META Stock Surges Amid First AI Model From Superintelligence Labs — Retail Eyes Further Upside

• Muse Spark is a closed LLM model that will power all of Meta’s AI products, including its AI assistant in the Meta AI app and meta.ai. 
• The model will also be up for private preview via API to select partners, Meta said. 
• The announcement comes as Meta has started pivoting aggressively to focus on AI development in a bid to catch up with rivals like OpenAI, Anthropic, and Google.

Meta Platforms Inc. (META) on Wednesday announced the first artificial intelligence model from its Meta Superintelligence Labs as it forges ahead with its AI ambitions.

META stock surged nearly 9% following the announcement.

Muse Spark is the first in a new series of large language models (LLMs) from Meta Superintelligence Labs, the company said.

What Is Muse Spark?

Muse Spark is a closed LLM model that will power all of Meta’s AI products, including its AI assistant in the Meta AI app and meta.ai. Meta said that it will also be rolled out to its other products, including WhatsApp, Instagram, Facebook, Messenger, and AI glasses in the coming weeks.

Additionally, the model will also be up for private preview via API to select partners, with “hope to open-source future versions of the model,” as per the company.

“This initial model is small and fast by design, yet capable enough to reason through complex questions in science, math, and health. It is a powerful foundation, and the next generation is already in development,” Meta said in a statement.

Superintelligence Push

This year, Meta began pivoting aggressively from its virtual reality and metaverse initiatives to increase its focus on AI development in a bid to catch up with rivals like OpenAI, Anthropic, and Google.

The company increased capital expenditures for 2026 to up to $135 billion, a significant leg up from the previous year. CEO Mark Zuckerberg said to investors that a majority of this would be to improve Meta Superintelligence Labs.

The tech giant has also embarked on a multibillion-dollar hiring spree to boost its superintelligence talent pool, bringing in top AI talent, including Alexandr Wang, founder and CEO of Scale AI, who joined Meta in June 2025 after a $14.3 billion investment in the company.

Most recently, Meta reportedly hired executives from AI startup Dreamer, which helps launch AI agents. This included co-founder Hugo Barra, who reportedly joined the Superintelligence Labs team under Wang.

How Did Stocktwits Users React?

On Stocktwits, retail sentiment around META stock improved from ‘bearish’ to ‘neutral’ territory, while message volumes also jumped from ‘low’ to ‘normal’ levels.

One bullish user said the company’s stock would surge up to $650 soon. META shares were trading around $625.13 at the time of writing.

Another user said that Meta’s new model would reach billions of daily active users, highlighting the massive distribution, data, and monetization potential.

META stock has risen more than 22% in the past year.

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