Meta Platforms Inc Class A (META)
Meta's Muse just stole the AI spotlight from OpenAI and Anthropic
When AI leaders at OpenAI and Anthropic started talking about “pacing the frontier,” maybe someone should have asked: what pace? Now it's turned into model drop week for both companies as Anthropic rolled out Opus 5.5, followed by OpenAI's GPT-6 model updates just 90 minutes later.
Meta's 'powerful breakout' sets up a unique trading strategy, says Mike Khouw
With a brilliant hardware funnel and an options market pricing in juicy short-term premiums, Meta looks primed for a powerful breakout into 2027.
Meta smart glasses have a new AI-training opt-out
Meta will allow its smart-glass users to opt out of visual data collection for training AI models. The setting applies to camera-based AI requests, not photos saved to a user's camera roll.
Meta is putting its muscle behind Muse as the AI app takes off
Muse's traction is surging, fueled by Meta's promotion of the AI app at its annual developer conference this week and strong early reviews that praised its polished design and highly capable AI model under the hood.
How Meta's Muse Saved the Market—While Savaging These Stocks
the question isn't who will pick up the slack if and when the AI heavyweights slow down—it's whose lunch the tech will eat next.
Meta Price Targets Raised as Muse AI Gains Momentum and Opens New Monetization Opportunities
Three Wall Street firms just raised their Meta price targets after Connect, and the reason has nothing to do with advertising. Whether Muse AI can actually deliver on projections stretching to 2031 may define the stock's next chapter.
Three Major Analysts Bet on Meta's AI Pivot With Price Targets Approaching $920
JPMorgan, Raymond James, and BofA all raised their Meta price targets in the same week, and their reasoning has little to do with advertising. The catalyst they keep pointing to could redefine what kind of company Meta actually is.
I'm Riding Meta Through This Run
I'm maintaining my buy on Meta after a 47% run since my July rating, but I'm holding my shares and no longer adding at a $777 high. Meta's 2026 CapEx is now $145B, higher than when the market was punishing the stock for it, and shares still hit a new high. Amazon blocking Meta's AI agents is the real tell. Agents aren't persuaded by sponsored placements, and Amazon makes ~$68B a year selling marketplace ads.
Meta shares soar after launch of Muse AI
Meta shares bounced back to their summer 2025 highs this week, riding a wave of investor excitement about Muse, the social media giant's AI agent, which presents an opportunity to generate revenue beyond advertising.
Meta: Muse AI Set To Create New Multibillion Dollar Revenue Stream
Meta Platforms has launched Muse AI, a multimodal personal AI agent, which quickly topped U.S. app download charts, signaling robust user adoption. META's deep integration of Muse AI across its 3.6 billion daily active user base positions it for accelerated monetization and revenue diversification beyond digital advertising. Trading at 21.4x FY 2027 P/E, META remains attractively valued within Big Tech, with a fair value estimate of $871 and at least 20% upside potential.
Meta: Muse Completely Rewrites The Playbook (Rating Upgrade)
Meta Platforms, Inc. is upgraded to a Strong Buy as the Muse AI agent transforms growth prospects and monetization potential. Muse's viral adoption, multi-tier pricing, and eCommerce partnerships signal a new, scalable revenue stream for META beyond traditional ad targeting. Pushback from Amazon and select platforms poses risks, but major partnerships and rapid user uptake reinforce Muse's strategic value.
Meta Made Lots of AI Announcements Last Night. Here's What Analysts Are Saying About Them
Meta Platforms gave several updates on its AI efforts last night that analysts see driving big gains for its business, and its stock.
