GERMANY - 2026/01/07: In this photo illustration, a Meta Platforms, Inc. logo seen displayed on a smartphone. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesMeta Platforms (META) has faced difficulties in the past. Its stock has dropped more than 30% within a timeframe of less than two months multiple times in recent years, erasing billions in market value and negating substantial gains in a single correction. If we look to history, MET ...

Rep. Julia Letlow (R-La.) reportedly violated a federal transparency law by failing to disclose her personal stock trades within the required time frame.Lawmaker Missed STOCK Act Trade FilingsLetlow, a third-term Louisiana congresswoman, failed to disclose 224 stock and bond trades within the 45-day reporting window required under the Stop Trading on Congressional Knowledge (STOCK) Act, reported NOTUS on Thursday. Letlow also amended all five of her annual financial disclosures dating back to 2020.The value ...

The Central Consumer Protection Authority (CCPA) has initiated suo motu action against e-commerce platforms for listing and selling unauthorised walkie-talkies in violation of the Consumer Protection Act, 2019 and telecom laws. Final orders were issued against eight entities and penalities of about ₹44 lakh were imposed.Notices were issued to 13 e-commerce entities — Chimiya, JioMart, Talk Pro, Meesho, MaskMan Toys, TradeIndia, Antriksh Technologies, Vardaanmart, IndiaMart, Meta Platforms Inc (Facebook Mark ...

Despite contrasting market narratives declaring one AI giant the victor over the other, IO Fund lead tech analyst Beth Kindig argues that the sheer scale of the artificial intelligence (AI) economy ensures there is ample room for both Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google and OpenAI to thrive.$15 Trillion PieSpeaking in a recent interview, Kindig pushed back against the “winner takes all” mentality that has plagued tech investment sentiment.While Google was initially “written off” before soari ...

Core Insights - Meta has suggested that EssilorLuxottica SA increase the annual production capacity of its AI glasses, Ray-Ban, to 20 million units or more by the end of 2026, with discussions for further expansion to over 30 million units if demand is strong [1] - The AI glasses industry is seen as a key area for the application of AI technology, integrating features like voice assistance, real-time translation, and navigation reminders [2] Industry Overview - AI glasses are categorized into three types: 1. Non-camera AI glasses focusing on audio and communication features 2. Camera-equipped AI glasses that offer image capture and recognition capabilities 3. Display-equipped AI glasses (AI+AR) that integrate AR optical display technology for real-time output and gesture recognition [3] - The market penetration of AI glasses is currently very low, with a projected sales distribution in 2024 showing 96% for camera AI glasses, 3% for AR+AI glasses, and 1% for audio AI glasses [3] Market Potential - The AI glasses industry is expected to evolve into an AI+AR ultimate form, potentially replacing smartphones as the next generation of smart platforms, offering advantages such as enhanced user experience and immersive interaction [4] - The global market for AI glasses is projected to grow significantly, with shipments expected to rise from 9.93 million units in 2025 to 86.9 million units by 2030, corresponding to a market size increase from 19.7 billion yuan to 161.2 billion yuan, reflecting a compound annual growth rate of 50% [10] Competitive Landscape - Major companies are entering the AI glasses market, with notable product launches including: - Baidu's Xiaodu AI glasses, featuring first-person perspective photography and various smart functions [5] - Huawei's Smart Glasses 2, designed with a stylish aesthetic and advanced translation capabilities [5] - Xiaomi's AI glasses, which support video calls and live streaming [5] - Meta's new AR+AI glasses, marking a significant breakthrough in the field [6] Investment and Development Trends - The AI glasses sector is experiencing rapid investment, with state-owned capital leading the way, and 14 financing events reported in 2024, with nearly 80% from state-owned sources [7] - The industry is characterized by a value chain that includes upstream core components, midstream manufacturing, and downstream branding, with a "smile curve" distribution of value [8] - Companies like Songyuan Technology and Mingyue Lens are positioned to benefit from the growth in AI glasses, with advancements in chip design and optical components [11][12]

