Welcome back to NextGen Investing. It's now time to discuss all of the strength we have seen in the tech space as the NASDAQ 100 hit an all-time high earlier today. But for more on the latest in the world of tech and social media, I'd like to now welcome in William Antelli.And we'll start things off with Tik Tok as this has been one of the biggest stories of the week, frankly, with of course Oracle being one of the the named in the consortium. I mean, what are your initial thoughts on this, at least regardi ...

This is Meta Rayban display. First AI glasses with a highresolution display. I could go ahead and I could dictate with my voice.I could send a voice clip, but I've got this neural bit and it's silent. We are replacing the keyboard, mouse, touchcreen, buttons, dials with the ability to send signals from your brain with little muscle movements that the neural band will pick up so you can silently control your glasses with barely perceptible movements. The meta neural band is a huge scientific breakthrough wit ...

Core Viewpoint - Meta Platforms has introduced two new smart glasses, the $499 Oakley Meta Vanguard and the $799 Ray-Ban Display, which features built-in AR capabilities, receiving positive feedback from analysts [1][3]. Product Launch - The new smart glasses were unveiled at the Connect 2025 event, with the Ray-Ban Display being highlighted as offering significant value for its price [1][3]. - The Ray-Ban Display glasses are noted for their functionality, lightweight design, and intuitive use, which could position them as a primary device in the AI era [3]. Analyst Ratings and Price Targets - BofA Securities analyst Justin Post maintains a Buy rating with a price target of $900, citing strong potential for revenue growth driven by AI and advertising [2][4]. - JPMorgan analyst Doug Anmuth has an Overweight rating with a price target of $875, emphasizing Meta's strong ad performance and investment in future growth [5][7]. Financial Outlook - Anmuth projects Reality Labs losses of approximately $19 billion in 2025 and $21 billion in 2026, alongside a capital expenditure of around $71 billion in 2025 [5]. - Despite the anticipated losses, both analysts expect solid revenue and earnings per share growth in the coming years, supported by Meta's strategic focus on AI and the metaverse [6][7]. Market Performance - Meta Platforms shares are currently trading higher, reflecting positive market sentiment following the product announcements and analyst ratings [7].

Core Insights - Meta Platforms recently launched two new smart glasses at its Connect 2025 event, priced at $499 and $799, with the latter receiving positive feedback from investors [1][3] - Analysts have reiterated positive ratings on Meta's stock, with price targets set at $900 by BofA Securities and $875 by JPMorgan [2][5] Product Launch - The new smart glasses include the Oakley Meta Vanguard aimed at athletes and the Ray-Ban Display featuring built-in AR capabilities [1] - The Ray-Ban Display was highlighted as offering good value for money, with a focus on functionality and user experience [3] Analyst Perspectives - BofA Securities analyst Justin Post maintains a Buy rating, citing the potential of AR glasses as primary devices in the AI era, despite concerns over price and battery life [4] - JPMorgan analyst Doug Anmuth also holds an Overweight rating, emphasizing Meta's strong ad performance and its competitive advantages in the market [5][6] Financial Outlook - Anmuth projects significant losses for Reality Labs, estimating $19 billion in 2025 and $21 billion in 2026, alongside a capital expenditure of approximately $71 billion in 2025 [5] - Both analysts expect continued revenue growth driven by AI advertising and other core business segments, with a positive outlook for holiday sales of the new glasses [4][7]

Group 1 - Truist Financial has set a price target of $880 for Meta Platforms (NASDAQ:META), indicating a potential increase of about 13.89% from the current stock price of $772.66 [1][6] - Meta Platforms is expanding into wearable technology with the launch of $799 Ray-Ban smart glasses, aiming to replace traditional smartphones [2][6] - The new AI-powered Meta Ray-Ban Display glasses feature a built-in screen for displaying text messages, video calls, and more, showcasing Meta's push into innovative consumer technology [3][6] Group 2 - Following the announcement of the smart glasses, META's stock saw a rise in premarket trading, positively impacting EssilorLuxottica's shares, which increased by approximately 1.6% [4] - Currently, META's stock price on NASDAQ is around $786.21, reflecting an increase of about 1.35% or $10.50, with a market capitalization of approximately $1.98 trillion [5]

Since my first analysis , Meta Platforms, Inc. (NASDAQ: META ) is up 32.92%, significantly outpacing the broader sector. Perhaps I was a little ahead of myself in that analysis as the stock continued to dip beforeRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His passion is busi ...

Group 1 - Meta Platforms, Inc. (NASDAQ: META) has experienced a stock increase of 32.92%, significantly outperforming the broader sector [1] - The analysis suggests that the initial assessment may have been premature as the stock continued to experience dips after the initial rise [1] Group 2 - The author of the analysis has a long position in META shares, indicating a personal investment interest in the company's performance [2]

Product Launch - Meta unveiled a new pair of smart glasses at its annual hardware event [1] - The new smart glasses cost $799 and will be on sale September 30th [1] Market Performance - The first generation of glasses in partnership with Rayban in 2021 had lackluster sales [2] - The second generation with AI tools saw more success, selling more than 2 million pairs since 2023 [2] AI Integration - The new glasses can be controlled by small hand gestures with a wristband [1] - This second generation of glasses had AI tools [2]

Core Insights - Meta Platforms has introduced new smart glasses, the "Meta Ray-Ban Display," which feature a built-in screen and are aimed at competing with smartphones for AI access [2][6] - The glasses are controlled by a wristband called the Neural Band and allow users to send messages and respond to platforms like WhatsApp without using a phone [5][6] - Analysts view these glasses as a strategic move for Meta, potentially positioning the company as a leader in a new category of AI devices [2][7] Product Details - The smart glasses will retail for $799 and will be available for purchase starting September 30 [5][6] - The glasses are designed to integrate AI capabilities, allowing for real-time interaction and information generation [3][5] - Meta has collaborated with EssilorLuxottica for the development of these glasses, which have seen significant revenue growth in previous iterations [4][7] Market Context - Other tech giants, including Apple, Samsung, and Amazon, are also planning to enter the smart glasses market by 2027, indicating a competitive landscape [8] - Analysts from Citi and JPMorgan highlight the potential for continued engagement and monetization from Meta's AI investments, suggesting a positive outlook for the company's product roadmap [7]

ICYMI, Meta is upping its smart glasses ambitions with a new neural band interface for its Meta Ray Ban Display devices, though the live demo reveal ran into some issues 😅Regardless, they're launching September 30 for $799. https://t.co/QfOk1v6CIc ...