META (Meta Platforms): Stock up 36% in the past month as Muse surges to #1 on the App Store with 2.5 million+ downloads, dwarfing the broader market's 1.2% gain
Robinhood (HOOD): Notched another year-to-date high after launching AI trading agents in May — the anti-Schwab bet paid off
Shopify (SHOP): CEO Tobi Lütke embraced Muse, calling it "an easy and delightful way to shop" through Shop Pay, betting on agentic commerce
