Meta’s new artificial intelligence lab has reportedly delivered its first AI models internally.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.Andrew Bosworth, the company’s chief technology officer, told Reuters W ...

Upgrades Summary - Susquehanna upgraded Arm (ARM) to Positive from Neutral with an unchanged price target of $150, citing recent downgrades from competitors and significant underperformance as an "excellent setup" for investors [2] - BNP Paribas upgraded Seagate (STX) to Outperform from Neutral with a price target of $380, expressing greater conviction that "robust" data center storage demand could lead to a longer upcycle than initially expected [2] - Raymond James upgraded Ulta Beauty (ULTA) to Strong Buy from Outperform with a price target increase to $790 from $605, anticipating "outsized growth" in fiscal 2026 following heavy investments [2] - Northcoast upgraded Advance Auto Parts (AAP) to Buy from Neutral with a price target of $55, highlighting "healthy" demand trends and performance improvements into 2026, along with a strategic decision to sell Worldpac and focus on core retail [2] - BofA upgraded Oklo (OKLO) to Buy from Neutral with a price target raised to $127 from $111, following a binding agreement with Meta (META) to develop a phased 1.2 GW advanced nuclear campus [2]

Core Insights - Meta Platforms' shares have declined approximately 8.5% year to date in 2026, adding to a rough end to 2025, with a 20% drop since the third-quarter earnings report on October 29 [1][2]. Financial Performance - Meta's third-quarter revenue increased by 26% year over year, up from 22% in Q2, with significant contributions from AI advancements [5]. - The company's income from operations rose 18% year over year to $20.5 billion in Q3, and free cash flow reached nearly $11 billion in the same quarter [6]. - Meta's valuation is conservative at 27 times earnings, with a forward price-to-earnings ratio of just 21, indicating a potentially attractive investment opportunity [7]. Business Growth - Meta is experiencing strong business momentum, with rapid growth across its platforms, including Facebook, Instagram, WhatsApp, Threads, and Meta AI [4]. - The annual revenue run rate for Meta's AI-powered ad tools has surpassed $60 billion, reflecting the effectiveness of its AI ranking systems in the advertising business [5]. - Meta AI has over 1 billion monthly active users, showcasing explosive growth in user engagement [5]. Future Outlook - The company plans to invest over $100 billion in capital expenditures next year, primarily focused on AI compute [8].

Core Insights - The market requires trillions of dollars for AI infrastructure buildout, as stated by NVIDIA CEO Jensen Huang, emphasizing the urgency of modernization in data centers by 2030 [2][3] - NVIDIA is capturing significant gross margins of 80-85% on the infrastructure supporting this transformation, indicating strong profitability potential in the sector [3] Company Summaries Meta Platforms - Meta is investing $18.8 billion per quarter in building its own AI infrastructure, leading to an 8.5% decline in stock price year-to-date despite strong earnings [4] - The company reported a net income of $2.7 billion for Q3 2025, impacted by an $18.9 billion tax expense, highlighting healthy profitability when adjusted [5] - The investment strategy hinges on Meta's ability to monetize its infrastructure faster than competitors, with a forward PE of 21x suggesting potential for growth by 2027 [6] Amazon - Amazon has the highest quarterly capital expenditure at $35.1 billion, with investors looking to AWS to drive stock performance amid flat growth [7] - In Q3 2025, Amazon reported a net income of $21.2 billion on $180.2 billion in revenue, achieving an 11.1% profit margin, but retail operations create volatility in earnings [8] - The forward PE of 30x reflects expectations for significant growth from AWS in monetizing AI workloads [8] NVIDIA - NVIDIA reported a net income of $31.9 billion on $57 billion in revenue for Q3 FY2026, with gross margins at 73.4%, showcasing its strong position in the AI infrastructure market [9]

