Fastly stock surges on Meta Muse traffic analysis

Fastly Inc's stock prices skyrocketed by 16.5% on Wednesday after social media analysis indicated the company's involvement with Meta's Muse AI assistant may be greater than initially believed by Wall Street analysts. Odd Diligence, a user account on X, posted findings based on 738 controlled tests conducted over the past week, which revealed that Fastly handled 29.3% of Meta's Muse traffic compared to Cloudflare's 37.0%, Meta's own 19.4%, and AWS's 14.4%.

The tests showed that Fastly was utilized in all browser navigation scenarios, such as when Muse needed to visit a restaurant website or locate a doctor's appointment on a website. Cloudflare was used in all API or curl request tests, while web search requests were split among Fastly, Cloudflare, Meta, and AWS. The social media analysis tracked various data points, including IP addresses, user agents, and operating systems, to determine which infrastructure providers were handling Muse's requests in different situations.

This news highlights a potential more substantial role for Fastly in Meta's Muse AI assistant than previously estimated by analysts.