Kalshi traders bet Meta will spotlight smart glasses, skip content moderation talk

Data from prediction market platform Kalshi shows traders see it as unlikely that Meta's management will address social media content moderation policy during the company's upcoming quarterly earnings call. Instead, market participants expect the company to emphasize progress on smart glasses, one of its flagship hardware bets in recent years. Meta is scheduled to report results Wednesday after the close of regular trading, and investors will be closely parsing management commentary on AI spending and metaverse investments. Using prediction market data to gauge likely corporate talking points has become an increasingly popular tool among traders and analysts. For private investors, such indicators can serve as an extra signal when preparing for volatility around earnings releases.