Meta’s $825B lease burden, Tesla trims capex, Hermès’ worst year since 1993 – Bullish Gator

ABNB, INTC, META, TSLA

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Meta’s $825B lease burden, Tesla trims capex, Hermès’ worst year since 1993

Bullish Gator

Oct. 22, 2026

Meta reveals ~$825B in future leases and a higher 2026 capex floor; Tesla trims 2024 capex after FCF and Optimus delays; Hermès faces its weakest year since 1993.

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What stands out

The clip highlights three big, concrete items companies filed or announced this week: Meta disclosed about $825B of future leases and contracts and raised the floor of its 2026 capital-expenditure range, Tesla reported positive free cash flow but trimmed full-year capex and pushed back Optimus timelines, and Hermès warned it will have its weakest year since 1993. The hosts use those specifics to explain why stock moves did not follow the headlines, large headline numbers can still sit alongside investor skepticism about execution or future profit impact.

Company

Airbnb (ABNB)

Overall Rating

Neutral

Ratings

FundamentalNeutral TechnicalBullish SentimentNeutral

Revenue avg+13.4% Net income avg+34.4% vs 20DMA+3.3% RSI55

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Company

Intel (INTC)

Overall Rating

Neutral

Ratings

FundamentalNeutral TechnicalNeutral SentimentNeutral

Revenue avg-5.5% Net income avg-78.9% vs 20DMA-16.5% RSI33

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Company

Meta Platforms (META)

Overall Rating

Neutral

Ratings

FundamentalNeutral TechnicalNeutral SentimentBearish

Revenue avg+19.9% Net income avg+41.6% vs 20DMA-10.5% RSI36

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Company

Tesla, Inc. (TSLA)

Overall Rating

Neutral

Ratings

FundamentalNeutral TechnicalNeutral SentimentNeutral

Revenue avg+5.6% Net income avg-26.6% vs 20DMA+0.6% RSI52

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Bullish Gator Snapshot

Current ratings and signals

Airbnb (ABNB) Neutral

ABNB rates Neutral overall. The fundamental read is neutral: the company passes 6 of 9 quality tests on the Piotroski F-Score; balance sheet is in the Safe zone (Altman Z = 5.26); revenue is growing about 13.4% per year; net income is growing about 34.4% per year. The technical picture is bullish: price is 17.8% above the 200-day moving average; 0.0% above the 50-day; the 50/200 relationship is in a Golden cross. Sentiment is neutral (composite 58/100), based on 7 news articles and 1 qualified video from recent coverage.

Intel (INTC) Neutral

INTC rates Neutral overall. The fundamental read is neutral: the company passes 6 of 9 quality tests on the Piotroski F-Score; balance sheet is in the Safe zone (Altman Z = 3.82); revenue is declining about 5.5% per year; net income is declining about 78.9% per year. The technical picture is neutral: price is 1.3% above the 200-day moving average; 14.8% below the 50-day; the 50/200 relationship is in a Golden cross. Sentiment is neutral (composite 55/100), based on 3 news articles, 1 TV segment, and 5 qualified videos from recent coverage.

Meta Platforms (META) Neutral

META rates Neutral overall. The fundamental read is neutral: the company passes 4 of 9 quality tests on the Piotroski F-Score; balance sheet is in the Safe zone (Altman Z = 5.34); revenue is growing about 19.9% per year; net income is growing about 41.6% per year. The technical picture is neutral: price is 1.7% above the 200-day moving average; 3.2% below the 50-day; the 50/200 relationship is in a Golden cross. Sentiment is bearish (composite 28/100), based on 4 news articles, 7 TV segments, and 8 qualified videos from recent coverage.

Tesla, Inc. (TSLA) Neutral

TSLA rates Neutral overall. The fundamental read is neutral: the company passes 5 of 9 quality tests on the Piotroski F-Score; balance sheet is in the Safe zone (Altman Z = 17.58); revenue is growing about 5.6% per year; net income is declining about 26.6% per year. The technical picture is neutral: price is 3.7% below the 200-day moving average; 2.3% above the 50-day; the 50/200 relationship is in a Death cross. Sentiment is neutral (composite 52/100), based on 8 news articles, 8 TV segments, and 5 qualified videos from recent coverage.