Meta Platforms (META) shares rose 3.6% in the afternoon session after Sensor Tower data showed its standalone AI assistant, Muse, posted a 73.3% Day-1 retention rate across 81 countries, versus 41.3% for ChatGPT. Retention fell over the full two weeks, with ChatGPT finishing at 26.8% against Muse's 22.5% at Day 14, though Muse stayed above 30% at Day 7. The assistant reportedly reached five million downloads within 22 days of its September launch. The data arrived ahead of Meta's October 27 earnings report, after the company raised its 2026 capital expenditure guidance to $130 billion–$145 billion, amid market skepticism about that spending. The shares later eased to $739.68, up 3%.
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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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