Recent releases of Meta’s Muse Wonder and Muse Wonder Full frontier models, coupled with strong early retention metrics for the Muse AI agent, have lifted trader sentiment and positioned the stock near $1.89 trillion. These developments, alongside Zuckerberg’s statements that Meta has matched rivals on advanced AI capabilities, reinforce expectations for competitive gains in large language models and agentic tools. Heavy 2026 capital spending forecasts of $130–145 billion introduce some caution around margins, yet robust advertising revenue and upcoming Q3 results keep the $1.75–2.00 trillion range the clear consensus outcome through November.