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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. 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Existing subscribers will be notified of the change on Wednesday, and the higher price will take effect next month, based on their billing cycles.The ad-free Disney+ and Hulu bundle will rise $2 to $21.99 per month, the source said. Meanwhile, Disney’s ad-supported standalone plans will increase by $0.50, to $12.49 each per month, though the ad-supported Disney+ and Hulu bundle will remain unchanged at $12.99.That means subscribers can get both services for just 50 cents more per month than either streamer alone, with or without ads.Disney CEO Josh D’Amaro said during an investor call last month that the company is “exploring a free product for consumers.” The company said 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