Meta CEO Mark Zuckerberg’s earnings call and X post spark market speculation

Meta Platforms is set to report its second‑quarter earnings, and traders on the Kalshi prediction‑market platform have placed odds on specific words the company will use during the call. Odds of 91% were assigned to the word “cloud,” 74% to “Ray‑Ban,” and 61% to “silicon,” reflecting speculation that Meta will highlight its smart‑glasses partnership and new cloud‑infrastructure efforts.

On the same day, Zuckerberg posted on X (formerly Twitter) after a three‑year hiatus, linking to a Wall Street Journal op‑ed about AI. X’s head of product, Nikita Bier, replied that links no longer need to be placed in replies, a change confirmed by Elon Musk. The correction could affect how news outlets and advertisers share content on the platform.