Meta's stock experienced sharp volatility during the week of September 28, 2026, driven primarily by momentum from the early-September launch of its Muse personal AI agent, which quickly topped app store charts and outperformed early ChatGPT adoption. The Meta Connect event expanded Muse into AI glasses and wearables while unveiling new VR glasses and audio-focused Ray-Ban Meta models, reinforcing the company's shift from ad-driven revenue toward AI capabilities and infrastructure monetization. A late-week pullback followed profit-taking after a roughly 30% monthly rally, alongside reports of Meta tapping bond markets for AI data center funding and broader sector rotation. Traders are watching the new Meta Enterprise Platform announcement, hiring of an enterprise lead, and upcoming hardware timelines for signals on whether AI spending will translate into sustained revenue growth amid competitive pressure from other large language model developers.