Meta Stocks Rebound to $669 on AI Revenue Stream Announcements

Meta Platforms (NASDAQ: META) closed at $669.21 on May 10 (local time), up 5.97% from the previous day, rebounding from a March low of $525 after closing 2025 at $660.09. Yahoo Finance attributed the stock's recovery to easing concerns over increased capital expenditure and questions about returns on large-scale artificial intelligence (AI) investments. The rebound follows new revenue stream announcements, including Meta CEO Mark Zuckerberg's statement that the company is considering renting AI computing power to third parties, though no specific plan was disclosed.

Meta Considers Third-Party AI Computing Rental

Mark Zuckerberg stated that Meta is considering renting AI computing power to third parties, though he did not disclose a specific plan, according to Yahoo Finance. Yahoo Finance speculated that Meta could provide customers access to competing AI models similar to Amazon's AWS service, or sell only access rights to AI chips and servers like neo-cloud providers. If Meta captures a portion of the cloud computing market, it would secure a new promising revenue source beyond its advertising business.

Meta Announces 33rd Data Center in Canada

Meta announced on May 8 that it will construct its 33rd data center in Canada. The announcement came as part of the company's infrastructure expansion supporting its AI computing initiatives.

Meta Launches Competitively Priced Muse Spark 1.1 Model

Meta launched the Muse Spark 1.1 AI model with pricing significantly lower than competitors. Meta will charge developers $1.25 per 1 million input tokens and $4.25 per 1 million output tokens. In comparison, Anthropic charges $5 per 1 million input tokens and $25 per 1 million output tokens for its Opus 4.8 model. Yahoo Finance assessed that Meta's input and output token costs are much cheaper than competitors such as Anthropic and OpenAI. Yahoo Finance predicted that Meta's less expensive pricing could attract price-sensitive developers who do not require the powerful models of Anthropic or OpenAI.

FAQ

What was Meta's stock price on May 10?

Meta Platforms closed at $669.21 on May 10 (local time), up 5.97% from the previous day.

What AI model did Meta announce?

Meta announced the Muse Spark 1.1 AI model with pricing of $1.25 per 1 million input tokens and $4.25 per 1 million output tokens, significantly cheaper than competitors like Anthropic, which charges $5 per 1 million input tokens and $25 per 1 million output tokens for its Opus 4.8 model.

What did Mark Zuckerberg say about AI computing power?

Mark Zuckerberg stated that Meta is considering renting AI computing power to third parties, though he did not disclose a specific plan for how this would be implemented.