Core Viewpoint - Meta's acquisition of Manus for approximately $2 billion aims to enhance AI innovation and integrate advanced automation into its products, but existing Manus customers express concerns about data privacy and trust under Meta's ownership [3][7][10]. Company Overview - Manus, founded in China in 2022 and later relocated to Singapore, specializes in general-purpose AI agents capable of performing complex tasks like market research and data analysis [4]. - Manus reported a revenue run rate exceeding $125 million and millions of paying customers at the time of the acquisition [7]. Customer Sentiment - Some Manus customers, including Arya Labs, have ceased using the platform due to distrust in Meta's data practices, expressing disappointment over the acquisition [5][8]. - Concerns about the application of Meta's data policies to Manus have led other companies, like 0260.AI, to stop recommending Manus to clients [9]. Market Position and Strategy - Meta's strategy in the AI market remains unclear, especially in comparison to leaders like OpenAI and Google, with significant investments made but no defined long-term plan [10]. - Meta's stock has declined by 17% since the last earnings call, reflecting investor concerns about rising AI costs, which are projected to exceed $100 billion by 2026 [11]. Competitive Landscape - Competitors like Lindy have seen increased user interest following Meta's acquisition announcement, indicating a potential "halo effect" that raises awareness of AI software [12]. - Meta's focus appears to be on small businesses, which are crucial for its advertising revenue, rather than targeting large enterprises [12][13]. Challenges and Opportunities - Meta has faced difficulties in the enterprise sector, having previously shut down its Workplace platform and other initiatives [14][15]. - WhatsApp for Business has emerged as a successful avenue for Meta, with projections suggesting it could generate $40 billion in revenue by 2030 [17][18].

Group 1 - Meta Platforms' CTO Andrew Bosworth announced the delivery of the first key AI models from the newly established Meta Super Intelligence Lab, marking initial success in CEO Mark Zuckerberg's AI strategy restructuring [1] - The models delivered show "great potential" and are described as "outstanding," despite the team having worked for less than six months [1] - Meta faced criticism for the underperformance of the Llama 4 model, prompting significant leadership changes and talent acquisition to regain competitive advantage in the AI sector [1][3] Group 2 - Bosworth referred to 2025 as a "chaotic year" for Meta, during which the company will establish labs, infrastructure, and procure computing power, with early signs of favorable returns from these investments [2] - The company is developing AI models codenamed Avocado and Mango, with plans to launch Avocado in the first quarter, although specific details on the delivered models were not disclosed [2] - The next two years are critical for bringing consumer AI products to market, as recent technological advancements are expected to address everyday queries effectively [2] Group 3 - Meta is currently promoting AI-enabled Ray-Ban smart glasses but has paused international expansion to prioritize U.S. orders [3] - The adjustment in Meta's AI strategy is closely monitored due to previous criticisms regarding the Llama 4 model's performance and the competitive landscape in the AI market [3]

AI大厂终于意识到继续与内容平台对抗是条不归路。 就在全球最知名的百科全书网站维基百科（Wikipedia）庆祝25周年之际，负责运营维基百科的维基媒 体基金会方面宣布，亚马逊、Meta、微软、Mistral AI以及Perplexity等多家AI大厂加入"维基媒体企业合 作伙伴计划"（Wikimedia Enterprise）。 因此也就意味着，这些厂商将付费获取维基百科的"企业级数据访问权"，以获取这家百科全书网站的实 时数据。而维基媒体企业合作伙伴计划则会根据他们的特定需求，对维基百科海量的文章数据进行结构 化处理，使其更易于模型训练和商业用途。对此维基媒体基金会表示，来自亚马逊、微软等厂商的授权 费用将直接用于支持该非营利组织的长期运营。 简而言之，维基百科将旗下的数据资产整理成AI更易懂的形式，以方便AI厂商即拿即用。 比如在金融大模型中，交易金额、交易时间、交易类型等结构化的交易记录，就可以作为模型的输入特 征，帮助AI学习和识别风险模式，从而提升输出结果的稳定性。不仅如此，结构化数据与知识图谱之 间存在天然的协同关系，通过将两者结合，AI大模型就可以更准确地理解数据的上下文和语义。 而维基百科之 ...

