Karpathy signals a pivot in AI model behavior as systems develop rudimentary self-awareness through training data about their own mechanics, a step toward more autonomous and efficient AI reasoning.

@DavidSHolz It's interesting/amusing how their self-awareness gradually builds up and falls out from pretraining on tokens of us talking about them, but it's laggy and a bit incomplete. But I think e.g. it's starting to "get" what I mean when I inform it I'm about to /compact its context etc
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Musk amplifies news that Tesla now operates driverless Model Y rides in Orlando, extending his robotaxi rollout across seven cities without a human safety driver behind the wheel.

RT @SawyerMerritt: Tesla's Robotaxi/ride-hailing service is now available in 7 areas: • Orlando: Unsupervised Model Y rides only (new) • M…
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Stock picks

Alphabet vs Apple: The Better Buy Before Earnings

Alphabet and Apple both crushed their last quarters, but they are running completely opposite playbooks heading into earnings season. One is burning through cash to own the AI future while the other hands it back to shareholders, and only one setup looks sharp right now.

MLIMueller Industries
Q2 2026
EPS
$1.13
est $1.15-1.7%
Revenue
$1.43B
est $1.27B+12.8%

Mueller Industries smashed revenue expectations by 12.8%, posting $1.43 billion as a copper price surge and newly acquired Bison Metals drove unit volume across all segments, though a narrow EPS miss reflects prior-year insurance gains distorting the bottom-line comparison.

Quarterly revenue
MLI share price +0.14% since print
CIFRCIFR
Regular session
$23.68
+12.87%open $20.98

Bitcoin miners are reshaping investor narratives as AI data center demand redraws infrastructure priorities.

FORForestar Group Inc.
Q3 2026
EPS
$0.70
est $0.81-13.6%
Revenue
$407M
est $438M-7.0%

Forestar missed earnings and revenue for the third straight quarter as housing affordability headwinds squeezed the land developer, though management is sticking to full-year guidance backed by $2.3 billion in contracted future revenue.

Quarterly EPS — reported vs estimate
MIDDAY
U.S. Markets
  • S&P 500+0.78%
  • Dow Jones Industrial Average+0.71%
  • Nasdaq Composite+1.30%

Nasdaq surges 1.3% as traders shake off Middle East volatility and tariff jitters, signaling appetite for risk despite headline noise.

DHID.R. Horton
Q3 2026
EPS
$3.20
est $2.99+7.2%
Revenue
$9.23B
est $9.17B+0.6%

D.R. Horton beat earnings expectations despite housing market cracks, as cancellation rates jumped to 20% and margin-crushing incentives signal affordability pain ahead. The homebuilder posted $3.20 per share on flat revenue, with home closings up 4% but gross margin compressed to 20.7% as competition forced deeper discounts.

Quarterly EPS — reported vs estimate
DHI share price -0.24% since print