Meta's stock has rallied sharply into late September 2026 on momentum from the early-September launch of its Muse personal AI agent, which quickly topped app charts with millions of downloads, followed by the September 23-24 Connect event unveiling AI-enhanced glasses and VR products. The September 28 announcement of the Meta Enterprise Platform to commercialize models, agents, and APIs—plus the hiring of a new enterprise chief—has reinforced trader views that AI is shifting from cost center to revenue driver alongside the core advertising business. Q2 results showed 28% revenue growth with AI improving ad targeting, while a major lawsuit settlement removed a key overhang. High 2026 CapEx guidance for data centers remains a point of debate, but recent analyst upgrades and September gains near 36% reflect optimism that new AI offerings can expand monetization beyond ads.