Meta’s stock has surged over 35% in September on strong trader enthusiasm for its newly launched Muse personal AI agent, which quickly topped app charts with millions of downloads and early traction in agentic tasks like booking travel or operating devices. The September 23–24 Connect 2026 event amplified momentum with announcements integrating Muse into Ray-Ban Meta smart glasses, new audio-only and camera-free variants, a forthcoming Muse Charm wearable, expanded retailer partnerships for shopping, and Meta VR Glasses slated for 2027. Analysts from JPMorgan, Cantor Fitzgerald, and others have sharply raised price targets, citing Muse’s potential as a major revenue driver beyond advertising and a shift in perception from heavy AI spender to competitive leader. With no major earnings or regulatory catalysts immediately ahead, the week of September 28 hinges on whether this AI-driven rally sustains or faces profit-taking near the $2 trillion market-cap threshold.