- 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.
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Key facts: Meta down ~5%; $6.5B+ Samsung 2nm talks; Muse Spark boost
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+ d