Meta’s Muse AI threatens Apple’s mobile commerce dominance

Investing.com -- Apple (NASDAQ: AAPL) shares fell 1.6% today as Wall Street digests a stark warning from Bank of America: the rapid rise of third-party AI agents threatens to fundamentally rewrite the economics of mobile commerce, striking at the core of Apple's ecosystem. Still guessing which names to buy? Our AI rebuilds its stock picks at the start of every month. The list is beating the market by 120%. See what's on it » The immediate catalyst for the concern is Meta's "Muse" agentic AI. Launched on September 8, 2026, Muse cleared 2.5 million downloads in its first two weeks, quickly surging to the top of the US iOS free-app chart.