Meta Launches Image Generation AI Model Muse Image
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 13 hours ago
0mins
Meta Platforms has debuted Muse Image, its new image-generation AI model that marks the company's first such release after spending billions to rebuild its AI lab under chief AI officer Alexandr Wang a year ago, Bloomberg's Kurt Wagner reports. The model is rolling out Tuesday within the Muse AI chatbot and will also be embedded in Meta's various social apps, including Instagram and WhatsApp, the author notes. Meta eventually plans to sell access to its various AI models to outside developers through a cloud offering, a Meta spokesperson told Bloomberg.
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Analyst Views on META
Wall Street analysts forecast META stock price to rise
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 582.900
Low
655.15
Averages
824.71
High
1117
Current: 582.900
Low
655.15
Averages
824.71
High
1117
About META
Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- New Revenue Stream: Meta may create a new revenue stream by renting out its excess computing capacity, a strategy similar to SpaceX's successful model, which could generate over $2 billion in monthly revenue, highlighting the profitability potential of this market.
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See More
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- Revenue Growth Potential: The growing demand for therapeutics in endocrine diseases provides Vertex with a clear runway for double-digit revenue growth in the coming years, with Crinetics in the portfolio further solidifying its market position.
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See More
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See More
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- Market Performance Volatility: Although the company's market cap briefly approached $3 trillion post-IPO, it retraced to $2.13 trillion by July 2, with a share price still 20% above the IPO price, reflecting investor caution regarding long-term performance.
- Lockup Period Challenges: SpaceX's staggered lockup schedule allowed only about 5% of shares to be sold initially, with a significant number of insiders expected to sell their shares in the coming months, which could exert downward pressure on the stock price.
- Valuation Risks: With a current price-to-sales ratio of 114, significantly above the historical threshold of 30, SpaceX faces substantial challenges in sustaining profitability, leading to market expectations that its stock price may fall below $100 before the end of 2026.
See More
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- Shifting Customer Dynamics: CoreWeave's agreement with Meta has been extended to 2032, valued at $21 billion, while Nebius has committed to providing $12 billion in cloud computing capacity, highlighting the importance of their business relationships despite increased competition.
- Strong Demand Continues: CoreWeave's AI cloud platform demand is nearing saturation for 2026, with 30% of its $99.4 billion revenue backlog coming from foundational AI labs, showcasing its robust market position and growth potential.
- Optimistic Industry Outlook: According to Goldman Sachs, U.S. data center power demand is projected to double to 66GW by 2027, indicating that the demand for AI data centers will continue to grow, positioning CoreWeave and Nebius to benefit from this trend.
See More
