Trump and Musk in red Tesla at whitehouse

President Donald Trump and Tesla CEO Elon Musk sit in a red Tesla at the White House in March (Jabin Botsford/Getty Images)

Trump is talking about Musk again — but not inviting him to the White House

“He’s got 80% super genius, and then 20% he’s got some problems.”

Rani Molla

9/4/25 9:00AM

Are the boys fighting again? President Donald Trump is at least talking about Tesla CEO Elon Musk after their multiple blowouts this summer sent Tesla’s stock into a tailspin.

“He’s got 80% super genius, and then 20% he’s got some problems,” Trump said of Musk on conservative talk radio program “The Scott Jennings Show,” which aired yesterday.

“I always liked him. I like him now. But he went off the reservation and he wished he didn’t do it,” Trump said, calling Musk “a man of common sense.” Trump added that he thinks Musk will rejoin the Republican Party after his own third party, the America Party, didn’t get off the ground.

Before this, one of the last things Trump said publicly about Musk was that he’d gone completely “off the rails” and was a “TRAIN WRECK.”

Separately, The Hill reported last night that the White House has snubbed Musk by not inviting him to a dinner Thursday for leading tech executives in the Rose Garden. Meta’s Mark Zuckerberg, Apple’s Tim Cook, Google’s Sundar Pichai, Microsoft’s Satya Nadella, and OpenAI’s Sam Altman are all on the list. Musk, who previously worked at the White House, is not.

We’ll see if Musk takes the bait — either from the comments or the snub —this time, but as of 9:45 a.m. ET, Musk has not posted about the president on X.

Meta posts record revenue but misses on earnings

The company reported earnings Wednesday.

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Rani Molla

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It turns out Tesla’s Cybercab might need to have a steering wheel and pedals after all

Tesla’s Cybercab was supposed to be a steering-wheel-less alternative to its affordable mass market car.

Matt Phillips10/28/25

Intel romps amid reported attempt to poach a 21-year Taiwan Semiconductor veteran

A report in the Taiwanese press that Intel is attempting to recruit a recently retired top Taiwan Semiconductor executive, Wei-Jen Lo, to lead R&D at Intel’s troubled foundry division may account for the bump in Intel shares Tuesday, one analyst told us.

A synopsis of the report from technology analysis and news outlet TrendForce News notes:

“If confirmed, the move could have significant implications for TSMC and the broader Taiwanese semiconductor industry, especially as Intel aggressively expands its foundry business with support from Washington and backing from tech giants like NVIDIA and SoftBank, the report adds.”

But some skepticism about Lo, 75 years old, returning to Intel, where he worked before joining TSMC in 2004, is also warranted, TrendForce says:

“Industry insiders cited by the report say it is unlikely he would join Intel again, given TSMC’s non-compete rules, Intel’s status as a direct competitor, Lo’s advanced age, health considerations, and his long-standing loyalty to TSMC founder Morris Chang. On the other hand, some industry observers warn that Lo, a U.S. citizen, would be difficult for TSMC to restrict, even with non-compete clauses.”

Intel shares have doubled over the last three months, since the US government took a 10% stake in the company in August. Intel is the best-performing stock in the S&P 500 over that period.

Intel Reportedly Eyes Retired TSMC Veteran Wei-Jen Lo, Advanced Node Pioneer, to Lead R&D

“If confirmed, the move could have significant implications for TSMC and the broader Taiwanese semiconductor industry, especially as Intel aggressively expands its foundry business with support from Washington and backing from tech giants like NVIDIA and SoftBank, the report adds.”

But some skepticism about Lo, 75 years old, returning to Intel, where he worked before joining TSMC in 2004, is also warranted, TrendForce says:

“Industry insiders cited by the report say it is unlikely he would join Intel again, given TSMC’s non-compete rules, Intel’s status as a direct competitor, Lo’s advanced age, health considerations, and his long-standing loyalty to TSMC founder Morris Chang. On the other hand, some industry observers warn that Lo, a U.S. citizen, would be difficult for TSMC to restrict, even with non-compete clauses.”

Intel shares have doubled over the last three months, since the US government took a 10% stake in the company in August. Intel is the best-performing stock in the S&P 500 over that period.

Rani Molla

Eye on AI

10/28/25

All eyes on Google Search revenue

It’s hard to tell what’s happening with Search.