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Meta and Tesla are set to report quarterly earnings, with Meta's capital expenditure expected to reach $41.7 billion and revenue around $63.3 billion, while Tesla forecasts adjusted earnings of $0.44 per share on revenue between $27.8 billion and $28.3 billion. Meta's AI tool Muse has reached 10.9 million downloads and 2.5 million daily active users, and the company may enter debt markets to fund spending plans that could reach $193 billion in 2027.
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Key sources
- SOURCE@business“analysts will want to know if Muse is proof of an AI business model”x.com
- SOURCE@wolf_financial“Meta Platforms $META • EPS: $4.98 • Revenue: $63.38B”x.com
- SUPPORT@alphasenseinc“Quarterly capex went from $18.8B to $30.1B in a year, and the Street expects $41.6B for 3Q26”x.com
- SUPPORT@tradretfs“implied move for the stock heading into earnings is +/- 5.36%”x.com
- SUPPORT@fullportshow“Hyperscaler ROI and CapEx plans decide the next move for neoclouds and chipmakers”x.com
- SUPPORT@gmoneynft“All eyes on Mets tomorrow”x.com
- SUPPORT@matthew_sigel“Muse early adoption looks strong with 10.9M downloads and ~2.5M DAUs”x.com
- SUPPORT@beth_kindig“capex is expected to rise 4X faster with estimates pointing to 115% growth to $41.7 billion”x.com