The AI glasses sector is seeing frequent positive developments! Oracle's premarket trading plummeted over 10%. Market data shows Oracle's premarket drop briefly exceeded 12%, with the latest decline narrowing slightly but still over 10% at the time of writing.
On December 10, Oracle reported its fiscal Q2 2026 results (ending November 30), with revenue of $16.06 billion, up 14% YoY but below the expected $16.21 billion. Cloud revenue (IaaS + SaaS) of $7.98 billion and cloud infrastructure (IaaS) revenue of $4.08 billion also missed estimates of $8.04 billion and $4.1 billion, respectively. Additionally, free cash flow was -$10 billion, raising concerns about short-term financial health.
As a key player in AI computing, Oracle's performance is seen as a barometer for industry demand. The missed targets triggered market sell-offs. Earlier, Oracle signed a $300 billion computing supply deal with OpenAI, which initially boosted its stock. However, concerns grew over OpenAI's payment capacity, given its $13 billion annual revenue against $1.4 trillion in computing costs over eight years.
Analysts remain optimistic. Jefferies maintained a "Buy" rating, noting Oracle's $523 billion order backlog slightly exceeded expectations, though AI-related debt financing concerns persist.
Apple may launch AI glasses next year. Reports suggest the lightweight Apple Glass will debut at WWDC 2026, with mass production starting in 2027. Positioned as an accessory within Apple's ecosystem, it lacks standalone computing or AR displays but embeds multiple cameras and may integrate Siri with AI capabilities.
On December 9, Google unveiled its Android XR platform, showcasing Project Aura—a consumer AR glasses collaboration with XREAL, set for a 2026 release. Domestically, Alibaba and Li Auto have also entered the AI glasses market with new products.
AI glasses are hailed as the next mainstream computing terminal post-smartphones. IDC predicts global smart glasses shipments will hit 12.8 million in 2025 (up 26% YoY), with China's market growing 107% to 2.75 million units.
Top-performing AI glasses concept stocks include Jiangbolong (leading with ¥1.16 billion in net financing inflows), followed by Changying Precision, BOE, and others. Jiangbolong has introduced ultra-compact storage solutions for AI glasses.
Per analyst consensus, TCL Tech, Hopewell Holdings, and Smartsens are projected to lead in 2025 net profit growth (259.7%, 176.02%, and 153.63%, respectively), with several others doubling profits. Hopewell highlighted its AI/AR glasses business entering a results-transformation phase, while Smartsens launched a high-performance CMOS sensor tailored for AI glasses.
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