Meta is no stranger to disrupting tech. But its agentic AI push feels different.

Bloomberg/Getty ImagesThe early success of Meta's new Muse agent has flipped the AI race on its head.Muse puts Meta at the forefront of the next wave of agentic AI, and investors are taking notice.Sign up for First Trade, Business Insider's daily markets newsletter.If you've been a Meta shareholder for the entirety of 2026, you've been on a wild ride.Investors have repeatedly flipped on a dime from AI optimism to concerns over spending. Earnings have usually brought a huge stock move — but