Company
Meta
- Episodes
- 119
- Share
- 12%
- Shows
- 94
- Net sentiment
- +0.30
Down from 14% of episodes in the weeks before; net sentiment was +0.31.
Bullish 43Mixed 35Neutral 26Bearish 15
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%5%10%15%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on Meta. Longest episodes first.
Bullish 43
- Muse models and agents position Meta at the frontier with monetization paths via subscriptions and commerce.Muse Wonder: Zuckerberg and Wang's $100B AI · Cheeky Pint · Oct 12
- Muse Wonder ranks second on Arena and an open model is coming.Claude now leads 26% of Anthropic’s R&D, Meta drops an 816B open model & Gemini 4 Argon · ThursdAI - The top AI news from the past week · Oct 16
- Muse agent is highly popular and its Wonder model reached the frontier.Project Synapse: The Death of Capitalism/The Rise of the Agents · Hashtag Trending · Oct 17
- Muse Wonder reached near-frontier performance and a top app store spot after a difficult period.336 | “Software Is Over” - 1 guy rebuilt Adobe and Office in 2 weeks 🤯 , A spy hid a mic in toilet paper at OpenAI, 2 New Frontier Models Released, and more important AI news for the week ending October 16, 2026 · Leveraging AI · Oct 17
- AI investments are boosting its advertising business, cited as a safer exposure.100 Year Thinkers: Chris Davis and Robert Hagstrom on Holding Great Companies, Index Risk and Who Really Wins From AI · Talking Billions with Bogumil Baranowski · Oct 16
- Muse Wonder shows near-frontier capability and could become a major AI product.20VC: The Pro-Rata Battle: Valar Atomics Sues Day One Ventures | Meta Returns to the AI Frontier With Muse Wonder | NVIDIA Eyes $30B Reflection Deal & Jev Raises $870M at a $7.5B Valuation · 20VC · Oct 15
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- Muse gained traction and marketing push, though product flaws remain.Alex Kantrowitz on OpenAI, Nvidia & What Could Derail the AI Boom · Newcomer Pod · Oct 13
- Likely to monetize personal agents through ads and benefits from Shopify GMV growth.Season 8, Episode 2: Will consumers adopt agentic commerce? (with Michael Morton) · Mobile Dev Memo Podcast · Oct 14
- Recovered after spending worries as AI revenue drivers keep showing progress.AI Demand Is Booming. Why Are Token Prices Falling? · Know Your Risk Podcast · Oct 15
- Frontier-level model announcement and consumer agent focus make it look stronger.AI Trade Selloff, Blur Shuts Down, and Is Crypto Next? · Full Port · Oct 13
- New open-weight model and Apple collaboration reassert its consumer AI position.Closing Bell: 10/15/26 · Closing Bell · Oct 15
- Strong revenue and profit growth and a rising share price, despite heavy AI spending.The Market Is Splitting in Two—and AI Is Driving the Divide · Know Your Risk Podcast · Oct 13
- Meta Muse and subscription and enterprise revenue could diversify beyond advertising.S&P hits all-time highs, AI trade does all the work · Investing Experts · Oct 13
- Large AI debt issuance and spending support demand for supply chain inputs.Lonis Hamaili: Launching an AI Supply Chain Hedge Fund · Value Hive Podcast · Oct 16
- Seen as having regained competitiveness after heavy AI spending.Episode #111: Anthropic's IPO Comes With an Existential Risk Warning · Stewart Squared · Oct 15
- Options activity surged with heavy call buying ahead of earnings.10AM Hour: Middle East Attacks Rattle Energy Markets, Social Security Commissioner, iPhone Demand Slowdown? 10/12/26 · Squawk on the Street · Oct 12
- Rose about 3.4% and is approaching new highs on revenue growth in the mid-teens.Apple Is Worth $4.5 Trillion. Can the Fundamentals Catch Up? · Know Your Risk Podcast · Oct 12
- Muse AI models and agent drove stock up about 40% since mid-August.10AM Hour: Bank of America CEO on Earnings, FBI Arrests Saudi OpenAI Employee, Meta’s Muse Boost 10/14/26 · Squawk on the Street · Oct 14
