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Meta gets to consumer AI device market before OpenAI, but Zuckerberg's strategy remains unproven - CNBC

Publisher description: Meta CEO Mark Zuckerberg's new Muse Charm device is intended to put his company ahead of rivals like OpenAI and Google in AI agents and consumer hardware.

NewsAPI | Sep 24, 2026 | Jonathan Vanian

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As he pushes to make the Muse AI agent the "centerpiece" of Meta's AI strategy, he's counting on a slew of forthcoming devices to turn his dream into reality. Investors are buying in, lifting the stock 4. 5% on Thursday and more than 25% since Meta announced Muse earlier this month. "Meta Connect 2026 more explicitly attached Muse AI as a killer app fused deeply into the hardware strategy, from AR glasses and extending into Muse Charm, a dedicated keychain-like device providing rapid access to Muse," wrote analysts at Mizuho, in a report on Thursday.

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