Elon Musk arrives on the red carpet for the automobile awards “Das Goldene Lenkrad” (The golden steering wheel) given by a German newspaper in Berlin, Germany, November 12, 2019.
Hannibal Hanschke | Reuters
Days after closing his $44 billion purchase of Twitter, Elon Musk faced pressure from heads of civil rights groups to disallow many users who had been banned from the platform from returning, and to give company staffers access to the tools necessary to combat election-related misinformation.
Leaders of the Anti-Defamation League, the NAACP, Color of Change, Asian American Foundation and Free Press, a media reform advocacy group, spoke with Musk in an almost hour-long Zoom call on Tuesday, one week before the Nov. 8 midterm elections.
Jonathan Greenblatt, CEO of the Anti-Defamation League, helped organize the call after speaking with Musk previously, and took part in the meeting, according to three of the attendees.
Some of the organizations represented have co-signed an open letter to Twitter’s advertisers to encourage them to “cease all advertising on Twitter globally if he [Musk] follows through on his plans to undermine brand safety and community standards including gutting content moderation.”
Bloomberg reported that some employees had been frozen out of their access to tools used for content moderation and policy enforcement, which could impact the company’s ability to eliminate misinformation on Election Day. Yoel Roth, Twitter’s head of safety and integrity, defended the move as “exactly what we (or any company) should be doing in the midst of a corporate transition to reduce opportunities for insider risk.” He said Twitter is still enforcing its rules.
After the call with civil rights groups, Musk tweeted that users who’ve been banned from Twitter for violating its rules — a group that includes former President Donald Trump — will not have the chance to return to the platform for at least another few weeks. Prior reports suggested Musk was planning to allow people who’d been kicked off Twitter for disciplinary reasons to come back.
Musk told the group that he plans to retain and enforce Twitter’s election integrity measures, and staff will have access to the necessary tools by the end of this week, Free Press CEO Jessica Gonzalez, who was on the call, said in an interview.
Michael Kives, a longtime Musk ally, was also on the call, according to the participants. Kives’ firm, K5 Global, has backed SpaceX and The Boring Company, two of Musk’s other companies.
Musk was the only Twitter representative on the call. Neither Musk nor Kives, who reportedly worked as a spokesman for former President Bill Clinton, immediately responded to requests for comment.
Rashad Robinson, president of Color of Change, told CNBC on Wednesday that he urged Musk to implement a consistent process for letting people back onto Twitter.
Robinson said he “spoke to him [Musk] about the folks that had incited violence and the message that it sends both to just replatform them without a very clear and transparent process.” He also said that, when it allows people to return, Twitter should “take accountability, not just for what these folks do, but to the message it sends their followers.”
Trump, who was banned after the Jan. 6 insurrection on the U.S. Capitol, wasn’t mentioned by name on the call, attendees said. But Derrick Johnson, CEO of the NAACP, said the group told Musk, “there are some people whose offenses are so egregious that they should never be allowed back on the platform.” Johnson added, referring to Trump, that “I would hope that he’s never placed back on the platform because we’d all be in danger.”
Musk said before he finalized his purchase of Twitter that it was a “mistake” to permanently ban Trump from the platform. But after the deal was completed, Musk quickly moved to reassure advertisers that Twitter would not become a “free-for-all hellscape” just because he favors more lenient content moderation policies.
Musk told advertisers he acquired Twitter because he believes it’s “important to the future of civilization to have a common digital town square, where a wide range of beliefs can be debated in a healthy manner, without resorting to violence.”
The Tesla CEO said he plans to create a council at Twitter that will help review its content moderation approach. He said the group “will include representatives with widely divergent views, which will certainly include the civil rights community and groups who face hate-fueled violence.”
