Meta Platforms Inc (META) is making another move in the AI wars, and this time it's coming for your morning routine. The company is testing a new generative-AI briefing on Facebook that could turn your daily scroll into something more like a personalized news digest.
According to the Washington Post, Meta is piloting an AI-powered daily briefing for its massive audience of 3 billion monthly active users. The project, internally dubbed Project Luna, analyzes content from Facebook along with external sources to deliver customized morning updates. It's a direct shot at ChatGPT's Pulse research summary tool, which already does something similar for Pro subscribers.
For now, Meta is keeping the rollout modest, testing the feature with a small group in select U.S. cities including New York and San Francisco. MarketDash reached out to Meta for comment and is awaiting a response.
The timing makes sense. Meta is racing to make AI an everyday habit for users while competing with heavyweights like OpenAI and Alphabet Inc (GOOGL) Google. ChatGPT gave Pro users a preview of Pulse back in September, offering custom suggestions based on topics they follow or calendar reminders for things like gift purchases and training plans. Meta clearly wants a piece of that action.
But the push comes at a complicated time for the $1.5 trillion company. Despite strong fundamentals, META stock has gained just 1% year-to-date as investors worry about the company's aggressive AI spending and the still-unprofitable metaverse division. There's also ongoing friction with news publishers over how Meta distributes journalism on Facebook, and more recently, allegations that the company used copyrighted news content to train its AI models without permission.
Behind the scenes, Meta's AI organization is going through serious changes. Chief AI scientist Yann LeCun announced earlier this week that he plans to leave and launch his own AI startup. Last month, the company cut roughly 600 jobs in its AI division as newly appointed chief AI officer Alexandr Wang restructured teams to speed up decision-making and boost impact.
The business side, at least, is holding up. Meta reported strong third-quarter results on October 29, posting adjusted earnings of $7.25 per share and beating Wall Street revenue estimates with $51.24 billion, up 26% year-over-year. CEO Mark Zuckerberg highlighted that Meta's AI investments, including Meta Superintelligence Labs and AI glasses, are driving momentum as usage and ad pricing continue climbing across its apps.
Looking ahead, Meta expects fourth-quarter revenue between $56 billion and $59 billion, roughly matching analyst forecasts. But AI-driven infrastructure and talent expansion are pushing expenses and capital spending sharply higher into 2026, which explains why investors remain cautious despite the solid earnings.
Price Action: META stock was up 0.47% at $591.94 at last check Friday.
