Meta Stock Posts Best Weekly Gain Since Early 2024 on AI Strategy Optimism
테크주 | Sat Jul 11 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 sources
Meta shares surged 15% for the week as the launch of Muse Spark 1.1 and expectations of a cloud business entry fueled investor optimism.
Analysis
[Meta Platforms] posted its best weekly performance since early 2024 with a 15% weekly gain [1][4]
- Rose 6% in a single session on Friday
- Year-to-date return flipped into positive territory
- Best weekly gain since February 2024
[Muse Spark 1.1] unveiled an AI model targeting agentic and coding workloads [1][4]
- An upgrade to Muse Spark
- the first in-house foundation model released three months ago
- Also announced the Muse Image image-generation model on Tuesday
- Full-scale competition with OpenAI
- Anthropic
- and Google
[Meta Cloud Business] reportedly developing a cloud infrastructure business to compete with AWS, Azure, and Google Cloud [2][3]
- Bloomberg report spread rumors of cloud market entry
- Aimed at securing a distribution channel for AI model sales
- Reaction approached the 18% surge that Jim Cramer had predicted
[Meta AI Infrastructure] highlighted CAPEX efficiency with lower-than-expected build cost per GW [2][4]
- Internal memo shows about $22 billion per GW versus BofA's original estimate of $45 billion per GW
- Targeting an additional 14GW by the end of next year
- 1GW is already operational
[Iris Custom AI Chip] scheduled to begin first mass production of its in-house AI chip in September [2][4]
- MTIA chip family developed in partnership with Broadcom
- Manufacturing to begin in September under the code-name Iris
- Supports the 14GW compute power target
[2026 CAPEX Guidance] could be raised to as much as $155 billion at Q2 earnings [4]
- Previous guidance top end of $145 billion
- BNP Paribas estimates $135 billion to $155 billion
- Shares fell 7% at Q1 earnings due to CAPEX concerns
Sources
- [1] Meta’s stock roars back to life as it notches its best week in years - MarketWatch Top Stories
- [2] 3 Reasons I Think Meta Platforms is a Screaming Buy Right Now - The Motley Fool
- [3] Meta stock got the 18% pop Jim Cramer said it could on cloud news. What's next? - CNBC World Markets
- [4] Meta's stock has best week since early 2024 as optimism builds around AI strategy - CNBC World Markets