Meta shares came under pressure after the company announced it will give shareholders a new nonvoting Class C share for every share they own, a structure that helps fund its AI buildout while letting Mark Zuckerberg keep control. RBC Capital Markets equity analyst Brad Erickson explains why some of the dilution language in the filing spooked investors, why Google used a similar structure years ago, and how AI is driving more engagement and better ad targeting across Meta’s apps. He also breaks down where Meta’s Muse assistant could make money, why he’s more cautious on the consumer side, what Amazon blocking Muse means, and whether Google’s own assistant is a threat.
Market Domination, Market Domination Overtime and Asking for a Trend are live weekdays 3-5pm ET with Yahoo Finance Host Josh Lipton.
00:00 Meta’s new nonvoting shares
00:25 Why Meta chose this structure
01:12 The filing language spooking investors
01:57 Why the board wants to keep Zuckerberg in control
02:20 AI and Meta’s ad business
03:54 Muse’s small business opportunity
04:58 Can Muse make money from consumers?
05:41 Amazon blocks Muse
06:31 Is Google’s assistant a threat?
#Meta #MarkZuckerberg #AI
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