• META fell ~5% after Zuckerberg said internal AI agent progress lagged and recent org changes and job cuts didn’t yield expected results.
  • Meta is in talks with Samsung for a $6.5B+ deal to build next‑gen MTIA AI chips on Samsung’s 2nm node. Meta plans biannual chip updates and targets 5GW data‑center capacity by 2030; deal unconfirmed.
  • Meta Platforms (META): Chief AI Officer Alexandr Wang said Muse Spark update will boost coding performance and agentic capabilities as Meta aims to keep pace with leading models.