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

Binance Square has launched the second installment of its U.S. stock earnings season coverage, with this edition focusing on Tesla (TSLA) and Meta (META)’s third-quarter financial results. Both companies will release their results after U.S. market close on October 21 (Eastern Time), with market focus centered on whether their artificial intelligence (AI) investments can translate into actual revenue, profits, and cash flow. For Tesla, while its third-quarter delivery volume hit 486,532 units, exceeding consensus analyst expectations, the profitability of its automotive business remains a key highlight—particularly its automotive gross margin excluding regulatory credit revenue. Additionally, the performance of its energy storage business, progress in commercialization of Full Self-Driving (FSD), Robotaxi, and Optimus humanoid robot, as well as capital expenditures and free cash flow, will also shape market perceptions of its growth outlook. For Meta, the market will prioritize ad business growth and returns on AI investments. Investors will monitor revenue, ad impressions, and average price changes to assess whether Meta’s AI recommendation systems and ad tools can boost monetization efficiency. Separately, Meta projects its 2026 capital expenditures will reach $130 billion to $145 billion. Whether this spending will drive corresponding profit and cash flow growth, along with full-year expenses and forward guidance, are key highlights of this earnings report. It is reported that Binance Square will continuously follow both companies’ earnings performance via formats including earnings previews, post-release analyses, and analyst live streams in Chinese and English. Users can follow Binance Square’s dedicated earnings topic and join discussions via the hashtag #EarningsSeason to share their views on earnings results and market trends.