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THE TRUTH ABOUT: Muse | History Defined

Meta Stock Alert: Meta: The $25 Billion Legal Blow Investors Cannot Ignore

Meta's advertising business continues to deliver double-digit growth, but a massive legal judgment and surging AI spending have put fresh pressure on the investment case.

Barchart · 6h ago

Why You Should Buy Meta Stock Before It Touches $1,050

Why You Should Buy Meta Stock Before It Touches $1,050

Meta’s latest quarterly performance highlights how AI is becoming a meaningful driver of growth across its business.

Barchart · Oct 24

Meta Stock Is Under Pressure as AI Costs and Legal Bills Mount. Here Are 4 Things Investors Need to Watch.

Meta Stock Is Under Pressure as AI Costs and Legal Bills Mount. Here Are 4 Things Investors Need to Watch.

Meta's AI ambitions remain promising, but negative free cash flow and rising AI costs are testing investor confidence.

Barchart · Oct 23

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Buy, Sell, or Hold: How to Play Meta Platforms Stock After Its Q3 Earnings Beat

Meta Platforms reported better-than-expected Q3 earnings, but the stock is sliding anyway. The valuations are still not compelling enough to buy Meta here.

Barchart · Oct 23

Mark Zuckerberg says over 10 million people used Meta’s Muse—and demand was so high, he had to get Stripe to raise credit limits

With Muse helping people shop, Meta also envisions a new revenue source beyond its ad business: Taking a cut of transactions.

Fortune · Oct 22

Meta's Muse AI Under Fire After Researchers Uncover 6,800 Share Links, Raising Privacy Concerns

Security researchers found more than 6,800 Meta Muse AI share links in public DNS records, exposing sensitive data. Meta paused the sharing feature.

International Business Times UK · Oct 22

Meta Bounces Back in Q3, But the Bigger Test Comes in 2027

Meta topped Q3 2026 sales and EPS estimates, issued strong Q4 guidance, and reported robust early engagement and revenue potential for its Muse AI agent, sending shares up after hours.

MarketBeat · Oct 22

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Meta shares jump 5% as AI investments fuel revenue growth

Meta shares jump 5% as AI investments fuel revenue growth

Meta Platforms said Wednesday that its third-quarter profit jumped more than threefold, as the social media giant's revenue climbed sharply, adding to confidence that the firm's AI spending is improving the business.

Euronews · Oct 22

Meta raises AI spending forecast to $145 billion, plans new share issue; Q3 revenue beats estimates

Meta raises AI spending forecast to $145 billion, plans new share issue; Q3 revenue beats estimates

Meta raised its 2026 capital expenditure forecast to $135 billion-$145 billion to accelerate AI expansion and announced plans for non-voting shares, while reporting stronger revenue amid mounting legal challenges and intensifying competition.

The Economic Times · Oct 21

Meta Platforms' AI Comeback Faces an Earnings Test—And a $10 Billion Charge

Meta Platforms' AI Comeback Faces an Earnings Test—And a $10 Billion Charge

Ahead of Meta's Q3 2026 earnings, analysts expect $63.34 billion in revenue and $6.58 EPS, while investors watch CapEx guidance and commentary on its new Muse AI agent.

MarketBeat · Oct 20

Exclusive: Daytona, a startup building the ‘agentic cloud,’ valued at $1 billion in latest funding round

Exclusive: Daytona, a startup building the ‘agentic cloud,’ valued at $1 billion in latest funding round

The startup, which raised a $60 million Series B round, argues that AI agents demand a new kind of cloud infrastructure

Fortune · Oct 20

Zuckerberg spent years building on Apple’s terms. His $100-billion-plus AI bet is about owning everything

Zuckerberg spent years building on Apple’s terms. His $100-billion-plus AI bet is about owning everything

Zuckerberg and chief AI officer Alexandr Wang want Meta’s Muse agents to shop for you. That could disrupt the ad machine paying for it all.

Fortune · Oct 20

‘You don’t want rogue agents’: Jamie Dimon bars outside AI agents like Meta’s Muse from JPMorgan accounts

‘You don’t want rogue agents’: Jamie Dimon bars outside AI agents like Meta’s Muse from JPMorgan accounts

Recent rogue AI agent incidents have raised concerns about letting agents manage your finances.

Fortune · Oct 15

How to Play Meta Stock After Hunterbrook’s Short Report on Slowing Muse Growth

How to Play Meta Stock After Hunterbrook’s Short Report on Slowing Muse Growth

Hunterbrook’s short report raises concerns about slowing growth in Meta’s Muse AI agent, but the data may not justify a bearish stance.

Barchart · Oct 15

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Barchart · Oct 15

Meta Platforms Bear Put Spread Could Return 135% in 65 Days

Meta Platforms (META) stock has started to slow down after the initial hype over their new personal AI agent (Muse) has died down.

Fortune · Oct 13

Meta’s Muse models reach the AI frontier—and kill any hopes to ‘pace’ it

In game theory, coordinated efforts are doomed to fail if one party doesn’t comply, and Zuckerberg is an AI accelerationist. But was the idea to “pace the frontier” ever realistic?

Barchart · Oct 9

Muse Is Nearing 2 Million Daily Users. How Investors Should View META Stock as a Result.

Meta’s Muse is nearing 2 million daily users after more than 3 million downloads, but Bank of America does not expect meaningful advertising, subscription, or commission revenue before 2028.

Barchart · Oct 9

Meta Stock Stalls as Safety Concerns Over Its Fastest-Growing AI Product Emerge — And a $3.9 Billion Tax Strategy Adds to the Scrutiny

After a major META stock rally, the New York Times suggests Meta rushed its Muse agent out the door despite major safety concerns.

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MarketBeat · Oct 7

Meta Enterprise Platform: The "Next Major Pillar" of Zuckerberg's AI Vision

Meta unveils the Meta Enterprise Platform and Muse for Small Business, new AI tools aimed at businesses, as it hires former MongoDB CEO CJ Desai to lead the effort.

International Business Times UK · Oct 7

Meta's Muse Is Building Dossiers on Your Friends and Family, Even If They Never Signed Up, Internal Files Reveal

Meta's Muse AI reportedly builds detailed profiles of users and their contacts, including people who never used it, raising privacy concerns.

MarketBeat · Oct 6

These 3 Stocks Got the Most Love From Analysts in September

Meta, Dell, and Okta led September's analyst upgrades as tech topped the S&P 500 sectors, with new price targets pointing to further upside for all three stocks.

The Economic Times · Oct 6

Citigroup bets on Meta's Muse as AI's 'front door to the internet'

The brokerage said Muse is increasingly becoming the "front door to the internet," helping users search, compare and transact online, while Meta expands awareness and positions the product at the center of its broader AI strategy.

The Independent UK · Oct 5

Meta’s Muse personal AI creates a detailed file on everyone in your life, code shows

CEO Mark Zuckerberg has been keen to sell its artificial intelligence agent as a helpful friend – but that requires detailed data about people’s actual friends

Barchart · Oct 4

Meta vs. Microsoft: One AI Agent Has a Problem the Other Doesn’t.

Microsoft may have the edge over Meta in AI agents due to stronger enterprise adoption and monetization potential.

Fortune · Oct 2

A Clippy marketing moment with Muse: ‘Meta has given AI a cute face’

As AI companies ask users to hand over their inboxes and credit cards, they’re betting a friendly mascot can close the trust gap.

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