Meta, Tesla and IBM Earnings, AI Capex, and an OpenAI-Cloudflare Security Disclosure

The segment reviews quarterly results from Meta, Tesla and IBM, focusing on AI spending, capital expenditure plans, share structure, and management commitments. It also covers an OpenAI-assisted discovery of a PHP vulnerability and Cloudflare's response, along with analyst commentary on a potential Tesla-SpaceX transaction.

■ Meta earnings and AI strategy
- Q3 results, capex guidance, Class C shares, Zuckerberg commitment, Muse adoption and monetization
■ Tesla and SpaceX
- Profit beat, capex cut, FSD and robotaxi plans, potential merger commentary
■ IBM and enterprise AI
- Infrastructure and software results, mainframe stability, Red Hat growth, AI positioning
■ AI security and assistants
- OpenAI-Cloudflare PHP flaw disclosure and exploitation attempts; Dot usage examples

Viewers interested in technology earnings, AI infrastructure economics, and cybersecurity disclosure practices will find a concise overview. It provides context for evaluating AI capex, product monetization, and merger speculation without offering investment advice.