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A decline in JPMorgan’s stock weighs on the Dow. Plus, CVS Health shares gain on an improved outlook. And Ares Management gets a boost on news it’s joining the S&P 500. Danny Lewis 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 Dec. 9. OpenAI CEO Sam Altman declared a “code red” last week to prioritize the company’s ChatGPT chatbot after a competitive threat from Google. WSJ reporter Sam Schechner explains what drove that decision and the implications it could have for ChatGPT, the world’s dominant chatbot. Plus, what investors expect as the Federal Reserve kicks off its last meeting of the year ahead of tomorrow’s rate decision. And why is it so hard to get a clear picture of the economic health of U.S. consumers? WSJ’s Telis Demos says one reason is the rise of a lending alternative: private credit. Alex Ossola hosts.
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$70 billion can get a lot… but in the case of Netflix, it can’t buy anything better than Warner Bros Discovery. Host Emily Flippen is joined by Jason Hall and Dan Caplinger to break down what it means for investors, streamers, and how to evaluate mega-mergers to determine when they’re accretive or dilutive.
They cover:
- What Netflix is actually buying - and why Warner Bros said “yes” to Netflix over Paramount and Comcast.
- Whether or not this smart capital allocation or peak hubris on the part of Netflix
- A framework for judging mega-mergers in your own portfolio and how to evaluate when they do (or don’t!) make sense
Companies discussed: WBD, NFLX, DIS, PARA, CMCSA
Host: Emily Flippen, Dan Caplinger, Jason Hall
Producer: Anand Chokkavelu
Engineer: Dan Boyd
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Earlier this year, OpenAI and chip-designer Advanced Micro Devices, or AMD, announced a multibillion-dollar partnership to collaborate on AI data centers that will run on AMD processors, one of the most direct challenges yet to industry leader Nvidia. WSJ’s Robbie Whelan spoke to the CEO of AMD Lisa Su about the deal, her company and the prospect of an AI bubble. Ryan Knutson hosts.
Further Listening:
- CoreWeave, the Company Riding the AI Boom
- The Unraveling of OpenAI and Microsoft's Bromance
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The mayor of a city in the state of Michoacan, Mexico launched a full-frontal assault on organized crime in his community. Last month he was assassinated by a lone gunman. His death has lead to a protests across Mexico and calls for more to be done to combat drug cartels and corruption.
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Plus: Walmart’s new AI era. And Canada ramps up its military satellite communications capabilities. Danny Lewis hosts.
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How can a star disappear? As Ben, Matt and Noel learn in this evening's Classic episode, there's more than a bit of weirdness involved: a few years back, an enterprising group of astronomers and astrophysicists found themselves transformed into full-on space detectives when a cursory observation of a luminous blue variable star located in the Kinman Dwarf galaxy revealed the star had simply... vanished. This is, according to what our species understands, impossible. Something this big should leave some sort of trace. So what happened? Join Ben, Matt and Noel as they explore the ongoing cosmic conundrum, exploring the story of this galactic noir mystery -- and, ultimately, attempting to learn what led to its untimely disappearance.
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