王不爱
王不爱|Oct 20, 2026 07:49
Elon Musk is about to announce financial reports for two core assets! SpaceX will release its financial report after market hours on October 20th Eastern Time, followed closely by Tesla, which will announce its results after market hours on October 21st. For SpaceX, the challenge is: how much can Starlink earn and how much does AI have to spend? The market expects SpaceX's third quarter revenue to be approximately $12.7 billion, with adjusted earnings per share of approximately $0.14. SPCX The growth is strong, but the investment is equally astonishing: AI capital expenditures in the second quarter have reached $15.8 billion, higher than the company's total revenue of $12.7 billion for the quarter. The revenue looks good, but when can the expenses be recovered? This is the key issue and the most concerning thing in the market! Tesla: Delivery exceeds expectations, can profits keep up? 486532 vehicles were delivered in the third quarter, but free cash flow was negative for the first time at $4.51 billion... TSLA The reason is that Robotaxi and Optimus currently have limited monetization capabilities. On one hand, there is an increase in expenses, and on the other hand, the existing new business has not yet generated independent monetization ability. No wonder the market is uploading that Tesla is planning to merge with SpaceX I guess this time the old horse will be difficult... Do you use MSX to trade US stocks: https://(msx. com)/register? code=jUTs61
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