According to CoinMeta, Meta, Tesla, and IBM will hold third-quarter earnings conference calls at 04:30, 05:00, and 05:30 am tomorrow morning (UTC +8). The market is focused on the profitability of these three companies in terms of their investments in AI. Meta needs to prove that ad growth can cover its computing power expenses, IBM needs to convert AI orders into revenue, and Tesla needs to balance car business profits with long-term investments. The Wall Street options market prices around a 7% two-way volatility for these three companies. On-chain data shows a $10 million level of long position building in Meta, while trading in IBM is quiet; Tesla reduces its positions as prices rise.