Mark Zuckerberg returns to X after 3 years to unveil Meta’s new coding AI model
Meta's CEO broke his silence on the platform formerly known as Twitter to announce Muse Spark 1.1, but the company's massive AI pivot carries signals crypto investors shouldn't ignore.
+22.2% (FY ended 2025-12-31 vs FY ended 2024-12-31) 10-K
Annual net income
60,458,000,000 USD (FY ended 2025-12-31, attributable to the company) 10-K
Annual operating margin
41.4% (FY ended 2025-12-31)
Forward P/E
Unavailable: no dated forecast source
Gloria daily close for session Oct 29, 2026. Market cap and trailing P/E use this close with the SEC share total and trailing diluted earnings, each dated next to its figure. Annual revenue, revenue growth, net income and margin show their own fiscal period and link the 10-K. Current context may postdate this article.
3,333,751,000FY ended 2025-12-31, attributable to the company · 10-K
75.8%FY ended 2025-12-31
Missing figures stay unavailable. Forward P/E requires a dated source. Annual revenue, revenue growth, net income and margin come from each company's own 10-K, in US dollars, and each row shows that fiscal year. Revenue growth compares the fiscal year with the prior year stated in the same 10-K. Net income is the full year amount attributable to the company, or available to common stockholders where the filing states only that, or consolidated net income. Each row names its basis. Trailing P/E reads "Not meaningful" when the dated trailing diluted EPS is a loss or zero. An operating margin appears only when the filing states both the operating income and the revenue for the same year.
Sources: SEC filings, Gloria daily closes and CoinGecko. Oldest record refresh: Oct 30, 2026, 9:02 AM EDT. Refresh is not a price or filing date. Each row shows its price date and its annual fiscal period. Peers use industry code and company size, or editorial selection. Market cap multiplies that row price by the company share total the latest SEC filing states for every share class together. Trailing P/E divides it by trailing diluted earnings from SEC filings. Rolled earnings per share are approximate because share counts can change between periods. Both appear only when the SEC data carries its date, so they are estimates at one price date, not synchronized filing valuations. Not investment advice.
Token vs underlying stock
Current comparison for META. Historical observations may postdate this article.
Split-adjusted regular-session stock closes from the existing Gloria shared history, paired only with an observed token price within 45 minutes of 16:00 New York time. Up to 60 matched sessions. No interpolation or missing-date fill. Weekends and known early closes are omitted. Token units are not adjusted for issuer multipliers or dividend treatment. This compares quoted prices, not fair value, executable premiums or arbitrage returns. Solid line: token. Dashed line: stock. Exact quote times and values appear below. Historical observations. Retrieval refers to the token source. Token quote times use UTC. The fixed cohort shows its oldest member fetch.
Meta token vs Meta stock: exact source values
Date (UTC)
Token (USD)
Stock close (USD)
Token quote (UTC)
2026-08-06
589.91
589.90
2026-08-06 20:00
2026-08-07
592.96
592.10
2026-08-07 20:00
2026-08-10
595.64
594.92
2026-08-10 20:00
2026-08-11
600.42
599.12
2026-08-11 20:00
2026-08-12
580.52
578.85
2026-08-12 20:00
2026-08-13
595.84
594.97
2026-08-13 20:00
2026-08-14
590.73
589.85
2026-08-14 20:00
2026-08-17
569.77
568.97
2026-08-17 20:00
2026-08-18
544.97
543.67
2026-08-18 20:00
2026-08-19
547.78
546.03
2026-08-19 20:00
2026-08-20
547.56
545.83
2026-08-20 20:00
2026-08-21
551.35
549.90
2026-08-21 20:00
2026-08-24
560.74
559.02
2026-08-24 20:00
2026-08-25
571.26
570.05
2026-08-25 20:00
2026-08-26
577.62
576.14
2026-08-26 20:00
2026-08-27
572.41
571.10
2026-08-27 20:00
2026-08-28
579.18
578.02
2026-08-28 20:00
2026-08-31
573.08
572.34
2026-08-31 20:00
2026-09-01
579.55
578.54
2026-09-01 20:00
