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This Week's Bonus Content
Meta's Muse Spark Model: Big Improvements Reinvigorate InvestorsAuthored by Leo Miller. Article Posted: 4/14/2026. 
Key Points
- Many investors saw Meta as having fallen behind in the AI race, but that perception looks to be changing.
- The company's latest Muse Spark model shows huge improvements over its Llama releases.
- After Meta invested over $14 billion to attract a top AI founder Alexandr Wang, the company moving in the right direction.
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Investors appear to believe Meta Platforms (NASDAQ: META) is regaining ground in the artificial intelligence (AI) race after the disappointing reception of its earlier Llama models. In April, the Magnificent Seven member released its latest AI model, Muse Spark. In the two days after the announcement, Meta shares climbed more than 9%, well ahead of the S&P 500’s roughly 3% gain over the same period.
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The market’s upbeat reaction largely reflects Muse Spark’s markedly improved capabilities compared with Meta’s prior models. Coupled with Meta’s strong position in AI-enabled advertising, Muse Spark places the company in a considerably stronger position going forward. Muse Spark Shoots Meta Up AI Model Ranking SitesMuse Spark changes Meta’s standing from an also-ran to a serious competitor. Sites that compare AI intelligence, such as Artificial Analysis, now rank Muse Spark highly. The Artificial Analysis Intelligence Index gives Muse Spark a score of 52, which puts it in the top five. It still trails top-tier models like Alphabet’s (NASDAQ: GOOGL) Gemini 3.1 Pro Preview, OpenAI’s ChatGPT 5.4, and Anthropic’s Claude Opus 4.6. Muse Spark isn’t far behind: those higher-ranked models score between 53 and 57. While Muse Spark may not be the cutting edge, the improvement over Meta’s earlier models is substantial. Before Muse Spark, Meta’s most capable model was Llama 4 Maverick, which scored just 18 on Artificial Analysis. The gain on the site’s Agentic Index is especially striking — Meta moves from a score of 7 with Maverick to 62 with Muse Spark. The gap remains larger on specific coding tasks, however. LLM Arena, another commonly referenced ranking site, places Muse Spark as the second-best performing AI lab on text-to-text tasks and the third-best model overall — ahead of both Google and OpenAI. For context, Meta’s prior Llama models ranked outside the top 100. Ranking systems aren’t perfect and users sometimes disagree with them, but the leap Meta appears to have made with Muse Spark is difficult to dismiss. The model gives Meta a strong, general-purpose AI to pair with its already impressive advertising business. Muse Spark Creates New Levers Meta Can PullMuse Spark carries several important implications. It is the first model from Meta Superintelligence Labs (MSL), a unit formed after Meta paid $14.3 billion to acquire 49% of Scale AI in 2025. In return for the investment, Alexandr Wang, Scale’s former CEO, agreed to lead MSL. With Wang at the helm, Meta’s models appear to have improved dramatically in about nine months, suggesting the company’s bet on him is producing results and that further gains are possible as he remains early in his tenure. Meta also plans to offer paid access to Muse Spark, which could become a meaningful supplemental revenue stream if the model and future improvements give users a reason to subscribe. The company will integrate Muse Spark into Facebook, Instagram, WhatsApp, Messenger and its AI glasses. That integration likely has two goals: to boost consumer engagement by delivering better AI answers, and to enhance Meta’s advertising tools. Advertisers are Meta’s primary customers, and improving their return on ad spend (ROAS) is what keeps them investing. By enhancing advertiser tools and ROAS, Meta can help sustain growth in its nearly $200 billion advertising business. Despite Lowered Targets, Analysts Eye +30% Gains in Meta StockAfter Muse Spark’s April 8 release, several firms updated their price targets for Meta. Curiously, all of the changes tracked by MarketBeat were downward. Those cuts appear driven by factors separate from Muse Spark; analysts generally view the model itself as a positive. For example, Rosenblatt lowered its target despite calling Muse Spark "an encouraging development," citing the Iran war and the potential for higher gas prices to reduce advertiser spending. The updated targets average $845, implying roughly 30% upside for the stock — slightly above the MarketBeat consensus price target of about $838. |
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