OpenAI is negotiating a new private funding round that would value the company at around $1.4 trillion , according to reports from The Next Web and AI Affairs .
This valuation comes after OpenAI’s March 2026 round that valued it at $852 billion post-money, and reflects a revenue run rate nearing $70 billion annually, as noted by Bush Letter .
Meta Platforms saw its price target lifted to $1,000 per share by Wells Fargo , citing the rapid adoption of its Muse AI assistant, as reported by BigGo Finance and Investing.com .
Wells Fargo analyst Ken Gawrelski warned that 2027 may see a trough in earnings as AI infrastructure spending outpaces near-term monetization, a view echoed in Yahoo Finance .
Muse has surpassed 3 million weekly active users who send at least one prompt, according to The Information , signaling early traction for AI agent monetization.
Uber Technologies has agreed to acquire workplace catering platform ezCater for $2.3 billion in an all-cash deal, aiming to expand its Uber Eats offerings for group meals, as covered by TechCrunch and The Verge .
ezCater serves over 140,000 restaurants nationwide and generated over $2.5 billion in Gross Bookings in the trailing twelve months, per its own press release.
The acquisition will allow Uber to offer more reliable catering options for corporate events and recurring workplace meals, enhancing its B2B segment.
Investors are interpreting these developments as a sign that AI-linked stocks like Meta and OpenAI remain attractive, while consolidation in vertical SaaS continues.
Looking ahead, the market will watch for Muse’s revenue contribution and Uber’s integration of ezCater’s network to gauge long-term returns.
Moments clés
Commentaire de l’IA
"These moves reflect the continued investor confidence in AI leaders despite macroeconomic uncertainty, the growing monetization potential of AI agents like Muse, and the strategic consolidation in the food tech sector to capture recurring enterprise spending."
Évaluation de l’IA
The $1.4 trillion valuation for OpenAI hinges on its ability to translate AI research into sustainable revenue streams, a challenge given the high costs of model development.
While Meta’s Muse shows promise, its long-term payoff depends on overcoming near-term monetization hurdles and avoiding an earnings trough in 2027.
Uber’s acquisition of ezCater fills a gap in its food delivery ecosystem but carries integration risk and a premium price relative to ezCater’s current financials.
Overall, the convergence of AI fundraising, agent monetization, and food tech M&A suggests a market betting on structural growth despite short-term volatility.
Sources
10 liens ; 1 d’entre eux sont aussi cités par 1 autre article. Stories sharing a link do not confirm each other; a source's origin is not inferred from how often it is cited.
- @youtube.com YouTube video
- @thenextweb.com OpenAI seeks $30bn at a $1.4tn valuation
Également cité par : Dimon: $1 Trillion in AI Spending Meets Public Debt and Rising Rates
- @aiaffairs.com OpenAI seeks at least $30 billion at $1.4 trillion valuation
- @bushletter.com OpenAI seeks funding at US$1.4 trillion valuation
- @biggo.com Wells Fargo Lifts Meta Target to $1,000 on Muse AI Agent Momentum
- @investing.com Wells Fargo raises Meta stock price target on AI product cycle potential
- @yahoo.com Meta Gets A $1,000 Target From Wells Fargo — Says Enthusiasm Around Muse Product Cycle Is Warranted
- @techcrunch.com Uber is spending $2.3B to get into catering
- @theverge.com Uber to Acquire ezCater for $2.3 Billion in All-Cash Deal
- @ezcater.com Uber to Acquire ezCater as it Brings Catering to Uber Eats
openai · meta · uber · ai valuation · muse · ezcater · wells fargo