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NASDAQ:META News 16 September 2025 - 6 October 2025

Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s $300B AI Cloud Gamble – Can ORCL Stock Become the Next $1 Trillion Tech Titan?

Recent Stock Performance and Valuation Metrics Oracle’s stock has been on a tear in 2025, dramatically outpacing the broader market thanks to AI cloud enthusiasm. Shares started the year around the $170s and climbed into the high $200s by early October, after an especially explosive move in September. The catalyst was Oracle’s Fiscal Q1 2026 earnings release on Sept. 9, 2025, which revealed an “astonishing” influx of cloud business. Oracle’s remaining performance obligations (RPO) – a backlog of contracted future revenue – ballooned to $455 billion, up 359% from a year priorts2.tech. This implied Oracle had secured hundreds of billions in
6 October 2025
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Ray-Ban Meta 2 vs the Smart Glasses Competition: Which High-Tech Specs Lead the Future?

Meta’s Ray-Ban Smart Glasses Gen 2: Futuristic Game‑Changer or High‑Tech Novelty?

Meta and Ray-Ban Team Up on Smart Glasses 2.0 When you hear “smart glasses,” you might recall the ill-fated Google Glass or Snapchat’s toy-like Spectacles. Meta’s approach, in partnership with luxury eyewear maker Ray-Ban, is different: make smart glasses that actually look cool. The Ray-Ban Meta Smart Glasses (Gen 2) have the iconic Ray-Ban style – at a glance, most people wouldn’t know they’re anything more than regular glassesnymag.com. (They come in classic designs like the Wayfarer and a round “Skyler” frame, in various colors and even prescription optionsnymag.com.) This “design first” philosophy is deliberate. Early smart glasses were often bulky
5 October 2025
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Alphabet vs Meta 2025: AI Arms Race, Ad Revival, and Wall Street’s Verdict

Alphabet vs Meta 2025: AI Arms Race, Ad Revival, and Wall Street’s Verdict

Alphabet vs. Meta – The 2025 Tech Stock Showdown Which tech titan will triumph in the AI era? Alphabet (Google) and Meta (Facebook) are battling for ad dollars and innovation dominance. Here’s an in-depth look at their 2025 investment prospects. Key Takeaways Stock Performance in 2025: A Record-Setting Rally After a volatile 2022–23, Alphabet and Meta entered 2025 with renewed momentum. So far in 2025, both stocks have delivered strong gains, although Meta has led the way. Alphabet’s share price hit an all-time high in early September 2025 investopedia.com after a U.S. court decision eased breakup fears. The Google parent’s
21 September 2025
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OpenAI’s Secret ChatGPT Speaker, AR Glasses & AI Pin – 2025’s AI Gadget Showdown vs Meta & Humane

OpenAI’s Secret ChatGPT Speaker, AR Glasses & AI Pin – 2025’s AI Gadget Showdown vs Meta & Humane

OpenAI’s Big Leap into Hardware in 2025 OpenAI – the company behind ChatGPT – is making an ambitious jump from software into consumer hardware. In 2025, leaks and rumors revealed that OpenAI, in partnership with famed ex-Apple designer Jony Ive, is developing a whole family of AI-powered devices under the brand “io.” According to a detailed report in The Information, one prototype resembles a screenless smart speaker, and the company has “considered building glasses, a digital voice recorder and a wearable pin” as well Tomshardware 9To5Mac. The roadmap suggests OpenAI is aiming to release its first device by late 2026
21 September 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s Massive $20B Meta Cloud Deal Shakes Up the AI Cloud Wars

Background: Oracle’s Cloud Business Transformation Oracle Corporation built its empire on database software, but it came late to the cloud computing market. Through the 2010s, Oracle struggled for relevance as Amazon Web Services, Microsoft Azure, and Google Cloud grabbed a combined 65%+ share of the cloud market reuters.com. Oracle was often dismissed as a “legacy” player, with co-founder Larry Ellison famously deriding cloud computing as “gibberish” in its early days qz.com. Over the past few years, however, Oracle has executed a striking cloud reinvention focused on high-performance infrastructure and strategic partnerships. Instead of trying to beat the incumbents at their
20 September 2025
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Ray-Ban Meta 2 vs the Smart Glasses Competition: Which High-Tech Specs Lead the Future?

Ray-Ban Meta 2 vs the Smart Glasses Competition: Which High-Tech Specs Lead the Future?

Features and Tech Capabilities Camera & Video: Ray-Ban Meta (Gen 2) is one of the few in this class with an integrated camera. It packs a 12MP ultrawide camera capable of snapping 4K-resolution stills and recording up to 3 minutes of video in 3K at 30fps (or 60fps at lower resolution) tomsguide.com tomsguide.com. This is a big step up from the previous 1080p limit. Users can tap a temple button or use voice commands (“Hey Meta, record a video”) to capture life’s moments hands-free. A forward-facing LED blinks on during capture, but as noted, its subtlety has raised eyebrows from
18 September 2025
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Samsung’s “Project Moohan” XR Headset: A Cheaper Vision Pro Rival Set to Disrupt AR/VR in 2025

Meta’s Hyperscape Unveiled: Transforming Real Spaces into Virtual Worlds (Is This the Next XR Revolution?)

