Meta Business Pulse

Meta's youth addiction crisis is advancing simultaneously in federal court, state legislatures, and complex trials where juries hold limited power.

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Meta has appealed the European Commission's interim order forcing it to restore free access for rival AI assistants on WhatsApp, directly challenging...

Meta faces heightened bond market scrutiny as borrowing for AI infrastructure rises, with investors questioning whether returns will justify the added leverage. This flags a key risk to the sustainability of its capex plans.

Meta's landmark federal trial opens this week with states seeking up to $1.4 trillion in penalties plus product changes, alleging deliberate design of...

• States seek up to $1.4 trillion in damages plus changes to Facebook and Instagram operations.
• Lawsuit accuses Meta of knowingly designing...

• Illegal gambling ads on Facebook and Instagram target Dutch users registered with the Cruks self-exclusion registry, using phrases like “without...

A federal judge rejected Meta's bid to bar whistleblower Arturo Béjar from testifying, labeling the effort a "Hail Mary" attempt to sideline a strong...

Meta is advancing its in-house silicon strategy with four new MTIA chip generations unveiled in March 2026.

• Faster iteration: Modular chiplet...

Institutional investors signal confidence in Meta while analysts highlight near-term earnings pressure from AI spending.

• Institutional buying:...

Instagram's shift from simple photo sharing to an algorithmic attention engine has fueled Meta's growth while alienating users. Acquired for $1B with...

Meta positions open-source AI as a safety imperative, but the strategy actually conflates "distributed access" with "distributed power" to commoditize rivals' paid AI layers.

• Facial recognition push: Meta quietly added NameTag to its 50M+ AI app for Ray-Ban glasses, reviving real-time face matching after $650M Illinois...

Zuckerberg’s manifesto frames Meta’s open-source AI strategy as a deliberate contrast to closed rivals, releasing accessible models like Muse Glimmer...

China's forced reversal of Meta's $2 billion Manus acquisition signals that even completed cross-border AI deals now face post-closing unwind...

• Meta posted 73% growth in non-ad revenue to $1B+, led by WhatsApp paid messaging and 1M+ weekly Business Agents users.
• Initial EPS miss triggered...

• US Hit: New Mexico court orders $567 million penalty plus five-year reforms over youth mental health harms and public nuisance claims.
• India Fire:...

Dodge & Cox increased its Meta stake by 1.47 million shares, reflecting institutional investor confidence in the company's long-term outlook. This...

Meta is zeroing in on AI applications that boost its advertising and consumer platforms—like personal agents and ad targeting—rather than chasing...

Meta's strategy stands out by expanding access to open-source AI software while scaling the required infrastructure, creating a distinct competitive edge.

• Meta's Meta Superintelligence Labs has delivered more forward-looking work than its earlier Llama efforts, improving the company's standing versus...