Meta AI and Muse models
Muse Spark, the first model from Meta Superintelligence Labs, launched April 8, 2026 and powers the Meta AI app; Meta plans to move its apps off Llama models.
What it is
Meta's AI assistant and the models behind it. Muse Spark is a closed model, unlike earlier Llama releases. Meta says larger models are in development and plans open-weight versions of some future models. The same AI work drives ad ranking and recommendations, which is how AI spending shows up in the core business.
Why it matters to the stock. AI is the reason for the 2026 capex and expense increases. Traders look for AI-driven gains in ad performance and a Meta AI product that can earn revenue to justify that spending.
News
Meta releases Muse Wonder models to developers now, with Muse Wonder Full for Muse Code subscribers
Meta made two new frontier models available on October 12, 2026: Muse Wonder for developers through the Meta Model API and Muse Code, and Muse Wonder Full for Muse Code subscribers.
Meta shares rise about 3% on Muse retention data that rivals ChatGPT
Meta shares rose about 3% on October 12, 2026 to $739.68 per one report, after app-intelligence data showed Muse's early user retention rivaling ChatGPT's.
Meta releases Muse as a dedicated iPad app with new business connectors
Meta launched a dedicated iPad app for its Muse assistant on October 7, 2026, about a month after the iPhone and Android launch on September 8.
Meta launches Muse for Small Business with Shopify, Stripe and QuickBooks connectors
Meta extended Muse to small businesses with skills and connectors for tools such as Canva, Shopify, Stripe, QuickBooks and Slack, plus Facebook and Instagram business accounts.
Meta launches Meta Enterprise Platform, with Chirantan Desai as Chief Enterprise Platform Officer
On September 28, 2026 Meta said it is starting Meta Enterprise Platform, which it describes as the next major pillar of its business.
JPMorgan raises Meta target to $920 from $820, says Muse could be the top consumer AI app
JPMorgan analyst Doug Anmuth raised his Meta price target to $920 from $820 and kept an Overweight rating after the Connect event.
Wells Fargo lifts Meta target to $796 from $640 on Muse traction; shares rise over 10%
Wells Fargo analyst Ken Gawrelski raised his Meta price target to $796 from $640 and kept an Overweight rating, citing early traction for Muse.
Meta launches Muse, a personal AI agent that works on its own cloud computer
Meta launched Muse in the US on iOS, Android and the web, and inside WhatsApp, as an agent that completes multi-step tasks in a cloud environment and keeps working after the app is closed.
Meta AI moves to Muse Spark 1.1 with multi-step agent tasks in its app
Meta said its Meta AI assistant now runs on Muse Spark 1.1 and can plan work, connect to email and calendar apps, create slides and keep track of tasks through to completion.
Meta Superintelligence Labs launches Muse Spark, its first closed model
Meta released Muse Spark, the first model from Meta Superintelligence Labs, as a closed model that replaces the open-weight Llama line for its own products.
Meta to acquire Moltbook, a social network for AI agents
Meta said it is acquiring Moltbook, a social network built exclusively for AI agents, and is hiring its co-founders Matt Schlicht and Ben Parr into its AI teams.
China begins review of Meta's roughly $2 billion Manus acquisition
Beijing's Ministry of Commerce said it would assess Meta's deal to buy AI agent startup Manus for consistency with Chinese laws, after Bloomberg reported that regulators had started a review that may touch on national security.