Meta Business Pulse

Meta launched Muse Image on July 7 with automatic opt-in for all public Instagram accounts, allowing anyone to generate images from users' photos...

Meta's advertising strength fuels bullish analyst targets, but AI spending debates weigh on near-term outlook.

• Q1 ad revenue surged 33% to $55B...

Meta pulled its Muse Image AI feature just days after launch following criticism that it automatically used photos from all public Instagram accounts...

Meta's Muse Spark 1.1 posts a 71 coding sub-score on the contamination-free LiveCodeBench, up 12 points from April, while cutting costs to $0.26 per...

Tuesday: Meta launched Muse Image on Instagram with an opt-out @-mention feature pulling public accounts into AI images. Friday: Backlash from...

Meta is decoupling Horizon Worlds from Quest VR headsets to make the platform almost exclusively mobile-first, acknowledging VR adoption barriers...

Meta's stock hit a record $670 after Bank of America halved its AI build cost estimate to $22 billion per gigawatt, flipping $125-145 billion capex...

• Users escalated from taping over the recording LED to drilling it out for secret filming
• Meta's update auto-disables camera functions on any...

Meta's rapid reversal on Muse Image—just days after launch—exposes the friction between aggressive AI innovation and user consent standards. The...

Regulatory Developments

• 🔥 Child Safety Penalty: Meta was ordered to pay $375 million after losing a child safety trial where jurors found it...

Wall Street price targets for Meta cluster firmly above $800, with BofA at $835 and consensus ranging $840-868.

• Bullish drivers: AI ad targeting...

Meta was ordered to pay $375 million after jurors found the company liable for misleading consumers about child safety on its platforms. This direct financial hit underscores rising regulatory exposure tied to its core products.

Meta researchers have named behavioral state decay the tendency of long-horizon agents to forget prior decisions they made. This formalization marks a step in addressing core challenges for advanced AI agent systems.

• EU preliminary findings conclude Facebook and Instagram breach the DSA through addictive features like infinite scroll, autoplay, and personalized...

• Stock rally: Shares jumped more than 5% Friday and 15% for the week after three AI announcements.
• Pricing breakthrough: Muse Spark 1.1 offers...

• EU Commission ruled Meta breached DSA rules by not mitigating risks from infinite scroll, autoplay, and personalized feeds on Instagram and...

Meta faces escalating legal exposure in its core ad business from separate consumer protection and IP claims.

• Scam ads suit: CFA alleges Meta...

Meta's Chief Data Officer Alex Schultz positioned agentic commerce as the company's next major business layer, with over a million weekly active...

Meta is building its own Meta Compute stack to reduce rented GPU dependence despite a $21 billion CoreWeave commitment.

• Ad cash machine: $56.31...

Should Meta require affirmative consent before using public Instagram photos for AI images, or does an opt-out model suffice?

• Meta's Muse Image...