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TitreDateDurée
Chinese AI Models Are Worrying Washington and Silicon Valley21 Jul 202600:10:58

P.M. Edition for July 21. Recent AI models from China claim they’re just as powerful as some of the most cutting-edge models from OpenAI and Anthropic. Journal reporter Amrith Ramkumar joins to discuss the latest reactions from Silicon Valley and the White House. Plus, General Motors had a strong second quarter as consumers kept buying pickup trucks and SUVs. And New Jersey says a software error led to almost 400 non-citizens voting in elections in the state since 2023. Alex Ossola hosts.


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Can Disney Magic Save the Kraft Heinz Kingdom?21 Jul 202600:12:51

A.M. Edition for July 21. The White House claims trade discrimination in slapping new 50% tariffs on Canadian goods, including wine, hockey sticks and cement, though energy, fish and critical minerals are exempt. Plus, Kraft Heinz hopes Disney will help sprinkle some magic on its products as the sides strike a multiyear partnership. And WSJ’s Lindsay Ellis says firms built from the get-go around AI are offering a vision of a much leaner and flatter workforce that could be the future for American corporations. Luke Vargas hosts.


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WSJ’s Take On The Week - How This $150B+ Wall Street Strategy Could Lower Your Taxes


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How the Surge in Listings Threatens Historic Stock Rally16 Jul 202600:12:41

A.M. Edition for July 16. President Trump mulls a further escalation of the war in Iran. That could include more airstrikes, targeting the fortified tunnel complex at nuclear site Pickaxe Mountain or sending in ground troops near the Strait of Hormuz. Plus, the U.S. slaps 25% tariffs on certain Brazilian goods, citing unfair trade practices, but excludes beef and coffee. And WSJ special writer Gregory Zuckerman debates whether the recent surge in IPOs and share listings is a sign of a market downturn. Daniel Bach hosts.


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Pope Compares AI Threat to Tower of Babel26 May 202600:10:55

A.M. Edition for May 26. The U.S. says it carried out “defensive strikes” against targets in Iran, following a flareup in back-and-forth attacks over the weekend. American officials say the U.S. continues to observe a cease-fire and that talks to end the war are ongoing. Plus, Texas Attorney General Ken Paxton and incumbent Senator John Cornyn face off in a GOP primary that is the latest test of the power of president Trump’s endorsement. And Pope Leo XIV warns of the ethical and social challenges created by the rise of artificial intelligence. Luke Vargas hosts. 


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What’s News in Markets: IPO Excitement, Chip Fatigue, the Decline of Dividends23 May 202600:05:35

Which tech giant will kick off the next IPO boom? And why weren’t investors impressed by Nvidia’s blowout quarter? Plus, how is the AI frenzy changing the way investors get paid? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them.

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Trump Administration Sees Threat in Growing Foreign Spy Bases in Cuba22 May 202600:12:02

P.M. Edition for May 22. The Journal is exclusively reporting that Russia and China have been building out their operations to spy on the U.S. from Cuba. National security reporter Alex Ward discusses what this means for the U.S. as it escalates its pressure campaign on Havana. Plus, Kevin Warsh was sworn in as Federal Reserve chair at the White House today. We tell you what President Trump had to say about the central bank’s independence, and what the Fed should prioritize under Warsh’s leadership. And Director of National Intelligence Tulsi Gabbard becomes the latest Trump administration official to leave her post. Alex Ossola hosts. 


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What’s News in Earnings: How AI Agents Are Boosting Nvidia–and Opening the Door to Challengers22 May 202600:06:14

Bonus Episode for May 22. Financial results from Nvidia give investors a look into the “parabolic” demand for AI hardware. Wall Street Journal Reporter Robbie Whelan discusses how the rise of AI agents is shifting the company’s business, and how Nvidia could benefit from blockbuster IPOs from SpaceX and OpenAI–even with rising competition in the chip industry.


Heard on the Street columnist Dan Gallagher hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy.


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The Whiskey Glut Upending America’s Bourbon Heartland22 May 202600:13:01

A.M. Edition for May 22. The U.S. puts arms sales to Taiwan on hold, saying the munitions and arms are needed for the war with Iran. Plus, weight-loss drugs like WeGovy and Mounjaro show a surprising ability to stall cancer. And WSJ’s Laura Cooper details how bourbon distillers are facing a hangover as more Americans pinch pennies and join the ranks of the sober-curious. Daniel Bach hosts.


