Meta’s September 23, 2026 Connect announcement that its new personal AI agent Muse will reach AI glasses “in the coming months” remains the dominant catalyst for trader sentiment. The update highlighted voice-activated access, visual context awareness for tasks like shopping or workout guidance, and background execution, backed by on-stage demos and statements from executives. No public rollout has occurred yet, though new Ray-Ban Meta models and audio-only variants began shipping or pre-ordering in October. Competitive pressure from Gemini-powered wearables and Meta’s push for agentic capabilities across devices add urgency, while the lack of a firm date keeps near-term odds low and end-of-year resolution more plausible. Traders are watching for beta access, firmware updates, or further Meta statements on integration timelines.