Meta
Meta is an American multinational technology conglomerate. It owns Facebook, Instagram, and WhatsApp, among other products and services.
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Meta's commercial terms face UK antitrust investigation over AI content use dispute
Odaily reports: Meta Platforms (META.O) is facing an investigation by UK regulators, who are concerned that the company's commercial terms may impose "exploitative" conditions on publishers and advertisers.The UK Competition and Markets Authority (CMA) said on Friday that it will investigate whether Meta is using its commercial terms to abuse its market dominance, thereby "unfairly harming" the interests of businesses using its platform.The CMA said Meta had originally planned to revise the relevant terms starting November 20, but has now paused their implementation. Under these terms, Meta may be able to collect content from publishers' websites without obtaining their consent. Meta could then use this content to develop and offer its own products and services, including AI features. In response to the investigation, Meta said: "There is no reason to launch a competition investigation. We have committed not to modify the relevant terms before consulting with publishers and other stakeholders."
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QCP: Fed Keeps Rates Unchanged 10-to-2, Cuts Voting for Some Meetings
According to QCP Capital's market observation report, the Federal Reserve maintained the policy rate at 3.75%–4.00% with a 10-2 vote at its October meeting. Fed Chair Walsh declined to commit to a path of rate cuts or hikes for December and beyond, reiterating his opposition to forward guidance. The Fed also announced that one meeting in 2027 and two meetings in 2028 will not feature interest rate votes, serving only as discussions on policy strategy. QCP observed that fewer decision points mean more economic data will accumulate between rate decisions, potentially increasing rate volatility and pushing up term premiums. The European Central Bank and the Bank of Japan also held rates steady, while markets still expect both central banks to potentially raise rates in December. The ECB stated that prior inflation data did not trigger second-round effects, while the BoJ announced that inflation has reached its 2% target. In the tech sector, shares of Alphabet, Amazon, Meta, and Intel declined following earnings releases, as markets expressed concerns over corporate profitability and future capital expenditures, growing increasingly cautious regarding the pace and returns of investments in AI infrastructure.
QCP Capital
Former Aptos advisor Buzz stepped down, sold his APT holdings, and shifted his focus to promoting Meta stock on social media.
Buzz subsequently shifted its meme marketing focus to Meta, noting that retail investors are being overlooked, and mentioned Meta's newly established non-voting Class C shares. He also highlighted Meta's strong fundamentals and speculated that its AI agent Muse could benefit from yields generated by stablecoin capital deposits. This is merely his personal opinion and does not reflect any official plans from Meta.
Apricot Finance
Aptos
Perfectly Timing the Cash-Out Exit? PIMCO Sells Down Meta Debt at High Levels to Avoid Partial AI Bond Market Losses
According to Bloomberg, asset management giant Pacific Investment Management Company (PIMCO) had heavily participated in debt financing for AI data centers in 2025. However, it recently successfully avoided partial losses from the pullback in the AI bond market and realized profits by exiting portions of its positions early, conducting interest rate hedging, and walking away from some follow-on transactions.
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NVIDIA to Invest $3 Billion in Meta, Expanding Collaboration on the Muse AI Model
NVIDIA stated that it will expand its collaboration with Meta on Muse and the Muse series models, focusing on optimizing AI Agent training and inference performance. The partnership will also explore using NVIDIA OpenShell to enhance the secure deployment of AI Agents and leverage NVIDIA Sentry to monitor Agent behavior. On the infrastructure front, Meta plans to expand deployments of NVIDIA Vera Rubin and Vera CPUs, and adopt Spectrum-X Ethernet networking and BlueField-4 to improve network efficiency and throughput. Additionally, NVIDIA plans to invest $3 billion in Meta's equity offering.
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Jin10 Data Summary: Yesterday and Early Morning Key News
Jinshi Data compiles key headlines from yesterday and this morning, covering the central bank's bond market swap facility, Anthropic's application for a U.S. IPO, Meta's major funding round, plummeting Brazilian small-cap stocks, and developments in the Middle East.
