Meta
Meta is an American multinational technology conglomerate. It owns Facebook, Instagram, and WhatsApp, among other products and services.
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Morgan Stanley: North American Internet Stocks Are Attractive, Valuations Diverge Among Leading Companies
According to TechFlow, a Morgan Stanley research report dated October 13, 2026 shows that for the week ended October 9, U.S. internet stocks rose by approximately 2% on a market-cap weighted basis. The sector's forward 12-month EV/EBITDA stands at approximately 12.6x, representing a discount of roughly 7% and 16% against the five-year and ten-year averages, respectively. Morgan Stanley rates the North American internet sector as "attractive," although valuations among top companies remain inconsistent. Amazon and Meta trade at approximately 13% and 10% below their respective two-year averages, while Alphabet trades at a premium of about 4%. The report further estimates that treating stock-based compensation as cash expenses leads to median increases in expected 2026 EV/EBITDA of approximately 26% for e-commerce companies and 38% for digital media companies, indicating that equity compensation costs significantly influence valuation outcomes.
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Diverge
Meta-owned Facebook launches "Your Algorithm" feature, using artificial intelligence to customize dynamic feed recommendation algorithms.
According to The Verge, Meta announced it is introducing the "Your Algorithm" feature, previously launched on Instagram, to Facebook, allowing users to directly add and manage topics they wish to browse in their Feed and Reels through artificial intelligence. Users can select "Interested" or "Not Interested" via post menus or buttons, and recommended content will update in real time based on feedback. Meta stated that the feature leverages large language models (LLMs) to understand the interests, context, and intent behind natural language, further optimizing the content ranking system to enable users to make immediate, dynamic adjustments to the recommendation algorithm through natural language interactions.
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Meta releases Muse Wonder series, claiming superior performance to comparable models from Anthropic and OpenAI
Odaily News: Meta CEO Mark Zuckerberg said in an interview that with the release of the new model Muse Wonder, Meta has caught up to the industry frontier in AI technical capabilities and will continue to increase investment in computing power, infrastructure, and talent to compete with companies such as OpenAI and Anthropic.Meta claims that Muse Wonder outperforms models such as OpenAI GPT-6 Astra and Anthropic Claude Opus 5.5 in some benchmarks, and will be applied in scenarios including complex programming, financial analysis, and personal AI assistants. The model will adopt a closed-source paid model, with the base usage price as low as $0.20 per million tokens, and the subscription fee for the advanced version Muse Wonder Full at up to $200 per month.Zuckerberg also stated that Meta is more focused on "personal superintelligence" for individual users rather than simply pursuing the automation of knowledge work. He believes AI can achieve responsible development through conventional safety measures, and revealed that Meta has begun developing the next-generation model, with subsequent R&D progress expected to accelerate further. (Financial Times)
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US Major Indices Mixed; Memory Sector Weakens
At Monday's close, the three major U.S. stock indices showed mixed performance, with the Dow edging slightly higher while the Nasdaq and S&P 500 closed marginally lower. The memory chip sector significantly underperformed, with SK Hynix, Micron, and SanDisk leading the declines. Among the tech giants, Meta bucked the downtrend and gained ground.
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CleanSpark Secures $2.276 Billion to Complete Data Center Construction, Meta Lease Expected to Generate $6.6 Billion in Revenue
Odaily News: CleanSpark announced it has secured $2.276 billion in funding to complete the construction of the Sandersville data center. The project mined 529 BTC in September and sold 702 BTC, of which 2 BTC were sold through spot trading and 700 BTC through call options at an average selling price of $72,928, reducing its holdings by 173 BTC to 13,530 BTC. CleanSpark will transition to quarterly operational data reporting; with the support of the Meta lease, the data center is expected to generate $6.6 billion in revenue.
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Ant Lingguang Launches New Version in Small-Scale Closed Beta, Rivaling Meta Muse
Ant Group's AI product Lingguang recently entered a small-scale closed beta for its new version, positioned against Muse, Meta's personal agent launched in September this year, and is slated for full public release this month. The core of this upgrade transforms Lingguang from a conversational and app-generating AI assistant into an AI-native personal agent with long-term memory that can proactively drive tasks. By invoking Skills and MCP, it now enables functions such as sending messages via DingTalk and controlling smart home devices.
