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Shares of online marketplace Etsy (NYSE:ETSY) fell 8.1% in the afternoon session after online marketplace shares fell as investors kept pricing in the threat that Meta’s Muse AI agent could disintermediate shopping and booking platforms. According to CNBC, Muse can shop on a user’s behalf across sites and marketplaces, and while Meta stock has rallied on the product’s early traction, the same rollout has pressured financial-services and online-travel names as investors see AI agents moving into

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 4.3% in the afternoon session after investors continued to bid the stock higher as the Meta Connect event showcased new hardware and deeper Muse AI distribution beyond the phone. According to Meta’s Connect 2026 recap, the company said it is bringing Muse to its AI glasses so users can interact with the agent hands-free throughout the day, and showed Muse updates including new features, connectors, and a state-of-the-art model

Unity Software (NYSE:U) said it will offer day one engine support for Meta's next-generation VR Glasses. The toolkit lets creators build launch experiences using advanced rendering features and direct integration with Meta's AI assistants and workflows. Developers can begin preparing titles ahead of the headset release using updated Unity plugins aligned with Meta's latest VR and mixed reality APIs. Unity's day one support for Meta's new VR Glasses is an important factor to weigh in the...

The S&P 500 closed nearly unchanged, but under the surface, breadth collapsed as yields surged and Oracle flagged AI-buildout strain.

Expedia (EXPE) stock fell 7.7% on September 23, leaving it about 24% below its August 24 high of $339. Yet the company's latest results beat its forecast, and over the past 12 months the stock has still returned about 17%, roughly in line with the S&P 500. So how far could Expedia go in a real market shock.

Meta shares are experiencing their strongest monthly surge in over a decade, driven by strong consumer adoption of its new Muse AI assistant.

Arm Holdings (NasdaqGS:ARM) gained alongside a broader semiconductor rally on 23 September 2026 linked to AI hardware demand. Investors focused on AI-driven CPU demand after Meta Platforms reported rapid uptake of its Muse AI agent for CPU-based inference workloads. Arm’s CPU designs were highlighted as a key foundation for handling Muse-related AI inference volumes, reinforcing its relevance in AI infrastructure discussions. The Muse-linked surge in AI CPU demand is important, but Arm...

Meta Platforms (META) shares have been red-hot as of late, seeing big gains on the recent release of Muse, apersonal AI assistant that can autonomously complete multi-step tasks across the web, apps, and smart glasses.

Meta introduced Horizon Create and Horizon Studio, two AI-powered tools designed to let users build and publish complete 2D and 3D games.

In September 2026, EssilorLuxottica and Meta Platforms, together with Dolby Laboratories, broadened Meta’s wearable and platform ecosystem by unveiling next-generation Ray-Ban Meta AI and Audio glasses, expanding to over 100 styles, and adding Dolby Atmos capture on AI glasses plus Dolby Vision and Atmos support across Instagram and Meta’s upcoming VR device. The launch of Muse, Meta’s personal AI agent, on these AI glasses turns eyewear into a hands-free compute interface, tying AI,...

Meta Platforms, Inc. (NASDAQ:META) has galloped over the last few weeks, jumping almost 40% since the end of July. Meta has risen by more than 20% since the September 8 launch of its Muse AI assistant alone. The rally has pushed the company’s valuation close to the $2 trillion mark, raising an important question: Is […]

Videogame stocks took a hit Thursday afternoon after Meta Platforms announced new artificial intelligence tools that can build mobile games. Gaming investors shouldn’t be concerned just yet. Meta announced during the second day of its Connect conference that it was launching two new tools—Horizon Create and Horizon Studio—that enable creators to turn ideas into complete 2-D and 3-D mobile games.

Shopify Inc. (NASDAQ:SHOP) has signed a deal to make eligible Shopify stores fully shoppable through Meta’s new AI agent Muse. Amazon is taking the opposite approach, actively blocking Muse and a growing list of AI shopping tools from its platform. The contrast reflects two different approaches to agentic commerce. Shopify is opening its doors on […]

Amazon.com Inc. (NASDAQ:AMZN) is opening its seller platform to Anthropic‘s Claude, just days after blocking Muse, the shopping agent from Meta Platforms Inc. (NASDAQ:META), from its retail site. The two moves show where Amazon is drawing the line on outside...

Jenny Johnson’s blunt assessment exposes what AI bulls still cannot prove.

Who will win in the latest AI power struggle?

Yahoo Finance Technology Editor Dan Howley joins Market Domination host Brooke DiPalma to report on the next round of wearable devices focused on listening to collect data, including built-in cameras in Meta's (META) Smart Glasses and the Apple (AAPL) Watch's use of the "Live Rewind" feature, as well as the privacy and consent concerns this could raise.

Yahoo Finance Technology Editor Dan Howley joins Market Domination host Brooke DiPalma to report on the next round of wearable devices focused on listening to collect data, including built-in cameras in Meta's (META) Smart Glasses and the Apple (AAPL) Watch's use of the "Live Rewind" feature, as well as the privacy and consent concerns this could raise.

Tech stocks declined late Thursday afternoon, with the State Street Technology Select Sector SPDR ET

Michael Reinking, Senior Market Strategist at the NYSE, reviews a dynamic week in which the S&P 500 held modest gains despite poor breadth and surging Treasury yields. Strong flash PMI data fueled inflation worries, while Meta's new AI agent Muse sparked a fresh disruption trade across wealth managers, brokerages, and travel names. Oil prices swung sharply on shifting Middle East diplomacy headlines all week. President Trump and Xi Jinping met at the White House extending their trade truce through January while easing broader market jitters. Looking ahead, next week brings PCE inflation data, key earnings from Nike and Micron, and OpenAI's anticipated Dev Day.

Zuckerberg's biggest AI bet is starting to look different

Nebius and CoreWeave receive upgrades as Wall Street believes strong AI demand is supporting favorable contract pricing.

Investing.com -- Chris Malone, OpenAI's former head of data centers, joined Nvidia as vice president of the company's DSX Platform this month, according to his LinkedIn profile. The DSX division helps customers design and build AI data centers according to Nvidia's specifications.

Meta Platforms stock has surged on the success of its Muse agent. Now it hopes to buck the trend of AI-hardware failures with its Muse Charm gadget.

Muse is Meta's vision for its future.

In this episode of Market Hang, Turney Duff and his panel of experts weigh in on Meta's (META) Muse AI agent, how the bond market's recent moves could threaten the AI boom, job interview etiquette, and much more.Today's panel includes The Wall Street Skinny co-founders Kristen Kelly and Jen Saarbach, Business Insider Today executive editor Dan DeFrancesco, and "The Future of Wealth" author Armando Pantoja.

Meta Platforms Inc.‘s new Muse AI agent could become the most widely used consumer artificial intelligence app since OpenAI‘s ChatGPT, according to analysts at JPMorgan, after the app quickly climbed to No. 1 on Apple‘s U.S. App Store following its...

Persistent agents create orchestration work around inference, while supplier selection remains unconfirmed.

Meta Platforms (META) continues to run away with stock gains on Thursday following the launch of its new Muse AI. How much of a game changer for the Big Tech company has this chatbot already been? Today's Market Hang panel consists of Host Turney Duff, Business Insider Today executive editor Dan DeFrancesco, The Wall Street Skinny co-founders Jen Saarbach and Kristen Kelly, and author Armando Pantoja.

Meta’s new AI feature has Wall Street paying close attention.