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JPMorgan Adds Meta to Top Picks List as Shares Jump 5% and Company Launches Muse Ember AI Model

By Market Flux··2 min read
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Meta Platforms, Inc. $META

$641.26+5.10%as of publication

5D Change
+5.72%
Market Cap
$1.56T

Meta Platforms shares surged roughly 5% on Monday, touching approximately $637.77, after JPMorgan added the stock to its Analyst Focus List as a preferred internet pick, replacing Alphabet. The bank cited AI-driven advertising strength and emerging monetization opportunities as the basis for its preference, and analysts flagged stronger AI returns and cloud growth relative to Alphabet.

Meta also launched Muse Ember, its smallest and most cost-efficient AI reasoning model, priced at $0.10 per million input tokens and $0.50 per million output tokens on the Meta Model API. That makes Ember roughly 12 times cheaper on input than Muse Spark 1.3, which is priced at $1.25 per million input tokens, and about 40 times cheaper than Muse Wonder at $4 per million input tokens. The model is designed for token-intensive agent workflows including tool calls, coding subtasks, routing, data extraction, and long document parsing, and is also available inside Muse Code. Meta's Muse Ember, Muse Spark 1.3, and Muse Wonder were also made available on Google Cloud the same day.

Separately, Meta is building a dedicated enterprise sales team and plans to work with consulting firms including Accenture, Deloitte, and IBM to sell and deploy its AI products to businesses, according to The Information. The push builds on Meta Enterprise Platform, launched in September under former MongoDB CEO CJ Desai, and includes offerings such as Muse Spark AI models, Muse Code, and business AI agents. Meta's business agents have already gained traction through WhatsApp and Messenger, including with Flipkart, though an earlier attempt to deploy AI agents directly on retailers' websites stalled over data access and integration concerns. Capital spending for the year is expected to reach as much as $145 billion.

Meta also announced a global expansion of its AI-powered age estimation technology on Instagram, designed to automatically identify teenagers and place them under Teen Account protections even if users misrepresent their age. The move comes as Meta faces numerous lawsuits accusing its platforms of harming minors. Oppenheimer, in an upgrade of AMD to Outperform with a $600 price target, separately identified Meta alongside OpenAI as the primary drivers of near-term AI GPU demand through the first quarter of 2027.