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QCP: BTC Falls Below $80,000, This Week’s Tech Earnings and Fed Decision May Determine the Direction
According to QCP Capital market analysis reports, BTC fell below $80,000 over the weekend and is currently trading at the lower boundary of its recent range. Escalating tensions in the Middle East and ETF fund outflows later last week triggered leveraged long liquidations. QCP noted that the key variables this week are the FOMC meeting on Oct. 27-28 and earnings reports from major tech companies: Microsoft and Alphabet will report on Oct. 28, while Amazon will report on Oct. 29. Last week, Meta dropped 7% after raising its capital expenditure guidance, and the Nasdaq posted its worst single-day performance since June. The CME FedWatch Tool shows a 9% probability of a 25-basis-point rate hike in October and an approximately 84% probability in December. There will be no dot plot released with this meeting, and the market will focus on Fed Chair Walsh's press conference. The U.S. 10-year Treasury yield is approximately 4.96%. On the technical side, BTC support sits at $78,000, with resistance at $86,000 and further levels between $88,000 and $90,000. Glassnode data indicates that the cost basis for ETF holders and corporate treasuries ranges from $80,000 to $81,500. ETH support is at $2,150, with resistance at $2,500. The ETH/BTC ratio has fallen to approximately 0.029, and ETH ETFs recorded net outflows for the fourth consecutive week, totaling $220.7 million. Q
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The UAE leads "Operation Ghost Clash", uniting 30 countries to combat cross-border digital fraud and identify over $39 billion in fraud-linked assets.
According to information released by the UAE Ministry of Interior via PR Newswire, the ministry led "Operation Confrontation Ghost". Law enforcement agencies from 30 countries, Interpol, the Global Anti-Scam Alliance (GASA), and 13 companies including Meta, TikTok, Mastercard, Huawei, and Crypto.com participated in the operation. Conducted from July 1 to September 30, 2026, the action targeted three categories of crime: AI-enabled fraud, digital financial fraud, and technology-assisted extortion. The operation identified over 15,500 victims and 3,500 suspects, arrested over 960 individuals, raided 29 scam centers, shut down more than 570 implicated social media accounts, and uncovered over 4,126 fraud-related bank accounts. Participants exchanged over 9,000 pieces of intelligence and identified more than $39 billion in fraud-linked funds and cryptocurrency assets. This amount does not represent the total recovered sum, as recovery efforts remain ongoing.
Crypto.com
万事达卡
Nirva, an AI wearable device company founded by former Meta employees, completes $25 million Pre-A funding round.
According to TechCrunch, US AI wearable device startup Nirva announced on October 22 the completion of a $25 million Pre-A funding round, bringing its cumulative funding to $33 million. Specific investor details were not disclosed. Founded in 2025, Nirva was co-founded by former Meta Reality Labs employees Wei Lyu, Jason Chen, and Hanying Hu, focusing on an AI pendant that can continuously listen to the wearer's conversations. The device uses sound samples collected during a setup phase to identify the wearer and filter out voices from other speakers nearby. The company states that audio and transcribed text are automatically deleted after processing, but it remains unclear whether voice processing is performed locally or in the cloud.
Reality
ARK Invest increased holdings in Meta and Pacific Biosciences, trimming positions in Teradyne, Palantir and others yesterday.
