Meta ($META) podcast mentions
Per Ticker.id: 617 Meta ($META) mentions across 43 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-15.
Yes. I think there was maybe 10 kids in the photo. And she's by far the smallest and super innocent looking. And they say that's where she met Matthew Farwell. And he started by sending her a Facebook friend request, which, you know, is outside the purview of the program. Then he started tutoring her at the library outside of the program. And then he started introducing sexual contact. And then that moved on to them having a sexual relationship at the age of 15. You know, this is all of their allegation. And then it continues.
Cassie Marshall · Dateline NBC · Sandra Birchmore's alleged killer on trial. UNC student murder case. Plus, campus safety. · 2026-10-15So think of this collective factory being built to make AI products and services. You have all these companies that are feeding into the factory. You got Nvidia selling the chips, you got the power company supplying the power, you have the data centers being built, the real estate. So there's this architecture companies that make their money in building the factory. But included in your mix are those companies that are spending the money on this architecture because they want to make products and services. I would include Meta and Alphabet and Amazon in that mix 'cause they're not interested in the architecture. They want to use the architecture to make money. The first thing to do is step back instead of adding up all of those market caps because some of these companies make their money from building the architecture and some hope to make their money from the products and services that come out of the architecture is to separate the companies and look at it differently.
Aswath Damodaran · BiggerPockets Money · Best of BiggerPockets Money: Aswath Damodaran on the $10 Trillion AI Bet · 2026-10-15And those should not be part of the AI discussion. Those should not— There are ways in which these companies are coming up with the cash flows to fund them. Bring them in will just contaminate the questions you're trying to answer. So the case of Alphabet and Meta, they have incredibly successful advertising business. The only way they enter the discussion is if the factory turns out to be not profitable in hindsight. We have to write it down and there's losses to be taken. The question is, where will the losses go? In the case of Meta and Alphabet, it'll be their shareholders who will lose because the money from the advertising business that could have been used for dividends and buybacks was instead funded in the business. There'd be write-offs, those shareholders will lose money and they will have regrets about what was done, but the damage will be limited there. With CoreWeave, it gets messier. The reason it gets messier is if the factory has to be written down, CoreWeave has enough debt that you worry about not being able to make debt payments.
Aswath Damodaran · BiggerPockets Money · Best of BiggerPockets Money: Aswath Damodaran on the $10 Trillion AI Bet · 2026-10-15I used to own all of the Mag 7s. But I bought them at very different points in time. I bought Microsoft when Satya Nadella became CEO in 2013 to '14. I bought Facebook after the half of it, after the fiasco they had in 2017 with Cambridge Analytica, and the other half after the metaverse fiasco where people decided that Mark Zuckerberg could not be trusted to run a company. I bought Tesla just ahead of the COVID correction. So I bought them at points in time because at that point in time I wasn't buying them for AI. I was buying them because they looked undervalued to me given what I thought about their future. And I make that point because people always look at the Mag 7 and say, I could never have bought the Mag 7 because they're such expensive companies. In the last 20 years, each of the Mag 7, including NVIDIA, has had at least 3 or 4 points in time where they were incredibly cheap because of something that happened to them. I bought NVIDIA in 2018. I'd love to tell you I saw AI coming.
Aswath Damodaran · BiggerPockets Money · Best of BiggerPockets Money: Aswath Damodaran on the $10 Trillion AI Bet · 2026-10-15If they get overvalued enough, I will start to shed them. The fact that I will leave money on the table when that happens doesn't bother me. I mean, I also have simple rules on my portfolio where I will not let an investment get above 15% of my overall portfolio. It's on autopilot. I sell it once it's 15%, which means none of these stocks are in double-digit levels now. On my portfolio. On any given day, I could have a really bad day with Meta or a really bad day with Alphabet. I don't notice it at the portfolio level, which is what I want in my portfolio. So I think it requires kind of monitoring what you have. It's one of the prices you pay as an active investor is you can't buy something and forget about it, especially in your biggest winners, because then those companies can very quickly become 30, 40, 50% of your portfolio. I don't care how great you are as an investor, that stake taking a risk you should not be taking.
Aswath Damodaran · BiggerPockets Money · Best of BiggerPockets Money: Aswath Damodaran on the $10 Trillion AI Bet · 2026-10-15So let's see if we can torture this analogy now that we've, we've set it up. It feels like to me and probably everyone else that, that AI is this gravitational body in the American economy right now. 4 companies— Amazon, Microsoft, Alphabet, Meta— are going to spend, I don't know, $750 to $1 trillion, uh, $700 billion to, to $1 trillion this year, maybe mostly on data centers. And, uh, Michael Symbolist at JPMorgan says tech capital spending was 40 to 45% of of US GDP growth through the first 3 quarters of, I think, last year and even more into this year. And 42 AI-related companies produced 66% of the S&P 500's earnings growth since ChatGPT launched and 78% of the price return. So all this fresh spending, all the earnings are all around the gravity of AI. And there's this small— it's a small— it's a ton of light that's being emitted from a kind of a relatively small place.
Jake Taylor · The Acquirers Podcast · Korea’s Hidden Value: Activism, AI & Golfzon | Ryan Albert · 2026-10-15Plus, shares of Meta now up 40% since mid-August. This is investors bet on the success of its Muse agent. We're going to talk with one analyst who says he sees a lot more upside ahead.
David Faber · Squawk on the Street · 10AM Hour: Bank of America CEO on Earnings, FBI Arrests Saudi OpenAI Employee, Meta’s Muse Boost 10/14/26 · 2026-10-14Brian, thank you. Leslie, thank you for bringing Brian to us as well. Brian Moynihan, of course, CEO of Bank of America. Interesting comments there as well at the end, Carl, involving Meta, which we're keeping a close eye on. In fact, we're going to be talking to an analyst about later as well, given a lot of providers out there don't want to have its agent crawling around on their system.
