After Meta's (META.US) "Muse moment," who will be the next to see an "explosive rally"?

date
22/09/2026
Zhito Finance APP has learned that less than two weeks after Meta Platforms' (META.US) Muse AI agent launched, its stock price responded to market enthusiasm with a single-day gain of more than 11%. Evercore ISI analyst Mark Mahaney called it "a very intuitive manifestation of successful product innovation" and said outright that the company's roughly $200 billion in AI investment "has not been wasted." This surge, which added about $190 billion in market value, also showed Deepwater Asset Management managing partner Gene Munster a replicable pattern - when consumers actually start using a product and find that it really works well, the capital market will reprice it in an almost violent way.