Meta Muse drives AI optimism as Shopify gains on Shop Pay integration

  • Meta’s Muse reached No. 1 on Apple’s App Store and 2.8 million downloads in 12 days before adding Shop Pay checkout for participating Shopify merchants.
  • Meta shares closed at $741.24 after rising 11.4% on Monday, while Shopify shares gained 7% to $148.01 in Tuesday morning trading.
  • Shopify and Meta disclosed no financial terms or rollout timetable, and Amazon blocked Muse purchases on its site over unauthorized-agent concerns.

Meta Platforms’ Muse artificial intelligence agent drove a sharp rise in the company’s shares after reaching No. 1 on Apple’s App Store and 2.8 million downloads in its first 12 days, while a subsequent integration with Shopify allows Muse users to browse participating merchants and complete purchases through Shop Pay. Meta shares closed at $741.24, up 11.4%, on Monday, adding $27.3 billion to CEO Mark Zuckerberg’s wealth, before trading at $737.30, down 0.53%, on Tuesday morning. Shopify shares rose 7% to $148.01 after the commerce agreement, whose financial terms, revenue split and rollout timetable were not disclosed. Analysts said Muse could become a major consumer AI revenue stream; Jefferies estimated $10.8 billion in annualized revenue if the service reached 1 billion users by the end of 2027 and at least 3% paid. Amazon blocked Muse from completing purchases on its site, highlighting competing approaches to AI-agent commerce.

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