Meta's September 23, 2026, Connect keynote announcement of the Muse Charm—a compact keychain device with fingerprint sensor, small screen, real-time voice model, cameras, and 5G for hands-free access to its Muse AI agent—drove the current market odds. Zuckerberg accelerated the original 2027 target to a December holiday ship date, positioning the hardware as a fast alternative to phones or glasses for agent interactions like task automation. Only prototypes exist so far, with pricing, battery life, and full specs still pending, creating uncertainty around whether Meta can finalize components and scale production in time amid competition from other AI wearables. Traders are watching for any late-2026 updates on manufacturing progress or delays as the primary near-term catalyst.