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"I think we are at the bottom," says Tom Lee of @Fundstrat of the recent tech sell-off. "The market for AI is still very tight."

.The Economist Editor-In-Chief Zanny Minton Beddoes on her wide-ranging interview with Elon Musk: "It's irresponsible for someone who has 240 million followers to propagate things that are simply not true."

Ron Baron gives his take on Tesla, Elon Musk, inflation &amp; overall markets:

“There’s excessive pessimism in the markets,” says Tom Lee of @Fundstrat:

"I look at it as a champion lion and a champion cheetah coming together," Tom Barrack says of Elon Musk's political involvement. "Elon is probably the most important innovator, creator, manufacturer, product creator. He single-handedly did more than NASA could do in 20 years."

Steve Eisman on AI execs: "I just think that what they're trying to do is create hysteria so that the industry will become regulated. And they think then that they can manipulate the regulation to keep the Chinese open-weight models out of the country."

"The Overton window in our politics is open for all these crazy ideas," says Paul Ryan, "but it's closed for things like debt reduction. So, our politics are just fundamentally unserious right now."

"I haven't read the book, but I remember getting tagged in those things, and that's not how I remember that at all," says Alexandra Cooper of Dave Portnoy &amp; his new memoir. "But Dave's got his version and I've got my version, and we're all good."

.Joe Kernen: Is Elon Musk still happy that he bought Twitter? Does he feel like he took one for the team? "Of course," says Palantir Co-Founder Joe Lonsdale. "He's fighting to save Western civilization."

Positive results from a skin cancer vaccine trial are boosting $MRK and $MRNA shares. Moderna's CEO and the President of Merck Research Laboratories share their thoughts on the encouraging data.

"This is the quarter that we feared," says D.A. Davidson's Gil Luria after Alphabet's disappointing earnings &amp; search revenue. "All of a sudden, the change in behavior to AI is ruining this goose that lays the golden egg for Google."

The markets could rally ‘very strongly’ if the Fed holds rates in September: Tom Lee of @Fundstrat:

Bank of America Securities' Vivek Arya on his Intel downgrade and price target cut following the chipmaker's third quarter earnings.

More than 100 economists released a letter against California's proposed wealth tax on the ballot next week. UT Austin Economics Professor Jon Hartley led the effort.

"I think it's terrifying for a lot of big law firm leaders," says Above The Law's Kathryn Rubino following Weil Gotshal's plans to dissolve. "You're going to see a lot more changes in business models in order to survive in this environment."

The FDA is launching the Rare Disease Framework Initiative, giving patients a greater voice and providing drug developers with more regulatory clarity. "They're going to actually change policies that reviewers follow," says Scott Gottlieb, MD 🇺🇸.

.Rich Greenfield, LightShed 🔦 on the challenges for Alphabet's YouTube, which is facing increased competition for viewers watching on TV.

Startup Flapping Airplanes is betting the future of AI is making models more efficient.

"I think it's going to help accelerate what's been a very exciting platform," says Scott Gottlieb, MD 🇺🇸 on reports of a public-private effort to accelerate cancer vaccine development.

Ron Baron gives his take on Tesla, Elon Musk, inflation & overall markets:

"I haven't read the book, but I remember getting tagged in those things, and that's not how I remember that at all," says Alexandra Cooper of Dave Portnoy & his new memoir. "But Dave's got his version and I've got my version, and we're all good."

"This is the quarter that we feared," says D.A. Davidson's Gil Luria after Alphabet's disappointing earnings & search revenue. "All of a sudden, the change in behavior to AI is ruining this goose that lays the golden egg for Google."