A month is a ridiculously short time for the market to go from “this company has problems” to “maybe investors should rotate back into it.” The business didn’t magically change overnight. The story investors were telling themselves did.
September 8 — Meta launches Muse
https://about.fb.com/news/2026/09/introducing-muse-personal-ai-agent/
Muse is designed to act across everyday services rather than simply answer questions. That requires considerably deeper access to users’ personal information than a conventional chatbot.
September 23 — Meta unveils 100-gram VR glasses
https://about.fb.com/news/2026/09/introducing-meta-vr-glasses/
Meta introduced lightweight VR glasses designed to provide immersive VR without a conventional headset. The company also expanded its AI-glasses lineup.
September 23 — Muse comes to Meta’s glasses
https://about.fb.com/news/2026/09/introducing-ray-ban-meta-audio-glasses-new-styles-plus-muse/
Meta says Muse will come to its AI glasses, allowing the agent to operate hands-free throughout the day.
September 24 — Meta unveils Charm
Meta’s hardware push has now moved beyond glasses. Charm is a small handheld device built specifically around Muse, extending the company’s attempt to make its AI agent available through multiple physical devices.
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