Meta’s rollout of “Muse,” an AI-focused product initiative, is driving gains in several technology stocks, including Shopify and Twilio, according to market coverage and analyst commentary. Yahoo Finance reports that both Shopify and Twilio shares rise alongside the Muse rollout, framing the move as tied to expectations that AI tooling will increase demand for services used by merchants and communication platforms.

Investing.com notes that Stifel specifically links Meta Muse to potential benefits for Shopify and Twilio, suggesting that the AI features could translate into incremental business activity for companies whose platforms support e-commerce operations and customer communications. The outlets differ mainly in emphasis—some focus more directly on the immediate stock reaction to the Muse rollout, while others highlight an analyst’s view of how Muse could affect each company’s prospects—while the underlying driver is the same: market optimism tied to Meta’s AI effort.