Meta's stock has climbed sharply into early October 2026 on the back of strong September momentum from the Muse personal AI agent launch and Meta Connect announcements, including expanded agent capabilities, integration with AI glasses, and new hardware like lighter VR glasses. Traders are watching ad revenue growth—still the core profit engine—alongside heavy AI infrastructure spending that narrowed free cash flow in the prior quarter. Competitive positioning in large language models and agentic AI, plus analyst upgrades citing early monetization potential, support the current price near $728. The week of October 5 lacks major catalysts before the late-month Q3 earnings report, leaving sentiment tied to broader tech flows and any fresh Muse adoption metrics or regulatory updates on AI deployment.