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Plus: Linda Yaccarino, former CEO of X, lands at eMed Population Health. And NASA’s acting administrator Sean Duffy directs the agency to support more private space stations. Julie Chang hosts.
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Plus: The U.S. trade gap shrank to its lowest level in June since 2023. And India defends its ability to buy Russian oil, despite President Trump’s threats of higher tariffs. Alex Ossola 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 Aug. 5. Six of the so-called Magnificent Seven companies have reported quarterly earnings, with only Nvidia, the most-valuable of them all, yet to release its results. Heard on the Street’s Asa Fitch talks about how much better it can get for the stocks harnessing AI-mania to propel the stock market. Asa, who also writes the Journal’s new AI newsletter, says that the hyperscalers show no sign of slowing their furious pace of capital investment in infrastructure, but he cautions that continuing to top investors’ lofty expectations is becoming more of a challenge.
Markets AM writer Spencer Jakab 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. 5. Six of the so-called Magnificent Seven companies have reported quarterly earnings, with only Nvidia, the most-valuable of them all, yet to release its results. Heard on the Street’s Asa Fitch talks about how much better it can get for the stocks harnessing AI-mania to propel the stock market. Asa, who also writes the Journal’s new AI newsletter, says that the hyperscalers show no sign of slowing their furious pace of capital investment in infrastructure, but he cautions that continuing to top investors’ lofty expectations is becoming more of a challenge.
Markets AM writer Spencer Jakab 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.
Sign up for the WSJ's free WSJ AI & Business.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: German chip maker Infineon Technologies lifts its guidance as semiconductor demand picks up. Three people are arrested over the suspected theft of TSMC’s trade secrets. Ariana Aspuru hosts.
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Plus: The Trump Administration announces a pilot program requiring some travelers on visas to post bonds of up to $15,000 to enter the U.S. And, oil prices continue on OPEC+ decision to raise output. Azhar Sukri hosts.
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A.M. Edition for Aug 5. President Trump is looking to step up pressure against banks for dropping clients over perceived discrimination against conservatives and crypto companies. WSJ editor Alex Frangos says it comes as investors are increasingly worried about political interference on Wall Street. Plus, The Justice Department tasks a grand jury with reinvestigating the intelligence community’s findings over Russia’s efforts to influence the 2016 presidential election. And, in a bid to deter foreigners from overstaying their visas, The State Department might require travelers entering the U.S. to post a bond of up to $15,000. Azhar Sukri hosts.
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AI chatbots have a tendency to flatter users—a term called AI “sycophancy.” And while it feels good, you may pay a high price for that praise. Malihe Alikhani, an assistant professor of AI at Northeastern University’s Khoury College of Computer Sciences, joins us to explain the risks. Plus, should you keep your digital secrets in a digital safe? Belle Lin hosts.
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Investors increase their bets that the Federal Reserve will cut interest rates in September. Plus: Palantir reports $1 billion in revenue and boosts its outlook. Anthony Bansie 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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P.M. Edition for Aug. 4. Tesla’s board has approved an interim pay package for CEO Elon Musk to incentivize him as he is dividing his time between several companies, with plans for a longer-term pay strategy. WSJ special writer Theo Francis reports that Musk wouldn’t be the only chief executive to enter the exclusive club of gaining stock-based pay worth more than $1 billion in a single year. Plus, though President Trump only signed his tax-and-spending megabill into law last month, some companies are already starting to feel the impact by having more cash on hand. We hear from the Journal’s Heard on the Street columnist Jonathan Weil about what that means for companies, their investors and the federal deficit. And as consumer spending stagnates, Americans are on the hunt for a good deal. WSJ corporate news reporter Katherine Hamilton discusses how U.S. consumers are trying to save money, and how companies are responding. Alex Ossola hosts.
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