Notícias

Meta's new AI shopping agent is rattling Instacart investors, but the real threat may not be the one the market is pricing in right now.

BofA analysts said agentic AI could eventually pressure banks' deposit economics.

Shopify just surged on a blockbuster Meta checkout deal while Wall Street lines up behind a target far above where we stand. Here is why our more cautious number still makes a compelling case for buying.

Not everyone is excited about Muse.

We may be seeing the beginning of Meta's next major growth engine.

AI agents that shop, book trips and transact could pressure Booking Holdings Inc. (NASDAQ:BKNG) and Intuit Inc. (NASDAQ:INTU) while benefiting Meta Platforms Inc. (NASDAQ:META) and Microsoft Corp. (NASDAQ:MSFT), according to investing commentator Joseph Carlson. "Automation is not the biggest risk...

Innodata Inc (INOD) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

The AI assistant is starting to reshape Wall Street forecasts.

Travel stocks got hammered as investors see a new threat in Meta's Muse.

Key Stats for Charles Schwab StockCurrent Price: $100. 35Target Price (Mid): ~$180Street Target: ~$125Potential Total Return: ~69%Annualized IRR: ~13% / yearWhat Happened?The Charles Schwab Corporation (SCHW) fell 6.

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 […]

Meta stock is riding high as the social media giant readies its annual Connect conference, helped by buzz around Muse AI.

Charles Schwab stock recovered only modestly on Wednesday morning, a day after leading a wide swath of brokerage, bank and other financial stocks lower as AI-fueled competition heats up. Rapid adoption of Meta Platforms' Muse personal AI agent and a growing threat from Altruist, an AI platform for financial advisors that was recently acquired by Vanguard, have highlighted two very different type of risks to Schwab's business.

Yahoo Finance Executive Editor Brian Sozzi shares his thoughts on the impact of Meta's (META) Muse AI agent on the broader stock market.

Today on Sozzi Unleashed, we dive into the market's reaction to Meta's (META) Muse AI, Ray Dalio’s latest warning on a potential AI bubble, and Sozzi’s one-on-one conversation with IBM (IBM) Vice Chair and former US National Economic Council Director Gary Cohn.

Meta's Muse AI raises risks for finance firms by making it easier for customers to compare rates, fees and products, and move deposits or assets.

Alphabet and Meta both burned billions on AI this quarter, but only one of them built something the other cannot simply outspend to replicate. The gap between an advertising flywheel and a true data moat is wider than their stock prices suggest.

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 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...

Intel has surged past its average analyst price target after one of its biggest monthly runs in years, and now bulls and bears are locked in a standoff over whether the turnaround still has teeth or the easy money is already gone.

Hedge fund manager Mark Yusko says Bitcoin has shifted from distribution to accumulation

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian discuss how Meta's (META) new AI agent, Muse, could pose challenges to user trust and why being first may not be enough, as rivals like Apple (AAPL) and Google (GOOG) could prepare their own responses.

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian look at the stocks taking a hit as Meta's (META) new AI agent, Muse, grows in popularity and why its hype may not measure up to its disruptive potential.

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...

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.

Muse might be a game changer for a company that has been trying to diversify its revenue sources beyond online ads for many years.

Investing.com -- Morgan Stanley said in a note Wednesday that the rise of consumer AI agents such as Meta's Muse could benefit communications and software vendors long seen as vulnerable to automation, rather than threaten them.

OpenAI and Anthropic released new AI models on Tuesday. But the release of Meta Platforms’ Muse looks to have caught them flat-footed.

The Street is getting more bullish on Meta stock as Muse’s rapid adoption strengthens the case for new consumer AI revenue streams and faster medium-term earnings growth.

KeyBanc's revenue estimates sit 3% to 4% above Wall Street through 2028