Meta’s September 23, 2026 Connect keynote announcement of the Muse Charm—a compact, Tamagotchi-style keychain device housing its Muse AI agent—serves as the central driver of current trader sentiment. The hardware includes a 2-inch OLED screen, fingerprint sensor, real-time voice interaction, cameras, and built-in 5G for independent connectivity, with Zuckerberg targeting a December holiday launch to capitalize on Muse’s rapid early adoption (over 2.5 million app downloads and top App Store rankings since its September 8 debut). This positions Meta competitively against OpenAI and Anthropic by extending its agent into dedicated consumer hardware, though final pricing, full specs, and production scale remain unconfirmed amid ongoing component finalization. Key upcoming catalysts include any supply-chain updates or pre-order signals ahead of the holiday window that could influence resolution probabilities.