Apple stock is getting its groove back as naysayers are proved wrong about the iPhone upgrade cycle. That means opportunity. Shares surged to an all-time intraday high Monday following a slew of positive commentary from Wall Street analysts and upbeat demand data for the newest iPhones. Apple was on pace to take out its Dec. 26, 2024 record-high close of $259. “People thought the tariffs were going to drive” iPhone prices higher, Jim Cramer during Monday’s Morning Meeting . “People [also] thought there was going to be not enough buying because of Siri. All nonsense.” “The misperception and misconception are overdone, and that’s why it’s a buy,” Jim added. New numbers from Counterpoint indicated the new iPhone 17 lineup has outsold the iPhone 16 models by 14% in the U.S. and China within its first 10 days of availability. Bloomberg first reported the data. “The base model iPhone 17 is very compelling to consumers, offering great value for money,” Counterpoint said. “A better chip, improved display, higher base storage, selfie camera upgrade – all for the same price as last year’s iPhone 16,” Counterpoint analysts added. “Buying this device is a no brainer, especially when you throw channel discounts and coupons into the mix.” For weeks now, Jim has been citing how the new iPhones are a bargain when considering the trade-in value of previous models and the carrier discounts. Counterpoint also said the brand new iPhone Air model has been doing “slightly better than the iPhone 16 Plus.” Preorders for the device in China began on Oct. 17. It sold out almost immediately. The analysts said, “This is a big milestone for Apple and more broadly for eSIM.” The iPhone Air is eSIM only, meaning it does not have the option for a physical SIM card. AAPL YTD mountain Apple (AAPL) year-to-date performance Wall Street analysts also enthusiastically chimed in. Loop Capital upgraded Apple to a buy from a hold. The analysts also hiked their price target to $315 per share from $226 — implying more than 19% upside from session highs of around $264. “While the Street is baking in some degree of outperformance from AAPL’s iPhone 17 family of products, we believe there remains material upside to Street expectations through CY2027,” according to Loop analysts. In this case, “through CY2027” means through calendar year 2027. That distinction is made because Apple’s fiscal year is such that when earnings are out after the bell on Oct. 30, they will be for the company’s fiscal 2025 fourth quarter. Over at Melius Research, analyst Ben Reitzes said Apple is “on a mission to silence its critics,” and that a beat and raise quarter “could be on the horizon.” “Near-term, sales into China are picking up and margins could deliver upside with iPhone 17 Pro Max momentum and lower hits from tariffs. We see shares getting a lift into CY26 and into a Siri/product event in the March 2026 timeframe,” said Reitzes, who has a buy rating and a $290 price target on the stock. “Apple’s Siri update has been delayed,” he said. “But it’s about to get better with significant AI enhancements.” None of this came to a surprise to Jim, who has been touting the benefits of Apple’s new iPhone models long before their September launch. “We’ve been saying the iPhone 17 is unbelievable,” he said on ” Squawk on the Street ” on Monday “Now, everybody’s catching up.” With Monday’s roughly 4.5% surge, shares of Apple were up almost 5.3% year to date. The stock for the first half of 2025 was a total dog on concerns around AI, various regulatory overhangs, and possible higher device costs from President Donald Trump ‘s tariffs. Since August, however, shares have been trending upwards following CEO Tim Cook’s additional $100 billion investment into U.S. manufacturing in order to appease the Trump administration’s call to bring Apple’s supply chain back home. “From the beginning, people underestimated it because they felt that Apple had lost its mojo,” Jim said. Monday’s spate of positive news just reiterates why shares have more room to run and why Jim always says own Apple stock, don’t trade it. To be sure, Apple shares were still underperforming most of its fellow “Magnificent seven” stocks, with the exception of Amazon , which has declined 2% year to date. (Jim Cramer’s Charitable Trust is long AAPL, AMZN. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Monday’s key moments. 1. Stocks are starting the week off on a positive note with every sector except consumer staples in the green. As stocks extend last week’s gains, Jim Cramer is closely watching the 10-year Treasury yield, which hovered at 4% Monday. He called the move “incredibly positive” because there are so many stocks that yield more than this. “It makes it so you want to buy stocks,” he added. Jim also reflected on his recent trip to San Francisco where he met with a range of CEOs to get fresh insights on artificial intelligence, the stock market and broader economic trends. He shared his top 10 takeaways from those meetings with Investing Club members in his Sunday column. 