Alphabet shares declined Wednesday as a broader selloff hit companies viewed as vulnerable to Meta’s rapidly growing Muse AI agent. Muse’s rise to the top of Apple’s U.S. App Store helped lift Meta Platforms shares 11% in the previous session and prompted investors to reassess businesses that depend on customer habit rather than active comparison. Goldman Sachs warned that companies relying on recurring charges, negotiable pricing or add-on fees could face pressure as AI agents improve at comparing prices, arranging travel and handling customer support. Its vulnerable-stock basket includes AT&T, T-Mobile, Allstate, Progressive, Netflix, Paramount Skydance, Expedia and Booking. Alphabet was not included in that basket, but its products—including Gmail, Google Calendar and Google Docs—are accessible through Muse, raising concerns that AI agents could reduce browser and search-bar activity tied to Alphabet’s advertising business. Alphabet shares were down 3.53% at $335.15 at publication, according to Benzinga Pro. A related item said a Fidelity strategist described the AI trade as dead money and warned that the $3.3 trillion buildout is inflationary, with unknown returns.