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CNBC's "Fast Money"

Meta’s Social Subscriptions… And Building A Cash Buffer Amid Market Irony 5/27/26

CNBC's "Fast Money"

CNBC

News, Investing, Business

3.91.3K Ratings

🗓️ 27 May 2026

⏱️ 44 minutes

🧾️ Download transcript

Summary

Shares of Meta moving higher as the social giant rolls out a new subscription plan for its platforms. What the changes will look like to Facebook, Instagram, and WhatApp… and if the new offerings can keep boosting Meta’s stock. Plus Salesforce reports results, oil continues to pull back, and why a top market strategist is keeping cash on the sideline as a so-called “market irony” plays out amid the uncertainty. Fast Money Disclaimer

Transcript

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0:00.0

Live from the NASDAQ market site in the heart of New York City's Times Fair. This is fast money.

0:05.8

Here's what's on tap tonight. Mata moves higher, how the social media giant is looking to add new revenue streams and what it could mean for investors, plus crude oil settling at six-week lows. JPMorgan drops on new comments from the CEO, automaker stocks, put the pedal to the metal, and health tech startup signals. announcing a new funding round and expanded partnership. We'll talk to the CEO about the deal and the next steps in its bid to revolutionize the weight loss space. I'm Melissa Lee. Come to you live from Studio B at the NASDAQ. I'm the Destin Night. Tim Seymour, Karen Feinerman, Dan Nathan, and Guy Adami. We start off with that midday move higher in shares of META.

0:39.2

The company holding its annual shareholder meeting this afternoon,

0:41.8

announcing paid subscription options for its Facebook, WhatsApp, and Instagram platforms.

0:46.6

Julia Borson has more on this and all the details from the Investor Day.

0:50.0

Julia.

0:51.1

Hey, Melissa.

0:52.0

Well, META is making its biggest move yet into subscriptions and laying out new

0:55.9

potential revenue streams with new paid offerings across its family of apps. Facebook Plus and

1:02.1

Instagram Plus will cost $4 a month and WhatsApp plus $3 a month. They'll give users access to

1:07.9

extra features like profile customization, super reactions,

1:11.9

and insights into who is watching stories.

1:14.8

Meta says it will also start testing new subscriptions for businesses, creators, and Meta-AI

1:19.6

users with all the subscriptions under the brand Meta-1.

1:24.1

In addition to the free version of its Meta-I app and its website, Meta-I-I will be available for $8 for the free version of its meta AI app and its website,

1:31.3

Meta1 AI will be available for $8 for the plus version and $20 a month for the premium version

1:33.8

for access to deeper reasoning and more advanced image and video generation options.

1:38.6

This news comes today as Meta also held its annual shareholder meeting

1:42.9

where CEO Mark Zuckerberg talked about the

1:45.6

opportunity to offer subscriptions in the future to personal AI agents. He also spoke about

1:52.0

potential revenue opportunities in selling computing capacity and building a cloud business down

1:57.7

the line. So Melissa, certainly a shift in how Meda is talking about generating

...

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