EXPE Expedia Group, Inc.

Meta's new shopping agent rattled online travel stocks almost equally, but Booking Holdings and Expedia chose opposite responses to the threat. One strategy leaves a company dangerously exposed if Meta decides to cut out the middleman entirely.

The bigger threat may have little to do with iPhone sales.

The permanent reductions at the travel technology company’s Seattle headquarters are expected to take effect later this year, per a federal WARN notice.

Investors see potential pitfalls for consumer stocks. Shop for those that are showing signs of stabilizing.

Bank of America says AI agents such as Meta's Muse could weaken Apple's grip on the valuable transactions that begin on the iPhone.

Bank of America Warns AI Agents Could Threaten Apple's $1T+ Mobile Commerce Machine

Among six travel and hotel companies, Booking (BKNG) keeps the most operating profit from each sales dollar and grows the second fastest. Its shares are the cheapest on an earnings basis among peers without a loss quarter in their earnings. A $10,000 holding bought a year ago is worth about $7,460 now. Is Booking stock worth more than these rivals, given what it delivers.

Wall Street's latest artificial intelligence fear for US banks is that AI agents might help customers get a better deal on their cash.

Meta Platforms’ Muse personal agent isn’t even three weeks old, but the stock is up 27% in that period. Muse and similar artificial-intelligence-based personal agents aren’t just apps. If personal agents become widespread, websites and apps will likely have separate ways for humans and machines to interact with them.

Meta Platforms’ Muse personal agent isn’t even three weeks old, but the stock is up 27% in that period. Muse may turn out to be a game-changer for both Meta and the entire consumer tech landscape, but there is a long road ahead, and it doesn’t change any of the near term trends in Meta’s financials, where growing investments and commitments are weighing on profitability. Muse and similar artificial-intelligence-based personal agents aren’t just apps.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

Meta Platforms’ Muse personal agent isn’t even three weeks old, but the stock is up 27% in that period. Muse may turn out to be a game-changer for both Meta and the entire consumer tech landscape, but there is a long road ahead, and it doesn’t change any of the near term trends in Meta’s financials, where growing investments and commitments are weighing on profitability. Muse and similar artificial-intelligence-based personal agents aren’t just apps.

Expedia (EXPE) stock fell 7.7% on September 23, leaving it about 24% below its August 24 high of $339. Yet the company's latest results beat its forecast, and over the past 12 months the stock has still returned about 17%, roughly in line with the S&P 500. So how far could Expedia go in a real market shock.

Booking (BKNG) turns 35% of its sales into operating profit, against 18.6% for the S&P 500. Yet its stock lost 29% in the year to September 23, 2026, while the index returned 13%. Booking expects third-quarter 2026 revenue to grow just 4% to 6%. The question you face is whether that slower growth is a pause or Booking's new pace. Start with what the current price already asks you to pay.

Meta shares are experiencing their strongest monthly surge in over a decade, driven by strong consumer adoption of its new Muse AI assistant.

Airbnb (ABNB) shares fell 21% in the month to September 23, while the S&P 500 rose 0.8%. A $10,000 holding at the start of that month was worth about $7,860 at the end. Airbnb's own news over those weeks does not explain it, so the fall needs a different explanation.

Airbnb (ABNB) is spending to grow beyond homes, into hotels, car rentals, and other services. For an owner, the risk is that this spending squeezes profit margins while the stock trades at a premium. Management has not said what margin Airbnb expects for 2027.

Yesterday’s unusual options activity hid the real Expedia bet: 4,991 March 2027 $220 puts paired with $330 calls, most likely a long strangle, but it could also be a bearish risk reversal bet. It comes down to the trade prices.

Meta’s new AI agent Muse will soon make the company money from transactions made through the platform. On Wednesday, September 23, Meta CEO Mark Zuckerberg spoke at the Meta Connect conference and told developers, “We believe that Muse will make you money,” per a recording of the event shared on YouTube. “And we are standing […]

In September 2026, families from Massachusetts filed a civil lawsuit in King County Superior Court against Expedia Group and its Vrbo entities over a deadly June 13, 2026 vacation rental fire in Barahona, Dominican Republic, alleging inadequate safety warnings about properties lacking smoke detectors. On the same day, travel insurer Redion announced a multi-year marketing collaboration with Expedia Group Advertising that opens a new advertiser category and integrates travel protection...

Key Stats for Expedia StockCurrent Price: $259. 04Target Price (Mid): ~$447Street Target (Mean): ~$339Potential Total Return: ~73%Annualized IRR: ~14% / yearWhat Happened?Expedia Group (EXPE) said on September 22 that it is joining Muse, Meta Platforms’ new personal AI agent.

Meta launched an AI agent that books travel without a middleman, and the entire online travel sector sold off hard. Whether Airbnb belongs in that selloff depends on a single question about who actually owns the supply.

Key Stats for Booking Holdings StockPrice change for Booking Holdings stock in Last 1 Year: -29%$BKNG Stock Price as of Sep. 23: $15652-Week High: $225$BKNG Stock Price Target: $239What Happened?Booking Holdings (BKNG) stock fell 5% on Wednesday, hitting a session low of $155.

Meta's Muse AI agent is expanding into commerce ahead of the holiday season. Can it unlock a new revenue stream?

Meta says it will profit from small fees on Muse transactions.

