Wsj What's News

A.M. Edition for Aug 3. President Trump’s latest walkback came just hours after saying he was prepared to launch the biggest attack since World War II, and as Gulf countries grow frustrated over a lack of a clear U.S. strategy to end the war. Plus, the Japanese Yen rises after Washington and Tokyo launch their first joint intervention in a generation after the currency fell to a 40-year low against the dollar. WSJ Tokyo bureau chief Jason Douglas breaks down the worries that drove Washington to get involved. And California’s Democratic Party endorses the state’s proposed billionaire tax. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, we’re bringing you an episode of WSJ’s Take On the Week. Host Telis Demos and guest host Spencer Jakab, investing columnist and writer of the Markets A.M. newsletter, are joined by Kaitlin Hendrix, asset allocation research director at Dimensional Fund Advisors, to decode investors’ surging interest in private markets. They break down how investors may already have exposure in their investment portfolios to private companies like Anthropic, Stripe and Flipkart, through holdings in companies like Alphabet's Google, Amazon and Nvidia. Hendrix explains why your public index fund might already provide the diversification you’re looking for, without the high fees. Plus, Jakab explains the way that big tech’s private company investments are boosting earnings to near-unprecedented levels.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Sign up for the WSJ’s free What’s News newsletter. Further Reading:  Earnings Forecasts Are on Steroids

Between Microsoft, Meta, Apple and Amazon, who emerged from a big week for tech earnings unscathed? And how did Jersey Mike’s stock trade post-IPO? Plus, why did Universal Music Group lose a quarter of its value? Host Shradha Dinesh 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

P.M. Edition for July 31. ExxonMobil and Chevron had a blockbuster quarter after the Iran war disrupted energy markets. Journal reporter Collin Eaton discusses the historic refining margins they’re enjoying. Plus, America’s lettuce growers are facing a steep decline in sales because of the cyclospora outbreak. As WSJ’s Amira McKee explains, that’s forcing some to make some tough choices about what to do with their current crops. And Apple saw a record decline in market cap after the iPhone maker’s disappointing outlook. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bonus Episode for July 31. Investment firms like Blackstone, KKR and Blue Owl have been battered over the past year by a client exodus from private-credit funds. WSJ lead financial reporter AnnaMaria Andriotis discusses the state of the industry’s recovery from a surge in redemption requests from rattled investors and whether these firms’ investments in AI can help them recover from blows to the software sector. WSJ reporter Matt Wirz, who covers credit, 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. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A.M. Edition for July 31. Earnings from AI hyperscalers this week showed rising demand for their cloud services, with Amazon’s CEO forecasting corporate AI use was still in its ‘early stages.’ But as EY’s Dan Diasio tells us, rising token costs are leading many businesses to question their broader AI approach. Plus, the U.S. says Hamas has agreed to a broad plan to disarm in exchange for an eventual Israeli withdrawal from Gaza. And WSJ reporter Margherita Stancati describes how the arrival of thousands of migrants into the Spanish territory of Ceuta from neighboring Morocco is piling political pressure on the center-left government in Madrid. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

P.M. Edition for July 30. The U.S. economy grew just 1.5% last quarter, lower than the previous quarter and falling short of economists’ expectations. WSJ economics reporter Harriet Torry explains why the details in the report, particularly around consumer spending, suggest things aren’t as bad as the headline number makes it seem. Plus, the buzzy AI-focused hedge fund Situational Awareness, founded by AI whiz kid Leopold Aschenbrenner, sold most of its stock portfolio to investment firm Citadel. We hear from WSJ special writer Greg Zuckerman about why this happened and where the company goes from here. And a big rally in tech companies sent U.S. stocks soaring today. Alex Ossola hosts. See the new fronts in the Iran war.  Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A.M. Edition for July 30. Meta shares fall and Microsoft rallies after the hyperscalers sent very different signals on how they’re monetizing their massive AI outlays. Plus, as some people are allowed to return to their homes in southwestern France, WSJ’s Ed Ballard says a debate over aging water bombers and the country’s readiness ahead of a summer of wildfires is picking up. And DoorDash secures a key certification from the FAA to use drones for deliveries. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

P.M. Edition for July 29. Fed officials voted to keep current interest rates in place. WSJ economics reporter Matt Grossman joins to discuss the internal pressure that’s building at the central bank to curb inflation. Plus, Dr. Anthony Fauci invoked the Fifth Amendment more than 100 times during a contentious Senate committee hearing about his handling of the Covid-19 pandemic. And WSJ’s Benjamin Katz explains how a potential Boeing rival could be taking flight with a plane that looks radically different from the passenger jets we’re used to. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A.M. Edition for July 29. Oil prices rise after Iran launches a surprise missile attack on U.S. forces. Plus, Europe’s luxury brands try to move past years of sluggish demand. And as Meta spends big on its AI transformation—technology CEO Mark Zuckerberg says the U.S. should help to accelerate—Journal reporter Meghan Bobrowsky says a host of lawsuits could cost it billions. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

