Plus: Apple said it would substantially increase capital expenditures. Palantir was awarded a $10 billion dollar, 10-year federal contract. Ariana Aspuru hosts.
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Plus: Apple said it would substantially increase capital expenditures. Palantir was awarded a $10 billion dollar, 10-year federal contract. Ariana Aspuru hosts.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Bonus Episode for Aug. 1. Logistics companies that deliver the goods you use everyday are grappling with rapid shifts in freight demand due to President Trump’s trade war. Warehouse operator Prologis, trucking giant J.B. Hunt and parcel carrier United Parcel Service are also still dealing with a yearslong slump in freight demand following the pandemic. Elsewhere in the industry, railroad giants Union Pacific and Norfolk Southern plan to merge in a deal that would create the first coast-to-coast rail operator in U.S. history. WSJ reporter Esther Fung discusses what companies are saying in earnings reports and analyst calls.
Liz Young 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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Bonus Episode for Aug. 1. Logistics companies that deliver the goods you use everyday are grappling with rapid shifts in freight demand due to President Trump’s trade war. Warehouse operator Prologis, trucking giant J.B. Hunt and parcel carrier United Parcel Service are also still dealing with a yearslong slump in freight demand following the pandemic. Elsewhere in the industry, railroad giants Union Pacific and Norfolk Southern plan to merge in a deal that would create the first coast-to-coast rail operator in U.S. history. WSJ reporter Esther Fung discusses what companies are saying in earnings reports and analyst calls.
Liz Young 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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Businesses around the world try to make sense of Trump’s tariff announcements, ICC says. And Exxon Mobil seeks M&A possibilities as oil giants post lower profits in the latest quarter. Zoe Kuhlkin hosts.
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Plus: A top Intel chip-packaging expert takes a job at Samsung. Sources say Axiata will start the sale process for the world’s sixth-largest tower company. Ariana Aspuru hosts.
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Plus: Steve Witkoff heads to Gaza as part of an attempt to develop a new aid-distribution plan. And, Ray Dalio sells his remaining stake in Bridgewater. Azhar Sukri hosts.
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A.M. Edition for Aug 1. As the deadline for many countries to clinch trade agreements expires, President Trump moves to hike levies on scores of countries, while delaying their implementation until Aug 7. WSJ finance editor Alex Frangos unpacks the ins and outs of this new trade order. Plus, WSJ data reporter Inti Pacheco takes a stroll down main street to explain how tariffs are affecting American businesses and consumers. And, Ray Dalio sells his remaining stake in Bridgewater, the hedge fund that made him a billionaire. Azhar Sukri hosts.
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Chip startups are battling to sell cloud-computing providers the custom-built inference chips of the future. But the question is, can they actually make a dent in AI’s projected energy demand? WSJ columnist and co-host of the Bold Names podcast, Christopher Mims joins us to explain. Plus, Hollywood is losing ground to YouTube as the tech giant wins the battle for TV viewers. Belle Lin hosts.
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Further Reading
How YouTube Won the Battle for TV Viewers
The New Chips Designed to Solve AI’s Energy Problem
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President Trump gives Mexico more time for trade talks. Plus: Microsoft and Meta Platforms post strong earnings. EBay logs better-than-expected results. And Apple and Amazon post earnings after the bell. Charlotte Gartenberg hosts.
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An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor.
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Plus: Apple’s iPhone sales blew past estimates as some customers raced to beat potential price increases from tariffs. Amazon posts higher sales and profit in its latest earnings report. And, some tech giants are revising their AI claims after scrutiny from a regulatory group. Ariana Aspuru hosts.
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