Meta Platforms’ Muse could shift Meta to agentic commerce and transaction-based revenue. Click for this updated look at META.

Shares of major banks, insurers and online travel agencies slid as investors fear that tools like Meta Platforms Inc.’s personal AI agent could disrupt businesses that benefit from so-called consumer inertia, the tendency to keep buying something out of habit even when a better alternative exists.

Alphabet and Meta both burned billions on AI this quarter, but only one of them built something the other cannot simply outspend to replicate. The gap between an advertising flywheel and a true data moat is wider than their stock prices suggest.

Meta launched Muse just over two weeks ago. It is already forcing the AI-agent market to answer a much bigger question than whose model scores highest on a benchmark. Meta Platforms, Inc. (NASDAQ:META) pushed Muse to the top of the U.S. iPhone free-app charts following its launch. Reports this weekend put first-week downloads near 900,000. […]

Meta Platforms (META) has an average rating of buy and mean price target of $762.55, according to an

Strategic Advisors LLC trimmed its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 10.3% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 13,577 shares of the social networking company

Nwam LLC cut its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 49.4% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 12,235 shares of the social networking company

Susquehanna Fundamental Investments LLC bought a new position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 2,874 shares of the socia

NS Partners Ltd lowered its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 7.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 114,227 shares of the social networking

Sigma Planning Corp reduced its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 8.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,147 shares of the social networking co

Rehmann Capital Advisory Group boosted its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 12.1% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 18,094 shares of the social networking company

Senator Investment Group LP cut its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 31.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 91,574 shares of the social networking company

Triumph Capital Management boosted its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 50.6% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,767 shares of the social networking comp

Proficio Capital Partners LLC boosted its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 233.8% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 13,627 shares of the social networking company