According to disclosures by ARK Invest, Cathie Wood's ARK funds adjusted positions in multiple individual stocks. Purchases: • Meta Platforms (META): ARKK purchased 28,069 shares, accounting for 0.2901% of the fund. ARKW purchased 7,018 shares, accounting for 0.2442%. ARKF purchased 3,023 shares, accounting for 0.2455%. • Pacific Biosciences (PACB): ARKK purchased 266,184 shares, accounting for 0.0089%. ARKG purchased 88,512 shares, accounting for 0.0094%. • ARKG also purchased 99,254 shares of Scribe Therapeutics (SCTX), accounting for 0.0877%. It simultaneously acquired 35,377 shares of Freenome (FRNM), accounting for 0.0229%, and 6,604 shares of Iambic Therapeutics (IAM), accounting for 0.0051%. • ARKW purchased 5,397 shares of Shopify (SHOP), accounting for 0.0482%. Sales: • ARKK sold 57,444 shares of Teradyne (TER), accounting for 0.2836%. • ARKW sold 3
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Fireworks AI Reportedly Seeks New Funding Round at $30B–$40B Valuation
AI infrastructure startup Fireworks AI is in preliminary talks for a new funding round, targeting a valuation of $30 billion to $40 billion, a potential increase of up to 10x from its $4 billion Series C valuation in October 2025. The negotiations are still at an early stage, and the target valuation may change. The company declined to comment, and the report did not disclose the size of the round.Fireworks AI was founded in 2022 by engineers from Meta's open-source AI framework PyTorch team, and provides enterprises with services to customize and deploy open-source models based on their own data. In July 2026, the company announced the completion of a $1.505 billion Series D at a valuation of $17.5 billion, saying its annualized revenue had surpassed $1 billion and its daily token processing volume had grown from 15 trillion at the time of its previous funding round to more than 40 trillion. If the proposed valuation reaches $40 billion, it would be equivalent to roughly 40 times its previously disclosed annualized revenue. (Business Insider)
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AI startup Enact Intelligence closes €26.68 million Pre-Seed funding round, backed by Yann LeCun, Arthur Mensch, and others.
According to EU-Startups, Zurich-based physical AI startup Enact Intelligence stepped out of stealth mode on October 22, announcing a €26.68 million (approximately $30 million) Pre-Seed funding round, making it one of the largest Pre-Seed financings in Europe to date. This round received investment from redalpine, Notion Capital, and firstminute capital. Angel investors included Mistral founder Arthur Mensch, AMI Labs founder and former Meta Chief AI Scientist Yann LeCun, and Path Robotics founder Andrew Lonsberry. Enact was founded in March 2026, with Founder and CEO Manuel Yves Galliker previously serving as the head of the software team for 1X's humanoid robot NEO and working at the robotics laboratory Physical Intelligence.
Amnis Finance
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Path
Binance Square Kicks Off Second Installment of US Stock Earnings Season, Focusing on AI Investment Returns at Tesla and Meta
on October 22, Binance Square launched the second installment of its US stock earnings season content, focusing on the Q3 earnings reports of Tesla (TSLA) and Meta (META). Both companies will release their results after the US market close on October 21 (ET), with market attention centered on whether AI investments can translate into actual revenue, profit, and cash flow.For Tesla, despite Q3 deliveries reaching 486,532 vehicles, beating analyst consensus, automotive business profitability remains a key focus — particularly automotive gross margin excluding regulatory credit revenue. In addition, energy storage business performance, progress in Full Self-Driving (FSD), Robotaxi, and Optimus robot commercialization, as well as capital expenditures and free cash flow, will also influence market judgments on its growth outlook.For Meta, the market will focus on advertising business growth and AI investment returns. Investors should watch revenue, ad impressions, and average price changes to assess whether AI recommendation systems and advertising tools can improve monetization efficiency. Meanwhile, Meta expects capital expenditures to reach $130 billion to $145 billion in 2026. Whether these expenditures can drive corresponding profit and cash flow growth, along with full-year expenses and forward guidance, are all key points of this earnings report.It is understood that Binance Square will continue to follow both companies' earnings performance through earnings previews, post-earnings analysis, and live streams with analysts in both Chinese and English. Users can follow Binance Square's earnings-related topics and participate in discussions via #EarningsSeason to share their views on earnings performance and market trends.
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Jin10 Data Roundup: Important News from Yesterday and This Morning
A summary by Jin10 data indicates that the General Offices of the CPC Central Committee and the State Council issued opinions on promoting the integration of sci-tech innovation and industrial development. France's 10-year government bond yield hit 5%, Tesla's profits declined for two consecutive quarters. Meta projects capital expenditures of up to $145 billion while facing a $25 billion fine, and multiple developments have occurred regarding the Russia-Ukraine conflict and the Middle East situation.
特斯拉
Bernstein: Muse US DAU at 2.5 Million, Meta Near-Term Expectations Already High
Bernstein concludes that Muse provides the first consumer product by which Meta's AI investment can be tracked, but near-term valuations and expectations have already risen.
