Meta's stock has surged more than 35% in September on strong trader enthusiasm for its newly launched Muse personal AI agent, which quickly topped app store charts and demonstrated practical capabilities like task automation, shopping connectors, and computer control. This momentum follows the late-August settlement of a major social media lawsuit for up to $18 billion, clearing a key overhang, alongside fresh product reveals at Meta Connect 2026 including AI-enhanced smart glasses and VR hardware. Analysts have raised price targets sharply, viewing Muse as validation of Meta's AI investments and a potential revenue driver beyond advertising. The week of September 28 could see continued volatility around adoption metrics for the AI agent or broader market sentiment, with Meta's next frontier model expected in October.