With so much going on in AI, investors seem to be looking past its Metaverse segment. That may seem odd, as the company once known as Facebook changed its name to Meta in 2021. With the company's Reality Labs segment continuing to lose billions of dollars every quarter, investors may have written off the effort.

Meta's new Orion glasses may still be a prototype that costs thousands of dollars to produce, but when you put them on they feel like the future. Driving the news: These are glasses, not goggles, that can display information and even videos overlaid on the real world — like Apple's Vision Pro in many ways,