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US Market: US stocks fell on Tuesday, September 1, the first trading day of September, as rising Treasury yields, elevated oil prices and renewed uncertainty over the West Asia conflict weighed on investor sentiment. The declines came after Wall Street ended August with solid gains, with investors turning cautious ahead of the Federal Reserve’s September policy meeting and reassessing the outlook for interest rates.
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CNBC TV18•22-09-2026, 19:30
Meta's AI Agent Muse Ignites Wall Street Bull Run, Poised for Billions in Revenue
  • •Wall Street is bullish on Meta Platforms, expecting its new AI agent Muse to become a significant revenue stream and reshape AI monetization.
  • •Muse, an AI assistant launched on September 8, allows users to send emails, book travel, and complete transactions, with free and subscription tiers.
  • •Since its launch, Meta shares have surged over 20%, adding more than $200 billion in market capitalization and outperforming the "Magnificent 7" tech companies.
  • •J.P.Morgan analysts believe Muse could become the most widely used consumer AI application since ChatGPT, citing strong product-market fit and Meta's distribution.
  • •Jefferies estimates Muse could generate $10.8 billion in annualized revenue by 2027 if 1 billion users adopt it and 3% convert to paid subscriptions.
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Key Questions Answered

Launched on September 8, Muse is an AI assistant developed by Meta that can autonomously perform multi-step tasks such as sending emails, booking travel, and executing transactions like selling a car on a user's behalf.

The basic version of the Muse app is free to lower the barrier to trial, while subscription tiers are priced at $20 and $100 a month to accommodate heavier use.

According to Apptopia data, Muse clocked 2.8 million downloads in its first 12 days, outpacing early metrics for OpenAI's ChatGPT over the same timeframe.

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