Shares of financial marketplace platform LendingTree (NASDAQ:TREE) fell 7.4% in the afternoon session after the Wall Street Journal reported that Meta’s Muse can buy goods online, respond to emails, and complete other tasks a user authorizes. Barron’s Anita Hamilton wrote Tuesday that this is already hitting travel sites, because Muse can book flights and places to stay. Expedia, Booking Holdings, Tripadvisor, and Airbnb were falling, she reported. Bloomberg Intelligence analysts Mandeep Singh a

FEATURE Stocks fell Wednesday as bond yields soared, oil prices rose, and investors faced uncertainty over the war in Iran. IonQ gained 4.4% after the company said its latest quantum computer, Superion 256, will be the first system in Nvidia’s quantum research center.

Shares of online travel agency Expedia (NASDAQ:EXPE) fell 7.2% in the afternoon session after Barron’s Anita Hamilton wrote that Expedia, Booking Holdings, Tripadvisor, and Airbnb were falling because Muse can book flights and places to stay. Expedia was down 5.5%, to $265.60, by midday Tuesday, she reported. Bloomberg Intelligence analysts Mandeep Singh and William Tong wrote that if agents take 5% to 10% of travel, ride-hailing, and delivery business, the combined revenue loss could exceed $5

In the latest Market Hang, Turney Duff and his panel of experts weigh in on the state of the AI race after Meta Platforms (META) released its new Muse chatbot, their sentiments around the latest market rally, and much more. Today's panel consists of Host Turney Duff, Yahoo Finance Executive Editor Brian Sozzi, tockBrokers.com director of investor research Jessica Inskip, and The Wealth Consulting Group chief market strategist Talley Léger.

Meta’s Muse release has disrupted stocks of online travel booking platforms. Expedia was among those dropping on Wednesday.

Shares of online accommodations platform Airbnb (NASDAQ:ABNB) fell 6.2% in the afternoon session after Barron’s said Meta’s Muse can make bookings itself, which is the transaction Airbnb charges for when a guest reserves a home.

Meta's new AI agent can book a flight or hotel room without ever visiting Expedia, Airbnb, or Booking Holdings, and Wall Street is now asking whether the aggregator business model has a future at all.

Travel stocks got hammered as investors see a new threat in Meta's Muse.

Meta stock is riding high as the social media giant readies its annual Connect conference, helped by buzz around Muse AI.

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian look at the stocks taking a hit as Meta's (META) new AI agent, Muse, grows in popularity and why its hype may not measure up to its disruptive potential.

A number of stocks fell in the afternoon session after the rapid adoption of Meta’s new autonomous AI assistant, Muse, sparked concerns over structural disruption to digital marketplaces and digital advertising revenues. Meta’s Muse rose to the top free-app position in U.S. app stores, Business Insider reported, driven by growing consumer interest in personal AI agents capable of researching products, booking travel, and completing forms across external websites. The Wall Street Journal reported

Investing.com -- A sudden artificial intelligence breakthrough is reshaping Wall Street. Financials, travel, and telecom stocks tumbled Tuesday as investors fear Meta’s new Muse AI agent will eliminate customer friction—the long-standing habit of sticking with overpriced or underperforming services simply to avoid the hassle of switching. Disruption Across Habit-Driven Industries The aggressive sector rotation stems from the rapid ascent of Meta’s Muse, which recently hit No. 1 on Apple’s US App

Expedia, Booking, and other travel stocks fell on worries that artificial personal assistants could siphon off some of their business.

Shares of major banks, insurers and online travel agencies slid on Tuesday as investors fear that tools like Meta Platforms Inc.’s personal AI agent could disrupt businesses that benefit from so-called consumer inertia, the tendency to keep buying something out of habit even when a better alternative exists.

Tuesday’s selloff echoes the garden-variety selloffs earlier this year, driven by anxiety over AI displacing traditional industries.

Expedia, Booking, and other travel stocks fell on worries that artificial personal assistants could siphon off some of their business.

Expedia Group has outpaced the consumer cyclical sector, and analysts remain moderately optimistic about the stock’s outlook.

A stock with low volatility can be reassuring, but it doesn’t always mean strong long-term performance. Investors who prioritize stability may miss out on higher-reward opportunities elsewhere.

Morgan Stanley cut Expedia Group, Inc. (NASDAQ:EXPE) to Underweight from Equal Weight on September 16 as a new analyst took over coverage, with a $235 price target about 20% below where the stock had been trading. Analyst Matthew Cost’s argument is that Expedia is losing the race for users. By Morgan Stanley’s count, its monthly […]

Expedia Group has delivered a powerful three year share price run, and the question now is whether that journey is still backed by the earnings that support today’s valuation. With the stock recently closing at US$279.35 and attention fixed on how the business is using AI, investors are asking if the current price fairly reflects what the company earns. Expedia Group has returned about 180.8% over the past three years, which puts real pressure on the earnings story to justify how far the...

Expedia Group (EXPE) has moved sharply in recent sessions, with the share price now around $279.35 and recent returns mixed across the past week, month, and past 3 months for travel-platform investors tracking sentiment. That recent pullback fits into a wider picture where Expedia Group’s share price return is up 15.96% over the past 3 months but down 13.83% over the past month, while the 1-year total shareholder return of 26.52% and 3-year total shareholder return of about 1.8x highlight how...

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

Key Stats for EXPE StockPast week performance: +5. 9%52-week range: $185 to $342Valuation model target price: $378Implied upside: 28.

Expedia stock sinks on a bearish Morgan Stanley research note. Here’s why analyst Brian Nowak recommends caution in playing EXPE shares.

DPAA Global CEO Barry Frey joins Ashley Mastronardi on NYSE Live to discuss Next Month’s Video Everywhere Summit