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Senate Republicans Break With President Trump Over $1.8 Billion Fund21 May 202600:12:11

P.M. Edition for May 21. The Senate’s at an impasse after a majority of Senate Republicans collide with President Trump over plans for an “anti-weaponization fund.” WSJ national political reporter Ken Thomas discusses what that means for President Trump’s agenda ahead of the midterms. Plus, a day after officially kicking off its IPO process, tonight SpaceX plans to launch a new version of its Starship rocket. We hear from Journal space reporter Micah Maidenberg about why Starship is so critical to the future of SpaceX’s business. And dividend investors were making gains and many years even beat the wider S&P 500… until about three years ago, when things went south. WSJ senior markets columnist James Mackintosh dug into the data to understand why. (Hint: the AI boom.) Alex Ossola hosts.


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SpaceX, Anthropic and OpenAI’s Trillion Dollar IPO Plans21 May 202600:12:03

A.M. Edition for May 21. Wall Street is bracing for a historic wave of tech listings as Elon Musk’s SpaceX unveils its blockbuster S-1 prospectus. WSJ reporter  Becky Peterson parsed the filing and says its setting the stage for a landmark debut that could make Musk the world’s first trillionaire. Plus, an exclusive look at Anthropic’s mind-blowing growth as the AI-startup looks set for its first profit. And, new research shows MAHA-approved natural food colors may cause cancer and diabetes. Daniel Bach hosts. 


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OpenAI Is Making Plans to File to Go Public Very Soon20 May 202600:10:57

P.M. Edition for May 20. We’re exclusively reporting that ChatGPT maker OpenAI has been working with bankers to prepare to file for an initial public offering in the coming days or weeks. Reporter Berber Jin joins to discuss the timing of the possible IPO and what that could mean for OpenAI’s business. Plus, stocks of chipmakers like Intel, Micron and AMD have hit a volatile stretch after weeks of massive gains. We hear from WSJ reporter Jared Mitovich about why they’re now looking to Nvidia’s earnings for the path forward. The chip company reported its latest record quarter. And the Trump administration has charged former Cuban president Raúl Castro with murder as the U.S. continues its pressure campaign against the island nation’s Communist government. Alex Ossola hosts.


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Massie Joins List of GOP Lawmakers Ousted by Trump20 May 202600:11:16

A.M. Edition for May 20. Thomas Massie’s ouster in the Kentucky primary, highlights President Trump’s growing grip on the Republican party. We take a closer look at the evening’s other ballots and what it all means for the midterms. Plus, WSJ editor Jason Douglas explains why a global selloff in bonds is bad news for stock markets too. And the EU agrees to move forward with its U.S. trade deal, warding off new auto tariffs. Daniel Bach hosts. 


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Home Builders Are Facing a Torrent of Lawsuits Over Shoddy Construction19 May 202600:13:05

P.M. Edition for May 19. The legal liabilities of some of the biggest home builders in the U.S. have surged in recent years as buyers increasingly sue for what they allege to be shoddier, error-ridden homes. WSJ reporter Nicholas Miller discusses why this is happening more frequently and the impact this is having on the companies’ operations. Plus, a document posted by the Justice Department today says the federal government will end all pending tax audits of President Trump and his businesses. And Carvana, the used-car titan, is expanding into selling new cars. We hear from Journal autos reporter Chris Otts about what this means for traditional auto dealers. Alex Ossola hosts.


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Who Are the Millions of Americans Locked Out of the Job Market?15 Jul 202600:11:39

P.M. Edition for Wednesday, July 15. The U.S. labor market is in a great position, according to most key metrics. But two million people are still looking for work after six months or longer without a job. WSJ economic correspondent Harriet Torry explains who is being sidelined. Plus, Wall Street’s biggest investment banks are bringing in gargantuan hauls. What’s driving them towards their best trading year ever? We hear from WSJ reporter Ben Glickman. And President Trump says ICE officers should keep using traffic stops to arrest immigrants, just after the agency’s leadership suspended the stops. Danny Lewis hosts.


