Company
Meta
- Episodes
- 119
- Share
- 13%
- Shows
- 90
- Net sentiment
- −0.07
Down from 14% of episodes in the weeks before; net sentiment was +0.31.
Bullish 22Mixed 46Neutral 22Bearish 29
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%5%10%15%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on Meta. Longest episodes first.
Bullish 22
- Muse app surging to top downloads and taking large share of its own ad impressions.#260 - Muse, Misalignment, Math · Last Week in AI · Oct 19
- Data center in Fort Worth now makes Meta the city's largest taxpayer, paying about $25 million yearly.Ross Perot Jr. on Why Texas Keeps Winning · POWERS · Oct 21
- Muse adoption and vast user data could drive ARPU sharply higher by 2030.Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware Trade · Monetary Matters with Jack Farley · Oct 25
- Its Muse personal agent is gaining adoption and it has a frontier model behind it.AI Is Smarter Than Ever. So Where’s the Revolution? · Plain English with Derek Thompson · Oct 20
- Muse adoption is rising and Meta can build infrastructure from cash flow.Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip? · Excess Returns · Oct 24
- Ad impressions and pricing drove 26% revenue growth despite negative free cash flow in the quarter.A Capital Revolution: From AI to EM · Behind the Markets Podcast · Oct 23
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- Cited as an incumbent that adjusted well to AI.The Frontier Ideas a16z Wants to Fund | Marc Andreessen, Ben Horowitz & Chris Dixon · The a16z Show · Oct 22
- Released open-weight models for local, specialized use, lowering enterprise AI barriers.The Weekly Deep Dive: Smarter Software Agents And The End Of Chat Boxes · The RAIZOR Report: Your Weekly AI News Update · Oct 19
- Expected strong revenue growth and Muse momentum, offset by heavy capex spending.SpaceX’s Tesla Tie-Up, Muse Momentum, and AI’s 1% 10/21/26 · The Exchange · Oct 21
- Strong business, seen as a buy on pullbacks, with ability to cut capex.Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80 · The Real Eisman Playbook · Oct 19
- Strong ad business and fast-rolling agent products position it well, though revenue impact is distant.CoreWeave’s Debt Reckoning, Meta’s AI Strategy and Big Tech Earnings · The Information's TITV · Oct 20
- Galloway calls it a great stock and an unbelievably strong company, though he criticizes its products.Can OpenAI and Anthropic Justify Their Valuations? + Flock, Privacy, and Plummeting Crime · The Prof G Pod with Scott Galloway · Oct 19
- Record revenue, strong ad growth and a hit AI app support the stock.Why Elon Might Merge Tesla And SpaceX · Prof G Markets · Oct 22
- Likely customer for a future Oklo powerhouse, signaling commercial demand for nuclear power.Oklo CFO on Leading Through Deepwater Horizon | Craig Bealmear · Run the Numbers · Oct 22
- Its Muse agent is pushing open standards so businesses let agents in, aiming to control agents.Amazon & Delta Are Blocking AI Agents. How to Win Anyway. · The Startup Ideas Podcast · Oct 21
- Shares jumped after hours on earnings and raised low-end capex guidance.Nasdaq Pops 1.1%, Fueled By SpaceX Earnings: Salesforce, ADI, Qualys In Focus · Stock Market Today With IBD · Oct 21
- Contracted for a terawatt of nuclear power, boosting uranium demand.Lobo Tiggre:Uranium at a 15% Discount Is a Gift From the Market · In it to Win it · Oct 23
- Muse agent's personality and mascot are driving memeable, sticky consumer engagement.Why AI Companies Are Betting Personality Beats Intelligence · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 20
- Fundamentals support ownership despite possible earnings-week volatility.'Stocks Are Undervalued': 5 Stocks to Own, 5 to Avoid · Street Talk · Oct 19
