Meta’s Muse-fuelled rally: Stock jumps 36% in September as investors warm to its $140 billion AI bet

livemint.com · 2026-09-27

Meta shares are up 36% in September as its Muse AI assistant fuels investor optimism, despite soaring AI spending and rising cash-flow pressure.

TickrTrends take: Meta's significant stock performance in September reflects broader investor enthusiasm for artificial intelligence investments, which could influence how the market values comparable technology and consumer-focused companies. EXPE operates in the Consumer Cyclical sector where digital innovation and AI-driven efficiency improvements are becoming increasingly important competitive factors. Given TickrTrends' current undervalued assessment of EXPE, valuation-focused investors should monitor whether the company's AI investments and digital platform enhancements are being appropriately reflected in its market price relative to peers experiencing similar investor momentum.

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