RadCasts

Bonus Episode for Nov. 21. Chipmakers are raking it in, but investors are getting nervous over “circular” AI semiconductor deals, the potential for an AI bubble and the pop that could follow. How grounded are those concerns about the AI boom? WSJ chips reporter Robbie Whelan discusses how the biggest names in chipmaking performed last quarter and what it could mean for markets.

WSJ Heard on the Street writer Asa Fitch 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.

Further Reading:

Nvidia’s Strong Results Show AI Fears Are Premature

Nvidia Profits Soar, Countering Investor Jitters on AI Boom

The AI Boom Is Looking More and More Fragile

AMD Reports Sharply Higher Profits, Sales

AMD Is an Increasingly Formidable Competitor to Nvidia

Intel Surges as First Earnings Report Since U.S. Investment Shows Momentum

Investors Love Intel Again. That Still Doesn’t Solve Its Problems.

TSMC Raises Revenue View Again Amid Global AI Investment Frenzy

CoreWeave Reports Doubling of Revenue From AI Boom

CoreWeave CEO Plays Down Concerns About AI-Spending Bubble

Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble?

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How low will bitcoin go?

Crypto markets plunged toward April lows on Friday as a lingering liquidity crunch amplified price swings. CoinGlass data shows that the sell-off coincides with nearly $2 billion in liquidations over the past 24 hours. Will the market recover from this? CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

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Genius Group has partnered with CoinDesk for Bitcoin Treasury Month, launching the Genius x CoinDesk Quest. Participants can join the Bitcoin Academy, complete free microcourses from experts like Natalie Brunell and Saifedean Ammous, and enter to win 1,000,000 GEMs (worth 1 BTC) promoting bitcoin education and adoption.Learn more at:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠geniusgroup.ai/coindesk-bitcoin-treasury-month/⁠⁠⁠⁠⁠⁠⁠⁠⁠

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This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

The US has handed Ukraine a draft peace plan which reportedly reflects many of Moscow's demands, like giving up land. Ukraine's president has held a call with the leaders of Germany, France and Britain. Berlin says the three leaders welcomed US efforts but stressed the need to safeguard European and Ukrainian interests. Also: officials in Nigeria say dozens of pupils and staff have been abducted from a Catholic school - the third mass kidnapping in a week; The United Nations children's agency, UNICEF, says almost seventy children in Gaza have been killed in conflict-related incidents since Israel's US-brokered ceasefire with Hamas took effect last month; A growing number of women in South Africa learn to use guns to protect themselves against gender-based violence; The UN climate summit in Brazil is heading for a showdown over a draft text proposed by the hosts that fails to refer to the phasing out of fossil fuels; In a dramatic development - Mexico's Fatima Bosch, who walked out on organisers after she was publicly berated, is crowned Miss Universe; And how artificial intelligence is helping scientists differentiate between different lion roars.

The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment. Get in touch: globalpodcast@bbc.co.uk

The US has presented Kyiv with a draft peace plan that appears to favour many of Russia's demands over those of the Ukrainians.

The widely-leaked US plan includes proposals that the Ukrainian government had previously ruled out, such as ceding areas of the eastern Donetsk region that it still controls. Will Ukraine and Europe accept it?

Also in the programme: Why some South African women are training to use guns; the latest controversy around this year's Miss Universe; and  we'll talk about Frida Kahlo's art and the pop-culture phenomenon the Mexican artist has become.

(Photo shows Ukrainian President Volodymyr Zelensky at a joint press conference in Ankara, Turkey, on 19 November 2025. Credit: Umit Bektas/Reuters)

South Africa's president declares gender-based violence and femicide a national crisis after planned protests   A campaign to encourage us to donate our bodies to medical science   And Audrey Brown bids farewell to Focus on Africa     Presenter Audrey Brown   Producers: Nyasha Michelle, Yvette Twagiramariya, Patricia Whitehorne, Stefania Okereke and Sunita Nahar in London. Charles Gitonga is in Nairobi. Technical Producer: Francesca Dunn Senior Producer: Paul Bakibinga Editors:  Alice Muthengi and Andre Lombard