Meta Platforms Inc Class A (META)
The Morning Download: Meta Shares Glimmer of Always-On AI Future
Meta's new model puts always-on AI agents front and center
Meta to open source its most powerful AI model as it takes swipe at OpenAI, Anthropic
Meta CEO Mark Zuckerberg said the company would open the weights for Muse Spark 1.2, its latest AI model. Zuckerberg also said the company would launch a new family of open-source models called Muse Glimmer that are designed to run on laptops.
Meta Debuts New AI Model as CEO Shares ‘AI for Everyone' Vision
Meta's CEO has shared his vision for AI as the company releases its latest model. Mark Zuckerberg published a 6,510-word essay Monday (Aug. 10) outlining a future where everyone has “free or affordable access” to what he calls Meta's superintelligence tools, including personal artificial intelligence (AI) agents.
Meta launches Muse Glimmer model as Zuckerberg champions AI for 'everyone'
Meta is launching a new agentic AI model, Muse Glimmer, which it says can run on a laptop. The model is open-weights, which means users can download and modify it.
Meta's Free Cash Flow Will Surge, Just Give Zuckerberg Time
Meta Platforms remains a "Buy" as its valuation is compelling, despite recent capex-driven selloffs and technical weakness. Q2 revenue grew 28% YoY, driven by Family of Apps, but free cash flow contracted sharply due to $31 billion in capex. Management guides for Q3 revenue of $61–$64 billion, with AI investments expected to drive future FCF and EPS acceleration post-2026.
How a small Israeli startup was linked to rogue AI hacks at OpenAI, Anthropic and Meta
Over a two-week stretch, OpenAI, Anthropic and Meta all revealed that their AI models went rogue during routine security testing. The companies each cited a small Israeli startup: Irregular.
I went from wedding DJ to Meta engineer, then was laid off after 13 years. My last years there brought constant change.
Henry Chen went from wedding DJ to Meta engineer before being laid off after 13 years. He taught himself to code, rising from conference room technician to tech lead.
META: Why The Market's Reaction Is Justified This Time Around (Rating Downgrade)
Meta Platforms is downgraded from BUY to HOLD, with a base case price target of $631, reflecting a modest 6.6% upside. META's recent underperformance stems from its failure to provide concrete demand signals alongside increased capex, unlike hyperscaler peers. Despite leading revenue growth at 28% y/y, META's profitability declined due to surging R&D expenses and decelerating ad metrics.
Cathie Wood's Ark Piled Into Nvidia and Taiwan Semiconductor After Meta's Earnings Miss. Here's What It Signals for Artificial Intelligence (AI) Stocks.
Meta recently announced plans to increase its artificial intelligence (AI) capex budget. As AI infrastructure spending accelerates, GPU designers such as Nvidia are positioned to capture additional spend from hyperscalers.
EU tells Meta, TikTok to boost monitoring, fact-checking
The EU's tech chief called on Meta and TikTok to "act decisively" to stem disinformation at times of crisis, saying the European Commission held talks with both platforms Friday following last week's Ceuta migrant surge.
Meta CTO says employees should use AI productivity gains to do more work — not take more time off
Meta executive Andrew Bosworth was asked at a Q&A if AI gains could be used to take more time off. Bosworth replied that it should instead be used to build "cooler stuff" for Meta users.
Explainer: How could New Mexico's $567 million ruling change Meta?
A New Mexico state court ordered Meta Platforms, owner of Facebook and Instagram, to make major changes to its platforms and pay the largest sum yet in a growing wave of U.S. litigation over claims that social media harms young people.
