Meta Jumps 11% — Can Connect Keep It Going?

Meta Connect 2026 runs September 23rd–24th local time, with Zuckerberg's keynote at 7:00 a.m. Beijing time on the 24th followed by developer sessions. Attention centers on the next-generation smart glasses, a lightweight mixed-reality device codenamed "Phoenix," and how the Muse personal AI agent plugs into the wearables ecosystem. What drove Monday's 11% gain was Muse reaching the top of the mobile app download charts, ahead of ChatGPT, Grok and Claude. That does reflect real product momentum, though download rankings are an early-stage indicator — what actually matters is retention and usage frequency, since the top of a free chart typically carries a lot of first-try traffic. The other consideration is that the stock already rallied hard ahead of the event, meaning expectations are priced in. Smart glasses and mixed reality have historically been businesses where spending outran returns, so the thesis only closes if Meta lays out a concrete monetization path for combining Muse with hardware. If it's a product showcase alone, a post-event fade is a reasonable possibility. What's your read on Meta tying AI agents to wearables? Flexibly allocate across core U.S. tech equities and diversified RWA portfolios on Bitget — achieve efficient cross-asset allocation and precision risk hedging: https://www.bitget.com/promotion/futures-rwa