Meta’s September 23, 2026 Connect announcement that its new personal AI agent Muse would reach AI glasses “in the coming months” is the main driver behind current market odds. The statement highlighted hands-free activation via wake word, visual context awareness for tasks like shopping or scheduling, and integration with existing Ray-Ban Meta and new audio glasses models, but provided no firm release window or beta details. Traders see the October 31 deadline as tight given typical hardware-software rollout cycles, while December 31 carries more realistic odds. No subsequent official updates or credible reports have narrowed the timeline, leaving resolution dependent on Meta’s execution speed amid broader wearables and agent competition.