2026-09-02
593.44
592.85
2026-09-02 20:00
2026-09-03
612.22
610.68
2026-09-03 20:00
2026-09-04
617.78
616.77
2026-09-04 20:00
2026-09-08
614.55
613.48
2026-09-08 20:00
2026-09-09
653.99
653.69
2026-09-09 20:00
2026-09-10
645.68
644.38
2026-09-10 20:00
2026-09-11
648.82
648.03
2026-09-11 20:00
2026-09-14
667.33
665.60
2026-09-14 20:00
2026-09-15
671.72
670.24
2026-09-15 20:00
2026-09-16
674.78
673.31
2026-09-16 20:00
2026-09-17
683.69
682.31
2026-09-17 20:00
2026-09-18
667.45
665.75
2026-09-18 20:00
2026-09-21
743.56
741.25
2026-09-21 20:00
2026-09-22
740.44
736.60
2026-09-22 20:00
2026-09-23
746.35
744.10
2026-09-23 20:00
2026-09-24
778.30
777.59
2026-09-24 20:00
2026-09-25
752.94
751.66
2026-09-25 20:00
2026-09-28
716.77
715.62
2026-09-28 20:00
2026-09-29
741.08
738.79
2026-09-29 20:00
2026-09-30
728.60
725.18
2026-09-30 20:00
2026-10-01
727.20
725.93
2026-10-01 20:00
2026-10-02
729.17
728.08
2026-10-02 20:00
2026-10-05
743.97
741.90
2026-10-05 20:00
2026-10-06
741.44
738.88
2026-10-06 20:00
2026-10-07
722.75
721.31
2026-10-07 20:00
2026-10-08
722.91
720.89
2026-10-08 20:00
2026-10-09
720.22
718.67
2026-10-09 20:00
2026-10-12
744.29
742.96
2026-10-12 20:00
2026-10-13
764.47
762.50
2026-10-13 20:00
2026-10-14
737.37
737.54
2026-10-14 20:00
2026-10-15
738.03
736.72
2026-10-15 20:00
2026-10-16
711.14
709.33
2026-10-16 20:00
2026-10-19
707.00
705.44
2026-10-19 20:00
2026-10-20
695.35
694.25
2026-10-20 20:00
2026-10-21
700.90
697.52
2026-10-21 20:00
2026-10-22
650.24
648.85
2026-10-22 20:00
2026-10-23
643.78
642.62
2026-10-23 20:00
2026-10-26
631.24
630.56
2026-10-26 20:00
2026-10-27
621.46
620.19
2026-10-27 20:00
2026-10-28
612.89
612.49
2026-10-28 20:00
2026-10-29
626.37
624.52
2026-10-29 20:00
Stock history: Gloria · Retrieved Oct 30, 00:32 UTC. Token history: CoinGecko METAx.
Quoted token and share units can have different rights, multipliers and dividend treatment. This is not an executable premium or arbitrage signal.
Mark Zuckerberg posted on X for the first time in three years on July 9, dusting off his @finkd handle to announce Muse Spark 1.1, a new coding AI model built into Meta AI through the company’s Model API.
Meta’s AI pivot is expensive and behind schedule
The Muse Spark 1.1 launch arrives after Meta laid off roughly 8,000 employees during April and May of 2026, a restructuring explicitly designed to clear the decks for an all-in bet on artificial intelligence.
Meta has committed to projected expenditures in the range of $125 billion to $145 billion on AI infrastructure and models for 2026.
Zuckerberg himself has acknowledged the timeline isn’t going according to plan. During an internal town hall, the CEO reportedly said that AI agent development progress has “not really accelerated” over the past four months compared to earlier expectations.
The market’s initial reaction to the X post was, charitably, a shrug. No significant price movement in Meta stock followed in the days after the announcement.
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For crypto, the implications run along several axes. First, there’s the compute question. Meta’s massive infrastructure buildout competes directly for the same GPU capacity and data center resources that power crypto mining and blockchain validation networks. When Meta is willing to spend $125 billion to $145 billion in a single year, that puts upward pressure on hardware costs across the board.
Third, Meta’s abandonment of crypto-native ambitions creates a vacuum. The company that once tried to launch its own global stablecoin has now fully pivoted away from blockchain.
The bigger picture for investors
Muse Spark 1.1 itself is a coding AI model, which puts it in direct competition with offerings from OpenAI, Google, and Anthropic. Meta has been building on its open-source Llama series of models, and the new Model API integration suggests the company wants developers building on its stack rather than competitors’.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
