Meta Platforms (META) shares traded at $751.51 on September 25, down 3.35%, after selling pressure pushed the stock lower from the $770 area toward the $750 support zone. The decline came on the same day the company announced new AI glasses features tied to its Muse agent and a companion device called Charm. The timing places the market's near-term read on the stock directly alongside Meta's push to build consumer AI products beyond the smartphone, with wearable technology and connected devices at the center of that strategy.

Shares Slide After AI Glasses Announcement

Shares fell 2.8% to $755.815 at 10:13 am ET on September 25, 2026, before continuing a broader intraday decline. The stock later traded near $751.51 as selling pressure remained active through the session, keeping the $750 support zone in focus as the pullback developed.

Meta said it plans to bring Muse capabilities to its AI glasses lineup as the company broadens its consumer AI product range. The feature allows the glasses to respond to what users see and to support tasks during ongoing conversations. Alongside the software update, Meta introduced Charm, a smaller device designed for users to interact with Muse. The device broadens access to Meta's consumer AI technology ecosystem.

Muse Rolls Out Across Wearable Technology

The company stated that Muse will support functions such as shopping, payments, workations, and daily assistance, spanning both consumer and workplace use cases. The breadth of that list points to a general-purpose positioning for the agent rather than a narrow, single-task feature. The system will also carry its own email address, a feature that underpins broader communication capabilities. Muse will include tools that connect users with digital services while they wear Meta's glasses. Meta additionally plans to expand its AI glasses range to more than 100 styles by year-end, a timeline that gives readers a concrete checkpoint for tracking how quickly the company scales its wearable lineup beyond traditional smartphone-based experiences.

Meta's AI glasses strategy builds on the company's efforts to combine hardware, software, and artificial intelligence in a single product line. The company aims to lift daily usage through devices that provide direct access to its AI services, a goal that matters because recurring engagement is the foundation on which any subscription, purchase, or advertising model around Muse would rest. The updates position the glasses as a central component of Meta's consumer technology roadmap.

The announcement is the latest step in Meta's sustained push into artificial intelligence. The company has introduced several AI-focused initiatives across its platforms, including social applications and hardware products, and has continued investing heavily in AI products and infrastructure. The new features underscore its effort to widen access to AI through physical devices.

Valuation Reflects AI Growth Focus

A valuation snapshot on September 25 placed META below its GF Value estimate of $856.24, with the stock trading 11.73% below that level and sitting at a discount to the metric's implied valuation. The valuation data reflects current market calculations and does not confirm future performance.

Revenue opportunities from Muse remain tied to adoption of the AI glasses and related services. Meta has highlighted subscriptions, purchases, and advertising as potential business models, though the company has not provided confirmed revenue figures for Muse. In the absence of those figures, the pace of the hardware rollout toward the 100-plus-style target serves as a concrete, observable signal for readers following the program.

Meta continues to develop its AI ecosystem while maintaining its core advertising business. The wearables expansion adds a new category alongside the company's existing social media and technology platforms. With the stock near the $750 support zone, market attention now shifts to how traders respond as the company advances its AI glasses plans, how the year-end style expansion progresses, and whether future updates add confirmed monetization details for Muse and the broader consumer AI roadmap.