Meta’s September 23, 2026 Connect announcement that its newly launched personal AI agent Muse would reach AI glasses “in the coming months” remains the dominant driver of trader sentiment. The update highlighted hands-free voice activation by name plus the ability to act on what the camera sees, such as identifying products or lists, with no subscription barriers mentioned. New camera-free Ray-Ban Meta Audio glasses began shipping shortly after, yet no integration has shipped or entered public beta as of mid-October. Traders are weighing Meta’s rapid iteration on Muse Spark models and connectors against typical hardware-software timelines that often slip. Key near-term catalysts include holiday device rollouts, the December Muse Charm launch, and any Q4 earnings commentary on rollout progress.