Industry Overview - Virtual reality stocks represent publicly traded companies involved in developing, manufacturing, or supporting VR hardware, software, content, and related services, often including AR and MR technologies [2] - These stocks are grouped by investors due to their exposure to the commercialization of immersive technologies, which present high growth potential alongside significant risks [2] Company Summaries - **Meta Platforms, Inc. (META)**: Engages in developing products for connecting people through mobile devices, PCs, VR headsets, and wearables, operating in two segments: Family of Apps and Reality Labs [3] - **zSpace Technologies, Inc. (ZSPC)**: Provides augmented and virtual reality technology primarily for the education market, offering differentiated hardware and learning software for K-12 and workforce-oriented applications [4] - **The Glimpse Group, Inc. (VRAR)**: A VR and AR platform company that delivers enterprise-focused software and solutions, including QReal for 3D interactive models, Immersive Health Group for healthcare solutions, and Foretell Reality for social VR applications [5] - **DIH Holding US, Inc. (DHAIW)**: Operates as a robotics and VR technology provider in the rehabilitation industry, offering products like ArmeoPower and ArmeoSpring for arm and hand therapy [6]

Group 1: Virtual Reality Stocks Overview - Seven Virtual Reality stocks to watch include Meta Platforms, zSpace, DIH Holding US, and The Glimpse Group, identified by MarketBeat's stock screener tool [2] - Virtual reality stocks are shares of companies involved in developing, manufacturing, or supporting VR hardware, software, and content, with performance driven by adoption rates and technological advances [2] Group 2: Meta Platforms (META) - Meta Platforms, Inc. develops products for connecting people through mobile devices, PCs, VR headsets, and wearables, operating in two segments: Family of Apps and Reality Labs [3] - The Family of Apps segment includes Facebook, Instagram, Messenger, and WhatsApp, facilitating sharing, messaging, and community engagement [3] Group 3: zSpace (ZSPC) - zSpace Technologies, Inc. provides augmented and virtual reality technology primarily for the education market, offering hardware and software for K-12 STEM applications and career education [4] Group 4: DIH Holding US (DHAI) - DIH Holding US, Inc. operates as a robotics and VR technology provider in the rehabilitation industry across multiple regions, offering products like ArmeoPower and ArmeoSpring for arm and hand therapy [5][8] Group 5: The Glimpse Group (VRAR) - The Glimpse Group, Inc. is a VR and AR platform company providing enterprise-focused software and solutions, including QReal for 3D interactive models and Immersive Health Group for healthcare solutions [6]

Monetary Policy and Economic Outlook - Cleveland Fed President Beth Hammack emphasized the need for a restrictive monetary policy to achieve the 2% inflation target, forecasting that inflation will remain above target for the next one to two years, potentially not reaching the objective until late 2027 or early 2028 [1] - St. Louis Fed President Alberto Musalem expressed openness to additional interest rate cuts but cautioned that inflation remains above the target, indicating a careful approach [1] - New York Fed President John Williams noted diminished inflation risks but increased employment risks, without indicating support for a rate cut in October [1] Housing Market - U.S. pending home sales increased by 4.0% month-over-month in August, significantly surpassing expectations of 0.2% and marking the largest increase in five months [2] Stock Market Performance - Wall Street's main stock indexes closed higher, with notable gains in chip stocks such as GlobalFoundries and Micron Technology, both rising over 4% [3] - Applovin saw a climb of more than 6% after receiving an Accumulate rating from Phillip Securities with a price target of $725 [3] - Merus N.V. surged nearly 36% following Genmab's agreement to acquire the company for approximately $8 billion in cash [3] - Conversely, Carnival's stock fell about 4% despite better-than-expected FQ3 results and an increase in full-year adjusted EPS guidance [3] Government Shutdown Concerns - Last-minute talks between Democratic leaders and President Trump failed to prevent a government shutdown, with a deadline for passing a federal spending bill approaching [5] - A government shutdown would lead to the pausing of many federal operations and furloughs for nonessential employees, with implications for the upcoming payroll report [5] Futures Market - December S&P 500 E-Mini futures were down 0.23%, and December Nasdaq 100 E-Mini futures were down 0.14% as investors reacted to the impending government shutdown [6] - U.S. rate futures indicated a 90.3% probability of a 25 basis point rate cut at the next central bank meeting in October [6] Tariff Developments - President Trump signed a proclamation imposing 10% tariffs on imported timber and lumber, and 25% tariffs on upholstered wooden furniture products and kitchen cabinets, effective October 14th, with future increases planned [7] Economic Data Releases - Investors are awaiting the U.S. JOLTs Job Openings figures, with economists forecasting 7.190 million for August, up from 7.181 million in July [8] - The U.S. Conference Board's Consumer Confidence Index for September is expected to decline to 96.0 from 97.4 in August [8] - The S&P/CS HPI Composite - 20 is anticipated to show a year-over-year increase of 1.7% for July, down from 2.1% in June [9] Corporate Earnings - Nike and Paychex are scheduled to report their quarterly figures today, which will be closely monitored by investors [10]

