Meta’s September 23, 2026 Connect announcement that it is actively developing Muse, its recently launched personal AI agent, for integration into Ray-Ban Meta and other AI glasses serves as the main catalyst shaping trader views. The rollout, described as arriving “in the coming months,” will enable voice-wake activation by name, hands-free task handling such as workout guidance, meal logging, shopping from viewed items, and background operation while users stay present. New camera and audio-only glasses models shipping in October, plus ongoing internal testing of features like navigation and retailer integrations, reinforce expectations of a near-term debut. Competitive pressure from other multimodal agents and Meta’s hardware push further support momentum for the feature arriving on schedule.