Editorial companion

What stands out

Meta jumped 11 percent on news that its Muse AI agent gained early traction, but Interactive Brokers reported Meta was the most sold stock on their platform that day as customers booked gains and rotated into Alphabet, Amazon and Microsoft. The panel zeroed in on a striking tension: excitement about agent capabilities paired with reluctance to hand agents sensitive data like credit cards and phones. Discussion focused less on models and more on real-world bottlenecks, trust, integration, and distribution, and whether social media’s growth runway has already flattened.