Meta’s September 23 announcement at Connect 2026 that it is bringing Muse, its recently launched personal AI agent, to Ray-Ban Meta and other AI glasses “in the coming months” is the main driver of current trader sentiment. Muse, introduced September 8 with task-handling capabilities across apps and web, would gain hands-free voice activation by name plus the ability to interpret and act on what the wearer sees, such as shopping items or lists. New Ray-Ban Meta Audio glasses ship October 13 while Gen 3 models are already available, positioning the hardware for rapid integration. The move intensifies competition with Gemini-powered wearables from Google and Samsung, though exact timelines remain unconfirmed and could shift with engineering or regulatory hurdles.