2. Boeing shares climbed more than 1% on Monday after the company officially got the green light late Friday to raise its monthly production of the 737 MAX to 42, up from 38. While reports last month hinted at the move, this marks official approval, paving the way for more monthly deliveries and stronger free cash flow. When Boeing reports earnings next week the one thing we’re looking out for is what the non-cash charge will be for the 777x program, the company’s next generation, long-haul jet designed to be the largest two-engine jet ever built. “This is a cashflow story and they have been losing money consistently for years now, and now it’s time to play offense,” Jim said. 3. “2026 is going to be a very good year” for Starbucks , said Jim, following his interview last week with CEO Brian Niccol on the company’s turnaround. Shares of the coffee giant were one of the big gainers in the market last week. The stock was up 8.7% after closing at a 52-week low on Oct. 10. Morgan Stanley is also feeling confident, increasing its price target on Starbucks stock to $105 from $103 Monday. Analysts said the upcoming quarter will likely show negative comps in its core North America business and is unlikely to mark a major step forward. But changes from the Green Apron service model (Starbucks’ new hospitality-focused initiative focused on enhancing the customer experience), restructuring, and new coffee products could set up a better 2026. Jim came away from the Niccol interview feeling optimistic about the company’s trajectory, especially hearing the value of the company’s China business is worth north of $10 billion , much higher than previously thought. “I think you buy the stock, and you buy it today,” Jim said. 4. Stocks covered in Monday’s rapid fire at the end of the video were: Skyworks Solutions , Marvell Technology , Darden Restaurants , Cleveland Cliffs , and Prologis . (Jim Cramer’s Charitable Trust is long BA, SBUX. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
Dario Amodei, Anthropic CEO, speaking on CNBC’s Squawk Box outside the World Economic Forum in Davos, Switzerland on Jan. 21st, 2025.
Gerry Miller | CNBC
Anthropic on Monday announced Claude for Life Sciences, a new offering for researchers to use the company’s artificial intelligence technology in the advancement of scientific discovery.
Claude for Life Sciences is built around Anthropic’s existing AI models, but supports new connections with other scientific tools that are commonly used in labs during research and development.
It will be able to help researchers through all stages of the discovery process, from carrying out literature reviews to developing hypotheses, analyzing data, drafting regulatory submissions and more, Anthropic said.
The launch of Claude for Life Sciences marks Anthropic’s first formal entry into the sector, and comes just months after the company hired longtime industry executive Eric Kauderer-Abrams as its head of biology and life sciences.
“Now is the threshold moment for us where we’ve decided this is a big investment area,” Kauderer-Abrams told CNBC in an interview. “We want a meaningful percentage of all of the life science work in the world to run on Claude, in the same way that that happens today with coding.”
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Anthropic, which is one of the companies at the center of the AI boom, develops a family of large language models called Claude. It was founded in 2021 by a group of former OpenAI executives and researchers, and its valuation has swelled to $183 billion in just four years.
The company launched a new model, Claude Sonnet 4.5, late last month and said it is “significantly better” at life sciences tasks like understanding laboratory protocols.
Kauderer-Abrams said researchers have already been engaging with Anthropic’s models to help with isolated parts of the scientific process, so the company decided to formally build out Claude for Life Sciences as a way to support them from start to finish.
That meant Anthropic had to establish integrations with key players in the life sciences ecosystem, including Benchling, PubMed, 10x Genomics and Synapse.org, among others. Anthropic has also partnered with companies that can help life sciences organizations adopt AI, like Caylent, KPMG, Deloitte, and cloud providers AWS and Google Cloud, the company said.
“We’re willing and enthusiastic about doing that grind to make sure that all the pieces come together,” Kauderer-Abrams said.
In a prerecorded demo, Anthropic showed how a scientist working on preclinical studies could use Claude for Life Sciences to compare two study designs that test different dosing strategies.
The scientist was able to query her lab’s data directly from Benchling, generate a summary and tables of key differences with links back to the original material. After reviewing the results, the scientist generated a study report that could be included in a regulatory submission.
Anthropic said an analysis like this used to require “days” of validating and compiling information, but now, it can be done in minutes.
Kauderer-Abrams said the company believes AI can bring about real efficiency gains for the life sciences sector, but it’s also under “no illusions” that it will magically overcome the physical limitations of conducting scientific research. Clinical trials that take three years are not suddenly going to take one month, he said.
Instead, Anthropic is focused on exploring the time-consuming, expensive parts of the discovery process “piece by piece” to determine where AI could be most useful.
“We’re here to make sure that this transformation happens and that it’s done responsibly,” Kauderer-Abrams said.