Meta Shares Surge After Unveiling New AI Assistant Muse
Meta’s stock has risen sharply following the launch of its new AI assistant, Muse, as investors respond to its early adoption and potential to create new revenue streams.
Meta Platforms has seen a significant rise in its share price following the launch of Muse, its new personal artificial intelligence assistant. The company introduced Muse as an AI system designed to move beyond answering questions and take action on behalf of users, including helping with tasks such as research, planning, email, travel and online transactions. The strong early response has renewed investor attention on Meta’s large investments in artificial intelligence.
Muse was launched on September 8, 2026, and quickly attracted users. Reuters reported that the assistant recorded about 2.8 million downloads within its first 12 days, while Meta’s shares gained more than 20 percent during the period. The stock movement added roughly $200 billion to Meta’s market value, reflecting growing market interest in whether the company can turn its AI development into a significant business beyond its established advertising operations.
The assistant is designed to perform more complex tasks with limited user input. Meta says its AI systems can make plans, work with connected applications, research information, create presentations and continue tasks after the initial instruction. The company has also introduced paid options for its newer AI services, including subscription tiers priced at $20 and $100 per month, creating potential sources of direct revenue from AI users.
Analysts have consequently increased their expectations for Meta’s AI business. Jefferies has estimated that Muse could potentially generate about $10.8 billion in annual revenue by 2027 under a scenario involving one billion users and a 3 percent conversion rate to paid plans. That figure is a projection rather than current revenue, and its outcome would depend on user growth, subscription adoption and Meta’s ability to maintain engagement with the service.
The developments come as Meta continues to spend heavily on AI infrastructure, models and data centres. The company is positioning Muse and its underlying AI technology as part of a broader strategy to build more capable personal AI systems. With investors closely watching whether those investments produce sustainable revenue and user growth, the early performance of Muse has become an important part of the market’s assessment of Meta’s AI strategy.
