Core Insights - The emergence of new digital platforms can pose challenges for established social media companies like Meta Platforms, which experienced a decline in stock price amid rising competition [2][3]. Competition for Attention - OpenAI launched Sora 2, a new AI video generation model, which could enhance the attractiveness of its existing ChatGPT platform, potentially impacting Meta's user engagement [3][4]. - ChatGPT had nearly 5.4 billion visits in August, indicating its strong online presence and user interaction [4]. AI Ambitions of Meta - Meta Platforms is investing billions in developing proprietary AI technologies, with aspirations for "AI Superintelligence" as articulated by CEO Mark Zuckerberg [5]. - The competitive landscape in AI could hinder Meta's growth and ambitions in this sector [5]. Investment Considerations - Analysts suggest caution regarding investments in Meta Platforms, especially in light of the competitive threat posed by OpenAI's advancements [6][7].

Core Insights - OpenAI has launched Sora, a new AI-generated virtual social world, alongside its advanced video generation model Sora 2, sparking discussions about the future of social media [2][3] Group 1: Sora's Unique Features - Sora's interface resembles TikTok, featuring similar vertical scrolling and full-screen displays, but fundamentally differs in its core logic by allowing users to create digital avatars through short audio-visual recordings [3][6] - The application enables users to embed their digital avatars into AI-generated scenes, promoting collaborative content creation among friends [3][12] - Sora represents a new paradigm of AI social media, focusing on user creativity rather than passive content consumption, contrasting with traditional platforms like TikTok [6][10] Group 2: Social Interaction and User Engagement - Sora's design emphasizes maximizing user creation rather than consumption, featuring a prominent "Remix" button for users to easily modify videos and a mechanism to prevent excessive scrolling [10][12] - Unlike TikTok, which centers on content creators, Sora fosters interpersonal connections and collaborative creation, allowing users to integrate each other's digital avatars into shared virtual experiences [12][13] Group 3: Market Position and Competitive Landscape - Sora is currently in an invitation-only phase in the U.S. and Canada, primarily on iOS, and is not necessarily aimed at replacing TikTok but rather at creating a new niche in the social media landscape [14] - The emergence of Sora may lead to a coexistence with traditional short video platforms, as it caters to different user needs for creative expression and social interaction [14] - ByteDance is expected to respond quickly to Sora's launch, potentially developing a new AI social app leveraging its existing social networks, indicating a competitive race in the AI social media space [15]

Core Point - The social media company will implement a charge for users after they exceed five gigabytes of free storage, aligning its policy with those of other tech giants [1] Group 1 - The new storage policy reflects a trend among major technology companies to monetize storage services [1]

SAN FRANCISCO, Oct. 01, 2025 (GLOBE NEWSWIRE) -- Shares of social network Snap Inc. (NYSE: SNAP) fell 6.6% after investment firm Mizuho reportedly initiated coverage on the company with a Neutral rating and a $9 price target. Mizuho purportedly described the company as a “show-me story” and cited weak feedback from Snap’s advertising channels. This analyst action comes on the heels of a federal securities class action lawsuit filed against Snap and certain senior executives, alleging the company presented a ...

Group 1 - Reddit's stock has experienced a significant decline, dropping more than 10% and falling below its 50-day moving average due to concerns about its ability to attract site traffic from ChatGPT [1][5] - Analyst Brad Erickson noted a decrease in daily active users (DAUs) and a significant drop in Reddit's citation share by ChatGPT, which has contributed to the stock's decline [2][4] - Despite the recent downturn, Reddit's stock has increased over 500% since its IPO in March 2024, driven by a growing advertising business and user growth [3] Group 2 - The stock has pulled back over 35% since reaching a record high of 282.95 on September 18, now trading at 209.10 [5] - Reddit maintains a strong Relative Strength Rating of 97 out of a possible 99, indicating its outperformance over the past year, and has an IBD Composite Rating of 94 [6]

Investors with a lot of money to spend have taken a bullish stance on Meta Platforms (NASDAQ:META).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with META, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner s ...

Market Position - The news app is officially ranked as the number one news application in Australia [1] - The app is considered the voice of the people in Australia [1]

Core Insights - Meta will utilize data from user interactions with its AI chatbot and other AI products to enhance ad targeting on its social media platforms [1] Group 1 - The implementation of hyper-targeted ads is expected to improve advertising effectiveness across Meta's platforms [1]

Core Points - Meta will start using conversations with its AI chatbot to personalize ads and content on Facebook and Instagram, with notifications to users beginning on October 7, 2025, and the changes taking effect on December 16, 2025 [1][2] Group 1: Implementation Details - Interactions with Meta AI, whether through voice or text, will be used similarly to how the platform currently tracks likes, shares, and posts to determine user interests [2] - The changes will initially roll out in most regions, with Europe and the UK receiving updates later due to stricter data and privacy regulations [4] Group 2: User Control and Privacy - Users cannot opt out of data collection when using Meta AI, but they will have control over the level of personalization of ads and content on their feeds [4] - Conversations about sensitive topics, such as religious views, sexual orientation, political views, and health, will not be used for ad targeting [5] Group 3: User Engagement - More than 1 billion people use Meta AI across its family of apps, including Facebook, Instagram, and WhatsApp [3] - The goal of the announcement is to ensure transparency and provide users with ample notice regarding the upcoming changes [3]

A new analysis of political advertisers found that the platform profits from ads that include deepfakes and other content prohibited by its own policies. ...