Meta

Meta announced on November 9 that its AI age-estimation technology is now expanding on Instagram worldwide, placing millions more teens into Teen Account protections even when they signed up with an adult birthday. The move follows Meta’s settlement with 52 state attorneys general, and US parents will start seeing an in-feed video this month explaining how the system works. Full story in slides above — Sources: TechCrunch, BetaNews, Meta.

Meta said on Monday it will stop taking teenagers at their word on Instagram. The company is expanding its Instagram AI age detection system worldwide, a move it says will place millions more teens into Teen Account protections even when they signed up with an adult birthday. “Today, we’re expanding our AI age-estimation technology globally to place millions more teens in Teen Account protections on Instagram,” Meta said in its announcement. The rollout lands three months after Meta reached an agreement with 52 state attorneys general and settlements worth up to $18 billion over claims its platforms harm young users, according to Reuters. ...

Meta has acquired Conductor, an AI coding startup that lets developers run several coding agents at once in separate workspaces. Axios first reported the deal on Wednesday, November 4, and Meta confirmed it to TechCrunch the same day. Financial terms were not disclosed. Nobody has said what Meta paid. But the deal says a lot about where the coding-agent race is headed. Conductor’s cloud service shuts down on November 20, just 16 days after the announcement, and the company will start deleting users’ cloud data after that. Its team is moving to Meta’s Superintelligence Labs. ...

Meta is going back to the bond market for as much as $25 billion. The Meta $25 billion bond sale, reported Tuesday by CNBC and first flagged by Bloomberg, would help pay for the data centers, chips, and AI models behind chief executive Mark Zuckerberg’s push toward personal superintelligence. About two-thirds of the debt is expected to be denominated in U.S. dollars and the rest in euros, according to people familiar with the plans who spoke to both outlets on condition of anonymity because the details are private. Final pricing was expected Tuesday afternoon. Meta declined to comment. ...

OpenAI and Anthropic have each set up a dedicated election war room ahead of Tuesday’s midterm elections, putting staff on watch for misuse of their AI platforms in the final hours before Americans vote on November 3, 2026. Semafor reported on Monday that this is the first time either company has deployed such a unit, and Nextgov/FCW confirmed the moves the same day, citing exclusive reporting from Politico and Semafor. ...

OpenAI and Anthropic have set up dedicated election war rooms to monitor their platforms and keep voting information accurate as Americans head to the polls for the midterms on Tuesday, per Semafor and Politico reporting. Full story in slides above — Sources: Nextgov/FCW, Semafor, Politico, Brennan Center, November 2, 2026.

Meta built a humanoid robot prototype called Max with Shanghai-based robotics company Fourier in about three months, and work on a second version is already underway, according to a report from The Information relayed by Reuters. Meta says the effort is internal research and it has no plans to sell the units. Full story in slides above. Sources: The Information via Reuters, The Next Web, and Investing.com, October 31 – November 1, 2026. ...

Alphabet, Meta, Microsoft, Amazon and Oracle have disclosed more than $3 trillion in future spending commitments tied to the AI buildout, up from about $2.4 trillion in July, according to a Bloomberg tally of their quarterly filings published October 30. Full story in slides above — Sources: Bloomberg (via The Next Web), Morgan Stanley via Axios, The Wall Street Journal, October 30-31, 2026.

Reports say Samsung’s first AI smart glasses, called Intelligent Eyewear, will go on sale in mid-December in South Korea and the United States first, though the timing comes from industry reporting rather than a Samsung announcement, and the price is still undecided. Full story in slides above — Sources: Chosun Biz, SamuG Media, Tech Gear Hub (October 30, 2026).

More than $2 trillion in market value was set to be wiped from the tech-heavy Nasdaq 100 during October, as Big Tech earnings turned a debate about AI spending into a full-blown Nasdaq selloff over AI spending. Nasdaq 100 futures slid 2.4% on Friday morning, after Amazon fell 6.3% in premarket trading and Intel cratered more than 25% on a warning that it will burn cash this year. Amazon and Intel alone were set to erase about $300 billion in combined market value if those losses held, adding to the index’s roughly $1.4 trillion loss so far this month. By 1:20 p.m. Eastern time, the Nasdaq Composite was down 3.1%, heading for its worst day since June, according to the Associated Press. ...

Nvidia said on Tuesday it will invest $3 billion in Meta’s equity offering as the two companies deepen their partnership on the Muse AI assistant. Meta plans to expand its use of Nvidia hardware, including Vera Rubin systems, while the companies work to improve Muse models and agents. Full story in slides above. Sources: Reuters, Dow Jones Newswires via Morningstar, The Motley Fool, October 27, 2026.

