How Meta's Muse is driving a magic moment for the stock market

Yahoo Finance ·

How Meta's Muse is driving a magic moment for the stock market Yahoo Finance Video and Brian Sozzi Wed, September 23, 2026 at 10:44 AM EDT META AMD SPCX ^IXIC Yahoo Finance Executive Editor Brian Sozzi shares his thoughts on the impact of Meta's ( META ) Muse AI agent on the broader stock market. We have been transported into a magic moment for the stock market. I'm feeling the magic, friends. One where a new AI agent from Meta called Muse has powered the Nasdaq composite to fresh record highs. Think on this today. An AI agent, which isn't new tech at this point in the AI boom, is causing very smart investors to completely ignore their discipline and load up more on tech stocks hand over fist. It's a moment where chip giant AMD this week has become the 13th US company to be valued over $1 trillion. It's a moment where uh numbers on next gen tech companies such as OpenAI, SpaceX and Anthropic completely blow you away. Check this one out. and I couldn't even believe it when I got this chart sent to me in Slack. SpaceX, Anthropic and OpenA are worth more than every US tech IPO in the past 45 years combined. Now, like I just mentioned here in the opening, this is a magic moment for the stock market. It is a magic moment for uh investors in part because of meta. Now, meta connect will kick off today. It's like, it's like dream force for all things meta. They're going to talk about their amazing new muse. Very important that I hear from this company on what they're doing with muse, what is the next step? What does evolution look like for the consumer? And uh look at Meta. I mean the stock has been through the roof. It is very much driving this magic moment across the board. Now, I want to hear from Mark Zuckerberg when he gives that speech later on today. What's next in consumer? What's next for the enterprise area of the business? And look, I this is a good point I I think from the team over at Key Bank. Oh look, look at Zuck. Still, crush it. I mean, all his Taekwondo or whatever workouts he does. I mean, the guy still got it. I mean, not as fit as me, but then again, who is. Very important here for Meta because you want to think about one, what's next in consumer business, like I just mentioned, but also how is this muse technology, how is this technology going to appear in their smart glasses? What's the next generation of this? Because the market is pricing very, very big things for meta on the muse front. How much will uh the next generation of subscriptions cost meta? Very important point that I think Gene brings up. notes that meta stock is up 20% over the past two weeks. The company has shared only a little. Now, I also mentioned yesterday Alexander Wang, Meta's chief AI scientist, he's having a moment. I think this guy is not even getting any sleep. He's up around the clock posting on X, a lot of those furry alien Muse mascots. I mean, he's all over, posting a lot of things. We have not heard. There he is. There's the mascot again. Nonetheless, I need more stats from Meta tonight. What have downloads done in the past 24, 48 hours as uh Muse has taken really hold of the stock market and the consumer psyche? Very important we get those updates to keep this stock rally going, but also too, to keep the rally going in the broader market. I need to more hear more from this guy right here. I really don't want to hear any more from Dario. Definitely don't want to hear from Sam Altman at all because those two guys have been a lot of doomsayers. I'm kind of enjoying this positivity stemming from the Muse mascot.

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