Meta Platforms said on Wednesday it would begin using people's interactions with its generative AI tools to personalize content and advertising across its apps such as Facebook and Instagram starting ... ...

Core Insights - Meta will begin using data from user interactions with its AI products to enhance targeted advertising across its social media platforms, with a privacy policy update set for December 16 [1][2][3] Group 1: AI Integration in Advertising - The company has historically relied on detailed user profiles from Facebook and Instagram to sell hyper-targeted ads, and will now incorporate data from conversations with its AI chatbot to refine these profiles [2][3] - Over one billion users engage with Meta AI monthly, providing a rich source of information that can be leveraged for advertising purposes [3][7] - The privacy update will also encompass data from other AI features, such as those in Ray-Ban Meta smart glasses, AI-video feed Vibes, and AI image generation product Imagine [5][7] Group 2: Privacy and Data Usage - Conversations with Meta AI will influence ads on Facebook and Instagram only if users are logged into the same account across products [5] - Sensitive topics discussed with AI, such as religious views and health, will not be used for ad targeting [9] - The company has no immediate plans to introduce ads within its AI products, although future possibilities have been suggested by the CEO [10]

Core Insights - Meta is integrating generative AI into its advertising strategy, allowing ads to be shown based on user interactions with its digital assistant and related products [1][2] - The updated recommendation system will be implemented on December 16, with user notifications starting on October 7 [2] - Meta's AI initiatives are expected to drive significant expense growth, with projections indicating a year-over-year expense growth rate above 2025 levels by 2026 [3] Group 1 - Meta has conducted a major hiring and spending initiative in AI, aiming to enhance its core online advertising business [2][3] - The Meta AI digital assistant is now available across multiple platforms, including Facebook, Instagram, WhatsApp, and Messenger, and has over 1 billion active monthly users [3][4] - Users can interact with Meta AI similarly to OpenAI's ChatGPT, requesting directions or generating images based on prompts [4] Group 2 - Mark Zuckerberg indicated that there will be future opportunities for paid recommendations or subscription services for enhanced AI features [5] - Meta's privacy and data policy manager noted that users already expect the integration of generative AI with ad targeting and content recommendations [5]

Core Viewpoint - Users will not have the option to opt out of the new policy, although certain conversation content will be automatically excluded [1] Group 1 - The new policy will affect all users without an opt-out option [1] - Automatic exclusion of some conversation content is part of the new policy [1]

James A. Kostohryz has 20+ years of experience as a global investment professional. He has worked as an analyst at one of the world's largest asset management firms covering emerging markets, banking, energy, construction, real estate, metals and mining. He has also served as Global Portfolio Strategist and Head of International Investments for an investment bank. He is currently managing Investor Acumen, a firm specializing in global portfolio strategy, macro forecasting, and quant analytics. James is the ...

Core Insights - Myseum, Inc. is launching a new social mobile sharing platform called "Picture Party by Myseum" this fall, aimed at enhancing the sharing of photos and videos while maintaining user privacy [1][2] - The company has partnered with Spitball for branding and advertising services to promote the new platform, which includes acquiring the URL PictureParty.com for marketing purposes [1][3] Company Overview - Myseum, Inc. focuses on privacy and social media technology, offering innovative platforms for users to share and store digital content securely [4][5] - The flagship platform, Myseum, provides users with 50 GB of free storage and features such as creating albums, encrypted galleries, and personalized newsfeeds [4] - The company also operates DatChat Messenger, which allows users to control message visibility and security, enhancing user privacy [6]

Core Insights - Meta Platforms has returned $178 billion to shareholders over the past decade through dividends and buybacks, showcasing a strong shareholder-focused strategy that has led to exceptional market performance in 2025 [3][5] - The company declared a quarterly cash dividend of $0.525 per share, reflecting management's confidence in its cash generation capabilities [4] - Meta's Q2 2025 performance included $47.52 billion in revenue, a 21.6% year-over-year increase, and earnings per share of $7.14, significantly exceeding consensus estimates [5] Financial Performance - Meta's revenue growth for the last twelve months (LTM) stands at 19.4%, with a three-year average growth rate of 13.0% [12] - The company has a free cash flow margin of approximately 30.7% and an operating margin of 42.9% LTM [12] - The lowest annual revenue growth recorded in the past three years was 0.9% [12] Shareholder Returns - Meta ranks sixth in history for total capital returned to shareholders, indicating strong performance in dividends and buybacks [7] - The annualized yield from the recent dividend declaration is approximately 0.28% [4] - The capital returned to shareholders as a percentage of market cap appears inversely proportional to growth opportunities for reinvestment [8] Competitive Landscape - Meta faces increasing competition from AI-driven platforms, such as OpenAI's Sora 2-powered social video app, which could challenge its market position [5] - Despite competitive pressures, Meta's financial resilience is evident through its robust revenue and earnings performance [5] Valuation Metrics - Meta is currently trading at a P/E multiple of 28.2, reflecting its valuation in the market [12]

SAN FRANCISCO--(BUSINESS WIRE)--Nextdoor Holdings, Inc. (NYSE: NXDR), the essential neighborhood network, today announced the return of its annual Treat Map. For the 13th consecutive year, this beloved interactive guide helps neighbors connect to the best of their neighborhood during Halloween. The Treat Map is the go-to tool for finding the most festive homes, planning trick-or-treat routes, and sharing in the spirit of the season. From now through October 31, neighbors can place a pin on the. ...

Core Points - More than 80 Spanish media organizations have filed a lawsuit against Meta for allegedly breaching EU data protection rules, with a trial set to begin in a Spanish court [3][4] - The lawsuit seeks 551 million euros (approximately $647 million) in compensation for unfair competition in digital advertising sales, claiming that Meta systematically violated the law from May 2018 to July 2023 [4][5] - The media association AMI argues that Meta's actions have undermined the viability of media organizations and the public's right to information [5][6] Group 1 - The Spanish media association AMI claims that Meta has created "unfair competition" by ignoring European regulations, which require user consent for personalized advertising [4][5] - Witnesses are scheduled to testify in Madrid, with expert reports and closing arguments expected shortly after [5] - AMI represents major media groups, including Prisa, Godo, Vocento, and Unidad Editorial, which publish some of Spain's leading newspapers [7] Group 2 - A separate lawsuit has been initiated by Spanish radio and television stations against Meta, seeking 160 million euros in damages for similar reasons [7] - A comparable legal action has also been launched in France, where around 200 media groups have filed against Meta [8]

Meta Platforms Inc. (NASDAQ:META) is one of the best NASDAQ stocks to buy according to hedge funds. On September 26, Meta Platforms announced that it will launch an ad-free subscription option for users of Facebook and Instagram in the UK in the coming weeks. This move is a response to regulatory guidance from the UK’s data protection authority, which had raised concerns about how platforms handle personal information for targeted advertising. The subscription model offers users a choice: they can continu ...