Meta Stock Jumps 11% as AI Agent Muse Reaches No. 1 on U.S. App Store

Meta Platforms shares surged more than 11% in a single trading session after its new artificial intelligence agent, Muse, reached the No. 1 position on Apple’s U.S. App Store.

According to Coin Bureau, Meta shares jumped to $741, adding roughly $190 billion to the company’s market value and marking its biggest one-day gain since April 2025. Financial reports from the session put the stock’s gain at about 11.4%, with Meta’s market capitalization rising by more than $190 billion.

The move came after Muse climbed to the top of the U.S. App Store following its launch earlier this month. The app overtook competing AI applications including ChatGPT on Apple’s free iPhone rankings, providing an early measure of consumer interest in Meta’s latest AI product.

Muse Gives Meta’s AI Strategy a Consumer Test

Muse is designed as an AI agent rather than a conventional chatbot. It can carry out multistep tasks on a user’s behalf, including completing forms, booking travel and handling other digital activities. Meta has positioned the product as part of its broader push to develop AI systems capable of acting on behalf of users.

The app’s rapid rise on the App Store has drawn attention because Meta has committed substantial resources to artificial intelligence. Investors have been assessing whether the company’s large AI investment program can produce consumer products with measurable demand.

The Wall Street Journal, cited by Coin Bureau, described Muse’s performance markets as providing the clearest evidence yet that Meta’s heavy AI spending can translate into a consumer product. The observation reflects the distinction between Meta’s investment in AI infrastructure and the performance of an application directly used by consumers.

Early Adoption Fuels Market Reaction

Muse reached No. 1 on Apple’s U.S. App Store on Sept. 18, about 10 days after its launch, according to Sensor Tower data cited by multiple outlets. TechCrunch later reported that Muse had recorded 1.8 million iOS downloads across the United States and Canada during its first 12 days when measured against the same platform and geographic parameters used for an early ChatGPT comparison.

The stock market response was immediate. Meta closed at $741.24 on Sept. 21, up 11.43% from the previous session, according to reporting published after the trading day. The gain pushed the company’s market capitalization to about $1.89 trillion.

The rally also formed part of a broader technology-stock advance, with the Nasdaq reaching a record high during the same session. Reuters reported that investor enthusiasm surrounding Muse contributed to renewed momentum in AI-related technology shares.

For Meta, the immediate focus now shifts from Muse’s initial ranking to whether the early consumer response can translate into sustained usage and a broader commercial business. The company is also preparing to showcase Muse and its latest AI developments at its upcoming Meta Connect conference.

Writer: Victoria Hale
Technology & Blockchain Writer

Victoria Hale writes about blockchain technology, digital infrastructure, and the intersection of emerging technologies with finance. Her articles explore how new protocols and systems are shaping the evolving digital economy.

She prioritises clarity and accuracy when explaining technical developments to a general audience.