Fall 2026 earnings watch
摘要
本期财报观察聚焦科技行业最新动态：特斯拉与SpaceX或探讨合并，SpaceX拟首次尝试回收星舰及助推器；特斯拉Q3营收持平，Optimus虽投产但 readiness 存疑，并计划明年允许车主加入Robotaxi车队。Meta拟设新类别股份以资助AI投入，并称若不含儿童安全和解将多赚逾220亿美元。Netflix则安抚投资者，尽管用户观看时长下降。整体呈现
Every company is suddenly an AI company. Compute is an asset. Cars are flying. We’ve been promised robots — again. It’s time again to dig through earnings reports, listen to investor calls, and call out the latest wins and losses from around the tech sector and what it means for where the companies go next.
- Sure, let’s smoosh SpaceX and Tesla together, who cares
- Just because Tesla’s Optimus is in production doesn’t mean it’s actually ready
- In Meta’s version of the future, I’ll have my Muse call your Muse
- Tesla says customers can add their own vehicles to the robotaxi fleet next year — will it happen?
- Meta to create a new class of shares to fund AI push
- Meta says it would’ve made over $22 billion if it didn’t have to pay a child safety settlement
- Not even flying Roadsters can lift Tesla’s flat Q3 revenues
- Tesla and SpaceX are discussing a possible merger, Musk says
- SpaceX will try catching Starship and its booster for first time, Musk says
- Netflix is telling investors not to worry, even though you’re watching less and less
- SpaceX says big AI growth fueled revenue jump
转载信息
原文：
Fall 2026 earnings watch
（2026-10-22T21:15:16）
作者：
Verge Staff
分类：
科技
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