Meta launched its agentic AI model Muse before Google introduced Gemini, but Google's integration of Gemini at the OS level across Android and its strong cloud growth give it a structural advantage. Google Cloud revenue surged 82%, with wide enterprise adoption including nearly 90% of Fortune 100 firms using Gemini Enterprise. Meta's Muse is popular in chat apps like WhatsApp but faces challenges from Meta's high AI spending and legal charges impacting profits. Google's strong cloud backlog and enterprise presence position Gemini to potentially overtake Muse in the AI agent market.
Meta Platforms (META) trades at USD 719.66, closer to its 52-week high of USD 777.59, while Alphabet (GOOGL) is at USD 339.37, further from its 52-week high of USD 402.62 as of Sep 30, 2026 00:14 WIB. META shows a slight daily gain of +0.56%, contrasting with GOOGL's -0.99% drop. On Pluang, META investors hold positions longer (127 days) compared to GOOGL (84 days), reflecting different investor confidence or strategies amid their AI competition.
Apple's stock dropped 2% after Bank of America warned that Meta's AI shopping agent, Muse, could divert online commerce away from Apple's ecosystem, potentially impacting Apple's high-margin services revenue. Muse can browse sites and complete tasks ...
Alphabet is expected to see a 63.89% upside with a price target of $559 over the next 12 months, driven by strong growth in its cloud business and AI platform. Google Cloud revenue grew 82% last quarter, and the AI-powered Gemini app now has 950 mill...
Meta has expanded its AI agent Muse to serve small businesses, integrating it with popular tools like Shopify, Dropbox, Slack, and more. Muse helps business owners manage operations, sales, and marketing by connecting to apps they already use, includ...
Tech CEOs including Meta's Zuckerberg and Alphabet's Pichai met President Trump to discuss AI amid OpenAI's safety concerns and Anthropic's new model launch. Treasury yields hit multiyear highs, dragging major US stock indexes down. Trump announced a...
Meta Platforms, Inc. received a Buy rating following its Meta Connect event, driven by new AI and hardware initiatives. The launch of the AI agent Muse, integrated with VR glasses and the Charm device, opens new revenue opportunities beyond advertisi...
