Dan Ives Says Meta, SpaceX and Tesla Face Big Questions This Week — His 3 'Big Focus Points' Ahead of Tech Earnings

Investors are preparing for third-quarter tech earnings, and Dan Ives stated in a post on X that his “big focus point” centers on Meta Platforms Inc. (NASDAQ:META), Space Exploration Technologies Corp. (NASDAQ:SPCX), and Tesla Inc. (NASDAQ:TSLA).

Meta Platforms and Muse

Investors are preparing for a massive week of third-quarter earnings, with Magnificent 7 member Meta taking center stage on Wednesday. Regarding the technology company, Ives stated on X that a question for this week is “whether Meta can begin to monetize Muse on top of the ad engine.”

Meta President and Vice Chairman Dina Powell McCormick‘s had earlier said that the company is exploring multiple monetization pathways for the application. She hinted that increased user engagement could also lead to recurring pricing models. "So the more you use it, we may have opportunities, obviously, for subscriptions as well," she said.

Big focus point for tech earnings this week: 1)whether Meta can begin to monetize Muse on top of the ad engine, 2) whether SpaceX can show Starlink’s cash funding an AI business that is starting to pay for itself, 3)whether Tesla can move autonomy from optionality to a fleet🏆🐂

— Dan Ives (@DivesTech) October 19, 2026

SpaceX and Starlink Cash

Ives also pointed to SpaceX as a central focus for the tech sector. In his post, Ives stated that observers are looking to see “whether SpaceX can show Starlink’s cash funding an AI business that is starting to pay for itself.”

This focus follows reports that SpaceX is preparing to borrow about $40 billion to purchase Nvidia Corp. (NASDAQ:NVDA) chips, a financing plan Ives called "a smart strategic move." In an Oct. 7 research note, Ives stated that launch, Starlink, and AI feed one another, and that "the contracted backlog in AI and the cash generation of Starlink give SpaceX the capacity to service it.”

Tesla’s Fleet Autonomy

Tesla, another Magnificent 7 member, will join Meta in taking center stage on Wednesday. For this upcoming earnings report, Ives stated the focus is “whether Tesla can move autonomy from optionality to a fleet.”

This focus on fleet autonomy aligns with Tesla’s strategy to expand its Robotaxi network. In September, the company asked businesses to consider “Cybercab fleet vehicle purchasing.” However, as Tesla seeks outside operators to finance the vehicles, the revenue split between Tesla and third-party Cybercab owners remains an undisclosed metric that could determine the platform’s economics.

Broader Market Reports

Beyond Meta and Tesla, investor information indicates other major reports are due this week. Investors are preparing for earnings from Netflix Inc. (NASDAQ:NFLX), General Motors Co. (NYSE:GM), Lam Research Corp. (NASDAQ:LRCX), IBM Corp. (NYSE:IBM), and Procter & Gamble Co. (NYSE:PG).

How Have These Stocks Performed?

Stocks	1-Month	6-Months	YTD	1-Year	5-Year
TSLA	-5.48%	-9.63%	-21.12%	-20.72%	16.98%
META	-4.31%	5.73%	7.46%	-3.12%	118.52%
SPCX	-3.83%	-9.27% (Since Listing in June’26)	–	–	–

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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