--- title: "Mark Zuckerberg Loses Nearly $9 Billion in One Day as Meta Stock Slides 4% After Goldman Questions AI Spending Payoff" type: "News" locale: "en" url: "https://longbridge.com/en/news/300215627.md" description: "Meta stock fell 4%, wiping nearly $9 billion from Mark Zuckerberg's wealth, after Goldman Sachs warned that AI infrastructure investments face significant revenue hurdles. Despite the decline following a strong September rally driven by Meta's Muse AI assistant and new hardware, analysts like JPMorgan and LightShed remain optimistic about Meta's long-term AI potential and consumer ecosystem." datetime: "2026-09-27T03:50:48.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/300215627.md) - [en](https://longbridge.com/en/news/300215627.md) - [zh-HK](https://longbridge.com/zh-HK/news/300215627.md) generator: "portal-rs" --- # Mark Zuckerberg Loses Nearly $9 Billion in One Day as Meta Stock Slides 4% After Goldman Questions AI Spending Payoff **Meta Platforms Inc.** (NASDAQ:META) CEO **Mark Zuckerberg’s** estimated wealth fell nearly $9 billion as Meta shares reversed course after **Goldman Sachs Group** (NYSE:GS) raised concerns about the enormous investment required to build out artificial intelligence infrastructure. ## **Meta Stock Falls 4%** On Friday, Meta shares fell about 4% after gaining 4.5% the previous session, sending Zuckerberg’s estimated net worth down $8.9 billion to $257.5 billion, according to Forbes. Goldman Sachs warned that AI hyperscalers, including Meta, face a massive revenue hurdle as they pour money into AI infrastructure. The firm estimated that hyperscalers would need roughly $300 billion in annual AI services revenue just to break even on their capital spending and users would need to spend roughly $1 trillion in annual AI application spending for hyperscalers to generate solid returns. Meta’s AI ambitions helped fuel a strong September rally. Shares had climbed roughly 36% during the month before Friday’s decline, with investor enthusiasm partly driven by its Muse AI assistant. **Rob Biederman**, co-founder and managing partner at Asymmetric Capital Partners, said, "It’s logical that AI agents will become the front door to the internet for a lot of people, which puts the balance of power in Meta’s favour." **Read Also: Mark Zuckerberg's Muse Push Rockets Meta Past Musk's SpaceX — Instagram, Facebook Parent Now Worth $1.98 Trillion** ## **Meta’s Muse AI Expansion** Earlier this week, Meta expanded its Muse AI strategy into wearables, introducing new Ray-Ban Meta glasses, celebrity collaborations, hearing-enhancement features and Muse Charm, which Zuckerberg called a "joyful little device." Meta also unveiled VR glasses he described as a "private cinema," workstation and gaming console. **JPMorgan** analyst **Doug Anmuth** viewed the products as part of a broader Muse-based AI platform that could eventually generate revenue through transactions involving users, businesses and AI agents. JPMorgan estimated the potential market could reach the "tens of trillions" of dollars. **LightShed** **Partners** co-founder **Rich Greenfield** said Meta had "a true right to win in AI," citing its massive user base and software ecosystem. He said the company’s AI spending had become more justified because it had developed "a real consumer product." Constellation Research Chairman **Ray Wang** also highlighted Meta’s combination of AI, hardware and data while identifying **Apple Inc.** (NASDAQ:AAPL), **OpenAI** and **Anthropic** as major competitors. The **Benzinga Edge Stock Rankings** now show a significant shift in Meta’s price trend, with its short-, medium- and long-term trends all turning positive, according to the latest data. **Price Action:** Meta Platforms closed at $751.66 on Friday, with after-hours trading at $747.82, down 0.51%. ***Disclaimer*:** *This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.* **Read Also: Meta Stock ‘Has More Room to Run’: Former Hedge Fund Manager Calls It His ‘Favorite Large-Cap Tech Stock’** *Photo courtesy: Shutterstock* ### Related Stocks - [META.US](https://longbridge.com/en/quote/META.US.md) - [FBL.US](https://longbridge.com/en/quote/FBL.US.md) - [METD.US](https://longbridge.com/en/quote/METD.US.md) - [METW.US](https://longbridge.com/en/quote/METW.US.md) - [METU.US](https://longbridge.com/en/quote/METU.US.md) - [JPM.US](https://longbridge.com/en/quote/JPM.US.md) - [JPMO.US](https://longbridge.com/en/quote/JPMO.US.md) - [JPX.US](https://longbridge.com/en/quote/JPX.US.md) - [FBY.US](https://longbridge.com/en/quote/FBY.US.md) - [FBYY.US](https://longbridge.com/en/quote/FBYY.US.md) - [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md) - [GS.US](https://longbridge.com/en/quote/GS.US.md) - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) - [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md) - [SSTK.US](https://longbridge.com/en/quote/SSTK.US.md) - [W4VR.SG](https://longbridge.com/en/quote/W4VR.SG.md) - [JPM-M.US](https://longbridge.com/en/quote/JPM-M.US.md) - [JPM-C.US](https://longbridge.com/en/quote/JPM-C.US.md) - [JPM-D.US](https://longbridge.com/en/quote/JPM-D.US.md) - [JPM-L.US](https://longbridge.com/en/quote/JPM-L.US.md) - [8634.JP](https://longbridge.com/en/quote/8634.JP.md) - [JPM-K.US](https://longbridge.com/en/quote/JPM-K.US.md) - [JPM-J.US](https://longbridge.com/en/quote/JPM-J.US.md) ## Related News & Research - [Meta is bringing its Muse AI agent to its glasses](https://longbridge.com/en/news/299952062.md) - [Meta Muse Hits 2.8M Downloads, But IBM's Gary Cohn Raises Privacy Concerns](https://longbridge.com/en/news/299947296.md) - [Meta beat OpenAI to the punch on announcing an AI gadget](https://longbridge.com/en/news/299956698.md) - [Meta’s AI Spending Suddenly Makes Sense](https://longbridge.com/en/news/300118963.md) - [Meta Platforms’ Petal Cable Puts Corning at the Center of AI’s Bandwidth Boom](https://longbridge.com/en/news/299777169.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**