Meta’s Muse AI agent hit 2.5 million downloads in two weeks, triggering stock declines across financial and travel sectors: Expedia fell 3.7%, Booking Holdings dropped 3.9%, JPMorgan and Wells Fargo each lost over 2.5%, while Allstate and Charles Schwab fell more than 5%. According to McKinsey, if 10-20% of consumers adopt agent-optimized deposit services, banks’ net-interest margins could compress by 30-50 basis points against a global deposit revenue pool exceeding $100 billion. Analysts at Wolfe Research estimate the addressable market for AI agents in travel and finance could reach $30-50 billion.
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