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Primaries to Test Whether GOP Has Room for Politicians Who Cross Trump19 May 202600:10:34

A.M. Edition for May 19. The outcome of a handful of primaries across the country could signal whether Republicans are willing to adopt a form of MAGA politics that embraces leaders who break with President Trump, including Thomas Massie in Kentucky, WSJ’s Washington coverage chief Damian Paletta says. Plus, oil prices slide on the prospect of a potential peace deal between Iran and the U.S. And with blocked data centers, plummeting poll numbers and booed commencement speeches, the American rebellion against artificial intelligence is gaining steam. Daniel Bach hosts. 


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Blockbuster AI Trial Ends With Elon Musk Loss Against OpenAI18 May 202600:12:15

P.M. Edition for May 18. A California jury sides against Elon Musk in his lawsuit against OpenAI and its CEO Sam Altman. The decision clears the path for OpenAI, the company behind ChatGPT, to go public. Plus, the Trump administration has created an unusual settlement fund for people who claim they have been victimized by the Justice Department. We hear from Journal reporter Ryan Barber on what we know about the fund and why it’s already getting pushback. And NextEra Energy has agreed to buy Dominion Energy in a $67 billion deal. Jennifer Hiller, who covers the power industry, says it would create the largest U.S. utility–but it’ll have to pass regulatory scrutiny first. Alex Ossola hosts.


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Global Oil Reserves Are Shrinking Fast18 May 202600:13:04

A.M. Edition for May 18. Commuters in New York face a day of chaos as the strike shutting the Long Island Rail Road goes into its third day. Plus the U.S. and China agree to launch boards of trade and investment. And while you may think fuel is expensive now, it could get a lot worse. Because global oil inventories are falling at a record pace and as WSJ correspondent Georgi Kantchev explains, that could send prices to all new highs. Daniel Bach hosts. 


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Inflation Is the GOP’s Problem Now. Will Voters Look Past It?17 May 202600:17:48

Inflation may have sunk the Democratic Party at the ballot box in 2024. But high prices at the grocery store and the gas station are now a problem for the GOP. According to the Labor Department, consumer prices in April saw their biggest year-over-year jump in three years and gasoline prices were up 28% from a year earlier. For our special What’s News series The Cost-of-Living Election, WSJ national politics reporter Sabrina Siddiqui met with voters and congressional candidates in and around Allentown, Pa., to uncover what stubborn inflation could mean for the area’s primary election this Tuesday. She then speaks with the sitting congressman for Pennsylvania’s 7th congressional district, Republican Rep. Ryan Mackenzie, about what he’s doing to address the rising cost of living.


Relevant links:


Tariffs’ Messy Reality: The Cost-of-Living Election | Part 1: Ohio

Inflation Soared to 3.8% in April, Driven by Gasoline Prices


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What’s News in Markets: Clarity Act, Chips’ Dip, Klarna’s Pivot16 May 202600:04:26

What drove an up-and-down week for chips stocks like Intel, Nvidia, Micron and Qualcomm? And what kind of clarity did crypto traders get from the Clarity Act advancing in the Senate? Plus, how are investors liking Klarna’s pivot away from “buy now, pay later”? Host Jack Pitcher discusses the biggest stock moves of the week and the news that drove them.


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How Honda Is Trying to Recover From an EV Bust15 May 202600:11:42

P.M. Edition for May 15. After making a big bet on EVs for the U.S., Japanese carmaker Honda is now confronting some of its biggest challenges ever. WSJ autos reporter Sean McLain discusses the company’s options. Plus, U.K. bond markets were spooked today after left-wing Greater Manchester Mayor Andy Burnham opened a path to take on sitting Prime Minister Keir Starmer. The Journal’s Chelsey Dulaney joins us from London to break down why borrowing costs hit their highest level since 2008. And Anthropic raises another $30 billion ahead of its expected IPO, while SpaceX sets a date for its highly-anticipated stock-market debut next month. Alex Ossola hosts.


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What Trump’s China Visit Actually Achieved15 May 202600:11:43

A.M. Edition for May 15. With President Trump wheels up after a two-day summit in China, WSJ White House reporter Annie Linskey discusses the significance of a visit light on concrete new announcements. Plus, the Supreme Court preserves widespread access to abortion pills. And the head of the CIA visits Havana, as Cuba’s Communist regime grapples with a U.S. energy blockade. Luke Vargas hosts. 


