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The creator discusses five stocks that are potentially benefiting from Meta's new AI shopping agent, 'Muse'...

Sep 23, 2026

The creator discusses five stocks that are potentially benefiting from Meta's new AI shopping agent, 'Muse', and one stock, Amazon, that is actively blocking it.

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Tickers discussed in this post

AMZNBearishMedium ConvictionSignal-backedPrimary

Amazon is blocking Muse from its website to protect its retail business, positioning it as a defensive play against the AI agent.

CARTBullishMedium ConvictionSignal-backedPrimary

Instacart is a beneficiary of the Muse launch as it taps into a large online grocery market.

PYPLBullishMedium ConvictionSignal-backedPrimary

PayPal is a beneficiary of the Muse launch as it joined Meta's new agentic AI checkout stack.

EXPEBullishMedium ConvictionSignal-backedPrimary

Expedia is a beneficiary of the Muse launch as it allows AI agents to select and book hotels.

SHOPBullishMedium ConvictionSignal-backedPrimary

Shopify is a beneficiary of the Muse launch as it allows instant purchases from any Shopify store within the Meta ecosystem.

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