Jefferies found that about one-third of tested US websites block Meta's AI agent Muse, which aims to perform agentic commerce by browsing and buying online for consumers. This blocking delays Meta's potential revenue from transaction fees, as many sites restrict or challenge Muse's access. Meta is working with select merchants like Walmart and Best Buy to integrate Muse, but many partnerships are still early-stage. Jefferies notes that access restrictions, not AI quality, are the main hurdle, and expects this to slow Meta's revenue growth in this area. Alphabet's Google may have an advantage due to its web crawler's broad access, while increased AI use could boost customer support software firms and shift advertising focus from clicks to outcomes, benefiting Meta.
Meta Platforms Inc shares trade at USD 718.19 with a slight 0.43% decline as of Oct 09, 2026 01:22 WIB on Pluang. Walmart, a key partner for Meta's Muse AI, is up 2.17% at USD 110.46, while Best Buy shares have risen 4.59% to USD 88.47. Alphabet, which may benefit from broader web access, is down 1.09% at USD 346.68 on Pluang at the same time.
Meta has acquired Conductor, a startup that uses AI agents to help software engineers work on projects in parallel workspaces. Founded in 2024, Conductor's platform deploys agents from labs like Anthropic and OpenAI to assist in compartmentalized cod...
Following the Democrats' victory in the midterm elections, major technology stocks like Amazon, Google, Microsoft, Meta, and Apple surged significantly. The election results reduced market uncertainty, with experts expecting moderation in growth and ...
After Democrats won control of Congress, the Magnificent Seven tech megacaps split performance: Apple, Amazon, Microsoft, Alphabet, and Meta rose sharply, with Apple and Amazon gaining over 6%, while Nvidia and Tesla fell. This shift suggests a marke...
Big Tech companies such as Meta and Alphabet have shifted from reducing their share counts via buybacks to issuing large amounts of new stock. This move is aimed at funding their AI infrastructure expansions but results in dilution, reducing existing...
Q3 earnings reveal heavy AI investments are hurting free cash flow at Alphabet and Meta, while Microsoft and Amazon face margin and market challenges. Despite strong cloud growth, investors grow wary of AI capital efficiency. Nine S&P 500 companies d...
