Wsj What's News

Why are Gartner investors so spooked by AI? And how is the AI infrastructure buildout supercharging Super Micro shares? Plus, what’s behind the selloff of Coinbase shares? Host Jack Pitcher discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

P.M. Edition for Feb. 6. Stocks bounced back today from a tech selloff. We hear from WSJ markets reporters David Uberti and Jack Pitcher about how that took the Dow over a historic milestone of 50000 and what that means. Plus, President Trump posts, then deletes, a video depicting former President Barack Obama and Michelle Obama as apes. And Japanese Prime Minister Sanae Takaichi has only been in her role for a few months, but she’s already betting her seat on a snap election this Sunday. WSJ Tokyo bureau chief Jason Douglas joins to discuss how Takaichi hopes to cement her power and move Japan closer to the U.S. Alex Ossola hosts. Your Money Briefing episode featuring Lauryn Williams: Going for Gold: The Financial Hurdles Facing Olympic Athletes Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

A.M. Edition for Feb. 6. Amazon shares sink, putting the Nasdaq on track for its worst week since last April, as investors punish tech companies spending big on AI, and those exposed to the latest Anthropic update. Plus, the White House launches its drug-buying site, TrumpRx, in a bid to tackle high prices. And WSJ’s Sabrina Rodriguez on how Bad Bunny’s anti-ICE comments are sparking a backlash ahead of his Super Bowl halftime performance this weekend. Luke Vargas hosts. WSJ’s Shelby Holliday explains how the U.S. is preparing for a potential strike on Iran.   Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

P.M. Edition for Feb. 5. Even as stocks have been on a tear in recent months, the price of bitcoin has fallen, today closing below $64,000, its lowest level in more than a year. Journal reporter Vicky Ge Huang talks about why investors seem to have soured on bitcoin and crypto. Plus, the latest batch of Epstein files has led to political pressure on U.K. Prime Minister Keir Starmer and led Brad Karp, leader of the law firm Paul Weiss, to step down as chair of the firm. We hear from WSJ national legal affairs reporter Erin Mulvaney about what his resignation means for Paul Weiss. And the government’s January jobs report may be delayed because of the government shutdown, but other sources of data indicate it probably wasn’t a great month for the labor market. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

A.M. Edition for Feb. 5. The expiration of New START marks an end to the arms control that helped bring an end to the Cold War. WSJ national security correspondent Michael Gordon explains how we got here and what it means for Moscow and Washington. Plus, a Democratic push to curb ICE’s powers and fund DHS meets stiff Republican opposition in Congress. And WSJ’s David Uberti breaks down why Washington’s best efforts are failing to stop the decline of American manufacturing. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

P.M. Edition for Feb. 4. In Congress, Democrats are pushing for new limits on immigration-enforcement agents, but they’re running into resistance from Republicans. Journal reporter Siobhan Hughes joins from the Capitol to discuss the likelihood that lawmakers will meet the February 13 deadline to fund the Homeland Security Department. Plus, another tech selloff weighs on Wall Street. Markets reporter Hannah Erin Lang discusses the AI worries gripping investors. And as Iran and the U.S. plan diplomatic talks, Iran is playing hardball. WSJ Middle East correspondent Jared Malsin says it’s a playbook negotiators have seen before. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

A.M. Edition for Feb. 4. Software stocks are sliding again today, following a rough day on Wall Street that saw the rise of new AI tools shave more than $300 billion off of companies that sell or invest in software. WSJ’s Hannah Miao explains what’s driving the selloff and what it all means for investors. Plus, Novo Nordisk shares plummet as the weight-loss drugmaker warns of unprecedented pricing pressure. And we look at why China is banning retractable car door handles. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

P.M. Edition for Feb. 3. Disney has chosen Josh D’Amaro to succeed Bob Iger as its CEO. WSJ entertainment reporter Ben Fritz discusses how the theme parks executive is likely to approach the role and how investors are reacting. Plus, the House approved a measure to end the partial government shutdown, but the negotiations over immigration enforcement aren’t over yet. And in Argentina, decades of financial crises mean people have kept a stash of billions of U.S. dollars. We hear from WSJ reporter Samantha Pearson about why Argentina’s President Javier Milei is trying to get citizens to put them in the bank. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

A.M. Edition for Feb. 3. Elon Musk’s well-established rocket business and AI startup are joining forces to form a $1.25 trillion company. WSJ’s Berber Jin says the move was unexpected as industry observers had thought xAI would merge with Tesla instead. Plus, the Clintons' offer to give depositions, as the Epstein scandal sends shockwaves across the Atlantic. And Homeland Security Secretary Kristi Noem says that officers in Minneapolis will receive body cameras "effective immediately". Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

P.M. Edition for Feb. 2. Even as home sales remain stuck at a 30-year low, people that are buying are finding big discounts. WSJ reporter Nicole Friedman discusses the changing dynamics in the market. Plus, the partial government shutdown means Friday’s jobs report will be delayed. We hear from Journal economics reporter Matt Grossman about what that means for investors. And a Michigan pension fund lost millions on an investment in a coffee farm. As reporter Heather Gillers tells us, what happened there highlights the risks that come with investing in private markets. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