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Why Crypto Die-Hards Are Flocking to a More Secret Version of Bitcoin14 May 202600:13:08

P.M. Edition for May 14. A privacy-focused alternative to bitcoin called Zcash is winning over crypto evangelists. WSJ special writer Greg Zuckerman explains what’s got the crypto community so excited, along with the risks of the coin. Plus, Pentagon leaders say the war in Iran is costing so much that they’re running out of money for other operations. And New York’s Metropolitan Museum of Art has agreed to merge with the Neue Galerie, cosmetics billionaire Ronald Lauder’s esteemed museum for German and Austrian modern art. We hear from Journal reporter Kelly Crow about why that’s an important move for the Met. Alex Ossola hosts.


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U.S. Scales Up Hantavirus Response14 May 202600:12:30

A.M. Edition for May 14. Chinese leader Xi Jinping has warned President Trump that any mishandling of the Taiwan issue could lead to ‘an extremely dangerous situation’ – a message China bureau chief Jon Cheng and national security reporter Alex Ward tell us is casting a cloud over a closely-watched summit. Plus, the CDC assigns more staff to respond to the hantavirus outbreak as it tries to strike a balance between a swift response and sparking panic. And columnist Callum Borchers shares career advice for new grads, including that no one cares about your GPA. Luke Vargas hosts. 


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U.S. Rewards U.A.E. with Coveted AI Chips After Iran War15 Jul 202600:15:37

A.M. Edition for July 15. WSJ reporter Eliot Brown details how the U.A.E.’s years-long lobbying efforts have finally paid off, after the Trump administration gave it a leg-up in the AI race, raising fresh questions about conflicts of interest. Plus, Senators look to give President Trump authority to impose tariffs on the five largest importers of Russian oil and gas. And Meta’s AI-powered glasses are everywhere, alarming privacy advocates. Daniel Bach hosts.


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How Anthropic Pulled Ahead of OpenAI to Lead the AI Boom13 May 202600:12:33

P.M. Edition for May 13. OpenAI has for years been the major AI company, with ChatGPT dominating with users and in the discourse. But as WSJ reporter Kate Clark tells us, new data indicates that Anthropic has taken its crown—though keeping it is far from a sure thing. Plus, the Senate has voted to confirm Kevin Warsh as the new chair of the Federal Reserve by the tightest margin since 1977, when a vote was first required. And new data from the CDC shows that the number of drug overdose deaths in the U.S. fell for the third year in a row, a sign that the country might be emerging from the opioid epidemic. Journal reporter Jen Calfas discusses what’s driving the decline. Alex Ossola hosts.


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Are Tech Leaders Pushing a U.S.-China AI Truce?13 May 202600:13:07

A.M. Edition for May 13. As Tim Cook, Elon Musk and Jensen Huang arrive in China alongside President Trump, WSJ Beijing bureau chief Jon Cheng considers whether the U.S. could be posed to expand Chinese access to advanced American tech. Plus, U.S. household debt closes in on $19 trillion as student loan delinquencies rise. And WSJ's Ed Ballard explains how continued disruption to the Strait of Hormuz is sending trade overland, potentially changing trade routes permanently. Luke Vargas hosts. 


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Trump and Xi to Meet in China: What’s at Stake12 May 202600:11:25

P.M. Edition for May 12. President Trump left today for his summit with Chinese leader Xi Jinping. WSJ Washington bureau chief Damian Paletta lays out the stakes, with the two leaders expected to tackle trade, Iran and Taiwan. Plus, inflation hit its highest level in three years last month, outpacing wage growth. Journal economics reporter Chao Deng explains how the war in the Middle East is driving up prices. And there’s a fire sale on MBAs, with a number of business schools offering deep discounts on their tuition. We hear from reporter Ray Smith about why it has everything to do with AI. Alex Ossola hosts.


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First Came the TACO Trade. Now It’s the NACHO.12 May 202600:10:40

A.M. Edition for May 12. With the U.S. and Iran still far apart on a peace deal, WSJ reporter Caitlin McCabe says investors are embracing a new Tex-Mex-inspired trade based on the assumption the Strait of Hormuz won’t be opening anytime soon. Plus, British Prime Minister Keir Starmer fights for his job as a rebellion against him spills into markets. And Democrats face another setback in the midterm redistricting fight. Luke Vargas hosts. 


