Meta Platforms ( (META) ) has been popular among investors this week. Here is a recap of the key news on this stock.
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Meta Platforms is doubling down on artificial intelligence while continuing to squeeze more revenue from its social media empire, keeping investor sentiment firmly bullish. The company is developing two next‑generation AI models: “Mango,” a visual-generation system for advanced image and video creation, and “Avocado,” a large language model aimed at stronger reasoning and better coding performance. Both are targeted for launch in the first half of 2026 and are part of Meta’s broader ambition to build “world models” – AI systems that learn from visual information in a way closer to how humans perceive the world. This push comes amid a fierce industry race in image and video AI, with rivals such as OpenAI’s Sora and Google’s Gemini suite rapidly advancing and driving user growth.
At the same time, Meta Platforms faces scrutiny over the quality of its core ad revenue, after a former executive claimed that roughly $3 billion of its roughly $18 billion in 2024 ad sales from China were tied to scams and other prohibited activities. Meta has quietly removed its partner directory as it reviews its ad ecosystem and is also experimenting with new monetization routes, including a test in the U.S. and U.K. that limits how many links Facebook users can share unless they pay a monthly subscription starting at £9.99. Meanwhile, departing chief AI scientist Yann LeCun is raising about €500 million for a new AI venture valued near €3 billion, focused on superintelligent, visually trained “world model” systems; Meta will partner with, but not fund, the startup, potentially gaining future access to its technology. Despite the regulatory and reputational overhangs, Wall Street remains upbeat: analysts maintain a Strong Buy consensus on Meta Platforms, with average price targets around $830 per share implying roughly 24%–25% upside from current levels, signaling expectations that Meta’s AI bets and new revenue streams could drive further stock gains.