Meta Connect 2026 (Sep 23–24, Menlo Park CA): Meta officially unveils its first consumer smartwatch ('Malibu 2') with health tracking and Meta AI
Miss
✦ AI-generated prediction
Published on 21. September 2026
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Predicted for 23. September 2026
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Based on: Historical Cycle
Four independent sources (TechTimes, eWeek, GCN, Wareable) confirm that Meta will unveil its first consumer smartwatch 'Malibu 2' on September 23, 2026 at Meta Connect. Planned features: continuous heart rate and blood oxygen monitoring, sleep analysis, sEMG gestures (surface electromyography), Meta AI assistant without mandatory subscription, and pairing with Ray-Ban Display AI Glasses. Meta had cancelled an earlier smartwatch project in 2022; the resumption with Malibu 2 is confirmed on the roadmap for 2026. No Polymarket market found for this event; the convergence of leaks and official hints immediately before the event implies a very high probability. Calibrated probability: 82%.
Data basis for this prediction
- TechTimes: 'Meta Smartwatch Due September 23: Malibu 2 Doubles as Gesture Hub for Ray-Ban AI Glasses' (11.06.2026)
- eWeek: 'Meta's Malibu 2 Smartwatch to Focus on Health Tracking, AI' (2026)
- GCN: 'Meta expected to reveal its first smartwatch at Connect 2026 on September 23' (Stand 21.09.2026)
- Wareable: 'Meta's smartwatch saga continues, with Project Malibu 2 slated for 2026' (Stand 21.09.2026)
Verdict: Miss
Die Malibu-2-Smartwatch wurde bei Meta Connect 2026 (23.–24. September) nicht vorgestellt. Meta kündigte stattdessen VR-Brille ($1.299,99), Ray-Ban Meta Gen 3 ($449), Ray-Ban Meta Audio ($349), Meta Adventurer ($249) und den Muse Charm-Pendant an. Die Smartwatch war laut Tom's Guide und Engadget auffällig abwesend; Tom's Guide titelte explizit 'What was missing from Meta Connect 2026?' und listete das Smartwatch-Projekt als nicht erschienen auf. Trotz zahlreicher Pre-Event-Leaks (TechTimes, GCN, The Information) und Berichten, die eine Vorstellung am 23. September suggerierten, wurde das Malibu-2-Projekt auf dem Event übergangen. Die Vorhersage scheiterte, weil Meta offenbar die Prioritäten kurzfristig verschob und stattdessen das Muse-AI-Ökosystem (Muse Charm) als Pendant-Gerät in den Vordergrund rückte. Quellen: Engadget 'Everything announced at Meta Connect 2026', Tom's Guide Recap, Techcabal-Zusammenfassung.
💻 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.
💻 Technology
✦ AI
ARM Holdings reports Q2 FY2027 (July–September 2026) on November 4 after market close. EPS consensus: $0.47; revenue consensus ~$1.38B (Theta Research, Oct 29). ARM is the dominant CPU IP licensor for AI servers (Neoverse), smartphones (Apple A-series, Qualcomm), and edge devices — all three segments scaling strongly in 2026. ARM has beaten EPS consensus in each of the last four quarters, driven by AI infrastructure capex. No direct Polymarket contract; analogue: S&P 500 Q3 2026 beat rate ~71%. Key risks: export control escalation (UK/US vs. China), hyperscaler capex delays, or HBM4 demand plateau.