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Meet the Repo Man Retrieving Spirit’s Planes Around the U.S.11 May 202600:08:51

P.M. Edition for May 11. When Spirit Airlines stopped flying earlier this month, it left dozens of planes scattered around the country. We hear from WSJ’s Alison Sider about the plane repo men and what it takes to bring the jets back to the companies that own them. Plus, the Trump administration, worried about affordability ahead of November’s midterms, plans to temporarily ease beef tariffs to lower grocery costs. And the Journal has learned that the United Arab Emirates has secretly carried out military strikes on Iran. Our reporter Shelby Holliday explains what drove the U.A.E. to become an active combatant in the war in the Gulf. Alex Ossola hosts.


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Surging Fuel Prices Aren’t Curbing Holiday Plans Yet11 May 202600:10:48

A.M. Edition for May 11. Around 150 passengers from a hantavirus-stricken cruise ship are finally returning home, with authorities around the world coordinating flights for quarantine and isolation. Plus, fading hopes of a peace deal between the U.S. and Iran are reigniting a climb in oil prices. According to the AAA, Americans on average are paying $4.52 for a gallon of gasoline, with drivers in California hardest hit. And while consumers may be anxious about higher fuel costs, Expedia’s CEO tells us that they’re still booking trips. Luke Vargas hosts.


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Nuclear Power’s Reboot10 May 202600:27:30

The U.S. pioneered early nuclear technologies—not only for war, but also for peacetime, in the form of abundant nuclear energy. After a surge in new reactor construction, the 1979 partial meltdown at Three Mile Island precipitated the end of nuclear energy’s expansion in America. But recent calls for reliable, clean energy to fuel AI data centers have shifted attitudes and increased investment and innovation in the industry. Will the AI race be enough to reboot nuclear energy in the U.S.?


This episode is part of The Wall Street Journal’s USA250: The Story of the World’s Greatest Economy, a collection of articles, videos and podcasts aiming to offer a deeper understanding of how America has evolved.


Listen to previous installments of our USA250 podcast:


The Struggle To Keep America’s Workers Safe


An Economy Built on Speculation


America’s Road to a DIY Retirement


Further Reading:


Why Fusion Is Considered Energy’s Elusive Holy Grail


America’s First Commercial Nuclear-Power Projects in a Decade Just Broke Ground


‘Three New York Cities’ Worth of Power: AI Is Stressing the Grid


Inside the Audacious Plan to Reopen Three Mile Island’s Nuclear Plant


Five Things to Know About AI’s Thirst for Energy


‘It’s Time for Nuclear’ to Meet Growing U.S. Power Needs, Trump Declares


Nuclear Power Is Making a Comeback


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What’s News in Markets: Bubble Fears, AI Slop, Toilet Stocks09 May 202600:04:58

How is the AI trade different from the dot-com bubble? And why wasn’t Wall Street impressed by Palantir’s blowout quarter? Plus, what does a glass company and a luxury toilet maker have to do with AI? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them.

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Is the Labor Market Gaining Strength?08 May 202600:10:18

P.M. Edition for May 8. The U.S. economy added 115,00 jobs in April, beating analyst expectations for the second month in a row. WSJ economics reporter Chao Deng explains how this could be a turning point for the labor market–and what that means for the Federal Reserve. Plus, the Virginia Supreme Court threw out Democrats’ efforts at redistricting ahead of the midterm elections. We hear from Journal national political reporter Ken Thomas about how this could affect Democrats’ chances at retaking the House. And we’re exclusively reporting that Intel will supply some chips for Apple devices—a deal that could be huge for the chipmaker’s attempt to turn around its business. Alex Ossola hosts.


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What’s News in Earnings: How Big Pharma Is Expanding the GLP-1 Market08 May 202600:05:49

Bonus Episode for May 8. Financial results from pharmaceutical companies Eli Lilly, Novo Nordisk, Merck, Bristol Myers Squibb and AbbVie show strong demand continuing for weight-loss drugs and autoimmune treatments. Wall Street Journal pharma reporter Peter Loftus discusses which drugmakers have the upper hand in the race to dominate those markets. 


WSJ Heard on the Street columnist David Wainer hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy.


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What the U.K. Populist Surge Says About Politics Everywhere08 May 202600:13:30

A.M. Edition for May 8. Early U.K. election results point to a surge in populism and deep voter dissatisfaction with the incumbent Labour party. WSJ U.K. correspondent Max Colchester explains how voters are becoming increasingly polarised and what that means for governments around the world. Plus, President Trump’s tariffs face another legal setback. And WSJ’s Te-Ping Chen details the extremes writers go to, in order to prove that they are not AI. Luke Vargas hosts.


