Apple Inc.AAPL
▲ PositiveTechnologyCapitalrelevance
Apple pitches running demanding AI models locally on M5 Ultra Mac Studio and M6 Mac mini, a product/technology development that could drive more powerful Mac purchases.
Impact on assets 2
Artificial Intelligence▲ · 2 stocks
Apple Inc.
Alibaba Group Holding Ltd9988
Mentioned
Theme Impact 3
Off-coverage companies
Related news
Meta Unveils Muse AI Glasses and Charm Device, Shares Fall 2.8%
Meta Platforms unveiled plans to bring its Muse AI agent to its AI glasses and previewed Charm, a pocket-sized device for talking to the agent, sending shares down 2.8% to $755.815 at 10.13 am ET on September 25, 2026. According to Meta, Muse will respond to what users see through their glasses, handle tasks while conversations continue and get its own email address, with shopping, payments and work integrations widening its potential uses. Meta plans more than 100 AI-glasses styles by year-end. Reuters reported that Jefferies estimated $10.8 billion in annualized revenue if Muse reaches 1 billion users by the end of 2027 and at least 3% become paying customers, a scenario rather than money in the bank. The September 25 valuation snapshot puts Meta 11.73% below its $856.24 GF Value estimate, suggesting potential upside without proving the shares are a bargain.
3
Dolby and Meta Expand Atmos and Vision Across Meta Ecosystem
Dolby Laboratories Inc. and Meta Platforms Inc. said Wednesday they are expanding Dolby Atmos and Dolby Vision across Meta's ecosystem. Meta's new AI glasses will be the first global consumer device that can capture audio in Dolby Atmos, letting users record spatial audio and share it on Instagram, which already supports Dolby Vision. The rollout builds on Meta's introduction of Dolby Vision on Instagram last year, and Meta also said its upcoming VR device will support Dolby Vision and Dolby Atmos when it launches next year. The announcement came as Meta used Connect 2026 to unveil a $1,299 VR glasses device, expand its AI glasses lineup and bring its Muse personal AI agent to more products. The partnership expands Dolby's presence across Meta's social media, wearable and virtual reality platforms.
▲2
Meta Unveils 100-Gram VR Glasses at $1,299.99, Sets Spring 2027 Launch
Meta Platforms unveiled Meta VR Glasses, a roughly 100-gram virtual-reality device that will go on sale in spring 2027 for $1,299.99. The headset features a 5K Infinite Display with micro-OLED panels, Dolby Vision and Dolby Atmos, runs on Qualcomm's Snapdragon Reality Elite processor, and integrates Meta AI with eye, voice and hand-gesture controls; a two-part design houses compute, battery and storage in a separate tethered puck. Meta VR Glasses are the first IMAX Enhanced-certified VR device, offering 3D movies and more than 100 immersive live U.S. sports events annually, plus multi-screen workspaces and more than 75 games at launch. The launch comes as Meta's Reality Labs revenues rose 16% year over year to $431 million in the second quarter of 2026, growth that was partially offset by lower Quest headset sales, and as Apple expands Apple Vision Pro into accessibility applications such as eye-based control for power wheelchair drive systems and Alphabet pushes Android XR smart glasses built with Samsung, Gentle Monster and Warby Parker. Meta shares have rallied 17.8% year to date, trailing the broader Zacks Computer & Technology sector's 21.7% return, and carry a forward 12-month Price/Sales of 6.77X versus the Internet Software industry's 4.42X.