In a deal worth $2 billion, Facebook is buying Oculus VR, a company that makes virtual reality goggles. The headset, called the Oculus Rift, is currently only used for playing video games, so how will this integrate with Facebook's business? The market may have felt a little confusion on that point as well, as shares of Facebook sold off today to the tune of 5%.

On Wednesday's Investor Beat, host Chris Hill and Motley Fool analyst Jason Moser discuss the acquisition, and the future of Facebook. While Jason admits being confused by the deal at first, he sees Facebook and its CEO, Mark Zuckerberg, of having the luxury of not needing to answer the question of "why" at the moment. As the company works toward its long-term goals of new and powerful avenues for user engagement, it has the ability to make several of these small bets to test and explore along the way. Jason sees Facebook as a story that will continue to play out for investors over as long a timeline as the next two to three decades, with much yet unseen to come in that time.

Then, shares of Twitter continued their slide for 2014 today, down in the neighborhood of 30% for the year to date as social network stocks continue to have a difficult year. Meanwhile, Panera Bread held its investor day yesterday and reaffirmed its guidance for the full fiscal year, but shares still slipped today, on the news that the stock had received a downgrade from Wunderlich. Chris and Jason dig into these two headline-maker stocks slipping in the market today.

And finally, Jason looks at lululemon athletica ahead of its earnings report tomorrow. As the company continues to shift gears and become more than just a yoga brand under its new CEO, Jason's going to be watching closely to get some details on the broader strategy ahead for this onetime market darling that faced a tough year last year.

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Chris Hill has no position in any stocks mentioned. Jason Moser owns shares of Twitter. The Motley Fool recommends Facebook, Google, lululemon athletica, Panera Bread, and Twitter and owns shares of Facebook, Google, and Panera Bread. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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