Meta shares jump 11.3% as Muse AI agent tops App Store

September 22, 2026 at 02:48 PM2 min

This digest was compiled by AI from multiple sources — links to the originals are below.

Meta shares surged 11.3% to $741.25 on Monday, adding $192 billion in market value, after its Muse AI agent topped Apple's App Store. Muse reached 2.8 million downloads in its first 12 days, surpassing ChatGPT's early adoption. The rally added more than $13 billion to CEO Mark Zuckerberg's net worth.

Key Facts

Meta shares closed at $741.25 on Monday, up 11.3%, adding $192 billion to the company's market capitalization.
Muse reached 2.8 million downloads in its first 12 days across the US and Canada, according to Sensor Tower data.
Muse set a new US daily download record of 264,000 on Sept. 19, its third straight day above 200,000.
Mark Zuckerberg's net worth increased by more than $13 billion following the stock surge.
Evercore ISI analyst Mark Mahaney said Meta has a hit on its hands with Muse.

Market Reaction

Meta shares rose another 0.2% in pre-market trading on Tuesday. Investor enthusiasm reached a fever pitch as Muse surged to the top spot on Apple's App Store. The stock's 11.3% gain on Monday added $192 billion to Meta's market capitalization.

Muse Adoption Metrics

Muse surpassed the early adoption of ChatGPT, with 1.8 million downloads in its first 12 days compared to 1.3 million for ChatGPT. Muse set a new US daily download record of 264,000 on Sept. 19, its third straight day above 200,000. Meta's chief AI officer Alexandr Wang said Muse's goal was to make AI accessible to way more people.

Enterprise AI Potential

Evercore ISI analyst Mark Mahaney said the market has been hyper-focused on the Enterprise AI market. Mahaney said Muse matters to Meta shareholders because it is a tangible sign of successful product innovation and return on AI investment. Mahaney said Muse suggests a potentially dramatic new driver of usage and engagement for Meta. Mahaney said Muse carries substantial new monetization opportunities in advertising, subscriptions, and transaction revenue share.