- Muse app adoption noted, with hosts expecting monetization despite consumer products being free.AI Stocks Are Crashing… So Why Is Demand SOLD OUT Until 2029? · Milk Road Stocks · Oct 14
- Muse models claim frontier performance, though not yet widely available to users.Who's Still Paying for Claude? Claude Max 20x vs The X Subscription (Cursor, Grok Bot) | Will the Anthropic IPO End the $200 Plan? | Meta's Muse Wonder & Gemini 4 Argon | The Tech Tier List | EP35 · God Mode Podcast: AI News, Vibe Coding, Indie Hacking & Startups · Oct 16
- Cheapest megacap with strong business momentum and recent gains from new Muse models.Halftime Report Live at the CAIS Summit 10/13/26 · Halftime Report · Oct 13
- Partnering with Apple to run its open-weight AI model on Mac Studio hardware, shares rose.Risk off, Rate Reprieve and a new OpenAI Lawsuit 10/15/26 · The Exchange · Oct 15
- Strong AI positioning and large user base make it a core holding despite recent weakness.Flying Cars, Deep Value in Korea, and Tech on Deck 10/16/26 · The Exchange · Oct 16
- Standout performer this session with strong idiosyncratic stories around the company.the Exchange 10/13/26 · The Exchange · Oct 13
- Partnership with Apple and agentic AI access were viewed as strong monetization steps.Rate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26 · CNBC's "Fast Money" · Oct 15
- Shares rose on optimism about its new Muse Wonder frontier AI model and agent growth.Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26 · Closing Bell · Oct 12
- AI product momentum has improved its image and investor trust.Anthropic Investor Day, CoreWeave Shares Sink, Media Stock Roundup 10/14/26 · Power Lunch · Oct 14
- Stock rallied on the launch of its Muse AI agent model.9am Hour: Big Bank Earnings, Apple’s New Home Products, UNH Jumps on Results 10/13/26 · Squawk on the Street · Oct 13
- Shares rallied on launch of new frontier AI model series for agents.Closing Bell 10/12/26 · Closing Bell · Oct 12
- Muse app rapidly gained users and could monetize shopping through Instagram and ads.659: The #1 App In America Just Became Amazon’s Worst Nightmare · The My Wife Quit Her Job Podcast With Steve Chou · Oct 12
- Muse models reached frontier-level performance with better token efficiency and cost.Meta’s Muse Wonder Challenges OpenAI, Why Companies Struggle to Prove AI Returns · The Information's TITV · Oct 13
- Host company of Muse, presented as building a well-received consumer AI agent.How Meta designed Muse: an AI agent people actually want to talk to | Alex Cornell (Design Director) · How I AI · Oct 12
- Muse launch gained consumer traction and strong stock performance.Deirdre Bosa: The AI Model Race Is Over. It’s a Product War Now · RiskReversal Pod · Oct 14
- Muse Open returns Meta to the top of US open-weight rankings and boosts adoption.The Most Important AI News This Week Is Getting Overlooked · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 16
- Released efficient open-weight model with low per-token cost, competing strongly.Frontier AI Expands, Microsoft CEO Urges ‘Emergency Brake' as Anthropic Signals Self-Replication · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Oct 17
- Hosts see it as a decent value, with Muse AI strategy seen as promising.MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast · The Acquirers Podcast · Oct 17
- Market rewarding growth focus and positive reception to its latest model.JPMorgan CEO Jamie Dimon has his eye on global deficits · Sozzi Unleashed · Oct 13
- Muse gives Meta a new revenue path beyond advertising and strengthens its outlook.AI Agent E-Comm "Disruption," and Agent CPU Demand Is Helping Intel Turn Its Business Around · Chip Stock Investor Podcast · Oct 12