Meta Chief AI Scientist Criticizes Tesla Roadster as Impractical, Musk Fires Back: "I'm Farting in Your Direction"
Odaily Report: Recently, Turing Award winner and Meta Chief AI Scientist Yann LeCun poured cold water on Tesla's flying car concept directly on the X platform. He commented on the cold gas thruster system of the Tesla Roadster, saying it is essentially driven by compressed air and, while structurally simpler than a rocket engine, has a specific impulse of less than 50 seconds. Musk then showed up in the comments section and fired back: "I'm farting in your direction."
特斯拉
S&P warns hyperscale data center operators' AI debt could be higher than known levels.
According to Yonhap, Mark Habib, Global Head of Digital Infrastructure at S&P Global, said on October 19 at a roundtable meeting in London that hyperscale data center operators (hyperscalers) may carry more AI-related debt than currently known, citing the "interlinked financial structures" formed by their massive data center construction and funding guarantees for small AI companies as one reason. S&P Global projects that the six major hyperscale operators—Amazon, Microsoft, Alphabet, Oracle, Meta Platforms, and SpaceX—will invest over $7 trillion in capital expenditures for data centers and AI infrastructure between 2025 and 2030, with negative free cash flow expected to continue at least through next year. In July this year, S&P Global downgraded Oracle's credit rating by one notch to the lowest investment-grade tier of "BBB-", citing excessive AI spending and uncertain profit prospects. Habib stated that S&P credit ratings reflect a long-term outlook and that he currently does not view the divergence between the market and ratings as severe enough to require an immediate adjustment, but warned that this stance could shift if the scale of capital spending is definitively deemed unsustainable.
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Oracle
KOSPI Plunges Over 14% in a Single Week; Multiple Brokerages Say Nearing Short-Term Bottom, but Rebound Still Hinges on AI Credit Risks
According to Yonhap News Agency, the KOSPI fell more than 14% last week, pulling back 37.8% from its peak over the past two years. The 12-month forward price-to-earnings ratio (PER) has dropped to 4.6 times, approaching levels observed during previous stabilization phases following short-term sharp declines. Yuanta Securities suggests that the bottom for both sentiment and capital flows lies near the 5,500 mark. Hana Securities forecasts a "W-shaped" trajectory for the index, projecting a secondary bottom around 5,300 points, with the level corresponding to a 1.0x price-to-book ratio (PBR) estimated at approximately 5,150. Hyundai Securities noted that attention should be focused on support at July's intraday low of 5,262 this week; if breached, the next key level will be 5,000. Regarding capital flows, foreign investors have maintained a streak of net selling in KOSPI for six consecutive months since May. According to Kiwoom Securities, they net sold more than 11 trillion KRW last week, primarily concentrated in the semiconductor sector. Kiwoom Securities projects the KOSPI will trade within a 5,200–5,900 range this week, noting that the strength of any rebound will hinge on earnings reports from U.S. tech giants such as Meta and shifts in the credit risk profile of AI-related firms. Investors will turn their attention to Meta's earnings release on the 21st (local time) to assess whether its AI investments can successfully translate into revenue and profitability. Multiple brokerage houses believe that stabilization in U.S. semiconductor equities, easing credit risks for AI firms, and a reversal of foreign capital flows into net buying are the key variables determining whether the KOSPI has truly bottomed out.
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HRT's two co-founders founded Chaincode Labs in 2014
Odaily reports: Meta Chief AI Officer Alexandr Wang posted a photo with Hyperliquid founder Jeff and Cognition founder Scott Wu, all of whom were once HRT interns. Bitwise CEO Hunter Horsley noted that HRT's two co-founders, Alex Morcos and Suhas Daftuar, founded Chaincode Labs in 2014. The organization is located in Midtown Manhattan, New York, and is dedicated to advancing the Bitcoin network and providing resources for independent innovators in the Bitcoin ecosystem.
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Meta Launches Open-Weight Multimodal Model Muse Spark Open, Total Parameters Reach 816 Billion
According to official Meta announcements, Meta has officially released the open-weight multimodal model Muse Spark Open. The model features a total parameter count of 816 billion (with 42 billion activated parameters), supports a 1 million token (1M-token) context window, focuses on code writing and Agent workflows, and possesses capabilities for long-horizon complex software engineering and multi-step reasoning.
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