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Muse Read-Through for Cable, Telecoms not as Bad as Feared","url":"https://stock-news.laohu8.com/highlight/detail?id=2670429026","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670429026?lang=en_us&edition=fundamental","pubTime":"2026-09-26 02:29","pubTimestamp":1790360940,"startTime":"0","endTime":"0","summary":"1428 ET - The sour market sentiment toward cable and telecommunications stocks following the release of Meta's Muse AI agent is likely overblown, Morgan Stanley analysts write in a note, writing that investors have \"not been discerning enough in assessing the risks posed by the rise of agents.\" Yes, the ease with which consumers can use AI agents to manage their bills and subscriptions is notable, but the pricing pressure on cable and telecom names may be less than the market is expecting. \"Agents should lower search and switching costs, improve consumers' ability to identify better offers and potentially increase pressure on acquisition costs, retention spending and ARPU,\" the analysts write. \"But the magnitude and source of that pressure could vary considerably by provider and product.\" They see cable names as more exposed than wireless 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Platforms' Muse Shows Early Momentum, Monetization Remains Unclear, Oppenheimer Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2670426290","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670426290?lang=en_us&edition=fundamental","pubTime":"2026-09-26 00:45","pubTimestamp":1790354723,"startTime":"0","endTime":"0","summary":"Meta Platforms'  Muse has strong early adoption, but uncertain monetization raises concerns, Oppenheimer said.The investment firm said in a Thursday note that Muse saw about 340,000 US downloads per day but said even if downloads reached 500,000 per day for more than a year, 2027 revenue would rise only about 4%.This scenario assumes every downloader becomes a daily active user, no user churns, and 28% of users pay-all of which are highly unlikely, the analysts added.The company said Muse will likely rely on an agentic e-commerce business rather than subscriptions, which would require gross merchandise value larger than Walmart's  current non-grocery GMV, the analysts said, adding, \"While not impossible, consumer adoption could take years.\"Oppenheimer reiterated its perform rating on Meta Platforms.The company's shares were down 3.8% in Friday afternoon trading.Price: 747.87, Change: -29.72, Percent Change: 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Platforms' Muse Tracking Ahead of Recent AI App Launches, Deutsche Bank Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2670426930","media":"MT Newswires Live","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670426930?lang=en_us&edition=fundamental","pubTime":"2026-09-26 00:23","pubTimestamp":1790353406,"startTime":"0","endTime":"0","summary":"Meta Platforms'  Muse is tracking far ahead of recent app launches within the AI space as the company has found a clear gap among current agentic offerings, Deutsche Bank said in a Friday research report.The intersection of a mobile app-based ecosystem with a consumer-focused user interface, alongside the always-on feature within its own virtual machine, makes Muse a virtually unique service in today's market.Muse represents the first time a consumer-friendly agentic AI option is available in the market, and its high level of downloads points to significant product-market fit, according to the note.Deutsche Bank has a buy rating on the stock, with a $820 price target.The company's shares were down 3.6% in Friday afternoon trading.Price: 749.80, Change: -27.79, Percent Change: 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Stock is Falling. 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Though certain e-commerce and communications platforms stand to benefit from the rollout, one Wall 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500 Top and Bottom Performing Stocks at About 12:00 P.m. 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