Meta Platforms’ personal AI agent Muse—launched September 8 and briefly No. 1 on Apple’s App Store—has sparked a fresh rotation across AI equities, Business Insider reported Wednesday, as investors debate which hardware and software layers win when agents execute multi-step tasks instead of chatting.

Meta stock recently logged its highest close since October 2025 after an approximate 11% Monday surge, part of a roughly 19% rise since Muse’s debut, reversing summer skepticism about the company’s AI capital spending. Broker notes cited by Insider argue agentic workloads may boost CPU-centric demand alongside GPUs, helping explain sharp gains in AMD, Intel, and Arm even though Meta has not publicly detailed Muse’s silicon suppliers. Muse Spark powers the agent on iOS, Android, and muse.ai in a U.S. rollout, with glasses support promised “soon.”

The equity story overlaps Meta Connect 2026, which opens September 23–24 with Mark Zuckerberg’s keynote at 4 p.m. PT. Expectations center on Muse integrations, camera-free Luna glasses aimed at privacy critics, Ray-Ban Meta updates, and the Project Phoenix mixed-reality headset. Trading desks warn that Connect disappointments could unwind crowded Muse trades as quickly as Monday’s melt-up formed.

Accounts agree Muse’s consumer traction moved Meta’s stock and spilled into semiconductor peers; they diverge on whether CPU rallies reflect durable agent architecture or narrative-chasing ahead of Connect demos. NewsHabit separates the market card from the Tech Connect preview so homepage readers can track price action without conflating rumor hardware with confirmed revenue streams for the December quarter and beyond. Volatility around the keynote remains elevated into the closing bell.