Shopify stock rises for a second consecutive day as investors believe Meta’s Muse AI agent might be a very good thing for the company’s business.

Muse users will be able to browse Shopify merchants and complete purchases through Shop Pay, the platform's one-tap checkout service

Amazon has blocked proxy purchases on its site by Meta's personal AI agent, Muse. The reasons cited were three-fold: lack of prior notification, failure to identify itself as an agent, and the handling of customer credentials.

Meta's Muse agent can now shop for you and check out on your behalf, but the company that quietly captured the transaction layer is not Meta. Here is why that detail is moving one stock sharply higher while leaving Amazon almost completely untouched.

Shopify and Meta have partnered to extend the shopping capabilities of Meta’s Muse artificial intelligence assistant, executives said Monday (Sept. 21).

Shopify will integrate its Shop Pay system with Meta’s Muse personal AI agent, allowing users to complete purchases from participating merchants without leaving the AI conversation, according to The Wall Street Journal.

Meta's Muse AI agent topped the App Store, drove chip stocks and the Nasdaq to all-time highs, and now threatens banks, brokers, and travel

The app is powered by Meta's Muse Spark family of AI models and is a major push by CEO Mark Zuckerberg into the AI agent market. Meta's Muse AI personal agent tool has only been out for nearly two weeks, and it's topping the app store charts.