- Wang argues Meta has distribution, scale, talent and infrastructure to win in AI.Zuckerberg's Secret Plan To WIN The AI Race | Meta AI Chief Reveals Future · Varun Mayya · Oct 21
- Named among hyperscalers tapping bond markets for AI capex, attracting new investors.Inside the Biggest Bond Boom in Years · Thoughts on the Market · Oct 21
- Revenue rose 26% and shares rose after hours, while nonvoting shares fund AI spending.Elon Musk’s $3.6tn gamble to merge SpaceX and Tesla · FT News Briefing · Oct 22
Bearish 29
- Shares fell about 6% after earnings amid heavy AI spending concerns.AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France? · All-In with Chamath, Jason, Sacks & Friedberg · Oct 23
- Shares fell about 6% after earnings amid heavy AI spending concerns.AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France? · All-In Podcast · Oct 23
- Ordered to pay $25 billion over Cambridge Analytica privacy violations.OpenAI Uncovers a Decade Old Security Flaw · The Daily AI Show · Oct 22
- Stock fell about 9% after raised capex outlook despite strong earnings.Cybersecurity Panic, Nationalizing AI, The Model Squeeze & Can't Own Anything · Empire · Oct 23
- Stock fell 9% on the week as it warns the fundraising environment is becoming challenging.Google’s Potential, AI Money Spigot Shutting?, PHP Bug & Cybersecurity’s “Black October” · Big Technology Podcast · Oct 23
- Facebook platform blamed for radicalization and declining engagement concerns.DWP Bills Have Everyone Furious, Anthropic Pledges Up To 20% & GLP 1s Out Earn AI · Group Chat · Oct 19
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- Muse sharing exposed private data, and a $25B penalty was levied over misleading statements.TNW 460: iPhone Duo: A Week Later - Apple's Big $2000 Mobile Bet · Tech News Weekly (Audio) · Oct 22
- Pritzker criticizes Meta's social media practices and its settlement over harms to children.JB Pritzker thinks AI could help us live to 100 — or threaten us like nukes · Decoder with Nilay Patel · Oct 19
- Its good open models are cited as pressure on frontier labs' pricing.SpaceX Could Overtake Nvidia, Microsoft & Google in the AI Race · Milk Road Stocks · Oct 19
- Class C share plan and rising lease obligations raised investor concerns about spending.9AM HOUR: Apple iPhone Duo Hits Stores, Tech Extends Sell-off, Merck CEO "First on CNBC" 10/23/26 · Squawk on the Street · Oct 23
- Speakers doubt Zuckerberg's claim that agentic commerce is a must-adopt shift for retailers.Season 8, Episode 3: Amazon and Agentic Commerce (with Adam Epstein) · Mobile Dev Memo Podcast · Oct 21
- Credit default swaps hit all-time wide levels, reflecting AI spending worries.Tech Tumbles In Market Sell-Off… And Moderna’s Meltdown After Data Leak 10/22/26 · CNBC's "Fast Money" · Oct 22
- Shares fell about 7% on non-voting share plan and large future commitments.Hormuz: The Detour Has a Limit · Blue Collar and Boujie · Oct 23
- Shares dropped nearly 7% after profit missed expectations and heavy AI spending was announced.Musk Gives SpaceX Shares to 73M Kids, Anthropic $100B Promise & ASML Ties CEO Pay to Employee Morale · Future Ready Leadership With Jacob Morgan · Oct 23
- Muse's aggressive data access and advertising model pose privacy and addiction risks.Anthropic is a Cult · Will AI Snap That with Thanos and Rollins · Oct 23
- Its Muse AI product reportedly remains very unprofitable despite large user numbers.Leaked Amazon document reveal they have too many GPUs | Ed Zitron · The Tech Report · Oct 22
- Its earnings call signaled AI buildout would be partly funded through equity dilution.The Most Concerning AI Bubble Signals · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 23
