Meta Platforms Delays AI Model Release Amid Stock Volatility and Insider Selling

Meta Platforms has postponed the launch of its Behemoth large-language model to fall 2025 or later, citing unresolved capability issues. The delay marks the third timeline adjustment after initial targets of April and June. Despite the setback, Meta remains the top performer among the Magnificent Seven stocks, up 10% year-to-date.

The company raised its 2025 capital expenditure forecast to $64-72 billion, signaling aggressive investment in AI infrastructure. COO Javier Olivan’s sale of 608 shares at $631.25 reflects ongoing insider activity, though Meta surpassed Q1 expectations with $6.43 EPS against $5.33 projections.

Engineers continue grappling with performance hurdles in the AI development pipeline. The stock dipped 2.4% on the delay news before stabilizing, demonstrating the market’s measured response to Meta’s ambitious tech roadmap.