P.M. Edition for July 28. The Washington, D.C. funeral for Lindsey Graham, who died earlier this month, drew current and formal officials and foreign leaders. President Trump gave a eulogy for the late senator, his one-time rival turned friend and adviser. Plus, the Trump administration is ending a subsidy program that helped hold down premiums for Medicare drug plans—a move that could make health care more expensive for some seniors. And the Fed’s July meeting kicks off today, with a decision expected tomorrow. WSJ chief economics correspondent Nick Timiraos explains why this is one of the most unpredictable meetings in years. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A.M. Edition for July 28. Monday’s slump in chip stocks spreads to Asian markets. Finance editor Alex Frangos says new concerns that China is catching up in the technological arms race come just as investors brace for updates on how much hyperscalers are spending on the AI buildout. Plus, as Volodymyr Zelensky returns to the White House, WSJ’s Marcus Walker says the Ukrainian president is hoping to turn President Trump’s fresh optimism about the war against Russia into a promise of more support. And Mercedes-Benz is the latest automaker to warn of headwinds in China, as the country’s appetite for foreign cars continues to decline. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

P.M. Edition for July 27. In the two years since Waymo introduced its robotaxis to Austin, Texas, its cars have gotten thousands of dollars in parking fines. WSJ’s Ellie Davis explains why. Plus, Cracker Barrel’s CEO is stepping down after a turbulent three years. And WSJ advertising reporter Katie Deighton digs into why Target and other companies are partnering with “nanoinfluencers” with followers in the low thousands or even just hundreds to advertise their products on social media. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bonus Episode for July 27. Defense companies Lockheed Martin and RTX report surging backlogs as war increases demand for weapons. Wall Street Journal aerospace and defense reporter Drew FitzGerald discusses how the defense sector is responding to demands from Washington and what to look for as Boeing, General Dynamics and L3Harris report this week. WSJ national security reporter Marcus Weisgerber 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. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A.M. Edition for July 27. President Trump calls off a major escalation of strikes against Iran, amid efforts to revive diplomacy with Tehran and a debate over America’s declining munitions stockpiles. Plus, Nvidia is in talks to provide a roughly $250 billion financial backstop for OpenAI to lease a massive data center project in Ohio. And WSJ tech reporter Amrith Ramkumar explains how dual lobbying efforts from Apple and Micron are putting the Trump administration in the center of a fight over access to Chinese memory chips. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The aviation industry is grappling with an array of challenges, from a backlog of planes, to safety concerns, and widespread labor shortages. WSJ aviation reporter Ben Katz joins host Luke Vargas to discuss how the sector is thinking about AI, plus the latest technology on display at the Farnborough International Airshow in the U.K. Further Reading Aerospace Startup JetZero to Start Building Futuristic Planes in North Carolina Airbus Comes for Boeing in Battle Over World’s Biggest Jets Boeing Chooses Palantir to Boost AI Adoption in Defense, Space Unit Honeywell Aerospace CEO Says AI Works for Blueprints but Isn’t Ready for the Cockpit Sixteen Airbus A380s to Undergo Inspection After Cracks Found on Airplane Wings Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How much AI spending is too much? And why are some Tesla and SpaceX investors losing patience with Elon Musk? Plus, why are Wall Street firms paying up to $100,000 for a fast track to Trump posts? Host Imani Moise 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

P.M. Edition for July 24. Today an FDA committee voted to increase access to six of seven peptides. Those are substances that haven’t undergone regulatory approval, but they’re promoted on social media and promise physical transformations like better skin. We hear from WSJ health and wellness reporter Alex Janin about what the vote means and whether it paves the way for a peptide gold rush. Plus, new tariffs went into effect today intended to combat forced labor, and President Trump also threatened new tariffs on the European Union. Journal trade and economic policy reporter Gavin Bade discusses the future of President Trump’s tariff agenda. And measles cases in the U.S. this year have already surpassed last year’s number, reaching a three-decade high. Alex Ossola hosts. And for more on peptides, listen to our What’s News Sunday episode. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal d

A.M. Edition for July 24. Global markets are reckoning with the prospect of prolonged conflict in the Middle East and rising inflation as oil prices roar back – pushing up borrowing costs in the U.S. and Asia. Plus, hotel chain Melia pulls out of Cuba in a blow to the island’s vital tourism sector. And WSJ defense reporter Alistair MacDonald explains how Europe is turning to homegrown defense technologies in an effort to counter U.S. dependence. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

P.M. Edition for July 23. The U.S. plans to impose new tariffs on most trade partners, replacing President Trump’s temporary global 10% tariff. Plus, the threat of escalating conflict in the Middle East drove oil prices over $100, and concerns around higher inflation made bond yields surge. WSJ markets reporter Sam Goldfarb discusses how that ripples through the economy. Meanwhile, heavy AI spending from Alphabet and Tesla spooked investors, and the Nasdaq dropped more than 2%. And after IBM issued a rare profit warning last week, the company’s earnings shed more light on what went wrong. We hear from reporter Anissa Gardizy about where its business goes from here, while tech columnist Christopher Mims spoke with IBM CEO Arvind Krishna. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.