Meta
Meta is an American multinational technology conglomerate. It owns Facebook, Instagram, and WhatsApp, among other products and services.
News Heat Trend
Related news
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.
World
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.
Jeff
Lunch
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)
Aave
Apple
Base
Block
Chainlink
Circle
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.
Oracle
Reach
Reach
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.
Free
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.
Applied Digital
Bitcoin
Cipher
Cipher Digital
Core
Core
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。
Cometa
Meta Pool
MetaDAO
Metadium
Meta Tests Human Proxy Calls for Muse, Rolls Back Feature After Privacy Controversy
Meta tested a human concierge service for its personal AI assistant, Muse, with human contractors placing some calls on the backend. Following employee privacy concerns, the company admitted that failing to properly disclose the practice was a mistake and temporarily rolled back the feature. Internal testing showed that human-conducted calls could boost the success rate to 95% to 98%, outperforming fully AI-driven calls. Muse recorded over 2.5 million downloads within two weeks of its launch, while Meta's stock price rose more than 20% during the same period.
Feature
Proxy
Proxy
Ark Invest increased its stake in Meta Platforms stock by approximately $38.15 million yesterday.
According to data from Ark Invest Tracker, Cathie Wood's Ark Invest increased its holdings of Meta Platforms by 51,477 shares (approximately $38.15 million) yesterday.
Ark
Ark
Insider: Manus reportedly seeks $500 million in funding, valuation may double to $4 billion
- According to people familiar with the matter, AI Agent startup Manus is preparing a new round of $500 million in funding, with the deal nearing completion and the company's valuation expected to double to $4 billion. This would be Manus's first funding round since splitting from Meta.If the funding is completed as planned, Manus will become the highest-valued startup in China's Agentic AI sector. Negotiations are still ongoing, and specific terms may change. The identity of new investors has not yet been disclosed. Manus's existing investors include Tencent, HSG, and ZhenFund. (Bloomberg)
Insider
AI startup Arcee AI completes Series B funding round, valued at $1 billion.
According to Fortune, AI startup Arcee AI announced the completion of its Series B funding round, raising at least $150 million with a pre-money valuation of $1 billion. The round was led by Vista Equity Partners, Cambium Capital, and Emergence Capital, with participation from Microsoft M12, Hitachi, Wipro, and other investors. Founded in 2023 by Mark McQuade, an early employee at Hugging Face, Arcee AI focuses on developing open-weight models. The company trained four open-weight models, including the 400-billion-parameter model Trinity Large, for only about $20 million, achieving performance comparable to Meta’s Llama 3 and leading Chinese models. The funding will support new model R&D, product expansion, and deeper collaboration with the U.S. Department of Energy.
Emergence
Llama
Trinity
Meta CEO: AI Labs Should Adopt Independent Evaluation Mechanisms
According to Bloomberg, Meta CEO Mark Zuckerberg stated that artificial intelligence labs should rely on independent evaluation agencies and consultants to review model safety, describing such practices as an industry best practice. Currently, the global technology sector continues to discuss how to establish artificial intelligence security safeguards to mitigate potential risks posed by these systems.
Goldman Sachs: Meta Launches Tiered Muse Subscriptions, Sets $725 Price Target
Goldman Sachs believes that Muse marks a shift in consumer AI from passive conversation to active task execution, and Meta's scale and distribution advantages are the hardest-to-replicate assets in the competition for consumer AI agents. Risks include consumer data privacy concerns and consistent performance execution.
Price
"White-Haired Stock Guru" Serenity: The probability of OpenAI and Anthropic slowing down frontier AI R&D is essentially zero
Odaily reports: "White-Haired Stock Guru" Serenity posted on X platform, stating that in their view, the probability of Anthropic and OpenAI genuinely slowing down frontier AI development is "essentially zero," and that some regulatory measures pushed by leading AI companies are more likely aimed at raising competitive barriers to restrict the development of competitors.They stated that OpenAI and Anthropic will not voluntarily cede their lead to competitors like Gemini, xAI, and Meta, and that given all countries are continuously advancing AI technology development, it would be very difficult for the United States to meaningfully slow down frontier AI R&D. Currently, all parties are still competing for scarce resources such as storage and AI chips. They believe that demand for AI-related infrastructure will remain strong, and rebutted the view that AI-related stocks such as Nvidia (NVDA), TSMC (TSM), and Micron (MU) will experience significant declines as a result.Previously, Anthropic CEO Dario Amodei published a long article stating that the AI industry must slow down the pace of improving model capabilities, but this does not mean stopping model training or technological progress — rather, it means ensuring companies have enough time for model alignment and safety safeguards. OpenAI founder Sam Altman expressed agreement, saying "we need to control the progress of frontier models," and stated that OpenAI will also consider giving independent evaluators access similar to that of employees.
Gemini
Serenity
Tech investor Jason: AI stocks will drop more than 10% in early trading on Monday
Odaily reports: Well-known tech investor Jason posted on X: "AI stocks will drop more than 10% in early trading on Monday," adding that Amodei's blog post "single-handedly dismantled the AI trade."Anthropic CEO Dario Amodei previously published a blog post with a title that directly stated: "We Must Pace the Frontier." Within hours of the article's publication, SpaceX CEO Elon Musk posted on X, saying "Dario is right."Early market indicators show that following the "AI slowdown" news, related assets on the HyperliquidX platform fell in response, with OpenAI and Anthropic dropping 7% and 2.8% respectively. Multiple market observers and investors have issued warnings on social media, concerned that the news will cause a significant impact on AI-related stocks such as Nvidia, Broadcom, and AMD on Monday.Executives at Google DeepMind and Meta have not yet publicly commented on this weekend's discussions. Divisions within the industry also cannot be overlooked. Critics argue that leading AI companies have self-interested motives in emphasizing existential risks—expensive safety and compliance frameworks could shut out smaller competitors, thereby consolidating the market position of existing giants.
Frontier
JPM upgrades Meta to Overweight, sets $820 price target
According to TechFlow, JPMorgan’s September 10, 2026 research report upgraded Meta’s rating from “Neutral” to “Overweight” and raised its price target from $640 to $820. Based on the September 9 closing price of $653.69, this implies an upside potential of approximately 25%. The Muse AI agent ranked third on the US App Store on its second day, with early usage volume 10 times that of the test cohort. JPMorgan projects capital expenditure of $243 billion in 2027, up 70% year over year, and $284 billion in 2028.
Based
Based
Neutral
摩根大通
Mark Zuckerberg Sparks Outrage by 'Taking Over' Muse's Social Media, Forcing Renowned Band to Change Handles
Meta's takeover of the Instagram account "@muse" for its new AI product forced the renowned rock band Muse to change their official handle to "@museband", sparking strong criticism from users and fans over Meta's handling of the account and resulting in public backlash against Meta CEO Mark Zuckerberg.
Change