Shares of Booking Holdings (NASDAQ: BKNG) were sliding today as investors appear to be betting that the world's biggest online travel agency (OTA) will be among the losers from MetaPlatforms' new Muse AI agent. Today's slide comes one day after rival Expedia partnered with Muse. As of 10:24 a.m. ET, Booking stock was down 3.8%. Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »Image source: Getty Images. Is Muse a threat to Booking?
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