Meta’s Muse Momentum, Qualcomm CEO Interview, The Future of AI 9/23/26

Meta's Muse agent success is reigniting AI compute-demand trades in chips, optics, and data infrastructure stocks.

• Meta's Muse rerates the stock: Muse became Apple App Store's top download, helping Meta add "a couple hundred billion" in market cap; Goldman's Brooke Dane calls it the first AI agent with real "product market fit."
• Compute math gets crazy: Dane estimates 100 million Muse users at 20-30% capacity utilization implies ~1.6-1.7 gigawatts of compute demand, at roughly $50 billion of capex per gigawatt.

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