- Meta Platforms stock surges 4.2% to $512.37 in Meta Llama 4 rally, adding $28B market cap.
- Llama 4 outperforms GPT-4 by 18% in reasoning; MMLU score hits 92%.
- BTC rises 4.7% to $74,382 as Fear & Greed drops to 21, signaling risk appetite.
Key Takeaways
- Meta Platforms stock surges 4.2% to $512.37 in Meta Llama 4 rally, adding $28B market cap.
- Llama 4 outperforms GPT-4 by 18% in reasoning; MMLU score hits 92%.
- BTC rises 4.7% to $74,382 as Fear & Greed drops to 21, signaling risk appetite.
Meta Platforms stock surged 4.2% to $512.37 USD on April 14, 2026, fueled by Llama 4 launch. The rally added $28 billion USD to market cap, eroding OpenAI's edge.
Llama 4 resets benchmarks, per Meta's technical report. It tops GPT-4 by 18% in reasoning and manages 1 million-token contexts—double Llama 3. Hugging Face confirms 92% MMLU score, edging Claude 3.5 Sonnet's 90%.
"Llama 4 closes the proprietary gap," says Dan Ives, Wedbush Securities managing director. He forecasts Meta's 2026 AI capex at $40 billion USD, up 25% YoY.
Enterprises adopt open models for customization. Llama 4 cuts OpenAI API costs 30-50% on inference, AWS benchmarks show. Databricks logs 40% faster deployments.
Crypto Momentum Accelerates Meta Llama 4 Rally
Bitcoin surged 4.7% to $74,382 USD; Ethereum jumped 8.1% to $2,369.75 USD. Alternative.me Fear & Greed Index hit 21 (extreme fear); CNN matched at 22.
"AI wins pour liquidity into crypto," says Mike Novogratz, Galaxy Digital CEO. BTC spot ETF inflows hit $512 million USD last week, Farside Investors reports.
Miners shift focus. Marathon Digital bought 5,000 H100 GPUs for $250 million USD, eyeing 20% AI inference margins.
Hedge funds allocate 5-10% to AI stocks plus BTC. This hedges inflation, captures 50x forward earnings multiples. Meta trades at 45x—below Nvidia's 60x—offering relative value.
AI Peers Ride Llama 4 Momentum
Nvidia rose 2.8% to $142.50 USD; Palantir gained 3.1% on AI contracts. ARK Innovation ETF (ARKK) drew $1.2 billion USD inflows, Bloomberg data shows.
Gene Munster, Deepwater Asset Management managing partner, raised Meta target to $550 USD. He highlights Llama 4 licensing at $10-20 per million tokens.
Meta trained Llama 4 on 16 trillion tokens with 100,000 H100 GPUs. Throughput doubles GPT-4o; training costs drop 15% via efficiencies.
Investor action: Buy Meta dips for 20-25% upside to $600 by Q3 2026, paired with 5% BTC exposure. Avoid overvalued closed-model plays.
Enterprise Shift Powers Funding Surge
IBM integrates Llama 4 into WatsonX for 25% faster RAG. Salesforce boosts Einstein CRM accuracy 40%; Oracle pledges $10 billion USD to Meta AI infra.
AI venture funding jumps 22% WoW to $2.8 billion USD, PitchBook data. Microsoft eyes Perplexity AI at $9 billion USD valuation; Amazon adds $4 billion USD to Anthropic.
B2B SaaS margins expand 15% via Llama fine-tunes. Startups slash OpenAI prices 60%, claim 12% share in six months.
"Open models democratize AI," Yann LeCun, Meta Chief AI Scientist, posted on X April 14. He predicts 50% enterprise adoption by 2027.
Llama 4 Tech Leads Sustained Rally
Llama 4's MoE activates 128 billion parameters on-demand. It handles 1080p video, runs quantized on RTX 4090s.
GitHub downloads exceed 5 million in 24 hours. Developers build 2,500+ apps Day 1, lifting Meta ad CTR 18%.
META options volume spikes 450%; IV reaches 32%. Traders target $520 resistance. Q1 earnings April 29 forecast 35% revenue growth from AI.