Company Overview - Wolfspeed, Inc. announced a reorganization plan that will reduce its debt by 70%, from $6.5 billion to $2 billion, and cut interest payments by approximately 60% [1] - The company will reincorporate from North Carolina to Delaware as part of the reorganization process [1] - Following the announcement, Wolfspeed shares surged by 50.9% to $32.63 in pre-market trading [1] Market Movements - Sunrise New Energy Co., Ltd. saw a significant increase of 97% to $1.77 after its subsidiary was granted a U.S. patent for lithium-ion battery anode material [5] - Vivakor, Inc. experienced a 67% rise to $0.4479 after signing a term sheet for up to $23 million in capital [5] - SciSparc Ltd. gained 45.7% to $6.49 following the approval of an acquisition by N2OFF stockholders [5] - Maison Solutions Inc. jumped 23.2% to $1.38 after securing a private placement of up to $70 million [5] Declines in Pre-Market Trading - Valneva SE fell 7.9% to $11.81 despite reporting a 95% antibody seroresponse sustained four years after a single dose [5] - Epsium Enterprise Limited declined 24.3% to $18.60 after a previous drop of 30% [5] - Artelo Biosciences, Inc. saw a decline of 23.1% to $4.50 following a proposed public offering announcement [5] - Energy Fuels Inc. fell 6.4% to $15.47 after announcing a proposed $550 million private offering of convertible senior notes [5]

Core Insights - zSpace, Inc. has announced a strategic partnership with The Glimpse Group, Inc. to launch the Medical Assisting Skills Virtual Trainer aimed at expanding access to healthcare career pathways [1][3] - The new software application allows students to practice 33 essential clinical and administrative skills in a safe and engaging virtual environment, supporting Nursing and Allied Health programs [2][3] - The partnership addresses the critical shortage of healthcare workers by providing scalable, immersive solutions that equip students with hands-on skills necessary for high-demand careers [3][4] Company Overview - zSpace, Inc. specializes in augmented reality (AR) and AI-powered immersive learning experiences, serving K-12 STEM, K-12 CTE, post-secondary CTE, and workforce development programs [6] - The company has over 3,500 educational institutions as clients and holds more than 70 patents in immersive technology [6] - The Glimpse Group, Inc. is a diversified immersive technology platform company that provides enterprise-focused immersive tech, spatial computing, and AI software and services [5] Product Details - The Medical Assisting Skills Virtual Trainer is aligned with Certified Medical Assistant (AAMA) standards and offers unlimited practice opportunities for students [3] - The application is designed to support both classroom instruction and remote learning environments, helping students build confidence and reduce errors [2][3] - The software is now available to educational institutions across the U.S., with options for personalized demonstrations [4]