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Trump disclosed over 500 trades in August worth tens of millions of dollars to buy Meta stock and SpaceX bonds.
According to CNBC, the latest August financial disclosure filing by US President Trump shows that he executed 517 securities transactions in the month, with a total transaction value ranging from $74.3 million to $273.3 million. Among them, Trump purchased up to $25 million in Meta stock and up to $5 million in SpaceX senior unsecured bonds.
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ICANN's New Round of Top-Level Domain Applications Reaches 1,615, with .agent Emerging as a Battleground for AI Giants
Odaily reports, according to ICANN's official announcement, the new round of generic top-level domain (gTLD) applications received a total of 1,615 submissions, with AI-related domains becoming a focal point of competition. Among them, the .agent domain attracted 13 applicants, including OpenAI, Meta, Google's registry, and iPollo. OpenAI applied for 15 top-level domains in total, covering .gpt, .chatgpt, and others; Anthropic applied for .claude. In addition, crypto-related domains such as .btc and .bnb also received multiple applications.
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Cryptocurrency "godfather" sentenced to 78 months in prison for $37 million Meta fraud case and other crimes
According to Decrypt, Adam Iza, a 26-year-old who identifies himself as the crypto "godfather," was sentenced by a U.S. court to 78 months in prison for crimes including hiring Los Angeles County sheriff's deputies to illegally obtain personal information, committing fraud, and tax evasion. He was also ordered to pay approximately $23.4 million in restitution. According to disclosures by the U.S. Department of Justice, between 2020 and 2022, Iza illegally accessed Meta Business Manager accounts and associated credit lines, selling access rights to advertising firms and causing Meta approximately $37 million in losses. He additionally hired off-duty officers to obtain law enforcement records, apply for search warrants, and intimidate opponents in business disputes; five former officers have already been convicted as a result. Iza also transferred funds through cryptocurrency custodians to conceal his income and evade tax reporting, causing the Internal Revenue Service approximately $13.29 million in lost tax revenue. Notably, Iza was previously sentenced to 15 years in prison for an attempted Bitcoin robbery. This 78-month sentence will run concurrently with his prior term, meaning it will not increase his actual time served.
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Decrypt
Self-proclaimed "Godfather" crypto figure sentenced to 78 months for $37 million Meta fraud, sentence to run concurrently with prior 15-year term
Odaily reports: 26-year-old crypto figure Adam Iza has been sentenced to 78 months in prison and ordered to pay $23.4028 million in restitution for hiring off-duty Los Angeles County Sheriff's Department deputies to harass disputing rivals, defrauding Meta of more than $37 million, and concealing the proceeds through cryptocurrency custodians.Adam Iza had previously been sentenced to 15 years in prison for attempted Bitcoin robbery. This 78-month sentence will run concurrently with that judgment, meaning his actual time served will not increase. Five former Los Angeles County Sheriff's Department deputies were convicted for their involvement in related activities.Between December 2020 and 2022, Adam Iza obtained Meta business management accounts and associated credit lines and resold them to advertising companies, causing Meta clients to be charged for ads they had not purchased. He obtained at least $36.3608 million in revenue through company accounts, causing $13.2862 million in losses to the IRS, while also concealing ownership of Zort and transferring company revenue to cryptocurrency custodians. (Decrypt)
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World ID verifies real humans behind AI agents, with Okta and others already integrated
Odaily reports: World posted on X that as personal AI agents such as Meta's Muse, OpenAI's dots, and Instinct become more widespread, websites and services will increasingly verify requesting agents and whether they are initiated by real humans. World ID can store and verify proof of humanity through zero-knowledge proofs, verifying whether there is a real person behind an agent while protecting privacy, giving agents private, unique, and neutral characteristics.Currently, Okta's Human Principal beta, Vercel's WorkflowSDK, Exa's free API credits, and Browserbase's website navigation have all integrated World ID to verify whether there is a real person behind an agent or confirm that a human approved a certain step.