- Around $1.4T in compute commitments and new share classes signal dilution and cash burn.The AI Hardware Value Trap: Why 3x Earnings Can Lie | Stock Market · Deep Values · Oct 25
- Costs up 68% against $825B in future AI commitments leaves little positive cash flow.15% Debt Yields Are Breaking the AI Data Center Math · Deep Values · Oct 23
- The PHP Cyber Scramble, Gulf Evacuations, and the $25 Billion Meta Fine · No Nonsense News · Oct 22
- Its Muse agent shared a user's home address and accepted an offer without the user knowing.Cutewashing AI: The Hidden Cost of Cute AI · A Beginner's Guide to AI · Oct 21
- Hyperscaler spending heavily on AI infrastructure, squeezing free cash flow.AI Earnings Up 57%, Cash Payouts at a 20-Year Low | Stock Market · Deep Values · Oct 25
- Stock fell about 7% after negative free cash flow and rising AI spending.Oct 23: Holes in OpenAI's Agent Monitor; Claude Proves No Crashes · Valley Morning Briefing · Oct 23
- Needs hundreds of billions for AI bets, which unsettled investors and hit markets.US prepared for protracted stalemate with Iran · FT News Briefing · Oct 23
- Faces copyright court orders, scraping backlash and companion app data exposure.The DeepSeek Ban Meets a $50 Breach Nobody Can Cancel · The Context Report: Today in AI · Oct 20
- Signals of a cash-raising spree to fund AI build-out hit the stock hard.AI Fears Rise Again on Wall Street · WSJ What’s News · Oct 22
- Record revenue overshadowed by huge AI commitments and first negative free cash flow.What’s News in Markets: Meta’s AI Bill, IBM’s Comeback, Musk Explores Merger · WSJ Your Money Briefing · Oct 24
- Shares fell 9.4% as negative free cash flow and huge AI commitments worried investors.What’s News in Markets: Meta’s AI Bill, IBM’s Comeback, Musk Explores Merger · WSJ What’s News · Oct 24
- Shares fell 7% after forecasting higher capital expenditure despite strong revenue growth.Tech stocks wobble; Russia and Ukraine exchange attacks, and more · The World in Brief from The Economist · Oct 23
Mixed 46
- Muse Wonderful is praised for feel but its launch was criticized as poorly handled.Meta Made A Frontier Model, Google Still Can't Even With Gemini 4 · Nerd Snipe with Theo and Ben · Oct 22
- Muse has 10 million users but terms changes and deepfakes create trust problems.The iPhone Duo should have been an iPad · The Vergecast · Oct 23
- Ad targeting keeps growing revenue, while its VR glasses are impressive but not fully satisfying.Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything · Sharp Tech · Oct 23
- Ordered to pay $25 billion over Cambridge Analytica; MetaMuse app popular.iPhone Duo Reviews, Touchscreen MacBook Pro, How Walmart May Beat Amazon · Primary Technology · Oct 22
- Strong engagement and ad pricing, but first negative free cash flow quarter since 2012 and heavy AI spending.An Economy So Good No One Can Live In It with Jill Schlesinger · The Compound and Friends · Oct 23
- Large layoffs despite record profits raise questions about AI-driven restructuring versus cost cutting.What Senior Engineers Are Actually Doing About AI · A Life Engineered · Oct 19
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- Paid social scaled well on an organic base, but durable goods struggle to match subscription advertisers.How Hulken Hit $50M Without Raising: Founder Alex Schinasi · Operators · Oct 22
- Released a powerful open model but is keeping its most capable model closed.Mistral Is SO Back: Inside Le Chonk, the West’s Biggest Open Model (Pierre Stock, VP Science, Mistral) · The MAD Podcast · Oct 22
- Laid off thousands to fund AI chip spending, pleasing shareholders but hurting workers.Why The Stock Market Is Booming — But Your Paycheck Isn't · Prof G Markets · Oct 19
- Strong ad growth offset by dilution plans and heavy AI spending with unclear returns.The Stock Market LOSES 2 TRILLION, SpaceX and Meta CRUSH, Is CoreWeave Going Under | Basis Points · Basis Points · Oct 24
