Meta's September 23, 2026 Connect announcement that its personal AI agent Muse would reach AI glasses "in the coming months" is the main catalyst behind current trader sentiment. The agent, which launched earlier that month and already supports Mac app control plus third-party connectors for shopping and bookings, is positioned for hands-free activation by voice and visual context from the camera-equipped Ray-Ban Meta models. No firm ship date has been set, and the rollout must be publicly accessible rather than limited to closed testing. This timeline uncertainty keeps implied odds low for an October 31 resolution while supporting stronger consensus around a December 31 window. Key near-term catalysts include ongoing glasses hardware refreshes and any further Meta statements on integration progress.