Meta's new AI app Muse has jumped to number one on the free app charts, pushing ChatGPT to second place — good news for Meta and for advertising stocks.

• Muse now leads the free app rankings, with ChatGPT second, Gemini down at eight and Anthropic's Claude all the way down at sixteen.
• Prediction market apps also cracked the top five, a sign of where attention is going.
• AI companies are spending heavily to win users — app store ads, billboards, influencer deals — which should lift ad-driven stocks.
• Meta looks doubly positioned: it pays for AI development but also owns huge amounts of compute, and those chips have only gained in value.

Outlook: Meta's next frontier model is expected in the coming month, which could extend its lead.