Meta is set to report earnings after the market close Wednesday. Traders on prediction market platform Kalshi assign a 90% probability that Meta’s management will mention cloud and a 74% chance they will reference the Ray-Ban partnership for its smart glasses. The likelihood of a discussion about silicon is estimated at 61%, while social media policy topics are not expected to be addressed, with only a 15% chance that Meta mentions age verification. Reports in June revealed that CEO Mark Zuckerberg directed staff to build a prediction market platform, and that Meta was in talks to acquire Kalshi.
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