Meta reports a strong third-quarter performance as CEO Mark Zuckerberg emphasizes its Muse AI agent, including claims about rising user activity and plans to monetize the assistant. Multiple outlets say investors respond positively to the prospect of new revenue streams beyond Meta’s core advertising business.

CNBC and MarketWatch focus on Meta’s roadmap and investor reaction, describing monetization efforts for Muse following a strong quarter. CNET and other business coverage highlight specific usage signals, including Zuckerberg saying a quarter of Muse’s roughly 10 million users are shopping online via the agent, with an average spend per purchase reported by CNET. The West Australian and Engadget describe Zuckerberg’s broader ambition for Muse’s scale and longer-term impact on revenue per user.

Other outlets add context on costs and investment needs. Business Insider focuses on Zuckerberg’s note that Muse and Reality Labs are highly unprofitable “for now,” citing high compute costs. Channel NewsAsia frames Muse as central to Meta’s overall AI strategy and mentions plans involving stock to fund investment, while The Independent and the Winnipeg Free Press foreground the quarterly results and the reported milestone of Muse accounts topping 10 million. Overall, outlets mostly align on the key milestones and investor enthusiasm, with differences in whether they lead with monetization, user behavior, or profitability and funding.