金色财经
金色财经|Sep 24, 2026 21:23
[Meta Market Cap Approaches $2 Trillion as Muse Drives Best Monthly Stock Performance in 13 Years] Golden Finance reports that as of September 25, Meta Platforms (META.O) stock has risen 36% this month, poised to achieve its best single-month performance since July 2013, and nearing the $2 trillion market cap threshold. The market rally has been primarily driven by positive reactions to Meta's launch of its personal AI assistant, Muse, with investors believing that AI products could unlock new growth opportunities and alleviate previous concerns about the returns on the company's substantial AI investments. Earlier this year, Meta's stock faced pressure due to high AI-related expenditures, legal risks surrounding its social media business, and weak revenue forecasts, dropping 18% from the beginning of the year. However, with the company addressing some of its litigation challenges and releasing AI products like Muse, Meta's stock has surged approximately 43% from its August low. Meta is expanding its AI product portfolio, including devices designed for on-the-go use of Muse and smart glasses without cameras. The company projects capital expenditures to reach nearly $140 billion in 2026, further increasing to $197 billion in 2027 and $215 billion in 2028. The market remains focused on whether Meta can generate sufficient returns through its AI business. Analysts currently estimate Meta's revenue will grow 26% to $254 billion in 2026, with net profit increasing 33% to $80.6 billion.
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