These are the new Oakley Meta Vanguard and they are geared towards athletes. So, what does that mean. We're getting nine hours of battery life.IP67 water resistance for us who get sweaty when we're outdoors. The the speakers are going to be louder. So, they get pretty loud.We had a little hands-on time here and the bass was thumping. The bass was thumping. And here's something that athletes might be really into.It's gonna pair up with your Garmin and through Strava. Here's another athlete specific feature. ...

At Meta Connect 2025 on Wednesday, the company unveiled its new Oakley Meta Vanguard smart glasses that are geared toward runners, cyclists, and other athletes. The glasses retail for $499 and are launching on October 21.Meta Connect is the social networking giant’s biggest conference of the year, where it unveils smart glasses and VR headsets. The glasses feature a large unified front lens, instead of having two cameras positioned at the top corners of the frames, which is in previous Meta smart glasses a ...

I'm wearing the Rayban Meta Gen 2 glasses. They have same specs as the Oakley Meta Housen glasses that launched earlier this year. That means they have a 3K camera.They have slightly better battery life. Uh but overall, they're not that different from the Gen One Ray-B band Metas, just a slight bump up. They come in new colors like a nice purple that V is very, very excited about.The new glasses are available today and they cost $379. ...

Group 1 - Meta is set to launch its first consumer-ready smart glasses with a built-in display on Wednesday [1] - The new product aims to build on the success of the Ray-Ban line, which has been an early consumer hit in the artificial intelligence sector [1]

Group 1 - Viking Global Investors LP made significant reductions in high-profile holdings during Q2 2025, indicating a shift away from higher-beta growth stocks [1][2] - The most notable reduction was in Meta Platforms Inc. (META), where Viking cut its stake by nearly 82%, reflecting caution on mega-cap tech valuations despite Meta's advancements in AI and digital advertising [2][3] - The overall strategy appears to be a repositioning away from higher-beta and cyclical growth names, suggesting a cautious approach amid a volatile macroeconomic environment [3] Group 2 - Viking executed full exits from several major blue-chip and financial holdings, indicating a comprehensive reallocation of capital [4] - Significant disposals included a $1.12 billion stake in UnitedHealth Group, a $1.05 billion stake in Intuit, a $699 million stake in Netflix, a $589 million stake in Chubb Limited, and a $552 million stake in Intercontinental Exchange [7]

Core Viewpoint - Morgan Stanley identifies four key generative AI catalysts—model advancements, agentic experiences, capital expenditures, and custom chips—that are reshaping the internet industry landscape, positioning Google, Meta, and Amazon to stand out among large tech stocks [1][3]. Group 1: Generative AI Catalysts - Model Development Acceleration: Leading AI models are expected to continue improving, driven by ample capital, enhanced chip computing power, and significant potential in developing agentic capabilities, benefiting companies like OpenAI, Google, and Meta [6]. - Proliferation of Agentic Experiences: Agentic AI products will provide more personalized, interactive, and comprehensive consumer experiences, further promoting the digitalization of consumer spending, although challenges in computing capacity and transaction processes remain [7]. - Surge in Capital Expenditures: By 2026, the total capital expenditures of six major tech companies (Amazon, Google, Meta, Microsoft, Oracle, CoreWeave) on data centers are projected to reach approximately $505 billion, a 24% year-over-year increase [8]. - Increasing Importance of Custom Chips: The likelihood of third-party companies testing and adopting custom ASIC chips like Google TPU and Amazon Trainium is rising, driven by cost-effectiveness and capacity constraints, which could provide significant upside potential for Google and Amazon [9]. Group 2: Financial Implications - Capital Expenditure Surge Pressuring Free Cash Flow: The substantial capital expenditures for AI will directly impact the financial health of tech giants, with a projected 34% compound annual growth rate in capital expenditures from 2024 to 2027 [10]. - Impact on Free Cash Flow: By 2026, infrastructure capital expenditures for Google, Meta, and Amazon are expected to account for approximately 57%, 73%, and 78% of their pre-tax free cash flow, respectively, indicating a willingness to sacrifice short-term profitability for long-term technological and market advantages [12]. Group 3: Company-Specific Insights - Amazon: Morgan Stanley's top pick among large tech stocks, with a target price of $300, is based on the acceleration of AWS and improving profit margins in North American retail, projecting over 20% revenue growth for AWS by 2026 [14][16]. - Meta: Maintains an "overweight" rating with a target price of $850, focusing on improvements in its core platform, the release of the next-generation Llama model, and several undervalued growth opportunities, including potential annual revenue of approximately $22 billion from Meta AI search by 2028 [18]. - Google: Also rated "overweight" with a target price of $210, emphasizing AI-driven search growth, potential shifts in user behavior, and growth prospects for Google Cloud (GCP), with innovations expected to accelerate search revenue growth [20].

