Meta's Muse AI agent has over 10 million users in the U.S. and Canada since its September 8 launch, CEO Mark Zuckerberg said on the third-quarter earnings call. The company is building compute capacity to serve more than 1 billion people over the next few years, with about 25% of users engaging daily and early adopters showing better retention over time. Muse is mostly used for shopping, with more than a quarter of users averaging purchases over $200. Meta aims to cut compute costs by more than 10x within the next year to make the product profitable, and plans a freemium model with commerce fees from businesses and paid subscriptions for advanced models. META stock has gained more than 7% year-to-date, and retail sentiment on Stocktwits improved from neutral to bullish over the past 24 hours.
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METAartificial intelligenceMusee-commerce
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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 | $1.9T |
| Close on 10/21/2026 | 698.43 |
| Change that session | +0.60% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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