Meta launched Muse, an AI shopping agent that can make purchases on behalf of users, causing Instacart's stock to drop despite strong revenue growth. Muse threatens Instacart's advertising revenue by bypassing sponsored placements, though Instacart's fulfillment network remains a strong asset. The key risk is whether Instacart's advertising growth slows, which will be clear in upcoming earnings reports. Investors are watching closely to see if Instacart can maintain its revenue growth amid rising AI competition.
Meta Platforms Inc trades at USD 749.84 on Pluang as of Sep 24, 2026 00:21 WIB, showing a 1.80% increase in one day. This rise comes despite Instacart's stock drop following the launch of Meta's Muse AI shopping agent, which poses a competitive threat to Instacart's advertising revenue. Meta's market cap stands at $1.88 trillion, highlighting its significant presence in the media sector amid evolving retail technology.
Alphabet's stock dropped 4% while Meta Platforms gained 2%, and Microsoft stayed nearly flat in a split among big tech stocks driven by AI competition. Meta's recent launch of its AI assistant Muse is boosting investor confidence, contrasting with Al...
Meta Platforms' Muse may be more valuable as a transaction layer than as a subscription product, enabling Meta to monetize purchases, bookings, leads, and other completed outcomes. Early examples like Shopify's Shop Pay integration show the potential...
Nebius Group (NBIS) continues to attract investor interest due to its rapid revenue growth, with Q2 2026 revenue up 454% year-over-year and a $37.5 billion contracted backlog far exceeding current revenue. The company operates a full-stack AI cloud, ...
Two major Wall Street firms, KeyBanc and Cantor Fitzgerald, have raised their price targets for Meta to $900 and $860 respectively, citing strong momentum in Meta's AI assistant Muse and multiple emerging revenue streams. This reflects growing confid...
Shopify's stock dropped 5% after an initial rally on its partnership with Meta Platforms to enable the Muse AI assistant for agentic checkout across Shopify stores. Meanwhile, Meta's stock rose 2% despite Amazon blocking Muse from its platform, citin...
