Meta's Muse Could Generate $27 Billion a Year, Citi Says as AI Agent Usage Surges
Citi says Meta’s fast-growing Muse AI agent could generate more than $27 billion in annual revenue by 2030.
Stocks · News reference
Cramer recommends buying Carpenter Technology (NYSE: CRS) and calls DXC Technology (NYSE: DXC) a value trap. Senseonics Holdings (NASDAQ: SENS) posts upbeat sales and Ubiquiti (NYSE: UI) reports worse-than-expected results. Hess Midstream (NYSE: HESM) is a winner while Zeta Global (NYSE: ZETA) announces a new CMO. UL Solutions (NYSE: ULS) is a potential buy and Coupang (NYSE: CPNG) is not recommended, but MercadoLibre (NASDAQ: MELI) and Amazon (NASDAQ: AMZN) are worth considering.
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
Citi says Meta’s fast-growing Muse AI agent could generate more than $27 billion in annual revenue by 2030.
Cathie Wood’s ARK Invest poured $31 million into Amazon, CoreWeave and Meta, but also trimmed $26.5 million of Teradyne.
Broadcom's AI semiconductor revenue surged 221% year-over-year in Q3, driven by custom AI accelerators (XPUs) designed with hyperscalers like Google, Meta, and OpenAI. Custom chips offer better power efficiency, faster inference, and higher returns on capital compared to GPUs, making them increasingly attractive as hyperscalers face capital constraints. While Nvidia's data center business is currently 4x larger, custom silicon is winning by volume among major customers and could eventually become a bigger business than GPUs.
Anthropic CEO Dario Amodei earned $18 million in 2025, topping Amazon and Alphabet CEOs but trailing Nvidia and Oracle chiefs.
DXC Technology shares surged 5.1% to close at $11.66, driven by the completion of a major digital transformation project for South Australia's Department for Energy and Mining. However, the company faces headwinds with expected quarterly earnings down 34.5% year-over-year and revenues declining 5.5%. With no recent changes to earnings estimate revisions, analysts caution that the stock's momentum may not be sustainable.