this Hilton quarter, even though the stock is getting hit on a slight revenue miss. The important revenue per available room metric grew 5.8%, the company remains an aggressive buyer of its stock, and it approved the development of 30,500 rooms in the quarter. <\/p>\n The report fits nicely with the Delta (DAL<\/a>) report<\/a> we got last week, in that higher fuel prices don’t appear to be slowing leisure or business travelers. <\/p>\n I think it also fits nicely with the numbers out of UPS today, with US sales up 4.5% and its full-year guidance hike. <\/p>\n Coca-Cola’s latest guidance lift<\/a> reinforces the view that the company continues to take massive market share away from rival PepsiCo (PEP<\/a>). Coke Zero sales surged 16%. <\/p>\n Not a good day for the team at PepsiCo up in Purchase, N.Y.\u00a0 <\/p>\n A weak housing market is hurting appliance sales <\/p>\n I continue to be absolutely shocked by what’s happening at Whirlpool (WHR<\/a>). Another supersoft quarter, with an adjusted loss of $0.21 per share. Costs are up, and the business is being hurt by a near-frozen US housing market. <\/p>\n You need nerves of steel to buy Whirlpool shares here \u2014 the stock is down more than 63% this year. If you do, the thesis has to be that the iconic company is acquired at some point in the next 12 months. <\/p>\n Follow Brian Sozzi on X @BrianSozzi<\/a>, Instagram<\/a>, and LinkedIn<\/a>. Tips on stories? Email him at brian.sozzi@yahoofinance.com. <\/p>\n <\/a> Hilton Hotel sign on the building’s exterior and at the lobby entrance in Manhattan, New York. (Lindsey Nicholson\/UCG\/Universal Images Group via Getty Images) \u00b7 UCG via Getty Images Big food battles <\/p>\n