Meta's stock price on October 15 reflects ongoing reaction to its October 12 launch of Muse Wonder and Muse Wonder Full frontier large language models, which the company positioned as competitive with leading systems from OpenAI and Anthropic for agentic tasks. Strong Q2 advertising revenue growth of 28% to $60.8 billion supports core platform momentum, yet elevated 2026 capital expenditure guidance of $130-145 billion to fund AI infrastructure has weighed on margins and free cash flow. Analysts have raised price targets amid AI agent rollout progress, but pre-earnings caution ahead of the October 21 report and recent insider sales add near-term volatility. Broader tech sentiment and any fresh competitive benchmarks could influence the session close.