Meta’s AI Spending Shows ‘Clearest Signs’ Of Payoff Yet, TD Cowen Says — Muse Revenue Seen At $27B By 2031
According to TheFly, TD Cowen raised its Meta forecasts after Connect 2026, arguing that Muse’s integration across new consumer devices is creating a clearer path from AI investment to revenue. TD Cowen raised Meta’s price target to $865 from $750 and increased its revenue, EBITDA, and earnings estimates. The firm expects worldwide Muse revenue to … Read more