Cruise lines reversed hard. RCL and NCLH, which were in "momentum recovery, death-cross unresolved" territory as of 06-26, are both down roughly 9% in the past week and have pushed materially further from their 52-week highs (RCL -13.2%→-21.5%; NCLH -21.9%→-29.1%); CCL confirms the sector-wide pattern (-5.4% this week). Hotels did the opposite — MAR and HLT's digestion resolved higher, RSI recovering into the low-50s. ABNB remains the cleanest momentum name, still within 2% of its 52-week high.

Data as-of 2026-07-06 close. All numbers from precomputed summaries/travel-leisure.json. Prior scan: 2026-06-26-travel-leisure (2026-06-26).

CRUISE REVERSAL — THE HEADLINE: RCL ($287.78, RSI 44.9, up trend but death cross, pullback regime, -21.48% from 52wk high) and NCLH ($19.26, RSI 47.4, weak-up, death cross, downtrend regime, -29.14% from 52wk high) have both broken hard since 06-26. RCL fell from $318.13 to $287.78 (-9.5%) and NCLH from $21.24 to $19.26 (-9.3%) — this reverses the "momentum recovery" read from the prior scan entirely; both names are now further from their 52-week highs than they were on 06-26 (RCL -13.2%→-21.5%; NCLH -21.9%→-29.1%). CCL ($27.51, RSI 45.9, weak-up, death cross, pullback regime) confirms the sector-wide pattern: -5.4% this week, -19.16% from high (was -14.58%). All three still carry unresolved death crosses — the earlier "watch for golden-cross confirmation" call is moot now; the trade broke down before ever confirming.

HOTEL DIGESTION RESOLVED HIGHER: MAR ($379.75, RSI 50.9, strong-up, golden cross, -7.60% from 52wk high) and HLT ($339.41, RSI 54.3, strong-up, golden cross, -5.19% from 52wk high) both recovered out of the RSI 45-47 digestion flagged on 06-26. HLT's anomalous 7.3x rel-volume day from 06-26 turned out to be accumulation, not distribution — price is higher since. Both names are back in clean "hold, quality intact" territory.

NEAR-HIGH MOMENTUM — STILL THE CLEANEST NAME: ABNB ($147.65, RSI 61.9, strong-up, golden cross, breakout regime, -1.69% from 52wk high) is essentially unchanged from 06-26 (-1.37%→-1.69% from high) — still the sector's cleanest structural setup.

OTA — STILL BIFURCATED: EXPE ($266.76, RSI 63.9, up, death cross, pullback regime, -12.19% from high) keeps recovering (30D +18.09%, the sector's biggest 30D gainer) but the death cross remains unresolved. BKNG ($181.03, RSI 58.7, weak-up, death cross, downtrend regime, -22.50% from high) is essentially flat since 06-26 (-22.31%→-22.50%) — still the stagnant laggard, no better, no worse.

• Cruise reversal: RCL -9.5%, NCLH -9.3%, CCL -5.4% over roughly eight sessions — the "momentum recovery" thesis from 06-26 broke down before the death cross ever resolved.
• RCL and NCLH both pushed materially further from their 52-week highs (worse, not better): RCL -13.2%→-21.5%, NCLH -21.9%→-29.1%.
• Hotels (MAR, HLT) recovered from the RSI 45-47 digestion zone into the low-50s — the "healthy consolidation" call from 06-26 played out as expected.
• HLT's 7.3x rel-volume anomaly flagged 06-26 resolved as accumulation — price continued higher afterward.
• ABNB and BKNG both essentially unchanged — ABNB still the cleanest name near highs, BKNG still the stagnant laggard.

• What triggered the cruise-sector-wide reversal (fuel costs, booking data, guidance cut)? Worth a targeted follow-up given how sharp the multi-name move is.
• Is BKNG's persistent stagnation (-22% from high, unchanged in ~8 sessions) structural (platform share loss) or a slow accumulation base forming?