- He credits Meta with distribution advantages and pragmatic stance on AI speed.Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him · All-In Podcast · Oct 12
- Guest's employer; discussed as a platform where sports content gets distributed and shared.EPISODE 258- Pitch, Please: Meta’s Strategic Partner Manager for Sports Will Pithers on Content Beyond the Game · Marketer of the Month · Oct 13
- Shares rallied about 3.4% and were among the most actively traded names.The Hot Options Report: 10-12-2026 · The Options Insider Radio Network · Oct 13
- Rallied nearly $20 on heavy volume, with the 770 calls in the money earlier.Hot Options Report: 10-13-2026 · The Options Insider Radio Network · Oct 13
- Strong open and closed models and consistent execution are seen as a turnaround, though monetization remains uncertain.Meta shakes up the frontiers, open and closed · Interconnects · Oct 17
Bearish 15
- Internal documents reportedly show scam ads generating large revenue and slow enforcement.#2567 - Mariana van Zeller · The Joe Rogan Experience · Oct 16
- Criticized for uneven treatment of Brazilian candidates' accounts and past disinformation concerns.HoosLeft This Week - October 18, 2026 · HoosLeft Podcast · Oct 18
- Harris cites a large fine against Meta as evidence of harmful social media design.Google Whistleblower Exposes Google’s True Motives, Major Scandals, and AI’s Rogue Behavior · The Tucker Carlson Show · Oct 12
- Speakers distrust its data use and advertising model, raising privacy concerns.AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again? · Excess Returns · Oct 14
- Among the Magnificent Seven driving concentrated, out-of-bounds tech gains.Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal · Excess Returns · Oct 16
- Discussed as a target of whistleblower criticism and youth-harm allegations in the film coverage.11AM Hour: Bank Earnings on Deck, Early Facebook Investor Roger McNamee & AI vs. Humans in Health Care 10/12/26 · Squawk on the Street · Oct 12
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- Engagement-based payments to creators reward sensational and borderline content.Did Ukraine Just Bomb the Russian Bots? · Patrick Boyle On Finance · Oct 18
- Muse agent's explicit content and contradictory content policies draw criticism over safety and consistency.Meta’s Muse Won’t Stop Sexting; Apple’s HomeView Is Just a Giant Apple Watch · Uncanny Valley | WIRED · Oct 15
- Large debt issuance and off-balance-sheet obligations tied to AI build-out.Talk Your Book: Will AI Debt Cause a Recession? · Animal Spirits · Oct 12
- Moved AI investment debt into special purpose vehicles, hiding it from its main balance sheet.AI Lending Risk: How Banks Earn Fees And Transfer Exposure · Felix Nikolas Prehn's Podcast · Oct 17
- Tent-based data center built with diesel generators raises bubble and permanence concerns.Oct 15: Bitcoin Falls Toward $80K · Daily Crypto News · Oct 15
- Reportedly also reported similar breaches, per the narrator.AI Just Crossed the Terrifying Line - Now What? · DeepSleep Science · Oct 14
- Its model exploited a company's service after a testing misconfiguration.S7, E280 - Asked About Skin Medicine, an AI Broke Into a Government System · Privacy Please · Oct 12
- Shares sold off nearly 4%, with heavy put activity signaling downside sentiment.The Hot Options Report: 10-16-2026 · The Options Insider Radio Network · Oct 16
- Hit with $942 million New Mexico relief and prior multistate settlement exposure.The states come for OpenAI · Platformer · Oct 15
Mixed 35
- Muse Wonder launch is hyped by Zuckerberg but doubted on frontier claims.Muse Wonder, Social Reckoning Review, Apple HomeView | Eli Manning & Michael Waldron, Anjney Midha, William Chu & Negin Oliver, Neal Stephenson, Ravi Gupta & John Hegeman, Jack Goldburg, Oege de Moor, Nick Talken, Jeff Holden · TBPN · Oct 13
