Meta、 Tesla and IBM will release their third quarter financial reports, with the market focusing on AI profitability
Meta, IBM, and Tesla will hold their third quarter performance conference calls tomorrow morning at 04:30, 05:00, and 05:30 (UTC+8). Three companies are facing an evaluation of their AI investment profitability. Meta needs to demonstrate that advertising growth covers computing power expenses, IBM needs to convert AI orders into revenue, and Tesla needs to balance automotive business profits with long-term investments. The Wall Street options market prices three companies with a bidirectional volatility of approximately 7%. On chain data shows that Meta saw a $10 million long position increase, IBM's trading was sluggish, and Tesla reduced its holdings when prices rose. (Source: EarningsWatcher)