Meta announces at Meta Connect 2026 (September 23–24, 2026, Menlo Park) at least one new generation of AI smart glasses as successor to the Ray-Ban Meta Smartglasses (confirmed by Meta press release or The Verge by September 24, 2026)
Hit
✦ AI-generated prediction
Published on 16. September 2026
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Predicted for 24. September 2026
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Based on: Historical Cycle
Meta Connect 2026 takes place September 23–24 in Menlo Park (keynote: Sep. 23, 4 PM PT). Zuckerberg has already teased new AI smart glasses while deliberately hiding the design. Quest 4 was pushed to 2027; Road to VR, MacRumors, and Engadget all report the event will be centered on AI wearables. Orion prototypes have been publicly known since 2024; an improved production model of the Ray-Ban Meta glasses (second or third generation) is with high probability the headline announcement. No explicit Polymarket listing found; estimate based on converging press reporting and Meta's own communications.
Data basis for this prediction
- Road to VR: Meta Connect 2026 — Datum und Veranstaltungsfokus bestätigt, 26.08.2026
- MacRumors: Meta Connect 2026 Keynote 23. Sep., Fokus KI-Wearables
- Engadget: Meta Connect 2026 — Quest 4 auf 2027 verschoben, neue AI-Brille erwartet
Verdict: Hit
[Vorzeitig entschieden] Meta kündigte auf Meta Connect 2026 (23.–24.09.) mindestens eine neue KI-Smart-Glasses-Generation (Ray-Ban Meta Gen 3) als Nachfolger der bisherigen Ray-Ban Meta an. Hochkonfident bestätigt durch mehrere Post-Keynote-Quellen.
💻 Technology
✦ AI
Applied Materials has beaten the EPS consensus in all four of its last reported quarters, with an average earnings surprise of +3.5%. The company's own Q4 guidance is $3.82–$4.22 per share; consensus at $4.06 sits near the midpoint, reflecting classic conservative management framing. Revenue is estimated at $10.30B (+51% YoY) — TSMC and Samsung have not pulled back H2 2026 capex plans. No Polymarket market directly available; a 100% beat streak over 4 quarters with a positive guidance range implies 70–75% probability. Risk: supply chain delays or expanded US export controls on advanced chips could force a Q5 inventory build.
💻 Technology
✦ AI
PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.
💻 Technology
✦ AI
CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.