Meta Unveils Muse Charm Device as Stock Jumps 14% on AI Push

Meta Platforms unveiled plans to bring its Muse AI agent to its AI glasses and previewed Charm, a pocket-sized device for talking to the agent, sending shares down 2.8% to $755.815 at 10.13 am ET on September 25, 2026. According to Meta, Muse will respond to what users see through their glasses, handle tasks while conversations continue and get its own email address, with shopping, payments and work integrations widening its potential uses. Meta plans more than 100 AI-glasses styles by year-end. Reuters reported that Jefferies estimated $10.8 billion in annualized revenue if Muse reaches 1 billion users by the end of 2027 and at least 3% become paying customers, a scenario rather than money in the bank. The September 25 valuation snapshot puts Meta 11.73% below its $856.24 GF Value estimate, suggesting potential upside without proving the shares are a bargain.

SoftBank is set to roll out the new Ray-Ban Meta Gen 3 in Japan on September 25, giving Meta Platforms another distribution channel for its AI-powered smart glasses. The Japanese carrier has been steadily expanding its smart-glasses business, becoming the country's first mobile network operator to sell Ray-Ban Meta Gen 2 glasses in June and enlarging its Meta glasses assortment again in August. Alongside the Gen 3 launch, SoftBank will also add Meta Glasses by LISA to its lineup. The wider retail and carrier availability matters to Meta because smart glasses are a prominent piece of its push to extend artificial intelligence beyond smartphones and PCs, and could help it gauge whether AI-powered wearables can become a substantial consumer hardware category. Meta shares closed up 4.5% at $777.59 on Thursday, while SoftBank Group's U.S.-listed shares slumped 7.6%.

Dolby Laboratories Inc. and Meta Platforms Inc. said Wednesday they are expanding Dolby Atmos and Dolby Vision across Meta's ecosystem. Meta's new AI glasses will be the first global consumer device that can capture audio in Dolby Atmos, letting users record spatial audio and share it on Instagram, which already supports Dolby Vision. The rollout builds on Meta's introduction of Dolby Vision on Instagram last year, and Meta also said its upcoming VR device will support Dolby Vision and Dolby Atmos when it launches next year. The announcement came as Meta used Connect 2026 to unveil a $1,299 VR glasses device, expand its AI glasses lineup and bring its Muse personal AI agent to more products. The partnership expands Dolby's presence across Meta's social media, wearable and virtual reality platforms.