사진 확대
Meta 11% Fire Pillar Tosses Message To KOSPI
사진 확대 Meta’s AI boils down to two characters. CEO Mark Zuckerberg and Chief AI Officer Alexander Wang (right).
In the early hours of September 22, 2026, three fire columns rose on Wall Street in the United States. The pillar is ARM, Intel and Meta Platforms (Meta). ARM, a “semiconductor design drawing company,” rose the most among the top 50 U.S. market capitalization. Intel and Meta also rose more than 10%, leading the U.S. tech index Nasdaq to an all-time high.
All three pillars of fire are artificial intelligence (AI) and semiconductors. Analysts say that even Meta, which seemed to have spent the most poorly in the AI world, is losing much of its doubts about AI as its profit model is firmly revealed. In addition, as the claims of big tech heads that “everything in AI infrastructure” such as semiconductors have fallen into supply shortages, hope is spreading that the tech-heavy Korea-U.S. stock market will gain a full-fledged rise again.
▶META AI Secretary ‘Muse’ Apple App Store #1
▶ Stock Price Soars 11% Looking at the Light of Large-scale Investment
▶Intel·AMD Soars…KOSPI ‘Sparkling Up’
“Meta’s Secretary” won first place in the Muse App Store
사진 확대 [Designer Kim Hyungkyu]
Meta shares soared 11.4% in one day. It was the biggest gain since April 2025. Meta ranks ninth in the U.S. market cap. That’s how much influence the index has. It’s the secret to the all-time high on Nasdaq. On this day, nine of the top 10 market cap (top 10) stocks rose. Only SpaceX fell.
The trigger for Meta Fire Pillar is that the personal AI agent “Muse” ranked first in the Apple App Store free app category. Originally, muse refers to nine goddesses in Greek mythology who are in charge of art, music, poetry, and studies. It is an inspiration to humans.
“Everyone will have an AI agent, and that agent will help you with your goals, health, career, finance, and hobbies around the clock,” said Mark Zuckerberg, CEO of Meta. In the end, CEO Zuckerberg seems to have linked the muse myth to his AI service in a way that inspires and helps people’s lives as a whole.
사진 확대 Meta AI [Reuters Union]
Muse is not just a chatbot. It is a faithful and smart secretary who continues to operate in the cloud even if the app is closed and takes care of the user’s work instead. Travel reservations, e-mail answers, shopping, and schedule management are performed autonomously without human intervention.
It also has excellent security. A surveillance system called the Sentinel checks security in real time. It offers 100 million free tokens per week, with paid pricing plan starting at $20 per month. Some say that consumers’ crowding of muses in the app store should be seen as a sign that “AI has finally entered daily life.”
Meta is once again drawing attention as an AI leader thanks to Chief AI Officer (CAIO) Alexander Wang in addition to Zuckerberg. Zuckerberg’s relationship with King Alexander dates back to 2019. It is the first time that Meta has established a relationship as a customer of “Scale AI” that provides AI training data services.
Later, in June 2025, Zuckerberg will buy a 49% stake in Scale AI at $14.3 billion (about 19 trillion won), the largest external investment in Meta’s history. Wang, who was 28 years old at the time, was recruited as CAIO to lead the Meta Super Intelligence Laboratory (MSL). However, the honeymoon relationship between the two immediately cracks. The king complained to Zuckerberg, who interfered in everything. Rumors appeared to have become true in March 2026, when a reorganization was carried out separating the king’s authority.
The twist is that the Muse released by Wang took the top spot in the app store. It showed that the alliance between the two was still working, beating the seniors ChatGPT, Gemini, and Claude. In the end, the success or failure of the $14.3 billion bet depends on whether Muse has become a consumer necessity in the era of AI secretaries.
※ The full text of the article is available on Maeil Business Newspaper’s premium financial content platform Maekyung Plus. Search ‘Maekyung Plus’ on Naver or take a QR code below with your smartphone to connect.
사진 확대