Meta Platforms Inc.META
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Muse launch and MSL model updates have driven Meta from AI laggard to leader, expanding its multiple and setting up top-line revisions.
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Meta Surges as Muse Launch Lifts Stock From AI Laggard to Leader
Meta is drawing renewed investor confidence as its Muse AI product climbs the App Store and the company builds momentum around its Meta Connect event, according to KeyBanc Capital Markets Managing Director Justin Patterson. Patterson said Meta spent the year trading at its widest PE discount to Google in roughly a decade, with investors withholding credit for its CapEx and AI investments, but that gap has now closed as Muse drives consumer engagement, business connectors and a new device cycle. He noted the AI cycle is humbling, recalling that a year ago Google was seen as the AI loser before Gemini's Nano Banana shot to the top of the App Store and the stock gained over 100% in a year, while Meta has now moved past the social addiction trial and a successful Muse launch. Patterson said the next leg of the trade is watching the Muse ecosystem build out through more app downloads and connectors, which should eventually translate into top-line revisions and a path to $40 plus in earnings on 2028. He added that Meta reset its AI strategy away from Llama and formed the MSL group, Super intelligence labs, whose team has delivered frequent model updates and a consumer-facing AI product, taking the company from laggard to leader in a matter of months.
Walmart Expands Scintilla Into AI Supplier Tool at Inspire Event
Walmart is turning Scintilla from an analytics product into a supplier operating tool, combining first-party and Marketplace data next year while its Marty assistant answers questions using Walmart's data. The retailer announced the expansion at its Inspire event, where more than 2,000 suppliers and merchants attended and nearly 30 use cases were showcased. Walmart shares fell 1% to $109.28 at 11.36am ET on Thursday morning. The company disclosed no subscriber count, pricing or Data Ventures revenue in its announcement. The tighter workflow loop would let suppliers spot an out-of-stock risk, replenish inventory and launch advertising without switching platforms, potentially improving availability and ad conversion for Walmart.
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Meta Unveils AI Game-Building Tools, Sending Unity, Roblox, AppLovin Lower
Meta announced new AI-powered game creation tools at its Connect conference, sending shares of Unity Software Inc. down 5% while Roblox Corporation and AppLovin each fell 1%. The tools, Horizon Create and Horizon Studio, let users build 2D or 3D mobile games directly from their phones or web browsers using text prompts, built on the Meta Horizon Engine. Horizon Create is a mobile app for generating games on phones, while Horizon Studio offers browser-based creation with more detailed controls, and both support seamless transfer of projects between platforms. Games made with the tools will be distributed across Facebook, Instagram, and Horizon platforms, with discovery driven by engagement metrics and monetization through in-game purchases and the Meta Horizon Creator Fund. The announcement marks Meta's entry into simplified game development, a space where Unity, Roblox, and AppLovin currently operate.