- Strong ad pricing and growth offset heavy AI capex, negative free cash flow and legal fines.SpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise? · Chit Chat Stocks · Oct 23
- Instagram's Duo update was rough, with uncertain follow-through on refining it.How we really feel about the iPhone Duo | Livestream · The Vergecast · Oct 21
- Heavy chip spending pressured its stock; valuation seen as similar to Nvidia's.What If We’re Still Early in the AI Boom? · Know Your Risk Podcast · Oct 23
- Strong revenue and AI-driven ad gains offset legal costs and heavy spending concerns.the call: Thursday 22 October · The Call from ausbiz · Oct 22
- Ad platforms whose dashboards dominate marketing measurement, a tension the speakers flag.“Do I even still like marketing? I don’t know.” · Inspiring Futures - Lessons from the Worlds of Marketing and Advertising · Oct 19
- Revenue growth slowed, but new AI monetization paths and strong early Muse data impressed analysts.Meta’s AI Funding Push, a Major PHP Security Flaw and Tesla’s Flat Revenue & Positive Free Cash Flow · The Information's TITV · Oct 22
- A major hyperscaler customer and competitor to neoclouds that could renegotiate or self-build.Nvidia, Memory & the Next Phase of the AI Trade | Protect the Pile Episode 29 w/ Felix Wang · Hedgeye Podcasts · Oct 24
- Muse agent app is a consumer push, but trust and security concerns remain unresolved.Episode #112: From the PC to the Robot Dog: How Do Normal People Get Through the Next Shift? · Stewart Squared · Oct 22
- Record revenue and raised capex, but shares fell on spending and new non-voting share class plans.AI spending, Big Tech earnings and defense outlook 10/22/26 · Morning Call · Oct 22
- Strong earnings but shares fell on higher capex and share-structure concerns.11AM Hour: Pershing Square's Bill Ackman, Breaking Down Tech Earnings & New Web Security Flaw Uncovered 10/22/26 · Squawk on the Street · Oct 22
- Zuckerberg describes a strong AI bet after a costly VR misstep, with the stock agreeing so far.We put a multimillionaire’s portfolio into Claude (the results shocked us) · My First Million · Oct 19
- Pivoted from costly virtual reality to AI, which is working well according to Schmidt.Eric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind · In Good Company with Nicolai Tangen · Oct 21
- Large AI spending funded partly by borrowing, with new consumer AI entry.The AI Story Wall Street Doesn't Want to Hear · Plain English with Derek Thompson · Oct 23
- Beat on earnings and strong revenue guidance, but investors wary of rising AI capex.9AM HOUR: AI Trade Pain, Meta and Tesla Slide, Jensen Huang Interview 10/22/26 · Squawk on the Street · Oct 22
- Strong ad growth, but heavy AI spending and non-voting share issuance spooked investors.Capital Concerns Hammer the AI Trade 10/22/26 · The Exchange · Oct 22
- Its agent faces Amazon blocking despite a multi-billion dollar Amazon compute deal.AI Agents Meet Reality: Access, Economics and Infrastructure · Techstrong Gang · Oct 19
- Earnings due tonight; panelists split between confidence in AI use and capex worries.Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26 · Halftime Report · Oct 21
- Strong results and Muse AI traction, but negative free cash flow and dilution concerns hit shares.10AM Hour: Stocks Dive as Oil Spikes, Reaction to Meta and Tesla Results, IBM CEO on Demand 10/22/26 · Squawk on the Street · Oct 22
- Earnings and possible equity issuance are key catalysts for AI funding sentiment this week.10AM Hour: Geopolitical Risks for the Market, AI Rebound Coming? Fifth Third CEO on Earnings 10/19/26 · Squawk on the Street · Oct 19