Nvidia is buying into its own customer. The chipmaker said Tuesday, October 27, 2026, that it will invest $3 billion in Meta’s equity offering and expand the Nvidia Meta Muse partnership, a deal that ties the world’s most important AI chip supplier directly to one of its biggest buyers. Meta announced the expanded Muse partnership the same morning it upsized its equity fundraising to $97.5 billion, the largest in the company’s history. Nvidia’s $3 billion is a small slice of that total. Its meaning is much larger than its size. ...

Meta said Monday it plans to raise up to $95 billion in new equity to fund its AI expansion, starting with about $35 billion in stock offerings and a $60 billion share-sale program to follow. Full story in slides above — Sources: Reuters, The Hindu BusinessLine, October 26, 2026.

Meta went to Wall Street for money on Monday, and it didn’t ask for a little. The Facebook parent launched about $35 billion in stock offerings on October 26, 2026, to help pay for the data centers, chips and AI systems behind its “personal superintelligence” push. Shares had closed Friday at $642.62, and trading turned choppy in the premarket hours after the announcement. That’s a lot of stock. The $35 billion stock sale, piece by piece The offering comes in two parts, according to Meta’s announcement and filings reported by Reuters and Bloomberg. About $22.5 billion is Class A common stock, sold through forward sale agreements with Morgan Stanley and Goldman Sachs as lead bookrunners. The other roughly $12.5 billion is depositary shares representing mandatory convertible preferred stock, which convert automatically into common stock around August 15, 2029. Don’t expect Meta to bank the forward-sale cash right away. Under a forward sale, banks borrow shares and sell them now, and Meta receives cash at settlement, which is due no later than November 19, 2027, if it settles by delivering new shares. ...

Daytona Platforms announced on October 23 that it raised $60 million in a Series B round at a $1 billion valuation, a bet that the next big cloud will be built for machines, not people. FirstMark Growth led the round, and the Daytona AI agent cloud now has $91 million in total funding behind it. That’s a unicorn in three years. Founder Ivan Burazin put the pitch in one sentence. “Agents don’t work like the long-lived services today’s cloud was designed for. They spin up thousands of short, stateful jobs nobody planned in advance, and they need a cloud built for that,” Burazin wrote in a blog post announcing the round. ...

Goldman Sachs is putting $500 million behind a bet that Main Street, not just Silicon Valley, will decide how far AI spreads in the American economy. On October 22, the bank announced a new Small Business AI Institute, built with Anthropic, Google, Meta and OpenAI, to train entrepreneurs and help them put AI to work in their companies. The timing isn’t an accident. A Goldman survey released with the announcement found that 86% of small businesses in its program now use AI, up from 56% in 2024. That’s the headline number. The harder one sits right behind it: only 15% of those surveyed say AI is fully integrated into their core operations. ...

Meta’s updated Commercial Terms take effect October 30, 2026, and authorize the company to crawl websites tied to business accounts on Facebook, Instagram and WhatsApp — with the crawled content usable across Meta products, including AI services. Legal experts say the original wording covered AI training; after backlash, Meta removed the word “train” but kept broad crawling rights, per reporting by Nieman Lab, Ars Technica and Dealroom. Sources: Nieman Lab (Oct 15 report), Ars Technica, Dealroom, News/Media Alliance. ...

Meta reported record third-quarter revenue of $64.6 billion, up 26% year over year, while lifting the floor of its 2026 AI capital-spending plan to $135 billion as its Muse AI agent crossed 10 million users within weeks of launch. Full story in slides above. Sources: AI Parabellum, Sharesify, Particle News, Seoul Economic Daily, BullBuzz, October 21–22, 2026.

Meta’s earnings beat didn’t matter. Shares of Meta Platforms dropped about 3% in premarket trading Thursday, October 22, 2026, as investors weighed a triple hit: a stunning $25 billion penalty ordered by a New Mexico judge, a plan to issue non-voting shares, and a capital spending forecast of $135–145 billion to fund the company’s AI buildout. Meta was the first of the AI hyperscalers to report this quarter, and Wall Street didn’t like what it saw in the fine print. ...

Meta released Muse Spark Open, an 816-billion-parameter open-weight AI model built for coding and agentic work, alongside its closed frontier models Muse Wonder and Muse Wonder Full. Researcher Nathan Lambert calls Spark Open the strongest American-made open model by a wide margin, saying it cuts the US-China open-model gap roughly in half. Sources: Technobaboy, AI Weekly (via Interconnects), WebProNews, The AI Tools — October 15–18, 2026.