Meta launch of Muse Spark should increase sentiment, says JPMorgan

JPMorgan believes Meta Platforms (META)’ launch of Muse Spark should provide increased confidence in its scaling trajectory and improve investor sentiment. Expectations for Meta’s “path to the frontier became quite low” following the Q4 earnings report and press reports suggesting further model delays, the analyst tells investors in a research note. JPMorgan says the initial Meta Superintelligence Labs model represents the first step in what Meta believes is a predictable and efficient scaling trajectory. The firm keeps an Overweight rating on the shares with a $825 price target