Market reaction to the 'agentic' capabilities of Muse, which can complete transactions through partners like Shopify and Box, has pushed Meta shares up nearly 13% this week. Conversely, Booking and TripAdvisor fell more than 6% and Charles Schwab dropped nearly 5% as investors assessed the threat of AI agents automating service comparisons. Meta also announced the release of camera-free Ray-Ban Meta Audio glasses and new VR glasses for $1,300, scheduled to launch in spring 2027.
