Recent momentum from Meta’s Muse AI agent launch, rapid app store gains, and Connect 2026 product reveals—including new smart glasses and shopping integrations—has fueled a 36% September rally, shifting trader focus from AI spending concerns to monetization potential. This has lifted analyst price targets and positioned the stock near $2 trillion market cap, yet recent legal rulings on privacy and data practices introduce downside risk. With the next frontier model expected in October and no single price bin dominating implied odds, traders weigh sustained AI-driven growth against profit-taking and regulatory overhang in a closely contested near-term range.