Mitrade Insights is dedicated to providing investors with rich, timely and most valuable financial information to help investors grasp the market situation and find timely trading opportunities.

2021

Best News & Analysis Provider

FxDailyInfo

2022

Best Forex Educational Resources Global

International Business Magazine

Insights

News

Amazon Blocks Meta's Muse. It Could Be a Gift for Walmart and Shopify

Source The Motley Fool

Key Points

Amazon says that Meta's Muse violates its terms of services.
Meanwhile, retail platforms like Walmart, Shopify, and Best Buy have recently announced integrations with Muse.
Based on the stock market reaction thus far, investors are betting that the Muse disruption will be significant.
10 stocks we like better than Meta Platforms ›

Meta Platforms' (NASDAQ:META) new AI agent, Muse, is sweeping the nation.

The app now ranks #1 in the App Store and Google Play for free downloads, and it's garnering rave reviews across social media. A New York Times reviewer said he was "blown away" by Muse, and called it "the most useful A.I. app I had ever used."

Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »

Muse is also having far-reaching effects on the stock market. CPU stocks like Intel, Arm Holdings, and Advanced Micro Devices have soared since the launch, as increased use of AI agents is expected to fuel demand for CPUs, which are key to making agentic AI run.

Stocks that have partnered with Muse, including Shopify, PayPal, and Expedia, have soared, while stocks in industries like banking, media, and travel have fallen as investors bet that Muse will book travel without going through an online travel agency, cancel unused subscriptions, and push back on fees.

However, one company is pushing back on Muse. That's Amazon (NASDAQ:AMZN). The e-commerce giant has blocked Muse from purchasing products on its site, claiming that it violates its terms of service.

That might seem like a major setback for Muse, but other retailers are embracing it, and that could help them gain market share on Amazon. Those include Walmart, Best Buy, Dick's Sporting Goods, and several others.

Person using a laptop with AI agent, chatbot, search, voice and analytics interface overlays

Image source: Getty Images.

Is Muse the future of shopping?

Muse can handle a wide range of tasks, such as ordering groceries, scheduling meetings, filling out forms, and even negotiating for a discount or a refund.

Shopping is well within its purview. A user might ask it to find the best price on a certain item, or to come up with ideas for gifts, menu planning, or home decorating, and buy accordingly.

By blocking Muse, Amazon seems to be protecting its ecosystem, including its valuable advertising business. If consumers outsource their shopping to an agent like Muse, presumably the value of ads goes down, as Muse responds to an objective set by the user rather than to impulse purchases driven by ads. In the past, Amazon has also zealously guarded its platform, suing Perplexity after charging that it had concealed its AI agents to scrape Amazon's website. Amazon has also blocked agents from OpenAI and Google.

Still, it's meaningful that Amazon's two closest e-commerce rivals, Walmart and Shopify, have already integrated with Muse.

Will Amazon be a loser from Muse?

If Muse continues to gain adoption, Amazon seems likely to lose market share to Walmart and Shopify, as shoppers can likely find what they're looking for on those platforms.

Amazon offers convenience, a wide selection, familiarity, and fast delivery through Prime, but users accustomed to shopping on the platform may switch to another retailer if they prefer Muse's convenience, and Walmart has worked hard to narrow the gap with Amazon in recent years.

Why retailers are embracing Muse

While Amazon is blocking Meta's new personal agent, other retailers are racing to embrace it, and it's easy to see why.

Muse will help eliminate friction in the shopping experience, and that will be a clear tailwind for these retailers. It could also reduce return rates, as shoppers could be more assured that they are getting the lowest price.

Investors clearly see it as a tailwind for the retail sector, which explains why Shopify popped on news of the integration.

Overall, Muse could be a big win for Walmart, Shopify, and the rest of Amazon's challengers. If there's a significant shift in market share, we could see Amazon reverse course and open up its platform to Muse, further validating Meta's new AI tool.

Should you buy stock in Meta Platforms right now?

Before you buy stock in Meta Platforms, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Meta Platforms wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $384,839!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,385,657!*

Now, it’s worth noting Stock Advisor’s total average return is 936% — a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.

See the 10 stocks »

*Stock Advisor returns as of September 24, 2026.

Jeremy Bowman has positions in Advanced Micro Devices, Amazon, Arm Holdings, and Meta Platforms. The Motley Fool has positions in and recommends Advanced Micro Devices, Amazon, Arm Holdings, Best Buy, Intel, Meta Platforms, The New York Times Co., and Walmart. The Motley Fool has a disclosure policy.

