Meta enters the crowded AI coding battle with Muse Spark 1.1

Meta's new Muse Spark 1.1. will go up against similar products offered by Anthropic and OpenAI.

Reviewing Recent Picks: Winners, Laggards, And Lessons From SpaceX, Meta, Micron, Bloom, And Credo

Track SpaceX, Meta, Micron, Bloom & Credo with valuation and technical takeaways, AI momentum, and dip-buy targets—see what ...

Meta Stock Had a Lousy First Half. Here’s Why the Tech Giant’s Shares Are Rising Again

Meta led S&P 500 gainers on Friday as Wall Street welcomed its push to monetize the hundreds of billions its spending on AI infrastructure.

Meta Compute Is Bad For Picks And Shovel Plays, Good For Meta

Meta launches cloud compute, shifting capex and pressuring AI suppliers (Nvidia, SK hynix) and partners like CoreWeave. Click ...

Meta's stock has best week since early 2024 as optimism builds around AI strategy

Meta released two AI models this week as part of its new Muse Spark family, under the leadership of Alexandr Wang.

TechCrunch Mobility: A robotaxi ultimatum

Welcome back to TechCrunch Mobility, your hub for the future of transportation and now, more than ever, how AI is playing a ...
Opinion

Did Meta Overbuy AI Compute, or Is the Market Asking the Wrong Question?

Recent reports suggest Meta may rent out excess AI compute. The easy read is that Meta overbuilt and the AI capex cycle is already moving from shortage to surplus. That may be too simple.