A leading strategist warns that investor uncertainty over artificial intelligence disruption will persist for years, pressuring the valuations of secular growth stocks. Meta is trading near its lowest relative valuation versus the S&P 500 among major tech names and must demonstrate AI’s synergy with existing business models to regain investor confidence.

Meta is building an AI version of its CEO, capturing Mark Zuckerberg’s tone, past comments and current views to provide employees with interactive guidance. This pilot reflects the company’s broader effort to develop lifelike AI characters capable of real-time interaction, with senior management directly involved in training and testing the system.

The Philippines government has ordered Meta to implement stricter measures to curb fake news deemed panic-inducing, signaling heightened regulatory scrutiny in a key market. The directive underscores the compliance challenges Meta faces as it balances content governance obligations with its global growth initiatives.