---
title: "BUZZ-Online travel-linked stocks fall as investors assess Meta's Muse threat"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/299924562.md"
datetime: "2026-09-23T16:31:30.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/299924562.md)
  - [en](https://longbridge.com/en/news/299924562.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/299924562.md)
generator: "portal-rs"
---

# BUZZ-Online travel-linked stocks fall as investors assess Meta's Muse threat

Shares of online travel-related companies fall as analysts assess threats from the rise of Meta Platform’s (META.O) Muse AI assistant

“It’s obviously unclear how consumers will leverage these tools and how competitive the space will become, but Muse’s innovative approach & disruptive potential for retail profit pools broadly will likely continue to be a significant overhang for multiples in marketplace stocks,” RBC Capital Markets’ equity analyst Brad Erickson says in a note

Expedia (EXPE.O) drops 7.1% to $261, hitting a two-month low; EXPE announced on Tuesday a partnership with Muse

Airbnb (ABNB.O) sheds 5.7% and Booking Holdings (BKNG.O) eases 4.4%, among the biggest decliners on the S&P 500 (.SPX)

“Pressure to integrate with Muse (or other agentic channels) is not necessarily negative for BKNG or ABNB. However, it increases the importance of execution around potential future integrations,” Morgan Stanley analysts say

Arun Sundaram, senior VP of investment strategy at CFRA, notes companies that rely on “consumer inertia” — a tendency of customers to keep buying the same product or using the same service out of habit — could be particularly vulnerable if AI agents make it easier to compare options

### Related Stocks

- [ABNB.US](https://longbridge.com/en/quote/ABNB.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [EXPE.US](https://longbridge.com/en/quote/EXPE.US.md)
- [BKNG.US](https://longbridge.com/en/quote/BKNG.US.md)
- [BKNU.US](https://longbridge.com/en/quote/BKNU.US.md)
- [FBL.US](https://longbridge.com/en/quote/FBL.US.md)
- [METW.US](https://longbridge.com/en/quote/METW.US.md)
- [ABNY.US](https://longbridge.com/en/quote/ABNY.US.md)
- [FBY.US](https://longbridge.com/en/quote/FBY.US.md)
- [FBYY.US](https://longbridge.com/en/quote/FBYY.US.md)
- [METD.US](https://longbridge.com/en/quote/METD.US.md)
- [METU.US](https://longbridge.com/en/quote/METU.US.md)
- [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md)
- [RY.US](https://longbridge.com/en/quote/RY.US.md)
- [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md)
- [MS.US](https://longbridge.com/en/quote/MS.US.md)
- [MS-O.US](https://longbridge.com/en/quote/MS-O.US.md)
- [MS-Q.US](https://longbridge.com/en/quote/MS-Q.US.md)
- [MS-E.US](https://longbridge.com/en/quote/MS-E.US.md)
- [MS-I.US](https://longbridge.com/en/quote/MS-I.US.md)
- [MS-L.US](https://longbridge.com/en/quote/MS-L.US.md)
- [MS-P.US](https://longbridge.com/en/quote/MS-P.US.md)
- [MS-A.US](https://longbridge.com/en/quote/MS-A.US.md)
- [MS-F.US](https://longbridge.com/en/quote/MS-F.US.md)
- [MS-K.US](https://longbridge.com/en/quote/MS-K.US.md)

## Related News & Research

- [Viral AI agent Instinct raises $1B Series C at a $10B valuation](https://longbridge.com/en/news/300314511.md)
- [Zuckerberg unveils Meta's enterprise push riding on Muse hype](https://longbridge.com/en/news/300330383.md)
- [Mark Zuckerberg's Muse Could Charge You for Saving You Money — META President Reveals AI Agent's Potential Monetization Model](https://longbridge.com/en/news/300563226.md)
- [Meta’s Next AI Gold Mine? Muse Targets 200 Million Small Businesses As Zuckerberg Eyes Fees, Subscriptions](https://longbridge.com/en/news/300567887.md)
- [BUZZ-Truist trims Expedia PT, cites concerns over Meta's Muse AI agent](https://longbridge.com/en/news/300580519.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**