“I think of tariffs as having a heavy stagflation component,” says Chicago Fed President @Austan_Goolsbee.

Council on Foreign Relations President Emeritus @RichardHaass discusses what's a stake for President Trump and Russian President Vladimir Putin at their meeting today:

Hightower's @Stephanie_Link explains how parts of the market outside of tech remain attractive:

Reports say Pres. Trump is considering a government stake in $INTC. Dartmouth’s @PaulArgenti weighs in:.

“AI net-net is going to be a great thing, but it does have some rough around the edges problems,” says early blockchain founder @ScottStornetta:.

TOMRROW: Don't miss our exclusive interview with Chicago Fed Pres. @Austan_Goolsbee @ 8:30A ET:

"Our blood pressure insights is intended for wellness use only," says @WHOOP CEO @willahmed on the warnings issued by the FDA.

Administrator of the Centers for Medicare & Medicaid Services @DrOzCMS discusses the future of the programs & calls to change prior authorization protocols:.

“There is reason to believe that the economy is not moving in the right direction,” says House Minority Leader @RepJeffries. “I’m deeply concerned that the tariffs are going to exacerbate the inflationary challenges and affordability issues that we already have in America.”.

"We can easily do a 50bps 'make-up cut' without disrupting anything," says Former Deputy Director of the National Economic Council Marc Sumerlin.

"Apple still has a lot of ways to deliver a premium AI experience," says @TRowePrice's Tony Wang.

.@EmpowerToday CEO Ed Murphy discusses the push to include private markets in 401(k)s and other retirement accounts:.

“Step away from the AI trade, and the market’s been a lot more calmed,” says JPMorgan’s Jack Caffrey. “You can think of it sort of as the forgotten 493 when you take out the Magnificent 7.”.

“It’s going to be nibbles, bits and pieces, that we’re working on that’s going to make up this 3,000 air traffic controller shortage,” says Transportation Secretary @SecDuffy of the administration’s planned upgrades.

"We're headed towards the end of the semiconductor cyclical inventory correction," says Wolfe Research's Chris Caso.

"The next Fed chair should be someone who's open to listening," says Former Cleveland Fed President Loretta Mester.

"Economic growth will be even better if rates are aligned with the fundamentals," says Counselor to Treasury Secretary Scott Bessent @Lavorgnanomics.

$CAVA reporting mixed Q2 results, putting pressure on the stock. CEO Brett Schulman breaks down the quarter & what consumer trends he’s seeing:.

“Browsers are going to be the frontlines for the AI wars, and I think that’s becoming clear,” says Fmr. DOJ Antitrust Chief Jonathan Kanter.