UBS strategists said Meta’s consumer-facing AI agent Muse has been well received, implying rising product demand across the AI supply chain. They said Muse’s successful launch shows AI firms can monetize beyond selling technology to large enterprises. Strategists added that intensifying competition in AI products should increase demand for compute and AI infrastructure, benefiting leading semiconductor and hardware names.

2026-09-22

UBS strategists said Meta’s consumer-facing AI agent Muse has been well received, implying rising product demand across the AI supply chain. They said Muse’s successful launch shows AI firms can monetize beyond selling technology to large enterprises. Strategists added that intensifying competition in AI products should increase demand for compute and AI infrastructure, benefiting leading semiconductor and hardware names.