Meta rallies as Muse Wonder models lift AI monetization hopes

CNBC+1 · 2 hours ago
Meta rallies as Muse Wonder models lift AI monetization hopes
  • Meta released the Muse Wonder and Muse Wonder Full AI models Monday afternoon, marking the company's latest AI model family after Muse Spark in April.
  • Muse Wonder is available to developers through Meta's Model API and the Muse Code agent, while Muse Wonder Full is available to paying Muse Code subscribers.
  • Meta has gained roughly 6% over the past two sessions, and the stock rose nearly 3% in Tuesday afternoon trading.
  • Wells Fargo said Muse Wonder Full ranks among the industry's most advanced offerings on the Artificial Analysis Intelligence Index, behind only Anthropic's Claude Opus 5.5.
  • Baird and KeyBanc issued bullish notes after the launch, and the stock received a wave of price target hikes.
  • Meta plans to bring Muse Wonder to its Muse personal agent app, starting with paid subscribers, which creates revenue opportunities beyond advertising.
  • Meta is scheduled to report Q3 results on Wednesday, October 21, and shares are up over 12% year to date ahead of the report.

Quotes

“big step forward”— Mark Zuckerberg
“Now that we are kind of at the frontier, now everything that we do going forward will just kind of be pushing the frontier”— Mark Zuckerberg
“reinforces Meta has the right mix of talent, data, distribution, and compute capacity to compete in AI.”— KeyBanc

Sources