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I believe $Meta Platforms(META.US) will continue to move higher as investors better appreciate the disruptive power and reach of META’s new Muse personal AI agent to shop, pay bills, and manage their lives. At 24x 2026 EPS vs long-term future rev and EPS growth of +15%, META still looks attractive despite a +30% gain so far in September (vs NDX +3%).

Bloomberg Opinion

By Dave Lee

09/23/2026 04:30:07

I’m Using Meta’s AI Agent and Amazon Can’t Stand It.

▪Meta Platforms Inc. has released a new AI agent called Muse, which can organize calendars, scour Facebook Marketplace, and buy things from Amazon, but Amazon has blocked Muse from accessing its store.

▪The move is a sign of things to come as Silicon Valley giants try to protect their entrenched advantages in the age of artificial-intelligence agents, and consumers will lose out if their preferred agent can't work well with the full range of digital services.

▪The issue of interoperability, or the ability for AI agents to talk to services and to one another, becomes the central question, and companies may need to find ways to work together or risk being forced to open up, with the courts potentially being asked to judge what's fair.

(Bloomberg Opinion) -- Meta Platforms Inc. is rightly receiving plaudits for its new AI agent, Muse. I’ve been using it, and it’s plainly the most impressive product Meta has released in years. Harold — the name I gave to my bot — works to organize my calendar, scour Facebook Marketplace for good deals and buy things, with my blessing, from

Taiwan’s August export orders soared 71.4% year-on-year to a fresh record high US$102.96 billion, media report, beating the 63% growth expected. AI-related demand led, but a surge in custom ASIC chip design orders caused August’s upside surprise, said W.C. Huang, director-general of Taiwan’s statistics bureau.

Orders for ICT (information and communications technology) rose 100.5% year-on-year to $34.21B, while electronics +83.9% to $45.75 billion.

Orders from the US led all others, +88.9% to $42.13B, while ASEAN +70.5% to $18.35B.

September export orders are expected to top August’s, with $106B to $109.1B the official range. Third quarter orders are seen as high as $310B and full-year 2026 orders could reach $1.1 trillion. $Alphabet(GOOGL.US) $Amazon(AMZN.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) $Broadcom(AVGO.US) $Marvell Tech(MRVL.US) $Taiwan Semiconductor(TSM.US) #mediatek #GUC #Alchip #semiconductors

Source: Dan Nystedt