Meta Makes A COMEBACK, Bond Yields SURGE Higher, Does The Market CARE? | Basis Points

Meta's Muse agent launch reframes Big Tech competition around agentic commerce even as surging bond yields threaten the broader AI rally.

• Meta's Muse launch: Meta unveiled Muse AI agent plus new hardware (Ray-Ban glasses, Muse Charm keychain, $1,299 VR glasses) and partnered with Shopify, Expedia, Walmart, Best Buy, Sephora, Instacart, PayPal for agentic shopping/booking; Amazon blocked Muse.
• Stock reaction: META broke above $700 (~$762B market cap), up ~15% in 48 hours post-event after being a laggard most of the year; hosts give 2026 year-end target $850-900, 2027 target $1,112-1,250.

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