CART

Meta's new AI shopping agent is rattling Instacart investors, but the real threat may not be the one the market is pricing in right now.

Instacart is the latest to partner with Meta's artificial-intelligence agent.

Instacart owner Maplebear Inc (NASDAQ:CART) stock is down 4.4% to trade at $43.07, despite announcing the company would be implementing Meta's personal AI agent Muse for in-app use.

Maplebear Inc. (NASDAQ:CART) shares are trending Wednesday after the company announced Tuesday that Muse, Meta's new AI product, will become the latest AI platform to connect to Instacart's grocery infrastructure.

Instacart Marketplace expands convenient access to Dollar General's everyday low prices through same-day delivery SAN FRANCISCO, Sept. 23, 2026 /PRNewswire/ -- Instacart (Nasdaq: CART), a leading grocery technology company, and Dollar General Corporation (NYSE: DG), America's general store, today announced a new partnership to offer same-day delivery of Dollar General's everyday essentials through the Instacart App and website.

Gopuff will join the Instacart Marketplace and leverage Instacart Carrot Ads, expanding choice for consumers and reach for advertisers SAN FRANCISCO and PHILADELPHIA, Sept. 22, 2026 /PRNewswire/ -- Instacart (NASDAQ: CART), a leading grocery technology company, and Gopuff, the leader in instant commerce, today announced that Gopuff will join the Instacart Marketplace and leverage Instacart Carrot Ads technology to power advertising on its own digital storefront in the U.S. Instacart customers will have a new way to shop Gopuff's curated selection of groceries and everyday essentials with all orders fulfilled by Gopuff in as fast as 15 minutes.

Instacart has unveiled software designed to let grocers and brands digitally view store shelves in real time. The new solutions, announced Monday (Sept.

Costco just handed DoorDash a new same-day delivery deal, and Instacart shareholders took the hit, but the sell-off may have punished the wrong narrative entirely.

Uber Eats and DoorDash struck new partnerships with Costco this week. Both deals increase competition with Instacart.

Instacart is the latest app to bake a conversational AI assistant into its platform. The company announced on Wednesday that it's launching a new AI-powered grocery shopping assistant called Clementine that can turn a conversation, grocery list, or recipe into a ready-to-buy cart.