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Which of the major home improvement stores came out on top this week? And why is Target investing $1 billion more in store upgrades? Plus, how did the Trump administration’s loan to Constellation Energy affect its stock this week? Host Telis Demos discusses the biggest stock moves of the week and the news that drove them.
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Which of the major home improvement stores came out on top this week? And why is Target investing $1 billion more in store upgrades? Plus, how did the Trump administration’s loan to Constellation Energy affect its stock this week? Host Telis Demos discusses the biggest stock moves of the week and the news that drove them.
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P.M. Edition for Nov. 21. It’s mostly tech companies that have hit the milestone of a $1 trillion valuation. As WSJ Heard on the Street columnist David Wainer explains, Eli Lilly’s entrance into this elite club is for a completely different reason: weight-loss drugs. Plus, New Mexico is one of the poorest states in the U.S., but it’s planning to spend millions of dollars per year to be the first state to offer universal childcare. We hear from WSJ economics reporter Harriet Torry about how the plan will work, and what critics say. And now that the U.S. has presented its 28-point peace plan to Ukraine, President Trump says he expects an answer by Thanksgiving, leaving Ukrainian President Volodymyr Zelensky with what he calls a very difficult choice. Alex Ossola hosts.
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Plus: Eli Lilly’s weight loss drugs propel it to a $1 trillion market cap. And Gap shares rise after seeing sales growth. Katherine Sullivan 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: Pony AI will gain global momentum, say analysts. And the SEC drops its landmark cyber case against SolarWinds. Julie Chang hosts.
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Plus: Ukrainian President Volodymyr Zelensky says his country faces a difficult choice over the Trump administration’s proposed plan to end the war. And New York Fed President John Williams, a key ally of Jerome Powell, says he sees room for an interest rate cut in the near term. Zoe Kuhlkin 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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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.
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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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Plus: Paramount, Comcast and Netflix submit bids for Warner Brothers Discovery. And Ubisoft Entertainment shares climb. Zoe Kuhlkin hosts.
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Plus, major U.S. banks pull out of a planned $20 billion bailout for Argentina. And Paramount, Comcast, and Netflix all submit bids for Warner Bros. Discovery. Kate Bullivant hosts.
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A.M. Edition for Nov. 21. Asian semiconductor stocks tumbled, a day after Nvidia’s gains were erased on U.S. markets as investors continue to question AI valuations. Plus, JPMorgan Chase, Bank of America, and Citigroup pull out of a planned $20 billion bailout to Argentina that was pushed by the Trump administration. And WSJ chief China correspondent Lingling Wei details how China is ramping up a new pressure campaign on Taiwan. Kate Bullivant hosts.
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