Meta's stock has rallied sharply into early October 2026 on the back of its September 8 launch of the Muse personal AI agent, which quickly topped U.S. iOS charts with millions of downloads and demonstrated early monetization potential beyond advertising. The September 28 unveiling of the Meta Enterprise Platform, led by newly hired Chief Enterprise Platform Officer Chirantan Desai, further signaled credible progress in commercializing large language models and agents for businesses. Heavy AI infrastructure spending continues to pressure free cash flow, yet core ad revenue growth remains robust at roughly 28 percent year-over-year. Traders are weighing these confirmed product milestones and competitive positioning against typical quarterly volatility and any last-minute regulatory or earnings-related surprises on the final trading day of the period.