{
  "id": 9178291,
  "title": "Stifel sees Meta Muse driving Shopify, Twilio stock gains",
  "url": "https://urgent.news/2026/09/22/stifel-sees-meta-muse-driving-shopify-twilio-stock-gains",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-22T18:46:48.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/analyst-ratings/stifel-sees-meta-muse-driving-shopify-twilio-stock-gains-93CH-4911473"
  },
  "original_language": "en",
  "account": "Stifel maintains its Buy ratings for Shopify (SHOP) and Twilio (TWLO), citing Meta Muse and consumer agents as long-term positives for both companies. Recent downloads of Meta Muse have outpaced those of Claude and Grok, making it the leading free iOS app in the US. Twilio's shares have surged to $282.87, nearing its 52-week high, with an impressive year-to-date return of 87% and a market capitalization of $43.5 billion. Shopify's improved discovery, personalized recommendations, and ease-of-purchase are expected to translate to more transactions and customer engagement communications with Twilio. Meta Muse has reached downloads nearing 3 million in just two weeks, though this is still far from the 875 million consumers who made purchases through a Shopify store in 2024. Both companies are viewed as having promising long-term prospects, with Stifel anticipating a mid-to-long-term benefit from the proliferation of consumer agents. Investors can also explore a comprehensive Pro Research Report on Twilio for a deeper understanding of its growth trajectory and potential.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 10,
    "also_reported_by": [
      {
        "outlet": "Business Insider",
        "title": "Amazon is keeping Meta’s Muse out of its shopping carts",
        "url": "https://urgent.news/2026/09/21/amazon-is-keeping-metas-muse-out-of-its-shopping-carts",
        "published": "2026-09-21T14:32:43.000Z"
      },
      {
        "outlet": "The Register Science",
        "title": "Meta Muse AI app flaw lets local malware redirect dictation traffic",
        "url": "https://urgent.news/2026/09/21/meta-muse-ai-app-flaw-lets-local-malware-redirect-dictation-traffic",
        "published": "2026-09-21T19:59:52.000Z"
      },
      {
        "outlet": "CNET",
        "title": "No Shirt, No Shoes, No Service: Amazon Blocks Meta’s Muse AI From Shopping",
        "url": "https://urgent.news/2026/09/21/no-shirt-no-shoes-no-service-amazon-blocks-metas-muse-ai-from-shopping",
        "published": "2026-09-21T20:27:31.000Z"
      },
      {
        "outlet": "The Business Times - Companies & Markets",
        "title": "Meta’s new Muse AI app tops charts, draws strong reviews",
        "url": "https://urgent.news/2026/09/22/metas-new-muse-ai-app-tops-charts-draws-strong-reviews",
        "published": "2026-09-22T00:36:57.000Z"
      },
      {
        "outlet": "CNBC World",
        "title": "CNBC Daily Open: AI trade goes Meta after Muse launch",
        "url": "https://urgent.news/2026/09/22/cnbc-daily-open-ai-trade-goes-meta-after-muse-launch",
        "published": "2026-09-22T06:09:14.000Z"
      },
      {
        "outlet": "The Verge",
        "title": "Meta patches Muse exploit that let attackers control the AI agent",
        "url": "https://urgent.news/2026/09/22/meta-patches-muse-exploit-that-let-attackers-control-the-ai-agent",
        "published": "2026-09-22T11:53:58.000Z"
      },
      {
        "outlet": "Mashable",
        "title": "Meta’s Muse reportedly has zero-day vulnerability that lets attackers take over your Mac",
        "url": "https://urgent.news/2026/09/22/metas-muse-reportedly-has-zero-day-vulnerability-that-lets-attackers",
        "published": "2026-09-22T15:55:24.000Z"
      },
      {
        "outlet": "Techmeme",
        "title": "Internal data: Meta's Muse surpassed 500,000 total users, including 250,000 daily active users, with more than 2M prompts submitted in its first week (Jyoti Mann/The Information)",
        "url": "https://urgent.news/2026/09/22/internal-data-metas-muse-surpassed-500-000-total-users-including-250",
        "published": "2026-09-22T18:05:00.000Z"
      },
      {
        "outlet": "TechCrunch",
        "title": "Meta admits Muse’s likeness to OpenClaw isn’t a coincidence",
        "url": "https://urgent.news/2026/09/22/meta-admits-muses-likeness-to-openclaw-isnt-a-coincidence",
        "published": "2026-09-22T19:09:11.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}