Meta Platforms Inc Class A (META)
Meta Rises 4% as Muse Spark 1.3 Claims Parity With Anthropic and OpenAI
The AI model race got a fresh salvo this morning, and it came from Menlo Park.
Meta is paying to peek at how you use their latest AI model
Most AI tools allow you to opt-out of sharing your usage with the model provider to improve future versions. Meta has taken that idea and put a price tag on it.
Meta Stock Has a New AI Catalyst. Is META Headed Back Toward Its All-Time High?
Zuckerberg's Q2 message was blunt about AI transforming Meta's business, yet the stock sits more than 25% below its all-time high while legal storms and a historic capex surge squeeze free cash flow to a fraction of last year's levels.
Meta says new Muse Spark 1.3 model rivals Anthropic, OpenAI offerings
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) shares climbed more than 4% on Thursday after the company unveiled an upgraded version of its flagship AI model, which its AI chief says now matches offerings from Anthropic and OpenAI. The new model, Muse Spark 1.3, marks Meta's "biggest jump so far on model performance," according to Alexandr Wang, the company's AI chief.
The Social Media Trial Settlement Is A Major Win For Meta
Meta Platforms trades at a depressed 20x P/E, well below its historical average, despite robust top-line growth and resilient user engagement. Q2 results showed 28% revenue growth but significant margin compression, with operating margin dropping to 31% and free cash flow plummeting due to elevated CapEx. The $18.1B social media addiction settlement removes a major overhang, with the impact on revenue from teen usage limits expected to be negligible.
Meta bricked the cameras on thousands of its AI glasses
Meta dropped the hammer on thousands of its AI glasses users who it detected physically tampering with the recording light. Meta has rolled out updates in recent weeks to combat bad actors in an effort to improve the glasses' reputation.
Meta is switching to Slack because it says it's better for AI agents
Meta is migrating to Slack for internal communications, a memo from AI chief Alexandr Wang says. Meta said it's making the switch because Slack is the best tool for using AI agents.
Meta stock looks undervalued: settlement and AI could unlock up to 40% upside
Meta Platforms could be approaching a turning point similar to the one that helped propel Alphabet's stock higher last year, as the social media company clears a major legal overhang while preparing a new wave of artificial intelligence products. Shares of Meta currently trade at about 16 times forward earnings, roughly 25% below the company's long-term average and around 45% below their 2025 peak, according to Morgan Stanley analyst Brian Nowak, MarketWatch said.
Meta removes ads for fraud apps posing as porn after India sounds alarm
Meta on Monday removed dozens of advertisements after India flagged a pattern of Facebook and Instagram ads using sexually explicit content to lure users into downloading malware that could steal banking credentials and drain bank accounts.
Meta goes on a PR blitz and updates privacy settings as venues restrict smart glasses
Meta's smart glasses have a PR problem. So the company is trying to calm consumer nerves with a new PR campaign and privacy settings.
Meta's AI Strategy Is Misunderstood By The Market
Meta is rated a Strong Buy, driven by a robust ad business, high margins, and a defensible moat. META's hyperscaling capex is justified by clear ROI in ad engagement and recommendation models, with ARPP up 24% and revenue up 27% in Q2 2026. AI investments, including LLMs and recommendation models, are materially improving engagement and monetization, despite Meta lagging in the LLM/cloud race.
He beat Big Tobacco. Will the same playbook work against Meta and social media?
Former Mississippi Attorney General Mike Moore took on Big Tobacco in the 1990s and is now working on language for a master settlement with social media companies. Meta this week agreed to pay about $17 billion as part of a settlement with a coalition of state AGs, who accused the company of knowingly creating addictive features for kids and teens.