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What the U.S. Government Is Doing With Its Stakes in Companies07 May 202600:09:40

P.M. Edition for May 7. During Trump’s second term, his administration has announced direct investment stakes in at least 10 companies such as Intel and U.S. Steel. We hear from WSJ reporter Maggie Severns about why this is an unorthodox approach by the government and how American executives are responding. Plus, Secretary of State Marco is in Rome in an effort to repair the relationship with Pope Leo and Italian leaders. National security reporter Robbie Gramer gives us an update from the Italian capital. And Elon Musk is being summoned to France to face criminal charges in a sprawling investigation of his social media platform, X. Alex Ossola hosts.


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Should You Trust ChatGPT With Your Money?07 May 202600:12:59

A.M. Edition for May 7. U.S. airlines are warning that already-high airfares will surge if the war in Iran doesn’t end soon. And the Trump administration is taking heed, as new polling shows most Americans blame the President for rising fuel costs. Plus, we look at the risks posed by the lowly power bank. And WSJ markets reporter Gunjan Banerji explains the pros and cons of asking AI for investment advice. Luke Vargas hosts.


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Health Officials Trying to Trace and Contain Deadly Hantavirus Outbreak06 May 202600:11:45

P.M. Edition for May 6. A patient in Switzerland has been hospitalized with a strain of hantavirus after returning from a cruise to South America. Three people who traveled on that cruise ship have died. Journal reporter Xavier Martinez discusses what’s concerning about the virus and what health officials are doing about it. Plus, media titan Ted Turner, who created CNN and shaped the cable-TV industry, has died at 87. And as some companies lay off workers because of AI, others are keeping their headcount, but they expect workers to do more. We hear from WSJ workplace reporter Chip Cutter about what that means for their workers. Alex Ossola hosts.


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Samsung Hits $1 Trillion Milestone as AI Demand Soars06 May 202600:12:36

A.M. Edition for May 6. A Journal investigation finds China is supplying Russia and Iran with drone factories. WSJ senior correspondent Josh Chin explains how Chinese companies are managing to circumvent U.S. sanctions. Plus, Samsung joins the trillion dollar club amid relentless demand for AI memory chips. And weight-loss drug giant Novo Nordisk surprises with strong sales even as competition with Eli Lilly continues to weigh on growth. Daniel Bach hosts.


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Pentagon Says Iran Attacks Don’t Rise to Level of Restarting War05 May 202600:10:56

P.M. Edition for May 5. After Iran’s most recent attacks on the United Arab Emirates, the Trump administration is looking the other way. WSJ chief foreign-affairs correspondent Yaroslav Trofimov explains why the U.S. response is worrying its allies. Plus, China is pushing back against U.S. sanctions on Iranian oil. We hear from Journal chief China correspondent Lingling Wei, who writes the WSJ China newsletter, about why China is cracking down. And we’re exclusively reporting that President Trump is pressuring FDA Commissioner Marty Makary to to approve flavored vapes. Alex Ossola hosts.


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What’s News in Earnings: Oil Companies Look Forward to a Windfall05 May 202600:05:29

Bonus Episode for May 5. Financial results from U.S. oil companies Exxon Mobil, Chevron and ConocoPhillips show how oil companies expect to reap the benefits of a surge in oil prices due to the Iran war. Wall Street Journal oil reporter Collin Eaton discusses why that doesn’t necessarily mean more investment in the oil patch.


Benoît Morenne, who covers the oil-and-gas industry, hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy.


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Flying Out of the U.S. Now Costs 50% More05 May 202600:11:10

A.M. Edition for May 5. The Trump administration is weighing a new government-review process for AI tools that could pose cybersecurity risks, in response to Anthropic’s powerful Mythos model. Plus, oil prices are slipping even as fresh attacks from Iran risk a further escalation in the war. But those higher fuel prices have already made their mark, pushing some U.S. airline ticket prices up 50%. And older Americans are sitting on $110 trillion of wealth. WSJ reporter Rachel Louise Ensign says they’re also living longer, meaning “the great wealth transfer” isn’t happening anytime soon. Daniel Bach hosts.


