Meta's stock has rallied sharply in September on strong adoption of its Muse personal AI assistant, which quickly topped app store charts after launch, alongside positive reception at the Meta Connect 2026 event featuring new AI-integrated hardware like smart glasses. Traders view these developments as validation of Meta's heavy AI infrastructure investments and shift toward enterprise offerings, including a new Meta Enterprise Platform, helping reverse earlier concerns over capex and free cash flow. A recent lawsuit settlement removed a key overhang, while analyst upgrades reflect growing confidence in AI-driven ad tools and potential new revenue streams. The week of September 28 opens amid some profit-taking and competitive AI news, with next earnings expected in late October as a key upcoming catalyst.