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OpenAI 等签署白宫自愿协议，承诺接受外部 AI 审计
OpenAI、Google 和 Meta 等科技巨头已与白宫达成协议，承诺在推出前沿 AI 模型前接受独立的第三方外部审计，以实现行业自律。
Trump to Have AI Lunch with Musk and Other Tech Giants, Discussing Industry Regulation
Odaily News: U.S. President Trump and House Speaker Mike Johnson will hold a luncheon on Tuesday with several AI and tech industry executives to discuss the regulation of rapidly evolving AI technology. Attendees include Elon Musk, Jeff Bezos, Microsoft CEO Satya Nadella, Nvidia CEO Jensen Huang, Meta CEO Mark Zuckerberg, AMD CEO Lisa Su, Broadcom CEO Hock Tan, and Anthropic CEO Dario Amodei. The Trump administration favors industry-led AI safety governance, but pressure to strengthen government regulation continues to rise.
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Three major US stock indices closed lower, with SK Hynix and Meta leading the decline.
On September 29, US stock indices closed lower, with the Dow Jones, S&P 500, and Nasdaq all posting declines. SK Hynix, Meta, and Tesla headed the decliners list, while the Nasdaq Golden Dragon China Index bucked the trend to close higher.
特斯拉
Security Vulnerability Exposed in Meta's AI Product Muse
Meta's AI product Muse has been reported to contain security vulnerabilities that could jeopardize user data and virtual environment security, with the company planning to strengthen risk warnings.
Aave V4 Launches Tokenized US Stock Collateral Lending, Non-US Users Can Borrow USDC Against 7 Coinbase Tokenized Stocks
Odaily News: Aave V4 has launched Equities Hub on Base, allowing eligible non-US users to borrow USDC using 7 tokenized US stocks issued by Coinbase as collateral, covering Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, and Tesla. The market uses Chainlink to provide on-chain price data for tokenized stocks. The initial combined collateral cap for the 7 stocks is approximately $29 million, with a USDC supply cap of $32 million and a borrow cap of $21 million. Collateral ratios for different stocks range from 65% to 79%. Currently, these stocks can only be used as collateral. Aave stated that more Coinbase tokenized stocks and GHO as borrowable assets may be added in the future after governance and risk assessment approvals. (The Block)
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Goldman Sachs: AI Infrastructure Spending by 5 Tech Giants Including Amazon, Microsoft, and Meta to Reach $800 Billion This Year
Goldman Sachs estimates AI infrastructure spending by Amazon, Google parent company Alphabet, Microsoft, Oracle, and Meta will reach $800 billion this year. Goldman Sachs notes that hyperscale cloud providers need approximately $300 billion in annual AI revenue to break even. However, rising financing demands and infrastructure constraints may weigh on the pace of future spending growth.
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Meta Releases Camera-Free Ray-Ban Audio Glasses, Muse Assistant Coming to Smart Glasses
On Wednesday, Meta released new Ray-Ban glasses that feature no cameras and rely exclusively on voice interaction, while also introducing multiple new frames and more affordable Meta smart glasses. Additionally, Meta unveiled new VR glasses priced at $1,300, set to launch next spring, and weighing five times less than the previous-generation Quest 3. The Muse assistant will be coming to smart glasses.
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UBS: Bitcoin Miners Pivot to AI Hosting, Five Stocks Average 36% Gain
UBS believes that the scarcity of power interconnection supports rents and development yields. The tenant mix is transitioning from newer cloud providers to higher-credit entities, with Meta, Amazon, AMD, Nvidia, and Anthropic securing leases in succession. Hut 8 and TeraWulf demonstrate the highest pipeline visibility, Applied Digital and Cipher Digital are experiencing the fastest improvement in tenant quality, while Core Scientific and Applied Digital lead in delivery progress. The five companies currently trade at 12x to 18x 2028 EBITDA, below the approximately 19x multiple for data center REITs.
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Meta 推出掌上型 Muse 专用设备，进一步进军 AI 硬件市场
Meta Platforms(META.O) 周三在 Connect 大会上意外发布一款用于运行其新款人工智能助手 Muse 的掌上专用设备，进一步布局 AI 硬件市场。
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