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Meta's Smart Glasses and AI Integration - Meta is integrating generative AI capabilities with its smart glasses, enhancing augmented reality and translation features [1][2] - Tight integration of hardware and software is crucial for Meta's success, similar to Apple's approach [3] - Meta's platform has over 1 billion users, creating utility and stickiness [4] Competition and Differentiation - Competition in smart glasses is increasing, with Google and potentially IBM developing similar products [2] - Meta differentiates itself through its existing platform and family of apps [3] - The key is the software experience that keeps users engaged [4] Market Perception and Adoption - Meta did not receive the same recognition as Apple for simultaneous translation technology, partly due to its novelty and stock dynamics [5] - Many people still don't fully understand Meta's AI strategy and how it integrates into daily life [7] - The specific applications and value-add that will make Meta's AI indispensable are still emerging [11] Future Potential and Uncertainty - The ways consumers will interact with Meta's AI models are not yet fully understood [8] - People are using Meta's technology to develop productivity tools and internal work processes [9][10] - Mark Zuckerberg is increasing investment in AI, indicating strong ambition [12] Impact of TikTok - TikTok's uncertain future has caused advertisers to pause spending growth, but this impact is limited [13] - TikTok accounts for approximately 10% of Meta's ad business [14]

Core Insights - The integration of generative AI with hardware is crucial for the future of smart glasses, with competition from companies like Google and IBM anticipated [2][3] - Meta's tight integration of hardware and software, along with its established platform and user base, is expected to drive user engagement and retention [3][4] - The simultaneous translation capabilities demonstrated by Meta's Ray-Ban smart glasses are seen as a significant feature, although they did not receive the same recognition as similar technology from Apple [5][6] Company Strategy - Meta aims to enhance user experience by integrating advanced capabilities into its smart glasses, focusing on software to maintain user interest [4][6] - The company is exploring how consumers will interact with its new technologies, indicating a need for ongoing adaptation and learning in the market [8][11] - Mark Zuckerberg's ambition to increase investment in technology suggests a bullish outlook for Meta's stock, with potential for further gains [12] Market Dynamics - The impact of TikTok on Meta's advertising business is minimal, as TikTok accounts for only about 10% of Meta's overall ad revenue [13][14] - Advertisers have shown some hesitation in spending growth due to uncertainties surrounding TikTok, but overall ad spending remains stable [13][14]

Core Insights - Meta Platforms, Inc. (NASDAQ:META) is projected to have significant growth potential, with a price target of $900 set by Andrew Boone from Citizens JMP, who maintains a Market Outperform rating on the stock [1] - The company is expanding its Reels trending ads to all advertisers for the holiday season, which has shown to increase unaided brand awareness by 20%, matching YouTube Select and surpassing TikTok Pulse [1] - Meta is also testing new ad formats on its Threads platform, which has over 400 million monthly active users, indicating further room for monetization and growth [2][3] Advertising Strategy - The introduction of new ad formats, including Advantage+ catalog and app ads, alongside traditional single-image and video ads, reflects Meta's strategy to enhance advertising performance [2] - The early success of Reels ads suggests that Meta is effectively leveraging its advertising tools to drive brand awareness and engagement [1][2] Growth Potential - The combination of innovative advertising strategies and the underutilization of Threads for monetization positions Meta for sustained growth in the coming years [3] - The company's focus on connecting people through social apps and immersive devices continues to be a core aspect of its business model [3]