Meta's stock has surged on excitement around its Muse personal AI agent, which launched earlier in September and quickly climbed app charts with strong user adoption and analyst upgrades citing its potential as a major revenue driver beyond advertising. Recent Meta Connect 2026 announcements, including Muse integration with AI glasses for hands-free use, new hardware like audio glasses and VR options, plus retailer partnerships for agentic shopping, reinforced trader optimism about AI capabilities and competitive positioning against other large language model developers. A New Mexico jury verdict finding the company misled users on data practices triggered a 3.3% drop to $751.66 on September 25, creating near-term volatility ahead of the September 28 close. The ex-dividend date and broader tech sentiment add further uncertainty.