META: Meta Stock Can’t Rebound for Days After News Native ‘Behemoth’ AI Model Is Delayed

Is Zuckerberg in trouble or is that another opportunity to buy the dip in big tech? According to WSJ, Meta’s engineers can’t come up with anything impressive for the launch of Behemoth.

📢 Meta Stock Can’t Catch a Break

• Meta stock META can’t shake off the selling pressure after it was slammed by investors on Thursday when a bad report came out. A Wall Street Journal story revealed internal struggles over the company’s flagship “Behemoth” AI model.
• Shares of Meta dropped 0.6% on Friday, extending their Thursday loss of 2.4% when the news broke out.
• Touted as the company’s jewel of Meta’s AI crown, the “Behemoth” project is now getting delayed. An April release got pushed back to May and the May release is now pushed back to fall or later.

🔥 Internal Troubles Loom

• Engineers at the big tech giants, the WSJ said, can’t figure out how to make the model better so they’ve decided it’s not worthy of a push live just yet. What’s worse, and maybe more concerning, is that 11 of the 14 researchers who built the OG Llama model have bailed and are no longer with the Facebook owner.
• Meta’s AI initiatives have been supporting the stock’s upside swing for months (if not a couple years already). In its latest earnings report, Zuckerberg’s tech titan raised its capital expenditures (capex) for 2025 to $72 billion from $60 billion, focusing the lion’s share of that pile of cash on AI gigs.

🔑 Meta’s Stock Performance

• While the stock has been in a mild selloff mode, some money spinners have switched on their buy-the-dip mode. Loop Capital, for one, slapped a bullish price target on Meta stock Friday, predicting a 40% upside to $888 per share from the current $640 a pop.
• Year to date, Meta stock has been doing much like the rest of the Magnificent Seven club — not too great. Shares of the company just recently turned positive, boasting a roughly 7% increase since trading kicked off for 2025.