Meta shares rose in premarket trading Monday after CEO Mark Zuckerberg unveiled Muse Glimmer, a new open-source AI model, and pledged to open the weights of its existing Muse Spark 1.2 system. In an essay published the same day, Zuckerberg warned against concentrating power in AI, an implicit swipe at closed rivals OpenAI and Anthropic.
Meta Platforms shares climbed nearly 2% to 603.18 in premarket trading Monday after Zuckerberg introduced a new open-source artificial intelligence model. In an essay published Monday, Zuckerberg warned against a "concentration of power" in AI, a comment aimed at labs that keep their most capable systems closed.
Meta opens up its most powerful models
Meta's new model, Muse Glimmer, will handle "agentic" tasks under an open source license, letting outside developers download and modify it. The company described Muse Glimmer as a 30-billion-parameter model optimized for always-on local agent workflows, small enough to run on a Mac or PC with a single consumer GPU. Zuckerberg also said Meta will open the weights for Muse Spark 1.2, its latest AI model. Meta's earlier Muse Spark model, released in April, was the first system out of the company's redesigned Superintelligence Labs and a proprietary offering.
Meta was an early champion of open-source AI before shifting toward closed models after rebuilding its research team last year. Yet rising competition from open-weight releases out of China, including labs such as Alibaba, DeepSeek and Moonshot, has pushed the company back toward open releases.
Zuckerberg takes aim at AI rivals
In a 6,500-word essay published Monday, Zuckerberg framed the open-source push as a response to Chinese competition and urged Washington to ease restrictions on training data for American developers. He argued that concentrating AI capability in a handful of dominant labs is the wrong path, calling instead for it to be distributed widely.
Without naming OpenAI or Anthropic directly, Zuckerberg pushed back on warnings from rival AI labs about the technology's risk to jobs. Analyst Neil Shah of Counterpoint Research told CNBC that Meta's on-device push could let it outcompete Google and Microsoft by avoiding cloud compute costs.
Meta stock still lags after earnings selloff
Meta enters the week recovering from a selloff triggered by its second-quarter results on July 29, when the company raised its capital spending forecasts while issuing weaker third-quarter sales guidance. Shares rallied last week after earnings from Amazon, Microsoft and other companies helped investors grow more confident about AI spending.
Despite that rebound, Meta stock remains below its 200-day moving average and is down 10% year-to-date. The stock carries an IBD Composite Rating of 55 out of 99, a proprietary score on which the best growth stocks rate 90 or better.
Sources: Investor's Business Daily, CNBC
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