$SPCX has designs on building orbital data centers, but Bernstein analyst Doug Harned says Wall Street is also excited about returns tied to the company's operations here on Earth. cnb.cx/4seggPE

"Netflix has to rethink their user experience, because it's becoming too much of, like, a Walmart of content as opposed to being a bit more streamlined for the consumer," says @boardroom CEO Rich Kleiman. cnb.cx/47QCkXr

$UAL CEO Scott Kirby talks jet fuel prices following Q3 earnings. The company expects to pay an average of $4.80 a gallon in the fourth quarter, up from $3.90 a gallon in the third. cnb.cx/4z75ugW

Texas Senator @JohnCornyn discusses the state of the Republican party ahead of midterms as control of Congress is up for grabs: cnb.cx/3WiDZCk

“I'm pro-human.” says Brad Gerstner of @altcap. “I think we need to train the models so that humans stay in control, and they're subject to the conditions and the law of humans.” cnb.cx/4hXyb9Q

"There's no doubt in my mind that AI is going to have an enormous positive impact on productivity," says THL Partners' Co-CEO Scott Sperling. cnb.cx/4dRz951

Media expert Tom Rogers on $NFLX earnings & the company’s disappointing guidance: “They’re entering an era where having the biggest entertainment budget is not necessarily going to be the decisive factor that it had been.” cnb.cx/4hW0sO5

"What you're seeing is that people are branching out from the AI trade," says @TheJJKinahan on the state of markets. cnb.cx/3VZO1Iv

Former Congressman Kevin Brady on midterm elections & how Republicans can maintain control: cnb.cx/3VPBMyd

"I think in this instance there are questions in what real benefit could be derived from any sort of deal between the U.S. and Russia," says geostrategy expert Daniel Tannebaum after President Trump waived Russian sanctions. cnb.cx/4yvIoz8

"We've been broadening out," says Neuberger's Joe Amato. "Don't just focus on the direct beneficiaries of AI." cnb.cx/4z2PsEK

.@CFR_org President @MikeFroman weighs in on unrest in France, highlighting investor concerns that policymakers won't be able to take tough steps to get the country's fiscal house in order. cnb.cx/3VVPBLx

"I think it's very clear that investor sentiment has turned against this company right now," says MoffettNathanson analyst Robert Fishman on Netflix, which reports earnings after the bell today. cnb.cx/4z9vDvp

Alongside earnings this morning, $GM announced a $20 billion multi-year stock buyback. "We know that buying back shares is a really strong investment for our shareholders," says CFO Paul Jacobson. cnb.cx/4hVpk8C

"If you look at the breadth of the market, it's been terrible," says Morgan Stanley's Mike Wilson. "But I think we're in the final innings of this." cnb.cx/4hWJkb5

"Probably the most important thing for the quarter is commentary about the bigger goals," says BofA Securities' Ron Epstein ahead of $SPCX results. cnb.cx/4yH2RBu

Sports law expert @AndrewBrandt on the start of the NBA season, MLB’s labor battle & regulating prediction markets: cnb.cx/4ieaDwn

"You might see some companies talk down earnings a little bit more because we haven't had any safety in oil prices yet," says DCLA's Sarat Sethi. cnb.cx/47pKC8p

“The supply chain is really, really hard right now for many of these companies maintaining data centers,” says @SproutITAD CEO @Shelly_Li. cnb.cx/489A5OJ

NEC Director Kevin Hassett: Price increases are decelerating and wage increases are accelerating cnb.cx/4isNmbg