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Morning Bid: As oil swoons, AI recharges
Reuters2d agoneutral
Morning Bid: As oil swoons, AI recharges

Sept 22 (Reuters) - The combination of a buzzy reception for Meta's new AI assistant Muse and softer oil prices was enough to give stocks a lift to start the week, with Mark Zuckerberg's firm surging more than 11% on demand for its new agent ‌on Monday. The broader AI stock universe, which has been wavering all month over apocalyptic AI disaster warnings, lapped it up too.

Meta Partners With Shopify to Introduce AI-Powered Shopping and Checkout in Muse
InvestorsHub2d agoneutral
Meta Partners With Shopify to Introduce AI-Powered Shopping and Checkout in Muse

Meta Platforms (NASDAQ:META) has announced a partnership with Shopify (NASDAQ:SHOP) to integrate shopping and payment capabilities into its recently launched artificial intelligence agent, Muse. Meta CEO Mark Zuckerberg confirmed the agreement on Monday in a post on X, saying the collaboration would “make shopping and checkout easier in Muse.

Meta Stock Has a Banner Day
The Wall Street Journal2d agoneutral
Meta Stock Has a Banner Day

$192 billion Meta Platforms added this much to its market value on Monday after the release of a new AI agent helped the stock mark its largest one-day percentage gain in more than a year. Read more on the big day for tech stocks here.

META Stock Jumped 11% Monday. Here’s Where Shares Could Go Further in 2026.
TIKR2d agobullish
META Stock Jumped 11% Monday. Here’s Where Shares Could Go Further in 2026.

Key TakeawaysAI Re-Rating: Meta Platforms stock jumped 11% to $741 on Monday, September 21, after Wells Fargo raised its price target to $796 from $640 on record Muse AI adoption. Street Positioning: TIKR tracks 63 analysts on Meta stock: 47 buys, 9 outperforms, 6 holds, and 1 no opinion, with a $758 mean target just 2% above Monday’s close.

Intel (INTC) Sees AI CPU Demand Squeeze As CEO Flags 50% Fulfillment
Simply Wall St.3d agoneutral
Intel (INTC) Sees AI CPU Demand Squeeze As CEO Flags 50% Fulfillment

Intel (NasdaqGS: INTC) and rival CPU suppliers reported stronger AI related order interest after Meta’s Muse agent news in September 2026. Intel’s CEO said current CPU production is meeting only about 50% of customer demand for AI workloads, indicating tight supply. Chipmakers tied to Muse driven AI compute needs flagged rising pressure on CPU capacity planning across upcoming production cycles. The Muse related CPU demand spike and Intel’s 50% fulfillment rate only capture one side of the...

Stocks rise on AI buzz, drop in oil prices
AFP3d agoneutral
Stocks rise on AI buzz, drop in oil prices

Stock markets climbed on Tuesday as the success of Meta's new AI agent and US-China talks on artificial intelligence fanned a tech-led rally.- AI apocalypse - US and Chinese economic officials met Sunday in New York for closely watched talks on trade and artificial intelligence to lay the groundwork for the meeting.