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Meta's Muse AI assistant lifts Shopify and Twilio shares

Shopify's Shop Pay integration into Meta's new Muse AI assistant drives investor optimism about agentic commerce, boosting both stocks roughly 15% in a week.

newest coverage 1d agosummary written 1d ago3 pieces NewswiresGoogle News

What to know

  • Meta integrated Shopify's Shop Pay into its new Muse AI assistant to enable agentic checkouts across Shopify's merchant network.
  • Shopify and Twilio shares have each risen roughly 15% week-to-date on optimism about AI-driven consumer commerce.
  • Muse downloads have approached 3 million in under two weeks, surpassing comparable launch windows for Claude and Grok and overtaking ChatGPT as the top free iOS app in the US.
  • Stifel and other analysts (Rosenblatt, TD Cowen, JCI, Citizens, Mizuho) view the near-term revenue impact as muted but see consumer AI agents as a multi-year tailwind into 2027.

“agentic checkouts”

Meta Platforms, AI assistant developer · Investor's Business Daily ↗ · Sep 20

Meta Platforms Developer of the Muse AI assistantShopify E-commerce platformTwilio Customer engagement/communications platformStifel Equity research firm

Meta's Muse AI assistant lifts Shopify and Twilio shares
Investing.com News

How it unfolded 1 development · click the chart to see its coverage articles

Peak 1 piece in one hour at Sep 21, 6 PM; 3 pieces over 2 days (3 articles) Sep 21, 6 PM — 1 piece · 1 article — Google News 1Sep 21, 7 PM — 1 piece · 1 article — Newswires 1Sep 21, 8 PM — quietSep 21, 9 PM — quietSep 21, 10 PM — quietSep 21, 11 PM — quietSep 22, 12 AM — quietSep 22, 1 AM — quietSep 22, 2 AM — quietSep 22, 3 AM — quietSep 22, 4 AM — quietSep 22, 5 AM — quietSep 22, 6 AM — quietSep 22, 7 AM — quietSep 22, 8 AM — quietSep 22, 9 AM — quietSep 22, 10 AM — quietSep 22, 11 AM — quietSep 22, 12 PM — quietSep 22, 1 PM — quietSep 22, 2 PM — 1 piece · 1 article — Newswires 1Sep 22, 3 PM — quietSep 22, 4 PM — quietSep 22, 5 PM — quietSep 22, 6 PM — quietSep 22, 7 PM — quietSep 22, 8 PM — quietSep 22, 9 PM — quietSep 22, 10 PM — quietSep 22, 11 PM — quietYesterday, 12 AM — quietYesterday, 1 AM — quietYesterday, 2 AM — quietYesterday, 3 AM — quietYesterday, 4 AM — quietYesterday, 5 AM — quietYesterday, 6 AM — quietYesterday, 7 AM — quietYesterday, 8 AM — quietYesterday, 9 AM — quietYesterday, 10 AM — quietYesterday, 11 AM — quietYesterday, 12 PM — quietYesterday, 1 PM — quietYesterday, 2 PM — quietYesterday, 3 PM — quietYesterday, 4 PM — quietYesterday, 5 PM — quietYesterday, 6 PM — quietYesterday, 7 PM — quietYesterday, 8 PM — quietYesterday, 9 PM — quietYesterday, 10 PM — quietYesterday, 11 PM — quietToday, 12 AM — quietToday, 1 AM — quiet 1
Sep 22yesterdaynow · 2:08 AM ET
  1. 1

    Stifel maintains Buy ratings on Shopify and Twilio citing Muse

    Stifel says both stocks have traded about 15% higher week-to-date, with Muse downloads surpassing Claude and Grok in comparable post-launch windows and Muse overtaking ChatGPT as the top free iOS app in the US; the firm sees Muse as a mid-to-long-term tailwind rather than a big near-term revenue driver.

    “Stifel says the market reactions from Shopify and Twilio are justified given the implications that consumer agents have on driving more transactions.”
    — Stifel
    1. 2 outlets Why Shopify Stock, Twilio Are Rising On Meta's Muse Rollout

      first by Investor's Business Daily, 2d ago · also Investing.com News

      1 more headline
  2. background

    Shopify and Twilio shares rise on Muse rollout expectations — Shopify (SHOP) and Twilio (TWLO) stock gained again on Tuesday amid expected upside from Meta's rollout of Muse, its AI-based consumer assistant.

  3. background

    Meta and Shopify announce e-commerce partnership — Meta will integrate Shopify's Shop Pay into its Muse AI assistant to allow the agent to execute "agentic checkouts" across Shopify's merchant network.