CNBC host Jim Cramer called Meta a 'monster long' after Sensor Tower data, shared by Deedy Das of Menlo Ventures, showed user retention for Meta's Muse AI app approaching ChatGPT's. For September 2026 across 81 countries, Muse kept 73.3% of new users after one day versus 41.3% for ChatGPT, but its retention falls faster, and ChatGPT overtakes it between Day 8 and Day 9. By Day 14, ChatGPT retained 26.8% of users and Muse 22.5%, while Das noted Muse's Day-7 retention exceeded 30%. META closed at $718.67 on Friday, down 0.31%, and is up 8.87% year to date.
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Related tickers and likely impact
META
▲ Likely positiveMeta Platforms
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.8T |
| Close on 10/12/2026 | 742.96 |
| Change that session | +3.38% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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