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Missiles Target U.A.E., Ships Attacked as Fighting Threatens Iran Cease-Fire04 May 202600:10:12

P.M. Edition for May 4. Fighting in the Middle East flared up for the first time in weeks. Senior video and national security correspondent Shelby Holliday discusses what it could mean for the fragile cease-fire in the Iran war. Plus, WSJ’s Liz Young reports on how Amazon is betting on its global supply chain as its next big growth engine. And Journal markets reporter Jack Pitcher explains why there’s a growing appetite for actively managed ETFs–and why that’s benefiting asset managers. Sabrina Siddiqui hosts.


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What’s Behind a Red-Hot Quarter for Bank Earnings14 Jul 202600:12:10

P.M. Edition for July 14. Big U.S. banks like JPMorgan Chase, Goldman Sachs, and Bank of America reported soaring profits in the second quarter. But can the party continue? We hear from Gina Heeb, who covers banks for the Journal. Plus, inflation cooled to 3.5% last month. WSJ economics reporter Matt Grossman talks about what’s driving prices lower, and what’s expected later this summer. And ICE is suspending traffic stops after two fatal shootings in the past week. Alex Ossola hosts.

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Why Almost Everyone Loses on Prediction Markets04 May 202600:12:51

A.M. Edition for May 4. President Trump announces a new plan for opening the Strait of Hormuz - but traders seem unconvinced, sending oil prices higher. Plus, GameStop makes a massive play for e-commerce giant Ebay. And a Journal investigation reveals why most prediction market bets end in a loss. WSJ’s Neil Mehta details the winners and losers of platforms like Kalshi and Polymarket - and why the odds are worse than a Vegas slot machine. Daniel Bach hosts.


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Tariffs’ Messy Reality: The Cost-of-Living Election | Part 1: Ohio03 May 202600:20:23

On the campaign trail and from the Oval Office, President Trump billed tariffs as a means to reclaim America’s historic role as a manufacturing powerhouse. But more than a year since his imposition of significant import taxes, the benefits are uncertain. Manufacturing jobs in the U.S. have fallen by about 100,000, or roughly 0.6%, since the start of Trump’s second term. For our special What’s News series The Cost-of-Living Election, WSJ national politics reporter Sabrina Siddiqui met union workers, manufacturing executives and everyday voters in and around Cleveland, Ohio, to uncover what tariffs mean for the economy and the state’s upcoming primary elections. She then explores the potency of tariffs as a political issue with reporters Aaron Zitner and Gavin Bade.


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What’s News in Markets: AI Price Tag, New Oil Rules, Short-Squeeze Payback02 May 202600:04:56

Big tech is finally cashing in on AI, but who is making the biggest profits? And what does a weakened OPEC mean for oil markets? Plus, how is Avis getting an investor to hand back gains after a short squeeze? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them.


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Spirit Airlines Prepares to Shut Down01 May 202600:10:29

P.M. Edition for May 1. Spirit Airlines prepares to stop operating after a government rescue falls apart. Journal reporter Alison Sider walks us through what happened and how Spirit changed the American travel industry. Plus, why some credit-card issuers are warning they’ll leave the state of Illinois. Ben Glickman, who covers payments, joins us to discuss the state law banning some credit-card fees that’s set this off. And after years of hope and disappointment, robotaxis are finally hitting the streets—at least, in some American cities. We hear from WSJ reporter Sean McLain about how the rollout is going and what’s next. Alex Ossola hosts.


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How King Charles Un-Tariffed Scotch01 May 202600:13:29

A.M. Edition for May 1. American oil execs give Venezuela a second look as the resumption of direct flights to Caracas signals a major thaw in relations. Plus, in more evidence the Iran war is reshaping supply chains, Australia’s energy and climate change minister says he’s tracking down new oil suppliers and speeding up the country’s transition to renewables. And distillers across the pond cheer as President Trump says he’s giving the Scotch industry a break after a royal intervention. Luke Vargas hosts.


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The AI Boom Is Driving GDP Growth30 Apr 202600:10:37

P.M. Edition for April 30. GDP rose 2% for the first three months of the year, rising from the previous quarter but not as fast as economists were expecting. Greg Daco, chief economist at EY-Parthenon, joins to discuss the business investments fueling that growth. Plus, U.S. national debt now exceeds 100% of GDP. Hear from Journal investing columnist Spencer Jakab on how that could affect government activity. And the latest tech giant reports: Apple profit margins and revenue top Wall Street expectations. Alex Ossola hosts.


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