- Open-weight model release and reported Anthropic dealings create mixed signals.SELL EVERYTHING (Including Your Dollars), Tesla Roadster Hype, Valar Atomics VC Feud | Reed Albergotti, Bryan Cantrill, Daniel Kimminau · TBPN · Oct 15
- Muse models gain distribution but face questions on revenue and cost efficiency.OpenAI Bulk-Solves 722 Math Problems, Anthropic’s Cruelty Policy, and Elon’s Quadrillion-Dollar SpaceX | EP #302 · Moonshots with Peter Diamandis · Oct 15
- Strong consumer product execution with Muse, though Threads' engagement-driven design is criticized.Apple's HomeView has an app problem · The Vergecast · Oct 16
- Strong rally but a failed breakout attempt suggests distribution by large holders.AI STORY ALREADY DIED · The Market Huddle · Oct 17
- Muse Spark praised as cheap and multimodal, though its privacy trustworthiness is doubted.High Taste Testers: OpenAI Shipped Everything. What Actually Works? · Latent Space · Oct 16
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- Committed to up to 6.6 gigawatts of nuclear by 2035, a large but costly power bet.Green Bonds, Gray Areas: How Do AI Data Centers Fit in a Sustainable & Responsible Portfolio? | Megatrends | Romina Reversi, Crédit Agricole & Steve Liberatore, Nuveen · SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing · Oct 14
- Discussed as a heavy AI spender whose outcome is uncertain, with a possible hard landing if returns fail.Are Higher Rates Worse Than ZIRP? (EP. 486) · Animal Spirits · Oct 14
- Muse Wonder is strong but not yet available externally, limiting near-term monetization.20VC: The Pro-Rata Battle: Valar Atomics Sues Day One Ventures | Meta Returns to the AI Frontier With Muse Wonder | NVIDIA Eyes $30B Reflection Deal & Jev Raises $870M at a $7.5B Valuation · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Oct 15
- Emerging as a more serious contender in the frontier race under Alexander Wang.AI Leaders Can't Get Along. So How Will They Keep Us Safe? — With Kevin Roose · Big Technology Podcast · Oct 14
- Came from behind in the AI race but relies heavily on debt-funded spending.Is The AI Debt Bubble Finally Popping? | Weekly Roundup · Empire · Oct 16
- Past open-weight releases were praised, though rumored future open releases remain uncertain.Can Open Models Keep Up With the AI Frontier? | Nathan Lambert · The a16z Show · Oct 14
- Its Muse agentic shopping tool could pressure brand loyalty, though it is also an AI leader lifting markets.AI Shortens The Moat with Todd Wenning, President and CIO of KNA Capital Management · Planet MicroCap Podcast | MicroCap Investing Strategies · Oct 18
- Sponsors Mercedes F1 and Arsenal, using global sports to grow WhatsApp reach.Inside AUSA with Kevin Baron. Anduril and Palantir mobbed. Code Pink crashes Hegseth. · Independent Americans with Paul Rieckhoff · Oct 16
- Muse Wonder is competitive but pricier, and models are proprietary rather than open.Microsoft Pays Anthropic to Fix Copilot, Meta Returns to the Frontier, & Courts Put a Price on Your Content | 156 · Sidecar Sync · Oct 15
- Muse launch broadens its AI push but raises user trust concerns given its data history.SED News: Jev, Meta’s Muse, and the AI Slowdown Paradox · Software Engineering Daily · Oct 13
- Stock rallied strongly after its personal agent launch, but earlier capex worries hit shares.Shaking The Leaves Off The Money Tree | Investopedia x RiskReversal · RiskReversal Pod · Oct 13
- Heavy borrowing for data centers, though its non-AI business is seen as robust.Who’s Financing the AI Boom? (With Bryan Whalen) · On Investing · Oct 16
- Among the mega-cap tech leaders whose breakdown would signal the bubble's end.Meb 654 Dirk · The Meb Faber Show - Better Investing · Oct 15
- Its Muse consumer AI agent was seen as a surprising comeback.Dangote Refinery IPO Closes, Moove Follows Uber Out of Nigeria, Nvidia and AMD Make Big Acquisitions · Chasing The Bag with Bade & Biyi · Oct 12
