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X @Tesla Owners Silicon Valley
🚀 Tomorrow, Starship takes another giant leap forward.Flight 13 is targeting liftoff from Starbase — pushing the limits of reusability, payload deployment, and in-space performance. Every successful test flight like this is one step closer to sending Starships to Mars, building infrastructure on the Red Planet, and making humanity a multiplanetary species.The journey isn’t just beginning. It’s accelerating right now. 🌌The future belongs to those who build it. https://t.co/CSEa6IGnEB ...
Chip Stocks Sink on Inflation Surprise | The Close 7/15/2026
Bloomberg Television· 2026-07-15 22:19
Market Trends and Macroeconomics - The NASDAQ Composite closed up 0.6%, while the NASDAQ 100 declined 0.3% due to a semiconductor sector selloff [1][116][138] - Traders are scaling back rate cut expectations, with markets now pricing in a potential rate hike in December [2][92] - Inflation data showed cooling in areas like gasoline, airfares, and food, though costs for AI-related goods and services continue to rise [4][5][32] - Oil prices remain volatile, with Brent Crude and WTI rising over 1% amid geopolitical tensions in Iran [110][115] Corporate Performance and Industry Dynamics - United Airlines reported Q2 adjusted EPS of $1.99, beating the $1.85 estimate, but shares fell 4% after narrowing full-year guidance to a range of $9 to $11 per share [117][118][141] - J.B. Hunt reported Q2 revenue of $3.5 billion, exceeding the $3.25 billion estimate, with shares climbing 2% [129][133] - Christie’s achieved $3.5 billion in sales for the first half of the year, marking a 71% increase and its best performance in five years [182] - The AI sector continues to drive capital expenditure, with hyperscaler spending projected to grow from $300 billion to $3 trillion [155] Real Estate and Investment Strategy - Real estate is viewed as an attractive entry point, with prices down 25% from peaks while equities have risen 60% [59] - The auction market shows a generational shift, with 47% of Christie's buyers being Millennials or Gen Z [183][191]
X @Tesla Owners Silicon Valley
Strategic Production Planning - ASML has integrated demand from Elon Musk’s "Terafab" project into its EUV (Extreme Ultraviolet) lithography production roadmap for 2027-2028 [1] Industry Infrastructure & AI Development - The Terafab facility in Texas is positioned to serve as a critical infrastructure hub for next-generation AI compute [1] - The project aims to support large-scale AI computational requirements for Tesla, SpaceX, and xAI [1]
Market Close: Stocks Higher, Apple Hits Record; United Warns on Jet Fuel • 7/15/26
CNBC Television· 2026-07-15 21:02
I'm Jessica Edinger, CNBC. Wall Street opens Thursday morning after a winning Wednesday for the major averages. The Dow up 150 points.It was led higher by shares of Apple up 4%. The S&P 500 index added 28 points. The Nasdaq added 162 points.Chipmaker shares were mixed. Nvidia and Broadcom were in the green. Micron down 8%.After the closing bell on Wednesday, United Airlines ticked lower in after hours trading on its quarterly results. >> This is a beat on the top of the bottom line for United Airlines in th ...
July Beige Book Drops, OpenAI Plans AI Speaker Device | Bloomberg Businessweek Daily 7/15/2026
Bloomberg Television· 2026-07-15 20:56
>> THIS IS "BLOOMBERG BUSINESSWEEK DAILY," REPORTING FROM THE MAGAZINE THAT HELPS GLOBAL LEADERS STAY HAD WITH INSIGHT ON THE PEOPLE, COMPANIES AND TRENDS SHAPING TODAY'S COMPLEX ECONOMY. GLOBAL BUSINESS, FINANCE AMTECH NEWS AS IT HAPPENS. "BLOOMBERG BUSINESSWEEK DAILY" WITH CAROL MASSAR AND TIM STENOVEC LIVE ON BLOOMBERG RADIO, TELEVISION AND BLOOMBERG ORIGINALS.CAROL: GOOD AFTERNOON. IT IS A FED WEDNESDAY FOR A COUPLE REASONS. IT IS JULY 15, 2026.CAROL MASSAR WITH TIM STENOVEC. TIM: IS IT HARD ENOUGH FOR ...
X @Tesla Owners Silicon Valley
Starship Flight 13 is set to launch on July 16. 🚀SpaceX plans to deploy Starlink V3 satellites for the first time while continuing to push the limits of reusable spaceflight.@elonmusk https://t.co/m4Izgqdkpk ...
X @Elon Musk
Elon Musk· 2026-07-15 20:48
Grok Build is now open sourceSpaceXAI (@SpaceXAI):We've open-sourced Grok Build and have reset usage limits for all users.Open sourcing Grok Build allows anyone to support making a reliable and robust harness. Check out our code, including the Git repo for the Grok Build CLI.https://t.co/3SSvPu2Nrz ...
Recursive Model Improvement — Lee Robinson, Cursor, SpaceXAI
AI Engineer· 2026-07-15 20:13
Model Training Strategy & Infrastructure - Cursor employs a recursive model improvement loop, scaling compute and data feedback to iteratively enhance model performance [2][3][4] - The training process is divided into an outer loop (user feedback and online metrics) and an inner loop (high-quality evaluations and difficult task generation) [5][6][15] - Cursor leverages massive compute resources, including a partnership with SpaceX to utilize supercomputing clusters like Colossus, which added 100,000 GPUs in 92 days, following an initial 100,000 GPU build-out in 122 days [32][33] Product Performance & Market Positioning - The "Composer" model, released in May, has become the most popular model within the Cursor platform, balancing speed, intelligence, and cost-effectiveness [7][9] - Agent usage currently accounts for the vast majority of Cursor's revenue, providing a critical data source for training future model iterations [13] - Internal evaluations utilize private datasets derived from real-world engineering tasks to prevent "reward hacking" and ensure models are tested against genuine software development challenges [21][22] Research & Operational Efficiency - Cursor implements "textual feedback" in Reinforcement Learning (RL) to provide precise guidance to models during training, improving adherence to tool-calling and stylistic requirements [29][31] - The engineering team utilizes a fleet of agents to automate research workflows, allowing researchers to launch and monitor experiments directly via Slack to eliminate human bottlenecks [48][49] - Recursive self-improvement is achieved by using the most intelligent model checkpoints to create derivative models, which then optimize the evaluation and reward generation processes for subsequent training cycles [51][52]
X @Xeer
Xeer· 2026-07-15 20:04
First time $SPCX has gone below IPO price ($135). Not looking great for Elon’s rocket company 😢 https://t.co/FcwwQhRePh ...
Dan Ives: Q2 earnings will be the driver for mega-cap stocks
CNBC Television· 2026-07-15 19:58
Now let's bring in Dan Ives. He's partner at the new firm a firm Yorkville Ives. It's good to have you back.Great to be here. Get to the new firm in a minute cuz that's news in and of itself, but we have to talk to you about this because remember before you left your prior job, you had just initiated on SpaceX and you were one of many bullish analysts on that stock. But why no analyst bump as Leslie was just talking about.>> Yeah, I look I think when you look at SpaceX and obviously have a some important la ...