- Muse agent popularity brings heavy infrastructure costs before monetization.Is the AI Bubble Popping? · Motley Fool Hidden Gems Investing · Oct 23
- Strong ad growth and Muse demand, but negative free cash flow and rising capex weigh.The AI Compute Shortage Is About to Get MUCH Worse · Milk Road Stocks · Oct 22
- Possible issuance of non-voting shares to fund AI build-out raises governance questions.The Nasdaq’s AI IPOs, Tesla’s Q3, Gloomy Economic Sentiment 10/22/26 · Squawk Pod · Oct 22
- Its Muse shopping agent is free now, raising trust and incentive concerns.Episode 352 - Is Agentic Commerce a Mirage? Jason & Scot Debate It Live · The Jason & Scot Show - E-Commerce And Retail News · Oct 20
- Record legal judgment over data lies, but earnings held up and AI returns are expected.Ted Sarandos on the Hot Seat? Netflix’s Identity Crisis · Next TMT Talks: The Intersection of Technology, Media and Telecom · Oct 23
- Upcoming earnings and capex plans will heavily influence AI sentiment across the market.Major Indexes Test Resistance; Lindblad, Kiniksa Pharma, Guidewire In Focus · Stock Market Today With IBD · Oct 20
- Class C stock creates control and tax flexibility for Zuckerberg without diluting holders.Meta Introducing Class C Stock, iPhone Duo’s Botched Launch | Diet TBPN · TBPN · Oct 23
- Muse growth and retention look strong, but the sharing-link security flaw is a reputational risk.How AI Is Changing What Work Means · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 21
- Raising AI spending and issuing new equity brings growth potential but dilution risk.The AI vs AI Battle for the Internet · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 22
- Revenue up 26% and AI helping ads, but costs and commitments rose sharply.AI Narrative Switched, Debt Yields Spike | The Weekly Wrap · The Real Eisman Playbook · Oct 23
- Expects excess compute capacity to sell, challenging the pricing power thesis.SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver? · Motley Fool Hidden Gems Investing · Oct 21
- Earnings and guidance were largely positive but shares sold off after the open.Tech Stocks Hit, Yields Plunge As AI Trade Fizzles: NetApp, Amgen, Nasdaq In Focus · Stock Market Today With IBD · Oct 22
- Its Muse agent is gaining traction but is blocked on Amazon.#565 - Walmart Loves Muse, Amazon Hates It! | 3 Weeks of Black Friday Deals? | Weekly Buzz 10/22/26 · AM/PM Podcast · Oct 22
- Highly profitable, but advertising reporting is opaque and emerging market ad pricing is weak.I Ranked The Mag 7, One Stood Out · Nanalyze · Oct 19
- Shares rebounded sharply, but its valuation is only modestly above the S&P 500's, seen as cautiously optimistic.The AI Bubble Isn't Where You Think It Is · Prof G Markets · Oct 24
- Revised scraping terms still raise permission concerns for business website content.Rogue AI Agents Answer Investigator's Emails: Hashtag Trending · Hashtag Trending · Oct 19
- Revenue surged 26%, but a $9.9B child-safety charge and a $25B New Mexico penalty weigh on results.Putin agrees to peace negotiations; websites taken down over security bug, and more · The World in Brief from The Economist · Oct 22
Neutral 22
- Class C share creation lets Zuckerberg keep control while selling economic stake; no direct earnings impact.Matthew Prince on PHP2Shell, iPhone Duo Early Reactions, Meta Unveils New Class C Stock | Matthew Prince, Kevin Weil, MC Lader, Dillon Baxter, Richard Starson, Brian Manning · TBPN · Oct 22
- Restructuring Zuckerberg's shares to keep him in California amid the proposed billionaire tax.OpenAI’s $1.25T Raise, Starlink Mobile & Zuck’s Tax Deal | EP 2354 · This Week in Startups · Oct 24
- Released an open model Muse Spark, which the speaker compares favorably on several benchmarks.Mistral Is SO Back: Inside Le Chonk, the West’s Biggest Open Model (Pierre Stock, VP Science, Mistral) · The MAD Podcast: How AI Gets Built — with Matt Turck · Oct 22
