Street View: Meta's AI glasses show progress towards "personal superintelligence"
** Meta Platforms META.O shares rise 1.5% in early trading on Thursday as investors respond positively to the company's expanded smart glasses lineup, unveiled at its annual Connect developer conference
** The launch includes the Meta Ray-Ban Display, priced at $799 and available from September 30, which features a built-in display and gesture-controlled AI assistant
META'S GLASSES: A SIGHT FOR BULLISH EYES
** J.P.Morgan ("overweight," PT: $875) says Meta's new Display glasses are the most advanced AI glasses yet, marking real progress toward co's vision of "personal superintelligence"
** RBC Capital Markets ("outperform," PT: $840) says expansion of Meta's smart glasses portfolio across price points "should accelerate volume sales" and benefit partner EssilorLuxottica ESLX.PA
** BofA Global Research("buy," PO: $900) said the Display glasses were "innovative and well received," and could help improve investor sentiment around Meta's $20 billion+ annual Reality Labs spend
** Citigroup ("buy," PT: $915) says the new form factors and price points could push adoption to a tipping point in 2026
** They called the Display glasses "a natural extension of AI" and a "must-buy" as superintelligence reshapes the internet experience
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