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Booking, Airbnb and Expedia lost $22.5 billion in two days after Meta's Muse. Marriott rose.

25 September 2026 ·4 min read

Booking Holdings, Airbnb and Expedia fell 7.5% to 10.3% over 22-23 September as Meta's Muse AI agent was tied to travel booking, losing $22.5 billion combined. Airbnb had its worst day in our history. Marriott rose 2.63% and Hilton was flat.

sectors consumer-discretionary travel meta ai sp500

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