- Cited as an example of founder-led strategic freedom in AI investment.How Toto Wolff built the most valuable team in F1 · Cheeky Pint · Oct 20
- Named as a partner in the virtual biology initiative.A World Model of Life: Biohub's Alex Rives on Virtual Cells, Measurement, & the $1.8B Data Push · The Cognitive Revolution · Oct 20
- Mentioned as a possible personal agent provider that could shape ad distribution.What Happens When Al Agents Can Spend Your Money? · The a16z Show · Oct 19
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- Mentioned as an example of an eleventh social network succeeding later.Stan Druckenmiller: Macro, QE, Inflation, The Fed, Investing · Investing Legends · Oct 22
- Mentioned as having a persistent agent product and as a frontier lab.Life in the Singularity Ep. 4: Harnesses vs. Models, Skill Files & Has AGI Already Arrived? · Badlands Media · Oct 23
- Its Muse agent hype is mentioned, with hosts doubtful about trusting it with personal data.Containing agents, fridge hacks, and decision models · Cloudy with a Chance of Insights | A Microsoft Cloud (Azure, M365) Show for Architects & Engineers · Oct 19
- Mentioned as an example of building products on standard rather than frontier models.Google CEO Sundar Pichai: AI’s Infinite Possibilities, Compute Scarcity Dilemmas, Future AI Products · Big Technology Podcast · Oct 20
- Llama 4 and the new Muse Wonder model scored poorly in the test.Best AI for Resume and Cover Letter (Part 2): 24 More Models Tested · Biotech Career Coach · Oct 23
- Its Muse consumer AI product was referenced as an example of data-hungry consumer AI.Satya Nadella on chasing frontier labs, “SI,” & succession at Microsoft · Future Proof from Semafor Technology · Oct 21
- Its Muse assistant reportedly topped the App Store, signaling consumer assistant demand.AI Agents Are Reshaping Legal Work: What Lawyers Need to Know · AI and the Future of Law · Oct 20
- Mentioned as a prior employer where the speaker led small business marketing.58: Get personal: How one brand engages many mindsets: Insights from Intuit Credit Karma Head of Marketing Natasha Madan · Marketing Beyond with Alan B. Hart · Oct 21
- Muse personal agent is less relevant to the host's professional use.How I'm Actually Using AI Right Now (Including Claude Duet) · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 25
- Its business analytics tools were mentioned for tracking marketing performance.How to Build an E-Commerce Company With AI · AI Marketing · Oct 23
- Former employer of the accused engineer, mentioned only as background.Did OpenAI Just Catch a Spy? · The Journal. · Oct 22
- Mentioned for launching an AI music generation program.Blockchain Voting, Micropayments & AI Creator Tools with Diddy Wheldon — Part 2 of 5 | Classics Rotation · Nikkiana Jones, Exploring the Fringe · Oct 21
- Mentioned for paying very high salaries for senior AI talent.Do Football Clubs Understand Talent Better Than Companies? DIETMARs OPINION · A Beginner's Guide to AI · Oct 25
- Muse reached over 10 million users, with Zuckerberg reporting daily use by a quarter of them.Oct 22: AI-Found PHP2Shell Flaw and Anthropic's Claude Duet · Valley Morning Briefing · Oct 22
- Pledged at least $1 billion to host communities, though many towns still pursue moratoriums.Trump's Power Order Meets the Cost of Building AI — October 22, 2026 · Concrete Compute · Oct 22
- Parent company behind Instagram and its Muse AI assistant.Instagram Reach: Adam Mosseri Answers Your Questions · The Instagram Stories - Social Media News · Oct 19
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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