David Faber · Squawk on the Street · 10AM Hour: Bank of America CEO on Earnings, FBI Arrests Saudi OpenAI Employee, Meta’s Muse Boost 10/14/26 · 2026-10-14Okay, Brand, thank you. Up next, speaking of Meta, of course, that new Muse model is giving the stock another lift. Released this week, although not today. We will look at how its latest model— that is, AI model, not just an agent— stacks up to the competition when we come back. Here's the Meta pulling back this morning, but of course still higher on the week. This after it unveiled its newest line of AI models. Now, the company says Muse Wonder and Muse Wonderful, they scored nearly as well as Anthropic's most advanced models on reasoning, writing, coding tests. Meta stock has been on a run since mid-August, up almost 40% since it hit lows around $550. That on the strength of its Muse agent. Let's bring in Brent Thill, AI software or internet analyst at Jefferies, has a buy on the stock, raised his price target and always helps us make sense of all of this stuff. So how big is Muse agent going to be in your mind, Brent?
David Faber · Squawk on the Street · 10AM Hour: Bank of America CEO on Earnings, FBI Arrests Saudi OpenAI Employee, Meta’s Muse Boost 10/14/26 · 2026-10-14I think every one of these businesses is going to accept agents and that will be a mistake to block them all. And if they open up the access, Meta and other companies providing these agents, it's a huge win for them. It's a big win for companies like Salesforce.com and other front office agents that have to accept and actually understand, does it need to go to human? Can I digitally fulfill it. So we're big fans. It's really early again in terms of the evolution of these agents. But I can tell you in our own bench tests, in our own use, this is a product that I think most people should investigate and use. And we've already found huge value in our, in our own working and our own personal life.
Brent Thill · Squawk on the Street · 10AM Hour: Bank of America CEO on Earnings, FBI Arrests Saudi OpenAI Employee, Meta’s Muse Boost 10/14/26 · 2026-10-14You put your glasses on to go for a walk in Central Park. You effectively have a Meta Muse keychain that you could bring on your bike ride. You don't even need your phone to pay for things and ask questions. So they're going to unveil the Muse system throughout a whole series of gadgets where, you know, you, you effectively are going to be able to have interface to your home lighting, to your, your sound, to many things in your life. And so I think this is also going to be important, which is it's not going to just be on your phone. And this is where Meta is taking this that the other AI companies are not taking it today.
Brent Thill · Squawk on the Street · 10AM Hour: Bank of America CEO on Earnings, FBI Arrests Saudi OpenAI Employee, Meta’s Muse Boost 10/14/26 · 2026-10-14Like Anthropic's talking about pacing the frontier, OpenAI is kind of talking about taking a more cautious approach, but then we have Meta, you know, releasing Muse and then releasing its sort of like frontier versions of Muse this week and talking about, no, I'm gonna take the foot off the gas. Like, if you have one company doing that, let alone a split of a few, that balance is never gonna get struck. And so like, it's just hard to imagine a world in which they're all gonna sort of work together.
Sean O'Kane · Equity · Who’s the sheriff in AI’s wild west? (Equity Live at TechCrunch Disrupt 2026) · 2026-10-14Yeah, I mean, I think one of the problems that this market has is we're always so close to where the top is in the S&P. And then you look at the makeup of those that have done it and it's— yeah, it's Meta and it's Microsoft, it's Pals, Frank, it's Palo Alto. There's 12 stocks that are responsible for most of the lift. Some of them are under fire here today, but it's not any of the ones that we're talking about. It's not BlackRock, it's not JP Morgan. JP Morgan is really big. That is not responsible for much at all.
Jim Cramer · Squawk on the Street · 9am Hour: Exclusive: BlackRock’s Larry Fink, CPI Runs Hot, BofA’s $1.2B Fine 10/14/26 · 2026-10-14Meta may or may not make a lot of money off of the models or their selling computer, what have you, but man, that's a great business. And that business does not disappear even if the, the hopes by Zuckerberg and everybody else for how much money they're going to make off of AI. Don't come, don't come true. That may be tougher for an Oracle. Oracle has a good business, but the scale of what they are trying to do now relative to the size of their current business is big. It's a bigger issue for a CoreWeave or a Nibius or somebody who is investing a ton on the back of either a business which is entirely about AI or is much smaller than the business they are trying to build. So the impact should certainly depend on how expensive you are, right?
Ben Inker · Monetary Matters with Jack Farley · The AI Bubble Will Pop from Equity Supply Says This $80 Billion Asset Manager | Ben Inker | GMO · 2026-10-14It's like, I think I'm very interested in these human aspects of why competition drives the frontier and why the org chart is so important because like we see these things and this comes into play in the open-closed dynamic as well, where it's like the closed companies, the true frontier labs, which I say if somebody wants to work at the frontier of AI, I mostly tell them to work at Anthropic and OpenAI, which is the easiest bet. I think Meta, Google, SpaceX AI, like I think you still might be there, but it's harder to see from the outside. and these companies have just taken the most ambitious bets the earliest in order to get there. And that's why OpenAI has done things like kickstart the reasoning model revolution. And I think that kind of breakthrough and that beautiful plot with the inference scaling laws is peak OpenAI. It's like they're really good at getting this plot that just changes how everyone thinks about everything.
Nathan Lambert · The a16z Show · Can Open Models Keep Up With the AI Frontier? | Nathan Lambert · 2026-10-14