Meta, MongoDB shares fall after Meta launches enterprise AI unit

Meta Platforms (META) is exploring transaction fees and subscriptions for its AI service, Muse. According to Meta President Dina Powell McCormick, Muse could charge users for saving them money. The service, now available for small businesses, integrates with partners like Shopify (SHOP), Salesforce (CRM), and Walmart (WMT). Muse reached the top of the App Store with millions of downloads. META stock was down 0.37% in premarket trading, with a 27.81% gain over the last month.

Evercore ISI maintained an Outperform rating and $525 price target for MongoDB (MDB) after its analyst day, citing business momentum and data growth. The stock has dropped 21% this week following CEO CJ Desai's departure but is up 38% over six months. MongoDB raised its mid-term outlook for Atlas and reported 25% revenue growth. Several analysts reiterated their ratings and price targets.

Meta and OpenAI both launched enterprise AI products within 24 hours. Meta introduced Meta Enterprise Platform, a business unit built around its Muse agent stack, while OpenAI unveiled Dots, autonomous agents using GPT-6 Astra. Both aim to sell AI as autonomous labor, not just tools, targeting corporate buyers. Meta's platform includes four products, while OpenAI's Dots are priced at $500/month. The timing highlights a competitive race in the enterprise AI market.

Big Tech companies like Alphabet, Amazon, Meta, Microsoft, and Oracle raised $159 billion in bonds in early 2026, a 47% increase from 2025, with total capital raised by the sector doubling. Barclays strategist Venu Krishna warns of widening credit spreads and rising default swap spreads, signaling potential risks for bondholders. OpenAI and Anthropic, private AI firms, are also raising significant capital.

U.S. Congress is reviewing AI data center projects of Amazon (AMZN), Google, Meta, and Oracle, focusing on transparency and NDAs. Amazon's P/S ratio is high at 3.45, above its historical median. The company has a GF Score of 94/100, with strong growth but financial strength rated 7/10. Insider sales totaled $365 million in the last three months.

Meta (META) launched an enterprise platform and hired CJ Desai from MongoDB to lead the effort. The stock dropped 4% post-announcement. Morningstar sees enterprise as unproven but maintains a $850 fair value estimate, noting AI-driven ad improvements as key growth areas.