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Muse Read-Through for Cable, Telecoms not as Bad as Feared","url":"https://stock-news.laohu8.com/highlight/detail?id=2670429026","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670429026?lang=en_us&edition=fundamental","pubTime":"2026-09-26 02:29","pubTimestamp":1790360940,"startTime":"0","endTime":"0","summary":"1428 ET - The sour market sentiment toward cable and telecommunications stocks following the release of Meta's Muse AI agent is likely overblown, Morgan Stanley analysts write in a note, writing that investors have \"not been discerning enough in assessing the risks posed by the rise of agents.\" Yes, the ease with which consumers can use AI agents to manage their bills and subscriptions is notable, but the pricing pressure on cable and telecom names may be less than the market is expecting. \"Agents should lower search and switching costs, improve consumers' ability to identify better offers and potentially increase pressure on acquisition costs, retention spending and ARPU,\" the analysts write. \"But the magnitude and source of that pressure could vary considerably by provider and product.\" They see cable names as more exposed than wireless 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US Equity Indexes Jump as Crude Oil Slides Following Iran's Conditional Plan to Reopen Hormuz Chokepoint","url":"https://stock-news.laohu8.com/highlight/detail?id=2670429273","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670429273?lang=en_us&edition=fundamental","pubTime":"2026-09-26 02:17","pubTimestamp":1790360235,"startTime":"0","endTime":"0","summary":"(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first paragraph.)US equity indexes rose as crude oil prices fell after Iran floated a conditional proposal 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Expresses Caution on NVIDIA and Broadcom","url":"https://stock-news.laohu8.com/highlight/detail?id=1155963574","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1155963574?lang=en_us&edition=fundamental","pubTime":"2026-09-26 01:01","pubTimestamp":1790355662,"startTime":"0","endTime":"0","summary":"Seaport believes that due to capacity constraints and intensifying industry competition, the share price upside for GPU leader NVIDIA (NVDA) is limited.Seaport analyst Jay Goldberg wrote in 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Platforms' Muse Shows Early Momentum, Monetization Remains Unclear, Oppenheimer Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2670426290","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670426290?lang=en_us&edition=fundamental","pubTime":"2026-09-26 00:45","pubTimestamp":1790354723,"startTime":"0","endTime":"0","summary":"Meta Platforms'  Muse has strong early adoption, but uncertain monetization raises concerns, Oppenheimer said.The investment firm said in a Thursday note that Muse saw about 340,000 US downloads per day but said even if downloads reached 500,000 per day for more than a year, 2027 revenue would rise only about 4%.This scenario assumes every downloader becomes a daily active user, no user churns, and 28% of users pay-all of which are highly unlikely, the analysts added.The company said Muse will likely rely on an agentic e-commerce business rather than subscriptions, which would require gross merchandise value larger than Walmart's  current non-grocery GMV, the analysts said, adding, \"While not impossible, consumer adoption could take years.\"Oppenheimer reiterated its perform rating on Meta Platforms.The company's shares were down 3.8% in Friday afternoon trading.Price: 747.87, Change: -29.72, Percent Change: 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500 Top and Bottom Performing Stocks at About 12:00 P.m. 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