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Is Meta’s (META) Stock Still Cheap After Its AI-Fueled Rally?
Insider Monkey3h agobullish
Is Meta’s (META) Stock Still Cheap After Its AI-Fueled Rally?

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 […]

Mark Zuckerberg Says Muse Will Stay Free for 'a Huge Number of Tokens': Walmart, Sephora, Best Buy and More Sign on to Power Shopping
Benzinga19h agobullish
Mark Zuckerberg Says Muse Will Stay Free for 'a Huge Number of Tokens': Walmart, Sephora, Best Buy and More Sign on to Power Shopping

Meta Platforms Inc. (NASDAQ:META) CEO Mark Zuckerberg said Wednesday that the company’s personal artificial intelligence agent, Muse, will remain free for most users and unveiled a slate of new retail and productivity partnerships at the company’s Connect event. Free Now, Profit Later Zuckerberg said Muse has “a novel business model,” betting the agent “will make you money” by making it “free for a huge number of tokens” rather than charging users upfront. Meta instead expects to eventually prof

Shopify Sinks 5%, Meta Ticks Up as Muse Deal Rally Unwinds; Amazon Slips
24/7 Wall St.1d agobullish
Shopify Sinks 5%, Meta Ticks Up as Muse Deal Rally Unwinds; Amazon Slips

Two counterparties to the same agentic checkout agreement are being priced in opposite directions Wednesday morning as the rally that followed the deal announcement unwinds across online retail. Shopify is handing back its gains while Meta Platforms holds a modest bid. The Amplify Online Retail ETF (NYSEARCA:IBUY) is down 2% in Wednesday morning trading. The […]

Nasdaq climbs higher, McDonald's investor day updates
Yahoo Finance Video1d agobullishVIDEO
Nasdaq climbs higher, McDonald's investor day updates

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian break down the day's biggest headlines, including the AI trade sending the Nasdaq (^IXIC) higher, Meta's (META) Muse AI sparking fresh AI-disruption fears, and McDonald's (MCD) dipping 5% as the fast-food giant plans to invest $8.5 billion in restaurant upgrades and franchisee support through 2036.

Meta’s Muse Tests Show Human Callers Outperform AI Alone
Benzinga Prediction Markets1d agobullish
Meta’s Muse Tests Show Human Callers Outperform AI Alone

Meta Platforms Inc. (NASDAQ:META) told employees that some tests showed human callers handling requests for its Muse AI agent could achieve success rates of 95%-98%, higher than AI-only calls, according to internal posts reviewed by Reuters. Meta tested the human...

Meta’s Muse AI Partnership Could Be A Game Changer For PayPal Holdings (PYPL)
Simply Wall St.1d agobullish
Meta’s Muse AI Partnership Could Be A Game Changer For PayPal Holdings (PYPL)

Earlier in September 2026, Meta announced a partnership bringing its Muse AI shopping agent to PayPal’s global merchant network, allowing consumers to discover products and complete PayPal-powered checkouts directly through Muse. This move plugs PayPal into a fast-growing consumer AI commerce ecosystem, potentially reinforcing its role as a preferred payment option within emerging agent-based shopping experiences. Next, we’ll examine how PayPal’s integration into Meta’s Muse AI shopping...

When Everything’s Priced at a Premium, Where Do Tech Brands Find New Buyers?
The Wall Street Journal1d agobullish
When Everything’s Priced at a Premium, Where Do Tech Brands Find New Buyers?

Smartphone and PC shipments are plummeting, but Apple and Dell are expected to keep revenue climbing. Apple raised prices by hundreds of dollars on some Macs and iPads this summer, Asa Fitch notes for The Wall Street Journal, and is charging more for its latest round of iPhones. The companies may have the competitive and brand position to pull off the increases.

Broadcom (AVGO) Is Up 7.4% After Massive Buybacks And AI Chip Deals With Hyperscalers - Has The Bull Case Changed?
Simply Wall St.1d agobullish
Broadcom (AVGO) Is Up 7.4% After Massive Buybacks And AI Chip Deals With Hyperscalers - Has The Bull Case Changed?

In the past few weeks, Broadcom reported that it completed a multi-year share repurchase program totaling 41,000,000 shares for about US$10.93 billion, alongside launching a fixed-income exchange offer for its US$654.00 million 4.926% Notes due 2037. At the same time, management highlighted that AI semiconductors now generate more than half of Broadcom’s sales, supported by long-term commitments from hyperscale customers such as Anthropic, Alphabet, and Meta. We’ll now examine how Broadcom’s...

Meta doesn't need the best AI model — it has something better: you.

While OpenAI and Anthropic compete on raw model performance, Meta's new agent wins on data. They know what you want to buy before you do, and now they can finally act on it, cutting out the middlemen and becoming the marketplace itself.

Would you actually use an AI agent that knows you this well?

Watch the full episode, In The Loop, on Youtube.
Yahoo Finance Video2d agobullishVIDEO
Meta doesn't need the best AI model — it has something better: you. While OpenAI and Anthropic compete on raw model performance, Meta's new agent wins on data. They know what you want to buy before you do, and now they can finally act on it, cutting out the middlemen and becoming the marketplace itself. Would you actually use an AI agent that knows you this well? Watch the full episode, In The Loop, on Youtube.

Meta doesn't need the best AI model — it has something better: you. While OpenAI and Anthropic compete on raw model performance, Meta's new agent wins on data. They know what you want to buy before you do, and now they can finally act on it, cutting out the middlemen and becoming the marketplace itself. Would you actually use an AI agent that knows you this well? Watch the full episode, In The Loop, on Youtube.