Amazon Stock Dips Amid AR Glasses Development Reports
Amazon shares (AMZN) declined despite reports of its ambitious foray into augmented reality smart glasses, codenamed 'Jayhawk.' The project targets a consumer launch by late 2026, positioning Amazon against Meta (META) in the AR hardware race. The glasses feature microphones, cameras, and a monocular color display—a sleeker iteration of the navigation-focused prototype already in testing for delivery drivers.
The MOVE underscores Amazon's diversification beyond e-commerce into high-margin hardware. While the company remains silent on specifics, the development signals a strategic play for the next computing platform. Meta's dominance in VR headsets via its Quest line now faces a formidable challenger with Amazon's retail and AWS ecosystem advantages.
