MIC Ride Home: Zuckerberg Cites Slower than Expected Meta AI Agent Progress - Rpt; Fox Maintains Cable News Ratings Lead in 2Q; Anthropic in Talks with Samsung for Custom AI Chips

Research evidence excerpt

MIC Ride Home: Zuckerberg Cites Slower than Expected Meta AI Agent Progress - Rpt; Fox Maintains Cable News Ratings Lead in 2Q; Anthropic in Talks with Samsung for Custom AI Chips

Media, Internet & Communications Daily July 2, 2026

TMT Research Guggenheim

GSTMTResearch@guggenheimpartners.com MIC Ride Home: Zuckerberg Cites Slower than

Michael Morris, CFA Expected Meta AI Agent Progress - Rpt; Fox michael.morris@guggenheimpartners.com

804 253 8025 Maintains Cable News Ratings Lead in 2Q; Anthropic

Curry Baker in Talks with Samsung for Custom AI Chips curry.baker@guggenheimpartners.com

804 253 8029

Charles Wilber RELEVANT, TIMELY OPINION, ANALYSIS AND NEWS FLOW FOR TMT

charles.wilber@guggenheimpartners.com INVESTING

804 335 3977

Taylor Manley Key News Flow: META, FOXA, CMCSA, WBD, PSKY, 005930.KS, GOOG/L, AMZN,

taylor.manley@guggenheimpartners.com NVDA, DIS, SONY, WMG

804 253 1336

Upcoming Events:

Grayson Glenn

grayson.glenn@guggenheimpartners.com July 16: May Mobility (Virtual) - Guggenheim Analyst Taylor Manley will be hosting a

804 253 8053 virtual group meeting with May Mobility CEO (Dr. Edwin Olson) and CFO (Mr. Thomas

Fennimore) to discuss the company’s proprietary technology, partnership approach, and

Autonomous Vehicle (AV) landscape more generally.

Please contact your Guggenheim Sales Representative for additional details.

KEY NEWS FLOW

META: Zuckerberg says AI agent development going slower than expected (Reuters)

- Meta Chief Executive Mark ‌Zuckerberg told an internal town hall on Thursday that

AI agent development over the last four months has not "accelerated in the way we

expected," according to a recording heard by Reuters. Zuckerberg added that a company

‌reorganization that included major job cuts had not been as "clean" as it could have been