Jim Cramer expressed doubts about his loyalty to Amazon after seeing Meta's new AI shopping feature, highlighting Meta's 24% stock rise over the past month compared to Amazon's decline. He noted that Meta's AI assistant could challenge Amazon's dominance as the default shopping platform by searching across multiple retailers, threatening Amazon's $19.8 billion ad business. While Amazon's AWS shows strong growth, Meta's AI innovation and large user base position it as a serious competitor. Future earnings reports will reveal if shoppers shift away from Amazon, impacting ad growth and Alexa engagement.
Meta's stock price at USD 728.08 is closer to its 52-week high of USD 777.59, showing strong momentum compared to Amazon's USD 251.52, which is further from its 52-week high of USD 284.02 as of Oct 04, 2026 23:11 WIB. On Pluang, Meta's shares see more selling activity (80% Sell) while Amazon's orders are predominantly buying (97% Buy), highlighting contrasting investor sentiment despite Meta's recent gains. Both stocks have a typical hold time of 127 days on Pluang.
Meta introduced Muse Gadgets, an open-source project allowing developers to build hardware that connects to its AI assistant, Muse. The company provides firmware, a Linux SDK, and project ideas like adding e-ink displays or using Raspberry Pi and ESP...
Jim Cramer highlighted companies vulnerable to Meta's new AI platform, Muse for Small Business, but notably excluded Intuit, which is a launch partner integrating QuickBooks into Muse. Intuit's stock has dropped 58% in the past year, yet investors re...
The Global X LLM ETF launched on October 1, 2026, focuses on companies building large language models, with major holdings in Meta, SpaceX, and Alphabet. However, the fund excludes private AI leaders OpenAI and Anthropic, includes about a third of as...
Meta Platforms surged 28.9% over the past three months, significantly driving gains in the Communication Services sector and the VOX ETF. This rally is largely attributed to Meta's launch of Muse, an AI agent designed for task automation, which is qu...
Meta's free AI agent, Muse, has surpassed 5 million downloads within three weeks, leveraging Meta's 3.6 billion daily active users to offer wide accessibility. In contrast, Google's AI agent, Spark, remains behind a paywall with 950 million monthly u...
