TripAdvisor, StubHub, Lyft, Expedia Seen as Most Exposed to AI -- Market Talk
Dow Jones
15 hours ago
1252 ET - TripAdvisor, StubHub, Lyft and Expedia are among the most-exposed companies to artificial-intelligence disruption, Wedbush analysts write in a note, outlining an initial framework to evaluate AI risk that considers structural defensibility, business model differentiation, and the difficulty of supply aggregation. The four companies "demonstrate low operational complexity and undifferentiated supply," they write. "These operators face the most direct risk to replacement or disintermediation by AI tools. Importantly, we believe these companies will be disrupted by AI across multiple aspects of the business."(elias.schisgall@wsj.com)
(END) Dow Jones Newswires
March 04, 2026 12:52 ET (17:52 GMT)
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