Metadium (META) news

After including the $628 billion off-balance-sheet commitments in valuation, is Meta stock "35% more expensive"?

Meta Muse goes viral but faces retention bottleneck: open rate below mainstream apps, long-term monetization faces challenges

Since its launch, Meta's AI agent Muse has accumulated over 5.6 million downloads and once topped the Apple App Store rankings. However, its open rate remains lower than mainstream applications such as Google and ChatGPT, with retention and usage frequency yet to catch up. Based on this, BNP Paribas has downgraded its long-term monetization expectations for Muse, believing that in the short term, it will be difficult to challenge vertical platforms in sectors such as e-commerce and tourism. Future commercialization will still depend on improvements in user engagement and the validation of advertising and other models.

Bank of America: "AI trading" is the "last line of defense" in the current US Treasury market

Bank of America warns that the AI narrative is currently acting as a “buffer” against macro risks, suppressing market volatility. The FOMO sentiment driven by AI has created an “AI put option” effect, making the stock market almost indifferent to sharp fluctuations in the bond market. Bank of America is concerned that if the AI narrative falters, downward revisions in growth expectations could turn a bond market crisis into a broad market crisis, with all suppressed macro risks amplifying simultaneously.

Besent “Extinguishes Fire”: Rising US Treasury yields are a global phenomenon, dismisses concerns over AI bubble

U.S. Treasury Secretary Janet Yellen defended the rise in U.S. Treasury yields, stating that this increase is a global phenomenon rather than unique to the United States, and does not warrant excessive concern. She partially attributed inflationary pressures to higher oil prices caused by the Iran conflict, and expects the energy shock to subside as hostilities ease. Yellen refuted the notion of an AI bubble, arguing that investments by major tech companies are grounded in solid business logic.

Besant says there is no need to panic over the rising US Treasury yields

U.S. Treasury yields remain high! Elevated borrowing costs continue to impact the U.S. economy, AI investment boom intensifies the divergence from the real economy

As the yield on 10-year U.S. Treasury bonds remains above 5%, investors are turning their attention to a potentially more important issue than short-term market fluctuations: what impact will persistently high U.S. borrowing costs have on the economy and financial markets?

Sources say Nscale has appointed a senior Meta executive as COO to prepare for its IPO.

Meta lays off Virtue AI employees hired in June

Meta and Virtue AI go their separate ways

Muse user growth remains strong but long-term monetization prospects are still in doubt; BNP Paribas maintains Meta (META.US) with an "Outperform" rating.

Meta's AI agent Muse has accumulated over 5.6 million downloads within a month of its launch, surpassing the initial performance of ChatGPT and Sora. However, BNP Paribas points out that user habits are not yet established, and the long-term commercial prospects remain uncertain.

Nvidia hits new intraday high, buyback plan increases to 150 billion dollars boosting stock price

Nvidia Stock Heads for Record High as It Hits Back at Critics -- Barrons.com

23 days after launch, consumer-grade Agent explodes! Morgan Stanley's in-depth analysis of "6 key issues about Muse"

Morgan Stanley believes that in the short term, Muse should focus on user growth, while in the long term, it is expected to achieve commercialization through consumer transactions, enterprise services, and APIs. The high computational cost is both a pressure and may become a competitive barrier; Meta's existing CPU reserves are sufficient to support further expansion. Meanwhile, the collaboration with Amazon will affect the Agent e-commerce entry point, and the enterprise market provides new revenue opportunities. The current valuation has already reflected some expectations, and the key going forward remains in the realization of commercialization.

Market Chatter: Meta Platforms Faces Up to $40 Billion in Penalties Following Data Privacy Trial

A "Calm on the Surface" US Stock Market: Indexes Are "One Step Away" from New Highs, but Almost All Sectors Have Been Hit Hard

The yield on the 10-year U.S. Treasury has risen to 5.34%, quietly tearing apart the market: the S&P 500 is less than 2% away from its all-time high, but the median decline among S&P 500 components over the past month is 5%, and the equal-weight index has fallen for seven consecutive weeks. More than one-third of small-cap stocks have become "zombie companies," bank stocks have dropped more than 12% from their peak, and utilities are just one step away from a bear market. The only current support comes from AI tech giants—if AI profit expectations collapse, the risk of a broad market meltdown currently masked will erupt instantly.

JPMorgan: Risks in the U.S. Stock Market—Leverage Is Back

Meta Platforms Introduces Ray-Ban Meta Audio, Launches Ray-Ban Meta Gen 3 in India

Meta Platforms will introduce Muse to AI glasses in the coming months.

Apple Stock's Upside May Be Limited as AI Agents Could Disrupt Business -- Barrons.com

US Stock Market Preview | Three Major Index Futures Rise Together, 10-Year US Treasury Yield Hits Highest Since 2002, Micron (MU.US) Experiences Volatility After Earnings

Before the U.S. stock market opens on Thursday, October 1st, all three major U.S. stock index futures are rising.

BUZZ-"Meta hopes to take a big slice of the pie from Apple," says Needham

Broadcom Stock Rises. Anthropic and Broadcom Are Becoming More Intertwined. -- Barrons.com

Analysis: Why Is There Another Sell-off in the Global Bond Market?

Meta Platforms Insider Sold Shares Worth $1,180,966, According to a Recent SEC Filing

After experiencing Muse, I cleared out my Airbnb holdings

A senior analyst heavily invested in Airbnb decided to sell all his Airbnb holdings just 10 days after experiencing Meta AI's Muse app. He believes that Muse not only understands his preferences but also helps him bypass Airbnb to book accommodations directly, at 60% lower prices. As AI agents begin to compare prices, cancel, and rebook on your behalf, the "traffic moat" that internet platforms depend on is under threat, and the era of "proactive e-commerce" may be dawning.

What does Trump's "AI self-regulation" mean? Jensen Huang achieves a major victory, leads the charge questioning Anthropic's Amodei behind the scenes

Trump promotes AI "self-regulation," which appears to enhance safety but actually paves the way for the expansion of computing power: requirements for testing, auditing, and monitoring as part of "security compliance" will generate new demands for inference and optical interconnects, making Nvidia potentially the biggest winner. Jensen Huang even joined forces with Zuckerberg to oppose strict regulation, and directly questioned Anthropic's Amodei about his excessive public statements regarding AI risks.

Meta Used Zuckerberg's Pay to Cut Its Taxes by $355 Million: Could Musk Do It Too?

Meta names Dhruv Vohra managing director for Southeast Asia business group

Meta COO Javier Olivan disposes of Meta common shares worth USD 1,186,751.23

The three major US stock indexes closed mixed: the Nasdaq rose 0.24%, while the Dow Jones fell 0.86%.