Disclaimer: For information purposes only. Past performance is not indicative of future results.

Recommended Articles

October hike odds climb toward 60% as Goldman and BofA both flip — what Warsh's "dose of accommodation" really changed Rate futures now price roughly 55% to 62% for a 25bp hike at the October 27-28 FOMC, up from about 30% before Chair Warsh's post-meeting framing that the Fed is merely "removing some accommodation." Goldman Sachs has added an October hike to its forecast and Bank of America now sees moves in both October and December. Here is the repricing, the language behind it, and the two data points that decide it.

Author Irene Q.

Sep 23, Wed

Rate futures now price roughly 55% to 62% for a 25bp hike at the October 27-28 FOMC, up from about 30% before Chair Warsh's post-meeting framing that the Fed is merely "removing some accommodation." Goldman Sachs has added an October hike to its forecast and Bank of America now sees moves in both October and December. Here is the repricing, the language behind it, and the two data points that decide it.

Four jobs reports in five days: what JOLTS, ADP, claims and the September payrolls mean for the October Fed decision The US labour market faces its densest data week of the month. JOLTS job openings land Tuesday (7.2 million expected), ADP on Wednesday (70,000 expected), initial claims on Thursday and the September non-farm payrolls on Friday (100,000 expected, down from 162,000). Markets price a 64%-70% chance of another quarter-point Fed hike on October 28. The dollar index sits at 100.77 and the S&P 500 at 7,729.8.

Author Mitrade

Sep 28, Mon

The US labour market faces its densest data week of the month. JOLTS job openings land Tuesday (7.2 million expected), ADP on Wednesday (70,000 expected), initial claims on Thursday and the September non-farm payrolls on Friday (100,000 expected, down from 162,000). Markets price a 64%-70% chance of another quarter-point Fed hike on October 28. The dollar index sits at 100.77 and the S&P 500 at 7,729.8.

RBA set to hike interest rate to 4.60% in September as inflation remains elevated The Reserve Bank of Australia (RBA) is widely expected to raise the Official Cash Rate (OCR) by 25 basis points (bps) to 4.60% from 4.35% on Tuesday, after keeping rates unchanged at its previous two meetings

Author FXStreet

Yesterday 01: 40

The Reserve Bank of Australia (RBA) is widely expected to raise the Official Cash Rate (OCR) by 25 basis points (bps) to 4.60% from 4.35% on Tuesday, after keeping rates unchanged at its previous two meetings

Nvidia's $150 billion buyback landed — and the AI sector fell anyway. That's the signal worth trading Nvidia closed up 1.68% at $228.86 on 28 September after announcing a $150 billion share repurchase authorisation, the largest single corporate buyback on record, while the rest of the AI complex sold off: AMD -3.6%, Micron -2.6%, Meta -4.8% and the Philadelphia Semiconductor Index -1.61%. The divergence is not noise. Capital is rotating toward cash-flow certainty, not abandoning the AI theme. With Micron reporting after the close on 30 September, here is what the split means.

Author Irene Q.

22 hours ago

Nvidia closed up 1.68% at $228.86 on 28 September after announcing a $150 billion share repurchase authorisation, the largest single corporate buyback on record, while the rest of the AI complex sold off: AMD -3.6%, Micron -2.6%, Meta -4.8% and the Philadelphia Semiconductor Index -1.61%. The divergence is not noise. Capital is rotating toward cash-flow certainty, not abandoning the AI theme. With Micron reporting after the close on 30 September, here is what the split means.

The 30-year Treasury just hit a 22-year high — and the bond market is not pricing the Fed, it is pricing the deficit The 30-year Treasury yield closed at 5.56% on 28 September, the highest since June 2004, while the 10-year reached 5.24% and the 20-year 5.60%. The curve has steepened roughly 30bp in eight sessions even as October hike odds sit at 70.3%. That gap is the story: the long end is repricing fiscal and inflation risk, not policy. With PCE on Wednesday and payrolls on Friday, here is what the long end is really saying.

Author Irene Q.

21 hours ago

The 30-year Treasury yield closed at 5.56% on 28 September, the highest since June 2004, while the 10-year reached 5.24% and the 20-year 5.60%. The curve has steepened roughly 30bp in eight sessions even as October hike odds sit at 70.3%. That gap is the story: the long end is repricing fiscal and inflation risk, not policy. With PCE on Wednesday and payrolls on Friday, here is what the long end is really saying.

Popular Symbols