Meta shares rise about 3% on Muse retention data that rivals ChatGPT

Meta shares rose about 3% on October 12, 2026 to $739.68 per one report, after app-intelligence data showed Muse's early user retention rivaling ChatGPT's. Sensor Tower's September figures show a 73.3% Day-1 retention rate for Muse, against 41.3% for ChatGPT. The move came on a flat broader market, so it was company-specific, and it followed a run of target increases after Meta Connect. Retention data from a single data provider is a thin basis, so traders should watch whether it holds in later data.

• Shares up about 3% on October 12, to $739.68 per the article
• Sensor Tower: Muse Day-1 retention 73.3% vs 41.3% for ChatGPT (September figures)
• Broader market was flat, so the move was stock-specific
• Follows Wells Fargo and JPMorgan target increases after Meta Connect