META vs RDDT — which stock performed better?

Meta Platforms, Inc. (META) versus Reddit, Inc. (RDDT), Communication Services, on 2026-09-29.

Result

Meta Platforms, Inc. (META) performed better on 2026-09-29. META moved 1.880%, RDDT moved 0.930%.

Why these two companies

Meta Platforms shares slid roughly 3.6%-4% during the session on Monday, September 28, 2026, even as the company unveiled plans to expand its Muse AI assistant into its AI-glasses lineup, raising the question of whether the stock's blistering 36% September rally has priced in too much AI optimism. Reddit, another communication-services name whose valuation hinges on AI-era content monetization, has traveled the opposite road this year, sliding roughly 35%-39%, even after a favorable September 21, 2026 court ruling against Anthropic in its data-licensing dispute failed to erase worries about looming renewal risk on its Google and OpenAI deals. Pairing the AI-content bellwether that's up big in 2026 against the AI-content laggard that's down big puts the market's AI-monetization debate in stark relief for a single session.

The research

Meta Platforms is the company behind Facebook, Instagram and WhatsApp, and it just launched an AI helper called Muse that it's now building into smart glasses and other devices. One reason to like Meta is that Muse has become one of the most downloaded apps around, suggesting the company found something people genuinely want to use. One thing to watch is that Meta's stock has already climbed a huge amount recently, so it may have less room to keep climbing if the excitement cools off.

Reddit is the online platform built around communities and discussion threads, and beyond advertising it now also makes money by letting AI companies use its discussion data to train their systems. One reason to like Reddit is that it just won a court case that could strengthen its position when it renegotiates those AI data deals. One thing to keep in mind is that Reddit's stock has fallen sharply over the past year, and investors are nervous about whether its biggest AI data deals will get renewed on good terms.

In short, this matchup pits a giant, already-popular company riding a hot AI product launch against a smaller, richer company whose AI story is more uncertain and whose stock has been falling. Both stories are actively being argued about by investors right now, which is exactly what makes tomorrow's session interesting to watch.