Impact on stocks 6
Spatial Computing / AR/VR▲ · 4 stocks
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Apple Inc.AAPL
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Microsoft CorporationMSFT
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NVIDIA CorporationNVDA
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Artificial Intelligence▲ · 1 stocks
Alphabet Inc Class CGOOG
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Semiconductors▲ · 1 stocks
Intel CorporationINTC
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Meta Connect 2026 Kicks Off September 23 at Menlo Park Campus
Meta Connect 2026 begins Wednesday, September 23 at 4:00 P.M. at Meta's campus in Menlo Park, California, headlining a week of investor events that also includes McDonald's Investor Day and a White House meeting between President Trump and China President Xi. The two-day livestreamed Meta showcase will include updates on the company's latest work in AI, AI-powered glasses, virtual and mixed reality, and related developer technologies, with major product announcements and a keynote from CEO Mark Zuckerberg anticipated. McDonald's holds its highly-anticipated Investor Day the same day, with investors watching how management plans to restore U.S. momentum while sustaining international growth and the durability of its new beverage platform, whose launches in the U.S., Canada, and Germany reportedly exceeded expectations. On Thursday, September 24, President Trump meets China President Xi at the White House, with Taiwan, AI, tariffs, and global conflicts expected on the agenda and more details possible on China's purchase of Boeing aircraft; Nvidia CEO Jensen Huang, OpenAI CEO Sam Altman, and Qualcomm CEO Cristiano Amon are expected at the evening state dinner. Also Thursday, a bond hearing is scheduled at 4:30 p.m. related to Paramount Skydance's planned $110B purchase of Warner Bros. Discovery. The week's earnings slate includes Autozone, Thor Industries, and KB Home on Tuesday; Cintas, Paychex, General Mills, and Cracker Barrel on Wednesday; and Darden Restaurants and Costco on Thursday.
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Virtualware, GlobePoint Sign MoU With Korean Education Group to Roll Out VIROO
Virtualware, together with its South Korean partner GlobePoint, has signed a Memorandum of Understanding with Korean Education Group to introduce the VIROO platform across KEG's education ecosystem, covering vocational education, digital academies, IT and game development training, industry-oriented learning programs, and higher education initiatives. The agreement sets a framework to support KEG's "Vision 2030: A Time of New Possibilities" strategy, which aims to grow the group's revenues from KRW 200 billion, or €130 million, to KRW 500 billion, or €325 million. KEG is one of South Korea's leading private education groups, serving more than 1.8 million students through a nationwide network of 64 campuses and 8 specialized academy brands, supported by four subsidiaries focused on marketing, digital platforms, IT services, and business acceleration. David Moreno, Chief Business Development Officer of Virtualware, said the deal marks an important step in expanding VIROO's presence in South Korea, while KEG CEO Kim Young-woo said the collaboration reflects the group's commitment to innovation in South Korean and Asian education. GlobePoint will provide local expertise, market insight, and strategic guidance beyond market representation, and the signing ceremony took place during Edtech Korea.
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Lightstorm Vision Acquires Outsyders to Scale 3D Content Production
Lightstorm Vision, the integrated 3D production technology developer founded by James Cameron, has acquired Outsyders, the creative-tech collective behind an AI-driven stereoscopic pipeline used on projects for Disney, IMAX, Samsung, and Google. Terms of the deal were not disclosed. Outsyders, founded by Paul Becker, Jared Sandrew, and Chris Harvey and launched in April 2024, has delivered the IMAX 3D version of Blue Angels, a 3D reimagining of Disney's Lilo & Stitch, Doug Liman's 8K high-frame-rate stereoscopic film Asteroid for Samsung and Google, and work on Tron: Ares and Moana, and currently has more than five feature films in progress. The acquisition folds Outsyders' stereoscopic processing platform into Lightstorm Vision's native capture and production system, which the companies describe as the industry's first end-to-end solution for producing 3D content across both new productions and existing content libraries. Lightstorm Vision said the combined platform is built to convert existing 2D libraries into premium stereoscopic content at lower cost and to serve a new generation of stereoscopic-native Meta VR devices under its multi-year partnership with Meta. Cameron said his company has worked with Becker's team for almost two years and called their AI tools world class, while Becker said the combined technologies were the most logical step for the format.