Meta's Muse Could Show AI CapEx Converting to Revenue -- Market Talk
Dow Jones2026/09/21 18:341434 ET - Truist analysts expect that Meta's new AI assistant, Muse, will add $28.5 billion in incremental revenue by 2030 under a base case scenario. They say in a note that Muse represents "the clearest attempt yet to build a non-ad revenue stream to complement its ad juggernaut and show ROI against its large CapEx." Meta surges 12% after the app to access the AI agent reached No. 1 in Apple's App Store. (elias.schisgall@wsj.com)
(END) Dow Jones Newswires
September 21, 2026 14:34 ET (18:34 GMT)
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