How Schwab Network’s view on $META changed

Channel profile →This channel has 3 credited speakers: Morgan Stanley, Truist, UBS4 entries
2026-09-13Bullish
“Ted Thatcher Sees Fed Holding Rates, SPX Near 9,000 Without U.S.-Iran War”
Bullish on META due to resolved regulatory issues and strong performance of Muse Spark 3 indicating a positive AI trajectory.

Meta has finally gotten out of the uh I would say rain clouds when it comes to all the, you know, uh regulatory pressure. Some of these settlements are behind them now. Muse Spark 3 is performing extremely well.

I love where Zuckerberg has the company directionally headed with open source and performance there.

2026-09-10
“GOOGL v. META: Way AI Buildout Present New Mag 7 Opportunities”
Meta's revenue diversification via Muse is promising but meaningful impact is 2-3 years out; current heavy capex squeezes FCF.

which is, you know, where where Meta's uh agentic AI is uh is currently targeting. but obviously, you know, the launch of Muse um has improved uh Meta's potential in terms of just trying to diversify their revenue uh from purely ad-based to hopefully some subscription side, uh especially on the on the WhatsApp uh app.

2026-09-09Bullish
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2026-08-31Bullish
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