Twilio (TWLO) Stock Plunges 4% as HSBC Casts Doubt on Meta Muse AI Benefits

Twilio Stock Is Falling. Yes, It’s About Meta’s Muse

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Twilio (TWLO) Stock Plunges 4% as HSBC Casts Doubt on Meta Muse AI Benefits

Twilio (TWLO) stock dropped 4% after HSBC downgraded shares to Reduce, questioning whether Meta's Muse AI agent will drive meaningful revenue growth.

Twilio (TWLO) Stock Falls 4% After HSBC Downgrade Over Meta Muse Doubts

TLDR HSBC downgraded Twilio to Reduce from Hold, setting a $211 price target. Twilio stock fell as much as 4% in premarket trading following the call. The downgrade challenges the bullish narrative tied to Meta’s Muse AI agent launch. HSBC says Meta’s own AI voice stack limits Twilio’s share of...