At Meta Connect on September 28, 2026, Meta announced a dozen online retailers, including Walmart and Best Buy, will let its AI Muse agent shop for users, with Meta taking a small fee on transactions. Shopify stock is up 32% since September 8, the day Meta announced Muse. Plaid says it has never seen connector activity like Muse's, and Stripe raised credit limits in week one as volumes beat expectations. The argument has moved from whether the agent has reach to whether the transaction volume holds.