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NEWS

Zuckerberg Might Be The Only Advanced AI Meta Shows Off This Summer

The market climbed Friday, and every index ended the week positively, after the U.S. announced a glorious China tariff cut and news out of the deal tour in the Middle East painted a flush picture for international commerce. President Trump said his Admin would start handing out ‘deals’ in the next two weeks. Will the bond market hold him to it? 👀

Today's issue covers Is Zuck F***d?, What To Do When You Get Ghosted In The Tariff Chat, and The Odds Of Recession According To Stocktwits Retail.  📰

CLOSING BELL

Here’s the final numbers for indexes and the ETFs that track them: 10 of 11 sectors closed green, with health care $XLV ( ▼ 0.5% ) leading and energy $XLE ( ▲ 1.74% ) lagging.

STOCKS
Is Zuck F***d? 🤖 

Meta, a leader in the Mag Seven-led AI semiconductor sweep of the stock market, faced a bad news drop Friday. According to the Wall Street Journal, the firm allegedly delayed the launch of its flagship ‘Behemoth’ large language model because it is too huge to work with.

Reportedly, $META ( ▼ 1.51% ) engineers have struggled to improve their Llama 4 AI model. The launch of the big one was slated for April, during Meta’s first AI conference, but that came and went with Meta showcasing its smaller models instead. Now, staff worry the larger model won’t come out even over the summer.

Worse yet, the team that made the initial Llama model is mostly gone- 11 of 14 researchers who published the original work have left the company. Recent models released in April did well, but The Information reported it was a bait and switch. Chief Mark Zuckerberg said the firm designed their models to do well on benchmark tests, while the firm released separate versions to the public.

Big If True

If true, the news upsets investor expectations. The firm has promised to spend $72B on CapEx this year, and investors thought that meant fuel for the AI fire. 🔥 

On that idea, Meta received a bullish price target with a 40% upside from Loop Capital Friday. Analyst Rob Sanderson said Meta’s AI-driven performance gains and infrastructure investments are key factors, recommending long-term investors to toss Google and instead watch Meta. 🛍️ 

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