Meta's September 23 Connect 2026 announcement that the Muse personal AI agent will reach its smart glasses "in the coming months" forms the core driver of trader sentiment. The agent would activate via wake word, leverage the glasses' cameras for real-time visual context, and handle tasks like shopping or workout guidance without phone interaction. New Ray-Ban Meta Gen 3 and audio-only models launch October 13 at $349–$449, providing immediate hardware, while a dedicated Muse Charm device targets December. Integration timelines remain unspecified beyond Meta's typical "coming months" phrasing, creating uncertainty around 2026 resolution versus potential 2027 slippage amid ongoing model updates and partner connector expansions.