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Binance Square launches the second edition of the U.S. stock earnings season, focusing on Tesla and Meta’s AI investment returns
BlockBeats reported that October 22,Binance Square launched the second edition of its U.S. stock earnings season content, focusing on Tesla (TSLA) and Meta(META) third-quarter earnings. The two companies will announce their results after the U.S. market closes at Eastern Time on October 21, with market attention focused on whether artificial intelligence (AI) investment can be converted into actual revenue, profit, and cash flow.
For Tesla, although third-quarter deliveries reached 486,532 units, above the consensus analyst forecast, the profitability of its automotive business remains a key focus, particularly automotive gross margin excluding regulatory credit revenue. In addition, energy storage business performance, Full Self-Driving (FSD), Robotaxi and Optimus robot commercialization progress, as well as capital expenditure and free cash flow, will also affect the market’s assessment of its growth prospects.
Regarding Meta, the market will focus on advertising business growth and AI investment returns. Investors should monitor changes in revenue, ad impressions, and average prices to assess whether AI recommendation systems and advertising tools can improve monetization efficiency. Meanwhile,Meta expects 2026 capital expenditure to reach 130000000000 to 145000000000 USD, and whether these expenditures can generate corresponding growth in profit and cash flow, along with full-year expenses and subsequent earnings guidance, are all important focuses of this earnings report.
Original link https://m.theblockbeats.info/flash/373087