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MarketBeat
MarketBeat
Business
Leo Miller

Meta Platforms' AI Comeback Faces an Earnings Test—And a $10 Billion Charge

Meta Platforms (NASDAQ: META) has recently shifted from being one of the most unloved stocks in the artificial intelligence trade to a name with strong positive sentiment behind it. In about two months, META has gone from being down more than 17% in 2026 to up several percentage points on the year.

The release of Meta’s Muse AI agent has been critical to changing the narrative around the stock, representing a new potential AI growth driver. Meanwhile, its Muse Wonder and Muse Wonder Full models are Meta’s most intelligent models yet, and have given the company a seat at the table when it comes to being a frontier model developer.

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