Apple could see increased risk as Muse, AI agents race to capture intent: BofA (AAPL:NASDAQ)

Apple could see increased risk as Muse, AI agents race to capture intent: BofA (AAPL:NASDAQ)

Bank of America warns Meta’s Muse AI agent could siphon iPhone discovery and transaction economics from Apple.

Apple (AAPL) Drops 2% as Bank of America Flags Meta Muse AI Competition Risk

Apple (AAPL) shares dropped 2% after BofA analyst warned Meta's Muse AI threatens the iPhone maker's commerce dominance despite maintaining Buy rating.

Apple (AAPL) Stock Falls 2% After BofA Warns on Meta’s Muse AI Threat

TLDR Apple (AAPL) stock fell 2% to $332.22 on Tuesday after Bank of America flagged risks from AI agents. BofA analyst Wamsi Mohan says Meta’s new Muse app threatens Apple’s grip on mobile commerce and services revenue. Muse launched September 8 and hit 2.5 million downloads in two weeks, topping...