Meta Platforms Clearly Having Its Shining AI Moment With Muse Momentum, RBC Capital Markets Says

11:10 AM EDT, 09/24/2026 (MT Newswires) -- Meta Platforms (META) is clearly having its shining artificial intelligence moment with Muse's solid supply-side momentum from expanding partnerships and the launch of new hardware form factors with a handheld device and improved VR glasses, RBC Capital Markets said in a research report emailed Thursday. As Meta introduces Muse to Apple's (AAPL) Mac devices, management highlighted at the annual Meta Connect event that it is prioritizing privacy with a layered approach where virtual machines keep data on the user's own machine, analysts wrote. The brokerage said it is interesting how Muse could play a role in pre-validating products for latent demand that only Meta's models could see. The brokerage added that it reiterated its outperform rating on the stock and price target of $770 per share. Price: 768.66, Change: +24.56, Percent Change: +3.30