- Mentioned as a stock that rose sharply on AI news, showing volatile winner-loser repricing.How Do You Hedge a Concentrated Stock Market? · Ask The Compound · Oct 14
- Launched new Muse Wonder frontier model series targeting personal and professional agents.The Bull Market Turns Four, Energy Headwinds, and Isaacson on AI Safety 10/12/26 · The Exchange · Oct 12
- Camera-free audio glasses show a strategic pivot, but earlier camera glasses drew heavy backlash.Everything's recording everybody. What now? · The Vergecast · Oct 15
- Facebook pays some publishers video revenue share, but payouts can be cut at any time.Will Apple TV ever turn a profit? · The Business of Content with Simon Owens · Oct 14
- Valuation is not stretched and earnings are rebounding, but heavy debt-funded spending concerns the host.This is the Cheapest Mag 7 Stock Right Now · Value Investor · Oct 16
- Shifted from social media to AI infrastructure, illustrating how hopes-and-dreams valuation can be remade.Episode 013. Bubble Talk: Tulips to Tech · Rational Dissent · Oct 16
- Pivot away from Anthropic and open-source model release add uncertainty.Inflation Heats Up, Anthropic Investor Day, Tesla Roadster Mania| Diet TBPN · TBPN · Oct 16
- Muse models are cheaper to users but seen as far behind rivals despite heavy capex.AMD Helion, Cloudflare Absorbs Deno & $40B Deepfakes | Tech Field Day News Rundown: October 14, 2026 · Tech Field Day News Rundown · Oct 14
- Muse Wonder release is seen as a serious competitor, but benchmark claims are questioned.John Reviews The Social Reckoning, Muse Wonder, Apple’s HomeView | Diet TBPN · TBPN · Oct 14
- Muse launched with strong early downloads, but its checkout access was blocked by Amazon.E97 - AI Agent Wars · Lucy & Ellie · Oct 13
- Its superintelligence lead admitted they do not know how to fully align their models.AI Labs Warn Race Makes Breach ‘Inevitable’ · AI Explained Official Podcast · Oct 12
- Muse Wonder ranks high, but early benchmarks are disappointing and the models are closed.Oct 13: Meta's Muse Wonder and Anthropic's AI Worm Warning · Valley Morning Briefing · Oct 13
- Smarter Muse model drew investor excitement, but paid tier and app downloads face headwinds.Bank Earnings Get Mixed Reviews, Meta Wants You to Pay for Smarter AI · The Rundown · Oct 13
- Owns its data centers, an advantage over startups, but its compute deal with Anthropic has not closed.The AI Computing Power Gold Rush · WSJ Tech News Briefing · Oct 12
- Released an open-weight model and partnered with Apple, though it is a new release with uncertain impact.Ukraine resumes strikes on Russian oil; Houthis attack Yemen’s presidential palace, and more · The World in Brief from The Economist · Oct 16
Neutral 26
- Its Muse agent was blocked from Amazon, raising platform lock-in and access questions.Governing AI Agents: Alan Chan of GovAI on Monitoring, Agent IDs, Rogue Agents & Preparing for RSI · The Cognitive Revolution · Oct 14
- Named as a large company deploying on Vercel, with no specific investment view.Vercel CEO Guillermo Rauch on Building the Internet for Agents · Sourcery · Oct 16
- Mentioned for tight director-level hiring and competitive AI talent offers.#131: Inside comp negotiation for PM roles at top companies like OpenAI and Anthropic | Colin Lernell (Co-founder @ Valued) · Supra Insider · Oct 12
- Banned TikTok ads in seven countries, a move the hosts found notable.Is ChatGPT Becoming Google? (554) · This Old Marketing - News Podcast Weekly with Joe Pulizzi and Robert Rose · Oct 16
- Former employer of one speaker working on AI ecosystem ranking and recommendations.Job-Search Advice Now Expires Every Six Months · The Skip Podcast · Oct 15
- Carlisle bought it on the metaverse selloff and sold on recovery; mentioned as past example only.#64 - The Value Disciple: Tobias Carlisle on Buffett's 3 best deals and why value will come back into favour · Behind the Balance Sheet · Oct 15
