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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
AMD just crossed a trillion-dollar market cap and the sell side is scrambling to rewrite its models in real time, but the gap between the bulls racing to raise targets and the bears warning of a blow-off top has never been wider.
Stock Market Today: The Dow Jones index falls Wednesday after the Nasdaq set new highs Tuesday. Micron and Sandisk drop in premarket trade.
These top-tier stocks still have enormous growth potential.
Meta launched Muse just over two weeks ago. It is already forcing the AI-agent market to answer a much bigger question than whose model scores highest on a benchmark. Meta Platforms, Inc. (NASDAQ:META) pushed Muse to the top of the U.S. iPhone free-app charts following its launch. Reports this weekend put first-week downloads near 900,000. […]
In recent trading, optimism around agentic artificial intelligence and Meta Platforms' Muse application boosted expectations for heightened CPU and memory demand, lifting sentiment toward Seagate Technology Holdings. The shift toward more autonomous AI workloads is drawing attention to Seagate’s role in supplying the mass-capacity storage infrastructure needed to support these data-intensive applications. We’ll now examine how rising enthusiasm for agentic AI demand, especially around...
Gabelli Funds' John Belton and Wells Fargo Advisors' James Taylor break down the viral "doomer" warnings rippling through the AI industry, and why slowing down development might actually prevent a massive tech bubble.
U. S. stock futures moved slightly higher on Wednesday as investors monitored developments around Meta Platforms’ (NASDAQ:META) Muse AI agent, Middle East diplomacy and upcoming U.
The partnership will enable agentic checkout via Shop Pay across the platform's full roster of stores.
Muse, the new artificial-intelligence agent from Meta Platforms, threatens to disrupt wealth managers, brokerages and insurers. Here are some of the stocks from those worlds that were deemed vulnerable in Tuesday trading.
Sept 23 (Reuters) - A look at the day ahead in European and global markets from Wayne Cole.
Shopify (NasdaqGS:SHOP) moved back into focus after Meta’s Muse AI agent gained the ability to browse Shopify-powered stores and complete purchases through Shop Pay across all merchants on the platform. The Muse announcement arrived after a choppy spell for Shopify, with the share price down 6% year to date and the 1 month share price return slightly negative. However, the stock has recently regained momentum, with a 7 day share price return of 13.8% and a 90 day share price return of 29.4%...
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...
Muse is changing how Wall Street sees Meta’s AI bet
Amazon blocked the Muse app from shopping on its site, and privacy and security concerns are mounting.
Hunterbrook said former employees and job listings point to Meta as Innodata’s largest customer.
Shopify (SHOP) shares jumped 7% on Tuesday after announcing a partnership with Meta Platforms (META) that will bring Shop Pay checkout capabilities to Meta's fast-growing Muse AI agent.
Wells Fargo began coverage of Applied Digital Corporation (NASDAQ:APLD) on September 17 with an Overweight rating and a $50 price target. Analyst Eric Luebchow named it a Top Idea. The shares rose after the note and have stayed above their pre-call level since. Wells Fargo’s call is built on leases already signed, not on demand […]
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.
VGT promises tech exposure, but a classification rule buried in the index methodology quietly excludes three of the biggest names most investors assume they are buying. Knowing which ones changes how your whole portfolio actually fits together.
In the Loop host Ejaaz Ahamadeen recounts how Muse, Meta's (META) new AI agent, helped get him $250 in flight credits and rebooked a new flight after his original flight was delayed, demonstrating how users can now interact with an agent that handles web-based tasks on their behalf and shifts the role of the operational driver from human to AI.
A number of stocks jumped in the afternoon session after growing optimism surrounding agentic artificial intelligence and Meta Platforms' Muse application fueled expectations of higher demand for central processing units.
Is Meta finally catching up to OpenAI and Anthropic? In The Loop host Ejaaz Ahamadeen heads to Qualcomm's Snapdragon Summit in Maui to break down Meta's Muse: the AI model suddenly turning heads across the industry as a serious contender in the AI race. Then, Ejaaz sits down with Qualcomm CFO & COO Akash Palkhiwala for an inside look at how the chip giant is betting big on agentic AI, straight from one of tech's biggest stages.
Amazon.com (NasdaqGS:AMZN) has blocked Meta's Muse AI agent from executing purchases on Amazon's retail platform. The restriction targets Muse's shopping functions that rely on direct access to Amazon's product catalog and checkout systems. Rival retailers remain open to AI agents like Muse, creating a split in how major ecommerce platforms handle third party AI shoppers. Amazon's decision to block Meta's Muse AI shopping agent is a key move to weigh alongside the rest of our views. Take a...
A number of stocks jumped in the afternoon session after growing optimism surrounding agentic artificial intelligence and Meta Platforms' Muse application fueled expectations of higher demand for central processing units.
The rapid adoption of the new artificial-intelligence agent threatens to disrupt wealth managers, brokerages and insurers.
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