On September 25, Meta Platforms (META.O) has seen its stock price surge by 36% since September, poised for its best monthly performance since July 2013, with its market value nearing $2 trillion. This rally is primarily attributed to Meta's launch of its personal AI assistant, Muse, which has been met with positive market reaction. Investors believe this could introduce new growth avenues for the company and alleviate concerns over the return on its substantial AI investments. Earlier this year, Meta's stock faced pressure due to high AI expenditures, legal risks in its social media business, and weak revenue expectations, at one point declining by 18% from the start of the year. However, with the resolution of some litigation issues and the release of AI products like Muse, Meta's stock has rebounded approximately 43% from its August low. Meta is further expanding its AI product lineup, including the introduction of a portable Muse device and a camera-free version of its smart glasses. The company anticipates capital expenditures to approach $140 billion in 2026, rising to $197 billion in 2027 and $215 billion in 2028. The market continues to monitor whether Meta can achieve sufficient returns through its AI business. Currently, analysts project Meta's revenue to grow by 26% to $254 billion in 2026, with net profit increasing by 33% to $80.6 billion.