Muse Momentum Builds as Meta’s AI Monetisation Path Clears

In a report titled “Muse Agent & Enterprise Paths Taking Shape; Reiterate Overweight & $940 PT”, the analysis argues that Meta Platforms (META) delivered a solid third quarter with upside across revenue, operating income and earnings per share. Revenue reached $64.6bn, up 26% year on year, while operating income of roughly $23bn represented a 35.4% margin excluding a litigation-related legal charge. Adjusted EPS came in at $7.40 on the same basis.


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