Meta and Tesla beat earnings estimates on October 21, 2026. Meta’s third-quarter revenue topped forecasts and its fourth-quarter outlook came in ahead of expectations, while Tesla surprised with positive free cash flow and Elon Musk said both Tesla and SpaceX have formed special committees to study a possible merger. D.A. Davidson’s Gil Luria breaks down Meta’s results, Muse and its AI spending, and Morningstar’s Seth Goldstein reacts to Tesla’s robotaxi, Optimus and merger news. Earlier, stocks dipped after Saudi Arabia said an Aramco oil field was attacked, sending Brent to $110, and AT&T fell on the threat from SpaceX’s Starlink. Plus Nvidia CEO Jensen Huang and Jefferies’ Aniket Shah on the energy boom, QNX President John Wall on BlackBerry’s next act, Truemed CEO Justin Mares on HSAs and open enrollment, Mindy Grossman on her career, and what to watch Thursday.
Market Domination, Market Domination Overtime and Asking for a Trend are live weekdays 3-5pm ET with Yahoo Finance Host Josh Lipton.
00:00 Stocks rise ahead of Meta and Tesla
00:26 Brent hits $110 after an Aramco field attack
00:49 Stocks dip, then recover
01:12 Tech leads the sector action
01:29 SpaceX extends its post-earnings rally
01:52 AT&T falls on the Starlink threat
03:24 Jensen Huang: The energy sector is booming
04:00 Jefferies’ Aniket Shah on AI and energy
05:09 The largest capex boom and the grid
06:50 Energy bills and New Jersey’s credit
07:13 Power prices and permitting reform
08:54 Why the energy system has held up
10:29 How long the recovery could take
17:41 QNX President John Wall on BlackBerry’s next act
19:04 Getting the most from new chips
20:07 QNX’s $1.2 billion backlog
21:42 Robotics and physical AI
23:07 What BlackBerry shareholders should watch
24:31 Out Here: Grand Central
30:01 Closing bell: Stocks end higher
30:21 The Aramco dip
31:10 Tech leads again
31:35 Alphabet lags as SpaceX jumps
32:14 Chips and software rally
32:38 Bitcoin nears $85,000
32:54 Breaking: Meta earnings beat
33:52 Meta’s fourth-quarter guidance
35:14 Meta’s capex and expenses
36:05 Breaking: Tesla earnings
36:45 Tesla’s segment results
37:14 FSD take rate and energy storage
38:32 Tesla’s revenue and EPS
39:10 D.A. Davidson’s Gil Luria on Meta
40:30 Why no 2027 guidance
41:38 Meta’s ad business
42:44 Can Muse compete?
43:58 Meta’s enterprise AI push
44:42 Meta’s new non-voting shares
45:39 Meta’s legal challenges
46:32 The biggest questions for Zuckerberg
49:52 Morningstar’s Seth Goldstein on Tesla
50:36 Robotaxi miles and Optimus production
51:01 Why auto revenue fell
51:44 Full Self-Driving adoption
52:32 Robotaxis and Cybercab
53:55 Compute and the Optimus ramp
55:13 Musk on Tesla-SpaceX merger committees
56:04 What a merger could look like
58:07 The Roadster’s timeline
1:04:41 Truemed’s Justin Mares on HSAs and FSAs
1:05:00 The triple tax advantage
1:05:54 Using HSA dollars on fitness
1:06:48 FSA deadlines
1:07:23 How Truemed works
1:07:54 The wellness boom
1:08:54 AI shoppers and Muse
1:09:41 From bone broth to health care
1:13:48 Power Players: Mindy Grossman
1:23:26 What to watch: P&G, Spotify, Comcast and jobless claims
#Tesla #Meta #StockMarket #MarketDomination #YahooFinance
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