Core Insights - Meta Platforms Inc. has experienced a stock decline of 5.72% over the past five trading sessions, following a previous decline of 3.76%, largely due to concerns over AI capital expenditures announced in its FY 2025 Q3 earnings report [1] - Despite a significant correction of over 21%, shares have rebounded by 2.34% since bottoming on November 19, 2025, although the stock is down 2.00% year-over-year [1] Financial Performance - In Q3 2025, Meta reported quarterly revenue of $51.24 billion, exceeding analysts' expectations of $49.41 billion by 26.2%, with adjusted EPS of $7.25 beating expectations of $6.69 by 20.2% [3] - However, GAAP EPS of $1.05 fell 82.6% short of expectations of $6.70 [3] - Year-over-year sales growth for Q3 was 26%, marking the highest revenue growth since FY 2024 Q1 [3] Stock Buyback and Dividend - Meta authorized a $50 billion stock buyback and announced the initiation of a dividend, currently yielding 0.33%, equating to $0.52 per share quarterly or $2.08 annually [4] Revenue and Net Income Growth - From 2014 to 2024, Meta's revenue grew by 1,196.16%, from $12.466 billion to over $164 billion, while net income increased from $2.940 billion to over $62.36 billion [6] - The primary driver of this growth has been advertising revenue from its social media platforms [6] Key Business Segments - As of year-end 2023, 99% of Meta's revenue comes from its Family of Apps segment, despite its expansion into augmented and virtual reality through Reality Labs [7] Strategic Focus Areas 1. **AI Investment**: Meta is heavily investing in AI, with a focus on expanding its capabilities and improving ad revenue, which saw a 10% year-over-year increase [9] 2. **Renewable Energy Development**: Meta aims for net zero by 2030, with 100% of its operations supported by renewable energy since 2020, which is expected to reduce utility costs and carbon footprint [9] 3. **Free Cash Flow Growth**: Meta's free cash flow reached a record $43 billion in 2023, up from $21 billion in 2019, indicating a strong focus on efficiency [10] Stock Price Predictions - The median one-year price target for Meta is $821.33, representing a potential upside of 35.95% from the current share price, with a consensus "Strong Buy" rating from analysts [11] - 24/7 Wall St. projects a 2026 price target of $935.29, indicating a potential upside of 54.81% [11] - By the end of the decade, the stock price is forecasted to reach $1,216.82, reflecting a potential upside of 101.42% [13]

IT之家 1 月 21 日消息，据路透社报道，Facebook 母公司 Meta 首席技术官于当地时间周三表示，该公司新成立的人工智能实验室已于本月在内部交付了 首批人工智能模型。 不过他同时称，Meta 自 2025 年起在人工智能领域的一系列重磅投入，如今已开始显现可观的回报。 此前，Meta 首席执行官马克・扎克伯格对公司人工智能业务领导层进行了重大改组，组建了新实验室，并以高薪挖揽人才，希望助力公司在竞争白热 化的人工智能技术前沿领域占据优势。外界正密切关注 Meta 在该领域的发力动向。 此前，Meta 的 Llama 4 因性能问题饱受诟病，而与此同时，Alphabet 旗下的谷歌等竞争对手，在这场颠覆性、高回报的人工智能竞赛中已抢占先机。 博斯沃思表示，相关技术的研发目前尚未完成。 在谈及人工智能模型的研发周期时，博斯沃思指出："模型训练完成后，还有大量工作亟待推进，要把模型优化到能够真正在公司内部投入使用、并面 向消费者开放的程度。" 在达沃斯世界经济论坛年会间隙举行的新闻发布会上，Meta 首席技术官安德鲁・博斯沃思称，其于去年组建的"Meta 超级智能实验室"团队研发的这批 模型展现出巨大 ...

根据《金融时报》在去年12月的报道，Meta正在研发一款代号为"Avocado"的文本AI模型，计划在第一 季度发布。该公司同时还在开发一款聚焦图像和视频的模型，代号为"Mango"。博斯沃思并未具体说明 哪些模型已经在公司内部交付。 Meta的AI进展正受到业界密切关注。此前，Meta CEO马克.扎克伯格(Mark Zuckerberg)采取重大举措改 组AI领导层、组建新实验室并以天价薪酬争夺人才，希望能在竞争白热化的技术前沿领域取得胜利。 (作者/箫雨) 博斯沃思周三在达沃斯世界经济论坛年会间隙举行的一次新闻发布会上表示，去年成立的Meta超级智 能实验室团队打造的模型展现出了很大潜力。 "他们基本上才刚开展工作大约六个月，甚至还不到。"博斯沃思说道。他补充说，该团队的AI模型"非 常出色"。 Meta CTO博斯沃思 凤凰网科技讯北京时间1月21日，据路透社报道，Meta首席技术官安德鲁.博斯沃思(Andrew Bosworth)周 三表示，公司新成立的AI实验室本月已在内部交付了首批重磅AI模型。 ...