Author: The Wall Street Journal

A.M. Edition for Nov. 24. After fears from Kyiv and U.S. allies that many of the points in President Trump’s peace plan conformed with key Russian demands, the White House says officials held constructive talks with Ukraine toward ending the war. Plus, markets and stock futures have bounced back, boosted by hopes the Federal Reserve will cut interest rates next month. And ahead of a key budget announcement in Britain this week, WSJ’s U.K. bureau chief David Luhnow outlines the stakes for the Labour government, which is expected to raise taxes and cut spending. Caitlin McCabe hosts.

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This week, we’re bringing you an episode of Bold Names, which presents conversations with the leaders of the bold-named companies featured in the pages of The Wall Street Journal. On this episode, hosts WSJ’s Tim Higgins and Christopher Mims speak with Condoleezza Rice, former secretary of state, the current leader of the Hoover Institution at Stanford University and a founding partner at the strategic consulting firm Rice, Hadley, Gates & Manuel LLC. She explains why she says the U.S. needs to “run hard and run fast” and win the tech race with China. She also discusses why executives can no longer afford to think of foreign policy as separate from strategy. For additional information on the Bold Names podcast and more episodes click here. 

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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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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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