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Partnership Pressures Booking, Airbnb","url":"https://stock-news.laohu8.com/highlight/detail?id=2669433098","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669433098?lang=en_us&edition=fundamental","pubTime":"2026-09-24 02:48","pubTimestamp":1790189280,"startTime":"0","endTime":"0","summary":"1448 ET - Expedia's partnership with Meta's Muse AI assistant puts pressure on Booking Holdings and Airbnb to follow suit, Morgan Stanley says in a note. If the partnership successfully shifts trip planning activity to Muse agents who prioritize Expedia listings, \"we think it will also increase pressure on BKNG and ABNB to pursue similar partnerships with Muse rather than risk losing incremental traffic and customer relationships to EXPE.\" Airbnb may be most exposed, the analysts say, as around 90% of its traffic comes directly and the company relies comparatively less on marketing. Expedia falls 6.3%, Booking is off 4.6% and Airbnb slides 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I Love Meta's New AI Agent. 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and Anthropic Launch New Models. Why They're no Threat to Meta's Muse.","url":"https://stock-news.laohu8.com/highlight/detail?id=2669861374","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669861374?lang=en_us&edition=fundamental","pubTime":"2026-09-23 20:58","pubTimestamp":1790168280,"startTime":"0","endTime":"0","summary":"Anthropic and OpenAI must be scratching their heads. They just announced the launch of new artificial-intelligence models to tackle the problem of rising costs but the AI race has moved onto a new prize-consumer agents. Now they suddenly look to be behind.OpenAI and Anthropic have released relatively low-cost AI models  that would have expected to grab the headlines. They come with impressive performance as measured on independent benchmarks and look designed to address users' complaints about the spiraling cost of using their frontier models.Instead, both companies have been overshadowed by Meta Platforms' Muse agent. Suddenly a personal assistant for the average consumer which can deal with customer service is the biggest thing in AI rather than solving impossible math problems.Allowing Meta to dominate the consumer market feels like a big miss for OpenAI and Anthropic. Perhaps they were distracted by the safety debate as well as plans for Anthropic's initial public offering, which 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