Meta's stock has rallied sharply since the early September launch of its Muse personal AI agent, which quickly topped app charts and shifted sentiment toward monetization potential beyond core advertising. Traders are watching Q3 results, due later this month, for evidence that AI tools are lifting engagement and ad revenue while the company absorbs elevated 2026 capital expenditures of $130–145 billion. Recent legal developments, including a New Mexico privacy case seeking up to $40 billion in penalties, add downside risk, as do ongoing regulatory scrutiny in the UK and Europe. Broader tech momentum, user growth on Instagram and Threads, and any fresh Muse adoption metrics could influence whether the share price sustains gains through October.