Meta Platforms Inc Class A (META)
Meta's Open-Source Crusade Is Also A Fight For Control
Meta Platforms reaffirms its commitment to open-source AI, releasing Muse Glimmer weights and pledging Muse Spark weights later this year. META's aggressive AI investments have pressured profitability, with Q2'26 adjusted operating margin dropping to 36.8% from 43% YoY. CapEx guidance for 2026 is $130–$145 billion, nearly doubling from 2025, with a focus on data centers and foundational AI models.
Meta's Muse Glimmer Courts Users As Big Tech And Governments Shape AI
The most consequential feature of Meta's new AI model is not its 30 billion parameters. It is where the model can live, and therefore who can control it.
Meta Q2: Strong Growth, But The AI Bill Is Becoming Hard To Ignore
Meta Platforms delivered strong Q2 2026 revenue growth and healthy ad performance, but surging costs eroded margins and free cash flow. AI-driven improvements are materially boosting ad conversions and engagement, while WhatsApp monetization and business agents offer credible future upside. Operating leverage deteriorated as costs rose 55% vs. 28% revenue growth, with capex guidance for 2026 raised and little visibility into 2027 spending.
Meta Platforms: The Most Disrespected Name In Big Tech
Meta Platforms remains my top market pick, with the market undervaluing its dominant ad business and AI optionality. META trades at just 19x earnings and 6x sales, despite 28% YoY revenue growth and robust Family of Apps margins. Heavy CapEx for AI/data centers has depressed free cash flow, but management can pivot if AI monetization lags expectations.
Why Open-Weight AI Models Matter and Meta Benefits from Them
Plus, a $500 billion AI financing deal, and the AI boom shakes up South Korea's dating scene.
Meta: The Mispriced Embedded AI Call Options
Meta Platforms remains a compelling long-term AI beneficiary, with its current valuation underappreciating transformative upside despite elevated capital expenditures and recent stock declines. META's core advertising business demonstrates robust economics, with Q2 2026 ad revenue up 27% YoY, driven by 14% growth in impressions and 12% higher average ad prices. Extraordinary AI investments ($140B CapEx in 2026) are compressing margins short term but are viewed as an investment cycle expected to restore operating leverage as spending normalizes.
Thousands Of Social Media Addiction Lawsuits Against Meta Can Move Forward, Appeals Court Says
In March, Meta and Google lost the first of the social media addiction cases that went to trial. A California jury awarded $3 million in compensatory damages, as well as another $3 million in punitive damages, to a 20-year-old woman who argued she became addicted to their platforms at a young age due to their designs.
What smart people are saying about Meta's open-weight model Muse Glimmer and Mark Zuckerberg's AI manifesto
Meta CEO Mark Zuckerberg said the company would deliver AI models, "including open source," to billions. On Monday, Meta released Muse Glimmer, an open-weight AI model.
Meta returns to open source with Muse Glimmer, an Apache 2.0 licensed 30B parameter AI model optimized for agents — available now
Meta today released Muse Glimmer, a 30-billion-parameter open-weight model designed to run autonomous AI agents directly on consumer hardware — pushing agentic workloads that normally depend on cloud infrastructure onto high-end Macs and PCs. Just as notable as what the model does is how it's licensed.
Meta's new Glimmer AI model offers a hint at Zuckerberg's personal intelligence vision
Meta on Monday released Muse Glimmer, an open-weight model designed to power AI agents locally on consumer hardware, providing the clearest picture yet of what CEO Mark Zuckerberg's vision of “personal superintelligence” could look like in practice.
Meta CEO Mark Zuckerberg outlines AI vision
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) CEO Mark Zuckerberg outlined a vision for artificial intelligence centered on making so-called superintelligence broadly available to individuals, arguing that the technology should expand human capabilities rather than primarily replace workers. In a 6,500-word essay titled “The Future is for Everyone: The Path to a Positive AI Future,” published on Monday, Zuckerberg said advanced AI could create opportunities in entrepreneurship, scientific research, education and personal productivity.
The Mag 7 Face-Off: Only 2 Come Out on Top
The Magnificent 7 have carried markets for years, but 2026 has revealed cracks in the group.
