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The Nasdaq also rose to fresh highs as progress in trade talks bolstered markets. Plus: Intel shares fell after it reported a wider quarterly loss and announced 15% of staff will be laid off. And Samuel Adams brewer Boston Beer said it expects tariffs to have a more moderate effect on its costs. Danny Lewis hosts.
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P.M. Edition for July 25. American corporations have paid much of the additional $55 billion in tariffs that the U.S. has collected this year. WSJ economics reporter Jeanne Whalen explains why these companies are footing the bill, and when we might expect to see those costs passed on to consumers. Plus, earlier this week Columbia University agreed to pay the Trump administration $200 million to restore its federal funding. We hear from WSJ White House reporter Natalie Andrews about how this agreement may provide a blueprint for negotiations with other schools. And banks are getting picky about who they want as credit card customers. WSJ personal economics reporter Imani Moise discusses what kinds of customers they’re looking for, and the impact this higher bar could have on consumers. Alex Ossola hosts.
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Financial Times San Francisco Bureau Chief Stephen Morris joins for our weekly discussion of the latest tech news. We cover: 1) Is GPT-5 really on its way? 2) GPT-5's reported capabilities 3) Is Sam Altman going to call GPT-5 AGI? 4) If GPT-5 codes well, where does that leave Anthropic? 5) Stargate hasn't made a single data center deal yet 6) Scaling Laws back in vogue? 7) AI math olympiad faceoff 8) AI data centers energy costs 9) Google's impressive earnings 10) Tesla's dark outlook 11) Satya Nadella addresses Microsoft's morale after layoffs
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Meme stocks had a huge week, earnings season got into full swing with Alphabet going big on AI, and we draft our top stocks in the S&P 500 today.
Travis Hoium, Lou Whiteman, and Emily Flippen discuss:
- Meme stock mania returns
- Alphabet’s $85 billion AI bet
- Fantasy stock draft
- 60-second earnings takes
- Radar stocks
Companies discussed: Alphabet (GOOG, GOOGL), GXO, UPS, Accenture (ACN), Truist (TFC), Tyler Technologies (TYL), Lululemon (LULU), Chipotle (CMG), Apple (AAPL), Alphabet (GOOG), GM (GM), MGM Resorts (MGM), Garmin (GRMN), Chagee Holdings (CHA), Intel (INTC).
Host: Travis Hoium
Guests: Lou Whiteman, Emily Flippen
Engineer: Dan Boyd
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Plus: Imax reported better-than-expected second quarter results. And, Kentucky sues Temu over China-linked security threat. Ariana Aspuru hosts.
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Last week, CBS cancelled “The Late Show with Stephen Colbert.” The network said that ending the show was “purely a financial decision.” Over the years, late-night audiences and profits have dwindled. But some fans have suggested the move was partly political: CBS pulled the plug just days after Colbert criticized Paramount, CBS’s parent company, for agreeing to settle a lawsuit with President Trump for $16 million. WSJ’s Joe Flint delves into the controversy and the economics of late-night TV. Annie Minoff hosts.
Further Listening:
-Will Paramount Settle With Trump?
-Why Buying Paramount Global Won't Be Easy
-’Love Is Blind' Is Back. Not All the Drama Is On-Screen.
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Acting with unpredictable alacrity and unpredictable brevity, we break down the Supreme Court's recent interim order in Trump v. Boyle, and discuss what it means for the unitary executive, and for the shadow docket. We also debate the best name for the Court's emergency/interim orders docket.
By Matthew Nienow