What Exactly Is Meta’s Hyperscape? Hyperscape is Meta’s latest leap in VR technology – it turns real-world places into explorable VR spaces. Think of it like capturing a 3D “photograph” of a room or location, except you can then step inside that photo with a VR headset. Meta first demoed Hyperscape at the 2024 Connect conference as a tech showcase, and in September 2025 they finally launched it to users techcrunch.com. The system allows developers and everyday creators to build photorealistic virtual environments by simply scanning real ones techcrunch.com. In essence, your physical room becomes a VR world, rendered with
18 September 2025
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Oakley & Meta’s New Vanguard AI Glasses Are a Game‑Changer for Sports Performance

Oakley & Meta’s New Vanguard AI Glasses Are a Game‑Changer for Sports Performance

Oakley + Meta: Bringing AI Vision to Sports Training Oakley Meta Vanguard Performance AI glasses are designed as wraparound sports shades, packing smart tech into a classic athletic form factor. The Oakley Meta Vanguard is a bold attempt to “amplify performance” for athletes by merging Oakley’s sports eyewear DNA with Meta’s AI and wearable tech. Announced onstage at Meta’s annual Connect conference, CEO Mark Zuckerberg framed smart glasses as “the ideal form factor for personal superintelligence” – devices that keep you present in the moment while augmenting your abilities with AI Reuters. With Vanguard, that vision is laser-focused on sports:
18 September 2025
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Meta’s New $799 Ray-Ban Smart Glasses Stun with AR Display & AI Features – Is This the Future of Wearables?

Meta’s New $799 Ray-Ban Smart Glasses Stun with AR Display & AI Features – Is This the Future of Wearables?

Meta’s AR Glasses Step into the Spotlight Meta Ray-Ban Display is the social media giant’s boldest foray yet into augmented reality eyewear. Unveiled by Mark Zuckerberg at the Meta Connect 2025 conference on Sept. 17, these smart glasses are the first from Meta (or any mainstream brand) to include a built-in heads-up display since Google Glass theguardian.com. From the outside, they resemble classic Ray-Ban Wayfarer sunglasses, a deliberate choice to avoid the cyborg look that doomed earlier smart glasses theguardian.com. But inside the right lens lies a tiny, high-resolution screen that can overlay digital info into your field of view
18 September 2025
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Meta’s New Ray-Ban AI Glasses: Hidden Display, “Mind-Reading” Wristband & More

Meta’s New Ray-Ban AI Glasses: Hidden Display, “Mind-Reading” Wristband & More

Overview: Ray-Ban Glasses Meet Augmented Display Meta’s Ray-Ban Meta smart glasses line has evolved from simple camera-equipped sunglasses into something much more ambitious. Meta Ray-Ban Display – announced on September 17, 2025 – is the company’s most advanced pair of AI glasses to date, and notably the first to include a built-in display about.fb.com. At first glance, they look like classic Ray-Ban Wayfarer-style glasses, but inside they pack a micro LED display in the right lens along with a suite of sensors and electronics. This in-lens display functions as a heads-up display (HUD) for the wearer, capable of showing text
18 September 2025
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Tech Shockwaves: Gadgets, Breaches, and a New Space Race Unfold

Tech Shockwaves: Gadgets, Breaches, and a New Space Race Unfold

Key Facts Consumer Tech & Gadgets Apple’s iPhone 17 Launch: Apple’s latest iPhones officially hit shelves on Friday, and the tech giant is smoothing out last-minute wrinkles. Reviewers discovered a camera flaw in the iPhone 17 Pro and new iPhone Air (a 6.1-inch ultra-thin model replacing the former Plus) – in rare cases, photos taken under intense LED concert lighting showed black boxes and squiggly artifacts macrumors.com macrumors.com. Apple acknowledged the issue (caused by extremely bright LED panels confounding the camera sensor) and confirmed it has a fix underway in an upcoming iOS update macrumors.com macrumors.com. Despite this quirk, early
18 September 2025
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GPT‑5 Has Arrived: OpenAI’s Next‑Gen AI Stuns With Upgrades in Coding, Reasoning, and Safety

AI Titans at War: Inside OpenAI, Google, Meta and the Race to Build AGI

The New AI Arms Race: An Introduction A fierce global competition is underway to build the next generation of artificial intelligence – not just specialized tools, but general AI that could transform society at large. In 2023, the stunning success of OpenAI’s ChatGPT triggered an “AI arms race” among tech giants. By 2025, that race has only accelerated. Amazon, Microsoft, Google, Meta, and OpenAI (often backed by each other or investors) are collectively on track to spend hundreds of billions of dollars this year on AI research and infrastructure startupnews.fyi. Their goal? To outdo each other in creating more powerful,
16 September 2025
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