JPMorgan Changed Its Mind on Meta Stock After This Major AI ...

Meta's Muse Spark 1.3 has scored 62 on the Artificial Analysis Intelligence Index — a figure so specific it simply must be true — placing it behind only two Anthropic models and roughly alongside the best systems from OpenAI. Not first, not second: 'roughly alongside', the phrase you reach for when your side has finished third and would like the team photo taken at a forgiving angle. And do savour the instrument itself, the Artificial Analysis Intelligence Index, which is a little like a pub naming itself The Good Pub. Still, a 62 has been achieved, a number will be quoted in decks for at least a quarter, and somewhere a chart has been drawn.

The news proper is that JPMorgan changed its view on Meta stock after this major AI breakthrough. Not after advertising revenue, not after cost discipline, not after a single thing that would show up in a bank statement — after a benchmark score. That is equity research in 2026: a model name, a two-digit number, and a revised rating, all before lunch. Fundamental analysis once meant reading filings; now it means reading a leaderboard and praying nobody has quietly trained on the test set. The note will be described as data-driven, and technically it is.

Only Anthropic sits above, twice, which is a delightful arrangement: the lab that never stops telling us how much it frets about capability is currently winning the pure-capability horse race. Meta, meanwhile, is on version 1.3, which promises a 1.4, a 2.0, a livestream, a polo shirt, and a blog post about responsibility, in roughly that order. The two names ahead of it were built by people who publish safety papers and worry in public, which is either reassuring or the precise opposite, depending on whether you think the scoreboard is the point.