Meta Muse AI Tool Draws Praise Amid Stock Pressure

**Implied Volatility / Movement:** $META+WL shares rose 0.7% in overnight trading after closing 0.5% lower in Tuesday's session.

Meta Platforms Inc.'s (NASDAQ: META) new personal AI agent, Muse, has garnered praise from prominent tech leaders, including Shopify CEO Tobi Lütke and Y Combinator CEO Garry Tan. Meta AI chief Alexandr Wang highlighted Muse's extensive app integration capabilities and its potential to autonomously perform user tasks. Lütke described Muse as "very strong," while Tan lauded the underlying technology. These endorsements add to a wave of positive feedback from industry executives following Muse's debut.

Muse is designed to go beyond standard chatbots by understanding user objectives and completing tasks across various applications. The agent can leverage a browser, operate continuously, and connect to existing user services for functions such as email management, calendar organization, trip planning, shopping, and payments. Wang noted that Muse can connect to services like Gmail, Google Calendar, Outlook, and more, in addition to Meta's own platforms including Instagram and Threads.

Meta is positioning Muse as a significant stride toward its broader vision of personal AI, with CEO Mark Zuckerberg aiming for the technology to eventually deliver "personal superintelligence." Despite the positive reception for Muse, $META+WL shares have faced pressure, down roughly 7% year to date as investors grapple with the scale of the company's AI investments. Meta's 2026 capital-expenditure outlook was raised to $125 billion-$145 billion in July, and a substantial regulatory settlement related to child safety also weighs on the stock.

### Story Arc / How We Got Here Big Tech's substantial investments in artificial intelligence infrastructure, exceeding $1 trillion, may not reflect the full financial impact until depreciation costs rise. Companies like Microsoft, Alphabet, Amazon, and Meta Platforms have incurred massive capital expenditures, but the accounting expense of these assets will only become apparent as they age, potentially compressing profit margins. Antitrust concerns continue to loom over mega-cap technology platforms as regulators scrutinize their market dominance and potential for enforcement actions. Today's developments with Meta's Muse AI agent occur against this backdrop of significant AI spending and potential future depreciation impacts. Prior coverage can be found at /explore/big-tech-ai-spending-depreciation-bill-looms.