© AI-generated summary is provided by Market Flux

Sources

  1. CNBCHere are Monday's biggest analyst calls: Nvidia, SpaceX, Apple, Oracle, AMD, Bullish, Meta, Rollins & more
  2. Yahoo FinanceMeta and Amazon Rise 5% as JPMorgan Names Them Top Internet Picks; Alphabet Gains 3% Despite Losing Its Spot
  3. WallstengineOppenheimer upgrades $AMD to Outperform, with a $600 PT Analyst Rick Schafer following AMD's earnings and discussions with CFO: “We see DC up 135% (85% of sales) next year.” “DC accelerates materially into 2027 as DCAI (GPU) sales overtake EPYC server CPU, despite the latter up >2x next year.” “We model roughly 3GW/4GW in 2027/2028, respectively.” “We see favorable pricing trends as AMD negotiates next-gen deals as an incumbent.” Oppenheimer expects OpenAI and Meta to drive AI GPU growth through Q1, with Anthropic ramping in late Q1. It expects Oracle, Microsoft and Humain to contribute to growth into 2028, with visibility extending through 1H28. The firm also highlights AMD's annual GPU roadmap, with MI500 planned for 2027 and MI600 for 2028.
  4. FirstSquawkMETA EXPANDS AI AGE-DETECTION FOR TEENS GLOBALLY ON INSTAGRAM
  5. MikeZaccardi$AAPL remains the top Mag 7 name YTD $NVDA now -5% (including this morning's drop) @finviz_com $GOOGL $TSLA $META also red
  6. AccesswireNews$VJ3 Meta Critical Minerals Accepts Invitation to Join Critical Minerals Consortium at the U.S. Military Academy ...
  7. JRMiningIntel🚨 BREAKING: Meta Critical Minerals Accepts Invitation to Join Critical Minerals Consortium at the U.S. Military Academy at West Point - $MTTA.CN Read more here 👉
  8. MarketsdayOppenheimer Upgrades $AMD to Outperform with $600 Target Price - Nov 09, 2026 🔹 Oppenheimer analyst Rick Schafer upgraded AMD ( $AMD) to Outperform with a $600 price target following earnings and discussions with the company's CFO. 🔹 Datacenter ( DC) segment revenue is projected to grow 135% next year, representing approximately 85% of AMD's total sales. 🔹 Datacenter growth is expected to accelerate materially into 2027 as DCAI ( GPU) sales overtake EPYC server CPU revenue, even with EPYC sales projected to more than double ( >2x) next year. 🔹 Oppenheimer models datacenter capacity demands of roughly 3GW in 2027 and 4GW in 2028, supported by favorable pricing trends as AMD negotiates next-generation deals as an incumbent. 🔹 Near-term AI GPU growth is expected to be driven by OpenAI and Meta ( $META) through Q1, with Anthropic ramping in late Q1. 🔹 Customer expansion visibility extends through 1H28, with Oracle ( $ORCL), Microsoft ( $MSFT), and Humain expected to contribute significantly to growth. 🔹 The firm highlighted AMD's annual GPU execution roadmap, pointing to the MI500 series launch planned for 2027 and the MI600 series planned for 2028. #AMD #Semiconductors #TechStocks #AnalystUpgrade #USMarkets #StockMarketUpdate #AIInfrastructure
Show 17 more
  1. DeItaone$GOOGL $NVDA - GOOGLE ESCALATES AI CHIP WAR WITH NVIDIA Alphabet is launching two specialized AI chips, TPU 8tx and 8i Max, targeting secure computing and advanced AI workloads as it challenges Nvidia Google's TPUs reportedly cost around 30% less than Nvidia GPUs, offering competitive performance and greater power efficiency for certain tasks. Bloomberg Intelligence estimates Google's TPU-related sales could surge from $12 billion in 2026 to over $135 billion by 2028. Major customers include Apple, Meta, Oracle and Anthropic, while OpenAI is reportedly planning purchases.
  2. ZerohedgePremarket movers: Mag 7 stocks are mostly higher, with one very conspicuous exception: Nvidia is underperforming Magnificent Seven peers as the chip giant’s board launched an investigation into CEO Jensen Huang, following his admission of an affair with a woman identified in a series of reports as a suspected Chinese spy (Amazon (AMZN) +2.3%, Alphabet (GOOGL) +1.6%, Meta Platforms (META) +1.5%, Microsoft (MSFT) +1.3%, Apple (AAPL) +0.7%, Tesla (TSLA) +0.5%, Nvidia (NVDA) -4.9%) Barrick Mining (B) rises 2% after the company reaffirmed its gold production forecast for the full year. CECO Environmental (CECO) gains 28% after the manufacturer of water treatment equipment posted quarterly results. Constellation Energy (CEG) climbs 2% after the company boosted its adjusted operating earnings per share guidance for the full year. Dole (DOLE) falls 8% after the fruit producer’s adjusted Ebitda for the third quarter fell short of the consensus estimate and management cut its annual guidance for the metric, citing a “higher cost environment.” DraftKings (DKNG) falls 2% as analysts cut their price target on the stock. Greenfire Resources (GFR) rises 38% after Strathcona Resources agreed to buy the company at a total transaction value of as much as $2.9 billion. JetBlue Airways (JBLU) gains 3% after executives reassured employees that the carrier has no plans to file for Chapter 11 bankruptcy protection. KKR & Co. (KKR) rises 1% after reporting a third-quarter profit that beat analysts’ estimates as the “mini Berkshire” unit that holds long-term private equity bets mitigated a slump at its Global Atlantic insurance arm. (MNDY) falls 5% after the software company posted third quarter results and provided fourth quarter guidance. NRG (NRG) rises 4% after entering into a definitive agreement to sell six natural-gas fired generation assets totaling 4.9 GW to LS Power, for a purchase price of $4 billion in cash proceeds.
  3. InvestingMeta expands AI age checks for Instagram teens as lawsuits mount
  4. FinancialjuiceMeta plans a sales team and consulting partnerships to win over big companies - The Information. $META
  5. KalshiJUST IN: Meta is building a sales team to sell its AI to businesses
  6. 24/7 Wall StreetMeta and Amazon Rise 5% as JPMorgan Names Them Top Internet Picks; Alphabet Gains 3% Despite Losing Its Spot
  7. RedboxWireAMAZON SHARES RISE 5.5%, META GAINS 4.5%, ALPHABET CLIMBS 3.2%
  8. TechcrunchMeta expands Instagram's AI age-guessing tech globally
  9. MarketRebelsBounce to start the week 🟢 $AAPL $MS $MSFT $META $PLTR $AMD $MU $TSLA $AMAT
  10. Alphaspace$META is now on JPMorgan’s list of top stock picks, in place of Alphabet.
  11. BenzingaMeta Stock Climbs on Muse Launch Reports in UK
  12. FinkdReleasing Muse Ember today -- our smallest model that delivers higher intelligence per dollar than others in its class. Built for token-heavy work that agents repeat all day: tool calls, coding subtasks, routing, extraction, and long document parsing. Available today on the Meta Model API and in Muse Code.
  13. Crypto BriefingMeta launches Muse Ember, its smallest reasoning model, at $0.10 per million input tokens
  14. Seeking AlphaMeta unveils small AI model, Muse Ember
  15. NasdaqWhy Meta Platforms Stock Rallied on Monday
  16. InvezzMeta stock surges over 5% today: here's why
  17. PiQMarketsBrazil's Lula flies to COP31 in Turkey, his first trip since re-election Brazilian President Luiz Inacio Lula da Silva flew to Turkey on November 9, 2026, to attend COP31 in Antalya, his first international trip since his re-election two weeks ago. Lula said in an Instagram post that Brazil would show how it is setting an example in environmental preservation and energy transition.