文|有风 编辑|有风 最近科技圈有点热闹，Meta刚上线新绩效体系"Checkpoint"，转头就传出RealityLabs部门裁了1500人， 初还要再裁5%。 这哪是调整，简直是给行业扔下颗炸弹。 Meta这次的新体系来得有点突然，年底悄悄上线的"Checkpoint"，说白了就是要把绩效评估变简单。 以前的体系复杂到啥程度？听内部人说，光评级就分好几个档，写个评估报告能把人熬秃，反馈还慢得 像蜗牛。 新体系直接砍了不少流程，评级标准也更聚焦结果，比如项目成果、团队贡献这些硬指标。 奖励机制也变了味，高绩效员工能拿到更多股票和晋升机会，低绩效的呢？据说连续两次不达标就得走 人。 这不就是明着告诉大家，要么拔尖，要么卷铺盖。 扎克伯格早些时候喊的"激烈之年"，现在看可不是说说而已，这新体系就是他手里的指挥棒，逼着所有 人往前冲。 毕竟在AI技术狂飙的当下，科技巨头们都在忙着重新洗牌，绩效体系和组织架构成了必改项。 今天咱就从Meta说起，看看这场资源重配风暴到底会怎么影响你我。 Meta的"Checkpoint"，从绩效评估到资源洗牌 更有意思的是AI工具掺和进来了，Meta搞了个AI绩效助手，能自动分析员 ...

Core Viewpoint - Meta Platforms is positioned for significant growth due to its extensive user base, strong financial performance, and advancements in AI technology, making it a prime candidate for a stock split in 2026 [4][11]. Company Overview - Meta Platforms has a user base exceeding 3.5 billion daily users across its platforms, including Facebook, Instagram, WhatsApp, Messenger, and Threads, providing a vast audience for advertisers [5]. - The company is the second-largest digital advertiser globally, following Alphabet's Google, driven by its extensive user data that enhances targeted advertising [6]. Financial Performance - In Q3, Meta reported revenue of $51.2 billion, a 26% year-over-year increase, with adjusted earnings per share rising to $7.25, reflecting a 20% increase [6]. - Over the past decade, Meta's revenue has increased by 852%, and adjusted net income has surged by 959%, contributing to a stock price increase of 535% [10]. Market Trends - Global ad spending is projected to exceed $1 trillion by 2026, with social media advertising expected to grow by 16% in the coming year [7]. - Meta's advancements in AI, particularly with its Llama model, are enhancing content quality and user engagement, leading to a 10% increase in average ad prices [8][9]. Stock Split Potential - Meta has not conducted a stock split since its IPO in 2012, despite being the only stock among the "Magnificent Seven" that has not done so [10]. - With a current share price above $600 and a lower earnings multiple compared to its peers, Meta is seen as a strong candidate for a stock split [12]. Investment Case - The combination of consistent growth, industry leadership, and attractive valuation makes Meta an appealing investment opportunity ahead of a potential stock split [14].

一直以来，科技圈有个不成文的共识，1000万台是一个生态系统的分水岭。只有当硬件保有量突破1000万台，且具有高活跃度时，开发者才能赚到钱，内容 生态才能正向循环。 Meta敢于将产能提高一倍，似乎意味着至少Meta自己已经跨过了这道分水岭。 同时，指数级的产能扩张，在彰显自己的信心的同时，也有不少"防御"的意味在里面。 Meta的智能AR眼镜Ray-Ban Display在推出一个季度之后，卖爆了！ IDC数据显示，Ray-Ban Display在首个销售季度，就占据了产品所在的智能AR眼镜类别中6%的市场份额。 不仅如此，因美国市场需求"前所未有的强劲"，产品候补名单已排至2026年，Meta暂停了2026年初英国、法国、意大利、加拿大等国的国际扩张计划，优先 保障美国订单交付。 消费者空前高涨的热情，也让Meta对未来的预期更高了。根据彭博社的报道，Meta计划到2026年将AI眼镜Ray-Ban的产能翻一番，达到2000万件。 毕竟在美国国内，谷歌已经越来越重视智能AR眼镜这个赛道，并且通过收购等方式加大了对智能AR眼镜的投入；国外的中国市场，大小厂商有样学样，踏 着和Meta相同的韵脚，也开始在这个 ...

The Central Consumer Protection Authority (CCPA) has initiated suo motu action against e-commerce platforms for listing and selling unauthorised walkie-talkies in violation of the Consumer Protection Act, 2019 and telecom laws, issuing final orders against eight entities and imposing penalties totalling ₹44 lakh. Notices were issued to 13 e-commerce entities -- Chimiya, JioMart, Talk Pro, Meesho, MaskMan Toys, TradeIndia, Antriksh Technologies, Vardaanmart, IndiaMart, Meta Platforms Inc. (Facebook Marketpla ...

In this piece, we look at the 20 Best Stocks to Buy Right Now.As 2026 unfolds, global markets stand at a crossroads. A dense mix of geopolitical risk, political uncertainty, and powerful structural tailwinds is a key feature of today’s environment, making stock selection more critical than ever for investors seeking the best stocks to buy right now. On January 6, 2026, Reuters reported that investors are navigating a backdrop marked by the U.S. midterm elections, a crucial change in Federal Reserve leadersh ...