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Artificial Intelligence▲ · 3 stocks
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Piper Sandler Cuts Rollins to Neutral on Agentic AI Threat
Piper Sandler downgraded Rollins Inc. to neutral from overweight, citing agentic AI and private equity investment in the pest control space. Analyst Peter Keith wrote in a note late Wednesday that agentic AI search appears to favor small and local pest control providers over national companies, while increased private equity investment is creating a more competitive backdrop for Rollins. Keith cut his price target on Rollins to $33 from $46, saying he is no longer confident the company has a clean path back to its targeted organic growth rate of 7%-8%. He added that the stock price and valuation will likely remain range-bound and that he is unable to recommend Rollins shares. Rollins shares have dropped more than 45% this year.
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Meta Launches Muse Agent-Commerce Layer With PayPal, Shopify and Stripe
Meta went live with an agent-commerce layer at Meta Connect 2026, expanding its Muse ecosystem so that the Muse Spark personal AI agent can shop and check out on behalf of users. Meta confirmed that PayPal global Muse payments will let customers shop and check out using their Muse personal AI agents across PayPal merchants worldwide, while Shopify and Stripe have integrated their Shop Pay and Link wallets to enable agent-native commerce infrastructure, with Muse able to search the Shopify catalog and execute checkout directly in-app. The connectors also include Expedia and Instacart, effectively turning the Muse agent into a digital wallet. The technical leap is the Muse computer-use capability, which runs in a Muse Secure VM, an isolated Linux virtual machine in the cloud, letting the agent interact with native macOS apps like Files, Mail and Calendar and drive a full browser. Meta also unveiled the Luna camera-free smart glasses with six microphones, open-ear speakers and a dedicated AI button, though Muse-on-glasses was only teased as coming soon and was not shipped at the keynote, with 2.5M US downloads as of September 20. Amazon has blocked Muse from its platform, a revealing exclusion that suggests the future of commerce may be a battle between open agent-accessible platforms and walled gardens, and the industry is building ahead of the GENIUS Act enforcement cliff looming on January 18, 2027.
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Twilio Shares Jump 21.7% After Strong Q2 and Raised 2026 Growth Outlook
Twilio reported a strong Q2 with 22% year-on-year revenue growth and raised its full-year 2026 organic growth outlook to 18% to 18.5%, sending its shares up 21.7%. The company highlighted robust demand across messaging, voice, and software add-ons tied to AI-driven communications, with growing interest in AI agents such as Meta's Muse underscoring Twilio's role as a key infrastructure provider for higher-volume, automated customer interactions. Twilio's narrative projects $7.2 billion in revenue and $686.9 million in earnings by 2029, requiring 10.8% yearly revenue growth and about a $582.9 million earnings increase from $104.0 million today. Some of the lowest ranked analysts were already far more cautious, assuming revenue of about US$7.2 billion and earnings around US$518 million by 2029, amid concerns about CPaaS commoditization and rising compliance costs. The article was produced by Simply Wall St.