A.M. Edition for Feb. 2. Volatility is gripping global markets as jittery investors sell off everything from gold to bitcoin. WSJ markets reporter Chelsey Dulaney helps us assess whether a broader correction could be in store. Plus, the U.S. government begins the week partially shut down, with a tough battle looming in the House as lawmakers debate immigration-enforcement changes. And Israel reconnects Gaza to Egypt in a major test of President Trump’s peace plan. Luke Vargas hosts. Explore the famous names in the latest release of Epstein files. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Cuba is at a breaking point. From severe fuel shortages to a public health crisis, the island’s economic distress has reached a fever pitch. Now, the Trump administration believes it has the leverage to do what others couldn't: force regime change. This week, Luke Vargas explores the mechanics of this renewed pressure campaign and America’s power projection abroad with WSJ’s José de Córdoba in Mexico and Vera Bergengruen in Washington.  Learn more about your ad choices. Visit megaphone.fm/adchoices

What could the new nominee for Federal Reserve chair mean for markets? And is corporate cost-cutting good or bad news for investors? Plus, which meme stock is trying to turn its fortunes around? Host Krystal Hur discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

P.M. Edition for Jan. 30. A BlackRock fund surprised investors last week when it said that its net asset value declined 19%. Matt Wirz, who covers credit for the Journal, discusses why that’s reviving some fears around private credit. Plus, stocks fell, silver and gold plunged and the dollar strengthened after investors learned that President Trump picked Kevin Warsh to run the Federal Reserve. And fast casual restaurant chains like Starbucks, Chipotle and Subway are changing their menus and their marketing to lure diners with a hankering for protein. WSJ reporter Kelly Cloonan discusses what that could mean for their business. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

A.M. Edition for Jan. 30. President Trump is reportedly planning to announce his choice to succeed Jerome Powell as Fed chair today: former Fed governor Kevin Warsh. WSJ finance editor Alex Frangos tells us it’s unclear which version of the central bank insider-turned-critic Trump would get. Plus, OpenAI says its hotly-anticipated public offering may come in the fourth quarter. And despite massive iPhone 17 sales, Apple investors are focussed on rising component costs that could hit the company’s bottom line. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

P.M. Edition for Jan. 29. In an exclusive, we’re reporting that Amazon is in talks for an investment of up to $50 billion in OpenAI—a big bet on the startup that would deepen the relationship between the two companies. Plus, White House border czar Tom Homan said he’s working on a plan to draw down immigration officers in Minneapolis. Immigration reporter Michelle Hackman says that could mean changes on the ground in the city. And even as much of the U.S. is in a housing slump, sales of the most expensive homes are booming. Journal reporter Katherine Clarke discusses what’s behind the rise. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

A.M. Edition for Jan. 29. Investors are rewarding Meta after the company’s latest earnings showed massive AI investments translating into a jump in digital-ad revenues. State Street’s Altaf Kassam gives his take on the AI boom’s early winners and losers. Plus, WSJ deputy finance editor Quentin Webb gives us the backstory on the metals rally that just won’t quit. And FBI agents search a Georgia election office as part of a broader push to re-examine Trump’s 2020 loss. Luke Vargas hosts. Check out Sumathi Reddy's reporting on what happens when you stop taking GLP-1 drugs. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

P.M. Edition for Jan. 28. The Federal Reserve held interest rates steady, and though officials signaled openness to cutting rates again, they didn’t indicate when that might happen. WSJ investing columnist Spencer Jakab discusses the decision and its implications. Plus, Amazon says it’s cutting 16,000 jobs, bringing its total cuts since October to about 30,000. And two Border Patrol agents who shot Alex Pretti and the ICE officer who shot and killed Renee Good in Minneapolis have been put on leave. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

A.M. Edition for Jan. 28. The dollar is steadying following its biggest one-day decline since April’s global tariff turmoil. That’s after President Trump said he wouldn’t mind a weaker currency. WSJ editor Alex Frangos explains why that statement caused such a selloff. Plus it’s a big day for the AI trade as Nvidia begins selling its chips in China and suppliers post record earnings. And two Middle East leaders say they won’t help the U.S. in a possible attack on Iran as allies in the region reconsider their ties with Washington. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

P.M. Edition for Jan. 27. Health insurers like UnitedHealth Group and Humana were shocked after the Trump administration proposed holding Medicare rates nearly steady next year—a move that could be a big hit to their finances. Anna Wilde Mathews, who covers health insurance for the Journal, discusses what that could mean for patients and the industry’s next move. Plus, the Trump administration’s immigration crackdown has slowed U.S. population growth. And Amazon is closing its Amazon Fresh and Amazon Go stores, but will open 100 more Whole Foods stores. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices