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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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