Earnings Preview | Meta (META.US) Faces Major "AI Monetization Challenge": Can Muse's Breakthrough Ease "Cash Burn" Concerns?

智通财经APP reports that Meta (META.US) will release its third quarter 2026 financial report after the US stock market closes on October 21. The market has revalued Meta from an "AI spender" to an "AI monetizer," and this financial report needs to prove that this transformation is real. Since the July financial report, Meta has risen by approximately 37%, significantly outperforming the Nasdaq 100 Index's 6.7% and the S&P 500's 4.4%. Meanwhile, analysts have lowered their earnings forecasts by about 4% during the same period. After this recent surge, the valuation seems to have fully reflected optimistic expectations.