Meta’s Muse ‘A Game Changer’ Says Dan Ives: ‘Investors Discounted Meta and Zuckerberg'

Meta Platforms (NASDAQ:META) stock is up over 10% in the past five days thanks to optimism for the Muse AI agent launch. Tech analyst Dan Ives thinks investors discounted the AI potential of the social media company. • Meta Platforms stock is showing upward movement. Why is META stock trading higher? Dan Ives on Meta With a base of more than 3.5 billion users to tap into, Ives says there are huge opportunities for the company in the AI space and with new product launches. As for Muse, Ives is bullish going forward on what this means for the company. "I think it’s a game changer," Ives said on CNBC’s "The Exchange" Tuesday. Ives said, "investors discounted Meta and Zuckerberg" and the billions of dollars they were spending, highlighting Meta CEO Mark Zuckerberg. Ives said Muse is for the average consumer and a great way to connect with Meta users who are already on the platform, using apps like Facebook and Instagram. The tech analyst highlighted this as part of the entrepreneurial spirit of Meta, which is needed in the current AI race. Read Also: Meta Stock ‘Has More Room to Run’: Former Hedge Fund Manager Calls It His ‘Favorite Large-Cap Tech Stock’ AI Race Heats Up Meta and Apple Inc (NASDAQ:AAPL) may be companies that investors and analysts saw as behind in the AI race, but Ives doesn’t believe that’s the case anymore. "When you count some of these companies out, whether it’s Apple, whether it’s Meta, look at what happens," Ives said. Ives said the value is going to be less in models and more in the data for companies. "This is an AI arms race." The tech analyst predicts that trillions of dollars are going to be spent in the AI space, with this being "just the beginning." "We are still in the third inning of this AI revolution." See More: Top Growth Stocks META Stock Price Action Meta stock is up 1.61% to $748.44 on Wednesday, with shares hitting a new 52-week high of $763.90 during the intraday trading session. Meta stock is up 10% over the last five days and up 15% year-to-date in 2026. Read Also: Meta Lands @Muse Social Media Handles: Zuckerberg Didn’t Steal From Rock Band – ‘We Had a Chat’ Photo Courtesy: 24K-Production on Shutterstock.com