Posts tagged meta
Everything we have written about meta.
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Apple lost $131 billion on the day BofA flagged Meta's Muse. The whole S&P 500 lost $117 billion.
·4 min read
Apple fell 2.66% on 29 September, erasing $131.3 billion — more than the S&P 500's entire net loss of $117.3 billion. Without Apple, the other 499 stocks finished up a net $14 billion.
sp500applemetatechnologyaiMicrosoft added $135 billion on its Copilot relaunch, 41% of the S&P 500's gain. The rest of software fell.
·4 min read
Microsoft rose 3.66% on 25 September, the day it released a redesigned Copilot, adding $135.4 billion, about 41% of the S&P 500's $333.5 billion gain. It was the stock's highest close of 2026. Oracle, Salesforce, ServiceNow and six other software names lost $24.1 billion, and Meta gave back $66.1 billion.
sp500sectorstechnologyaimicrosoftmetaNvidia added $91.5 billion on the day of its record buyback. The S&P 500's other chipmakers lost $154 billion.
·4 min read
Nvidia rose 1.68% on 28 September after adding $150 billion to its buyback, gaining $91.5 billion in market value. The S&P 500's 18 other chip stocks lost $154.3 billion, Qualcomm had its worst day since June, and Meta's $91.8 billion drop cancelled Nvidia's gain almost exactly.
sectorstechnologysemiconductorsnvidiametasp500Meta's 11% jump added $194 billion to the S&P 500. Four stocks supplied 45% of the day's gain.
·4 min read
On 21 September the S&P 500 gained about $1.06 trillion in market value, and Meta, Nvidia, AMD and Intel supplied 45% of it from 12% of the index's weight. Here is the whole map, including the Energy stocks that lost $60 billion.
sectorstechnologysp500metasemiconductorsenergyBooking, Airbnb and Expedia lost $22.5 billion in two days after Meta's Muse. Marriott rose.
·4 min read
Booking Holdings, Airbnb and Expedia fell 7.5% to 10.3% over 22-23 September as Meta's Muse AI agent was tied to travel booking, losing $22.5 billion combined. Airbnb had its worst day in our history. Marriott rose 2.63% and Hilton was flat.
sectorsconsumer-discretionarytravelmetaaisp500