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Bernstein Holds $800 Target as Meta Releases Muse Spark 1.3

The model launch and the resolved teen-safety lawsuit give analysts a clearer path for Meta to turn AI gains into higher ad revenue.

OpenAI’s ChatGPT Ads Reach $1 Billion Annualized Run Rate

Amazon’s Q2 Upshift Eases AI Spending Fears and Sends Shares Higher

OpenAI’s ChatGPT Ads Pilot Hits $100 Million in Six Weeks

Meta Deepens AI Push With 20-Year Power Deals as 2026 Capex Set to Rise