.@StrategasRP's @verrone_chris expects one or more moves higher in the S&P into year-end:

Bitcoin still isn’t a good diversifier got short-term risk, says Wharton’s Jeremy Siegel:

Former Intel CEO @PGelsinger says ‘of course’ we’re in an AI bubble:

"President Trump's tariff threats have become less and less impactful," says Former Acting Deputy U.S. Trade Representative @wendyscutler.

.@Exelon CEO @CalvinGButler outlines the increase in power demand due to AI and the state of grid infrastructure: https://t.co/o8RlwLM4Jv

“I think there’s a lot of reasons for investors to stay optimistic,” says Tom Lee of @fundstrat. “I think the S&P 500 could add 200 points between today and mid-November.” https://t.co/qpU1ARxYoa

CEO of AI chipmaker @CerebrasSystems discusses the company’s technology boom, expansion plans and recent IPO withdrawal: https://t.co/mYUXadnOEV

Morgan Stanley’s Betsy Graseck gives her top bank picks ahead of earnings, including $C, $BAC, & $GS: https://t.co/ksHWJw8dh4

"Israel is now the most important geopolitical power in the Middle East," says Former Foreign Policy Advisor in the Bush administration @dansenor.

"China is leveraging everything they possibly can against the U.S.," says @RepMoolenaar.

Fed Governor Waller sees more rate cuts but says central bank needs to be ‘cautious about it:’

“You don’t hold the American people hostage, which is precisely what he’s doing,” says @lawler4ny of @RepJeffries amid the ongoing government shutdown. https://t.co/eEMugbt8RB

Online college @Campusgrad is acquiring AI learning app @sizzle_ai. Campus founder @tadeoyerinde & incoming CTO @an_open_mind break down what it means for the broader business: https://t.co/pHB0nGQwgY

“In the longer term, robots are critical to Tesla’s growth, and rare earth materials are critical for those,” says Canaccord Genuity’s George Gianarikas on the impact of China tightening rare earth exports. https://t.co/CDyui6Q15W

.@Fanatics CEO Michael Rubin discusses the NBA returning to China for the first time since 2019:

“Investors are nervous, but not nervous enough to step off the equity rally,” says BMO’s Carol Schleif. https://t.co/y6v995Of0v

Reflection CEO @MishaLaskin details a new $2 billion funding round, including an investment from $NVDA:

"The Democratic leadership has no interest in a solution," says @LeaderJohnThune.