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A J.P. Morgan analyst issued a positive note on Meta following signs of progress with the company's new consumer-focused AI agent, Muse. The endorsement reflects growing optimism that Meta's AI investments are beginning to translate into tangible product advances. Shares of Meta rallied on the day following the endorsement, as investors responded favorably to the accumulating signs of AI-driven product momentum. The stock move underscored how sentiment around Meta's AI strategy has shifted from skepticism toward growing confidence among some Wall Street analysts.