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Mark Mahaney

2 posts
BBusiness
Meta’s Muse Could Become Most Widely Used Consumer AI App Since ChatGPT, JPMorgan Says — BofA Sees Improving AI Return Sentiment
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Meta’s Muse Could Become Most Widely Used Consumer AI App Since ChatGPT, JPMorgan Says — BofA Sees Improving AI Return Sentiment

  • September 22, 2026
Muse is the No. 1 free app in Apple’s U.S. App Store and holds a 4.9-star rating across…
AArtificial intelligence
'The AI trade is still on': Wall Street sees Big Tech's spending as positive for semiconductor stocks
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‘The AI trade is still on’: Wall Street sees Big Tech’s spending as positive for semiconductor stocks

  • July 26, 2026
The AI trade this year has been centered around infrastructure plays, including chips, networking equipment, and data center…
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