Mar. 5 at 6:14 PM
Booking Holdings is in the spotlight today after Mizuho named the stock its new Top Pick in Internet, replacing Airbnb
$ABNB. The call follows a report saying OpenAI is backing away from native ChatGPT checkout and shifting toward app based purchases. If that pivot holds, the firm argues, it could mark the beginning of the end for the “AI disintermediation” overhang facing OTAs, DoorDash
$DASH , and other platforms.
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$BKNG
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