See the full story in the original article.
Read the original on Yahoo Finance ↗
Related tickers and likely impact
META
• NeutralMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.9T |
| Close on 10/20/2026 | 694.44 |
| Change that session | -1.56% |
TSLA
• NeutralTesla, Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.4T |
| Close on 10/20/2026 | 373.77 |
| Change that session | +1.55% |
SPY
• NeutralSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/20/2026 | 769.01 |
| Change that session | +0.33% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Dow Jones Futures: AI Stocks Jump On SpaceX, Supermicro; Tesla, Meta On Deck
- Dow Jones Futures Rise, AI Stocks Jump On SpaceX, Supermicro; Tesla, Meta On Deck
- META Earnings & 2 Other AI-Related Reports to Watch This Week
Several AI-linked companies report this week, led by Meta Platforms (META) and its Q3 earnings. Investors are focused on advertising, where consensus revenue is $61.9 billion, up 23.5% year over year; in the latest quarter, ad impressions rose 14% and average price per ad rose 12%, and Meta has beaten advertising expectations in each of the last five periods. Attention also centers on Muse, the personal AI agent launched in September, which has reportedly more than two million daily users, and on META's 2026 capital expenditure guidance of $130-$145 billion. EPS expectations have trended down, with earnings seen falling about 19%. Bloom Energy (BE) and Western Digital (WDC) also report this week.
- Meta Q3 earnings to test Wall Street's stomach for AI spending
Meta is set to report third-quarter results after the bell on Wednesday, kicking off Big Tech's earnings season. Bloomberg analyst consensus expects EPS of $3.56 on revenue of $63.3 billion, versus $1.05 and $51.2 billion a year earlier, while capital expenditures are projected to rise 117% to $41 billion. Reality Labs is expected to post a $5.2 billion operating loss. The results come as investors weigh AI spending, including CoreWeave's (CRWV) debt load, and Meta stock is down more than 3% over the past year. Meanwhile, its Muse AI agent reached 10 million downloads 40 days after its US launch, faster than ChatGPT and Claude, and BofA says Meta has the least risk of AI disruption to its core business.
- Ten Million Downloads in Six Weeks: The Fight for the AI Agent in Your Pocket Has Started
A new personal AI agent launched on September 8 has been downloaded 10.9 million times in six weeks, according to Sensor Tower data, with more than 10.2 million downloads in the U.S. Its daily active users reached about 2.5 million for the first time on October 16, up 15% week over week, and Sensor Tower says only 11 other apps have hit 10 million U.S. downloads within 40 days. Over the past 30 days, U.S. downloads of a leading chatbot app fell 25%. A Deutsche Bank analyst projected the product could account for up to 8% of its parent company's revenue by 2030, roughly $36 billion, with a low-end estimate of $2.4 billion. The article notes that Meta, Yelp, Snap, SoundHound and Nextdoor are also building their own AI agents.
- Meta Stocks Slides as Earnings Loom. Is Muse Losing Its Shine Already?
Related markets
Latest news
- Japan exports post huge miss in September as growth slows to 16.7%
Japan's exports rose 16.7% year on year in September, well below the 20.1% growth Reuters-polled analysts had expected. This marks the second straight month of slowing shipments, following a nearly four-year high in July. Imports grew 18.9%, also missing the 19.6% forecast.
- Can Micron Stock Keep Climbing After a 10-Fold Run? Here's What Its Past Booms Say.
Micron's shares have risen about tenfold from their 2024 year-end close of roughly $84 and now sit near $903. The author argues that past Micron booms show the stock tends to fall before profits do, as earnings stayed strong for a time after prices peaked. The shares are currently 26% below their late-June closing high of $1,213.56, while GAAP earnings per share for fiscal 2026 reached $74.33 versus $7.59 the year before. Profit growth is slowing and DRAM prices are still rising but more slowly, and a price-to-earnings ratio of about 12 suggests the market doesn't expect those profits to last. The author suggests investors size positions with the risk of the next downturn in mind.
- Bridging the gap between deposit mobilization and credit growth
As of October 14, 2026, outstanding credit across the economy exceeded VND 20.72 million billion, up 11.44% from end-2025, while deposit mobilization grew 11.22% as of the October 19 meeting, lagging credit growth. The article says demand for capital is rising faster than banks' ability to raise funds, even though household deposits rose 10.63% to about VND 11.43 million billion by end-August. It warns that simply raising deposit rates could push up funding costs and make lending rates harder to cut. At the October 19 meeting, the State Bank of Vietnam asked banks to cut deposit rates by at least 0.5 percentage points for terms of 6 months or more and lending rates by 1.5-2 percentage points for production, business and priority sectors. Banks including BIDV, Agribank and Vietcombank have announced support programs, but the article argues that effectiveness should be judged by how many firms actually access capital and the real reduction in borrowing costs.
- S&P 500, Dow Gain As Earnings Season Sets In, While SpaceX Aids Nasdaq After-Hours — SPCX, BA, MMM, NFLX, QCOM In Focus
The S&P 500 rose 0.3% and the Dow Jones Industrial Average gained 1% on Tuesday as investors looked toward the start of earnings season, while the Nasdaq 100 slipped 0.1%. Shares of 3M jumped over 5% after beating estimates and raising its full-year outlook, Northrop Grumman rose more than 4%, and lower crude prices helped sentiment. After hours, SpaceX reported third-quarter revenue of $14.58 billion versus an estimated $13 billion and EPS of $0.35 against $0.13 expected, lifting the Nasdaq about 1%. The report also noted Anthropic could be valued at up to $2 trillion in its IPO, the FAA certified Boeing's 737 MAX 10, Netflix shares fell 5% after hours on a soft fourth-quarter revenue outlook, Kroger committed $5 billion to lower grocery costs, and Qualcomm is preparing to downsize its global workforce.
- Capital One's strong quarter and progressing Discover integration are rewarded on Wall Street
Capital One Financial posted better-than-expected third-quarter results, with revenue up 6.4% year over year to $16.34 billion against a $16.27 billion consensus, and adjusted EPS up 12% to $6.69 versus an estimated $5.50. Net interest income rose about 4% quarter over quarter, beating estimates by $134 million, while net discount and interchange fees climbed 3.5% to $2.34 billion, which the article links to the company's ownership of the Discover network. Non-interest expense of $8.86 billion was above the $8.75 billion consensus, though marketing spending of $1.59 billion came in below forecasts. Provisions for credit losses of $2.9 billion were well below the roughly $3.6 billion expected, and a $225 million allowance release boosted earnings. CEO Richard Fairbank said Discover integration has delivered about $1.8 billion of annualized synergies so far and expects lost interchange revenue if the proposed Visa and Mastercard settlement receives final court approval, roughly offsetting the remaining synergies; shares rose about 4% after hours to $210.
- SpaceX touts possible Tesla merger after profits soar
SpaceX reported a $4.4 billion net profit for the third quarter, its first as a public company, with revenue of $14.6 billion, nearly double the second-quarter figure of $7.8 billion. CEO Elon Musk said SpaceX and Tesla have formed special committees to explore a potential merger, though he is not taking part in the talks as a conflicted party and the committees have not yet agreed on terms. SpaceX shares rose nearly 8% to $159.50 after hours, while Tesla gained 1.2%. The connectivity segment, which includes Starlink, posted a $2.37 billion operating profit on $5.25 billion in revenue after adding 1.6 million subscribers, and the AI division returned to operating income of $431 million. Capital expenditures reached $19.59 billion, mainly for AI computing, and Musk said the company aims to make Starship fully reusable.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.