Binance Square launches the second phase of US stock earnings season, focusing on Tesla and Meta's AI investment returns.

BlockBeats news, October 22 - Binance Square has launched the second installment of its US stock earnings season content, focusing on the third-quarter earnings reports of Tesla (TSLA) and Meta (META). Both companies will release their results after US market close on October 21 Eastern Time, with market attention centered on whether artificial intelligence (AI) investments can translate into actual revenue, profits, and cash flow.

For Tesla, despite third-quarter deliveries reaching 486,532 vehicles, exceeding analyst consensus expectations, the profitability of its automotive business remains a key focus, particularly automotive gross margin excluding regulatory credit revenue. Additionally, energy storage business performance, progress in commercializing Full Self-Driving (FSD), Robotaxi, and the Optimus robot, as well as capital expenditures and free cash flow, will also influence market judgments on its growth prospects.

For Meta, the market will focus on advertising business growth and return on AI investments. Investors need to watch revenue, ad impressions, and average price changes to assess whether AI recommendation systems and advertising tools can improve monetization efficiency. Meanwhile, Meta is projected to reach $130 billion to $145 billion in capital expenditures in 2026, and whether related spending can drive corresponding profit and cash flow growth, along with full-year expenses and forward guidance, are all important points of interest for this earnings report.

It is reported that Binance Square will continue to follow both companies' earnings performance through earnings previews, post-earnings analysis, and bilingual analyst livestreams. Users can follow the related earnings special coverage on Binance Square and participate in discussions via #EarningsSeason to share their views on earnings performance and market trends.