A stock analyst discusses Google's recent price decline despite strong Q2 fundamentals, attributing weakness to concerns about Meta's Muse AI, rising interest rates, elevated capital expenditures ($195-205 billion expected for 2026), and competitive AI pressure. The analyst argues Google's core business remains healthy with 24% revenue growth, 17% Search growth, and 82% Cloud growth, viewing the selloff as a buying opportunity for long-term investors.
Meta's Muse AI assistant contained a critical 0-day vulnerability allowing local applications to steal user authentication tokens and gain full control of accounts. Researcher Patrick Wardle demonstrated proof-of-concept attacks including malicious file creation and photo capture; Meta released a hotfix within 12 hours. Amazon has begun blocking Muse's shopping functionality citing unauthorized AI agent status.
Amazon blocked Meta's Muse AI agent from shopping on its platform after Meta refused to voluntarily exclude Amazon from the service. Amazon cited unauthorized access, lack of transparency, credential storage risks, and violation of terms of service, while Meta argued the agent operates securely in a sandboxed environment. The dispute reflects broader industry tensions over who controls the online shopping experience when AI agents act on behalf of consumers.