According to The Wall Street Journal, Amazon blocked Meta's new Muse AI shopping agent from purchasing items on its platform, citing safety concerns, while Walmart and Shopify struck deals with Meta around Muse. Meta launched Muse in September, and says more than 10 million people in the U.S. and Canada set up Muse agents in its first month and a half. Amazon's advertising business generated almost $70 billion in revenue last year, and could face pressure as AI agents take over more purchasing decisions and sponsored placements lose influence. CEO Andy Jassy has downplayed the threat, saying shopping through external AI agents isn't yet convenient, while noting Alexa for Shopping was used by more than 400 million people in the last year. Amazon has not ruled out working with outside AI agents.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Amazon is saying bye-bye to Muse while Walmart is rolling out the welcome mat for Meta’s shopping agent
Read the original on Yahoo Finance ↗
Keywords
METAartificial intelligencee-commerceadvertising
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Related tickers and likely impact
META
▲ Likely positiveMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.6T |
| Close on 11/03/2026 | 621.03 |
| Change that session | +2.36% |
AMZN
• NeutralAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.6T |
| Close on 11/03/2026 | 250.69 |
| Change that session | +2.06% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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