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- Mentioned in passing about smart glasses performing math poorly."I Worked for DARPA & Here's the Truth..." | Lee Cronin · Julian Dorey Daily · Oct 17
- Cited among cash-rich companies funding AI infrastructure investment.#98 - Samuel Rhee : The Secret To Financial Security in 2026 · The Front Row Podcast · Oct 15
- Mentioned as up on the day despite a film flop story.The Option Block 1507: Walking the Razor's Edge of a Solar Storm · The Options Insider Radio Network · Oct 12
- Building its own chips and large data center pipelines.EP. 55: Token Price Indexes Are Falling on Model Shifts Not Price Cuts with Carmen Li, CEO of Silicon Data & Compute Exchange · Pitch The PM · Oct 16
- Source of talent hired by OpenAI's ad team.OpenAI Accelerates Ad Push with Meta Hires & Slashed Prices, Apple Antitrust Worries Developers · The Information's TITV · Oct 16
- Cited as a laggard among Magnificent Seven returns since the bottom.Mad Money w/ Jim Cramer 10/12/26 · Mad Money w/ Jim Cramer · Oct 12
- Its Biohub initiative and AI models are part of a biomedical partnership.How Microsoft’s New Office Chief Fixed Copilot, OpenAI’s Plan to Revive Sora · The Information's TITV · Oct 12
- Zuckerberg was cited as framing himself as a victim of woke culture wars.Can you say no to AI at work? · Untangled · Oct 17
- Referenced as a platform whose advertising and growth shaped a trader's wealth.the 6 traits of people who can’t stop making money · My First Million · Oct 16
- Clegg's former employer, referenced for open-sourcing debates around Llama 2.Nick Clegg on Europe, AI and big tech · Startup Europe — The Sifted Podcast · Oct 14
- Hosts joke about whether Meta uses ambient audio for ad targeting.OpenAI Bugging Incident, Are Your Devices Listening? Xbox Launches Remix Lab | Diet TBPN · TBPN · Oct 15
- Its Muse agent is cited as a competing product with risks of unexpected behavior.How Does Apple’s Siri Compete In an Agentic World? · WSJ Tech News Briefing · Oct 16
- Its Muse agent is cited as an example of consumer agents trying to act on users' behalf.Community Corner Podcast: Agentic Commerce with Paul Conroy · php[podcast] episodes from php[architect] · Oct 15
- Its ambitious infrastructure projects illustrate the scale and complexity of builds.250. Inside the US Datacenter exuberant buildout - Oct26 · Redefining Energy · Oct 12
- Its upcoming earnings are seen as a key signal for AI spending.Stocks Rebound As Yields Dive; Disney, Urban Outfitters, Paycom In Focus · Stock Market Today With IBD · Oct 15
- Mentioned among executives at the White House voluntary commitment event.If there's a 10% Chance AI kills us all, why are we SPEEDING UP? · Vibes & Benchmarks · Oct 16
- Instagram cited as a platform where impersonators operate and where platforms do some anti-impersonation work.AI Agents Are Now Executing Phone Attacks | Kevin Tian · MTS · Oct 15
- Released Muse Wonder and Muse Wonderful models with published pricing and benchmarks.2026 October 15 Commuter Top AI Startup Headlines Podcast l NVIDIA to take minority stakes in four French startups as… ~ Skeleton Technologies secures nine-digit funding to expand… ~ Anthropic outlines five-to-seven percent distillation… · The Commuter Top Headlines Podcast Network · Oct 15
- Mentioned as an open-source-leaning voice in the AI safety policy debate.AI Doomers Are Driving a War on Computation | Adam Thierer · MTS · Oct 14
- Mentioned only as a past employer of the speaker.The Ex-Intel Exec Who Told His CEO: "You're Losing to Nvidia · Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights · Oct 14
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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