Meta, IBM and Tesla Earnings Put AI Spending Under Scrutiny

Meta, IBM and Tesla were scheduled to release third-quarter results before earnings calls at 04:30, 05:00 and 05:30 Beijing time, respectively, according to BlockBeats.

AI spending is the central question

The report framed Meta’s issue as whether advertising growth can cover expanding compute costs, IBM’s as whether enterprise AI orders can become software and services revenue, and Tesla’s as whether auto-business profit and cash flow can support autonomous-driving and robotics investment.

Options imply a volatile session

Wall Street options markets had priced about 7% two-way moves for each company. BlockBeats also described differing large on-chain positioning: Meta saw million-dollar-scale long additions, IBM was relatively quiet and Tesla positions were reduced as its price rose. The flash is a pre-earnings report and contains no earnings results or forecast target.

Read the original BlockBeats flash.