Meta's stock hovered near $740–$745 in early October 2026 after a sharp September rally driven by the launch and early traction of its Muse AI agent, which quickly topped app-store charts and demonstrated agentic capabilities in shopping, productivity, and multimodal tasks. Traders see the tight spread across $730–$760 ranges reflecting ongoing AI monetization momentum—including enterprise platform initiatives and ad-ranking gains from models like Muse Spark—offset by high capital expenditures, competition from OpenAI agents, and fresh regulatory friction such as privacy challenges for AI glasses. Upcoming catalysts include further Muse feature rollouts and earnings visibility into AI-driven revenue, keeping the week’s close finely balanced around recent trading levels.