Meta's recent announcement at Connect 2026 that it is actively integrating the Muse personal AI agent into its Ray-Ban Meta and other smart glasses lineup has become the main driver of trader sentiment. The agent, which launched earlier in September, will support voice wake-word activation, hands-free task handling such as workout guidance, meal logging, and visual context actions on items the wearer sees, with rollout targeted for the coming months. This builds on Muse's existing phone and computer capabilities while positioning Meta's wearable ecosystem against competing AI assistants. New camera-free Ray-Ban Meta Audio models shipping October 13 and expanded retail connectors further highlight Meta's focus on accessible, always-available AI hardware. Traders are watching for any delays in the glasses integration or competitive responses from other platforms that could shift timelines.