Meta’s stock is enjoying its best month in more than two years thanks to the company’s hot new AI assistant

Meta Platforms is on track for its strongest monthly stock performance in over two years, as investor enthusiasm builds around Muse, the company's new AI assistant. According to Dow Jones, Muse is gaining popularity and helping convince investors that Meta's artificial intelligence investments are translating into products users actually adopt. That matters because Meta has spent heavily on AI infrastructure, and the market has been waiting for evidence those outlays can support growth rather than just raise costs.

The move reflects a broader theme in markets: investors are increasingly distinguishing between companies with credible AI products and those with AI ambitions alone. A well-received consumer assistant can reinforce engagement across Meta's existing apps, which in turn supports its advertising business — the core of its revenue. Still, one strong month does not settle the longer-term question of whether AI features can be monetized at scale.

What to watch: user retention for Muse beyond the initial launch buzz, any disclosures on AI-related spending, and whether advertising demand holds up. For now, the stock reaction suggests sentiment toward Meta's AI strategy has improved — a shift worth monitoring as more product data emerges.