WSJ What’s News - Tariff Uncertainty Weighs on U.S. Stocks and Business Leaders

P.M. Edition for Feb. 23. U.S. stocks were down today after the latest tariff moves over the weekend, while U.S. business leaders are scrambling to figure out what this means for them. We hear from reporter Chip Cutter about the questions they have and how they’re trying to address them. Plus, Anthropic has accused three Chinese AI companies of using its Claude model to improve their own systems. WSJ reporter Robert McMillan discusses why Anthropic says that’s a threat to national security… and its business. And the Pentagon is flagging risks of a major operation against Iran to President Trump. Alex Ossola hosts.


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WSJ Minute Briefing - Stocks Fall Sharply on AI and Trade Concerns

The Dow lost more than 800 points. Plus: Netflix shares slide after President Trump places political pressure on the streamer. 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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Motley Fool Money - Disruption Stories: The 2 Stocks Our Analysts Think Could Be Most At Risk

We look back at stories of companies that were disrupted -- Siebel Systems and Apple (NASDAQ: AAPL( -- to better understand how disruption emerges and whether history can be a guide for disruption during the AI paradigm shift.


Asit Sharma, David Meier, and Tim Beyers discuss:

- Disruption stories from history.

- The three signs of disruption and why they matter now more than ever.

- Two companies that may be at serious risk for disruption now and for the long term.


Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!


Companies discussed: FIG, TOST, CRM, HUBS, TTD


Host: Tim Beyers

Guests: Asit Sharma, David Meier

Producer: Anand Chokkavelu

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


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The Bulwark Podcast - Jonathan V. Last: Trump’s Decadence Is Rubbing off on Americans

With a shooting at Mar-a-Lago and some real counterterrorism issues associated with Trump's threat of war on Iran, Kash Patel probably had more important matters to attend to than shotgunning beer with the U.S. hockey team. And the team itself might have remembered that Patel himself is standing in the way of investigating the murders of Alex Pretti and Renee Good. But too many people at the top don't give a crap, and others are taking their cue. And that includes the larger media, which has moved on from Minnesota, even though women are having to resort to giving birth at home out of fear that federal agents will snatch family members in the labor & delivery ward. Meanwhile Trump is aggressively promoting regime change in Iran, and Sam Altman sounds like he thinks Neo was the bad guy in "The Matrix." Plus, does Netanyahu's role in helping get Trump back into power—and perhaps pushing him to war— open up a political opportunity for Dems to put pressure on Israel?

JVL joins Tim Miller.

show notes


The Journal. - Anthropic’s Pentagon Problems

Anthropic is feuding with the U.S. military, despite their massive $200 million contract. The company says that its AI model, Claude, cannot be used for weapons development or surveillance. The Pentagon is pushing back against those limitations. WSJ's Amrith Ramkumar joins Jessica Mendoza to explain why the Department of Defense is now threatening to label Anthropic a supply chain risk.
 

Further Listening:


- AI Bots Have Social Media Now. It Got Weird Fast.

- Vibe Coding Could Change Everything

- Her Client Was Deepfaked. She Says xAI Is to Blame.

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Stuff They Don't Want You To Know - Strange News: Trump and Aliens, Andrew Gets Arrested, The Story of Takeru Kobayashi and More

Competitive eating legend Takeru Kobayashi (long suspected to perhaps have superpowers) discloses why he retired. Ben and Matt learn that, not to be outdone by former US President Obama, current US President Trump vows to expose evidence of aliens. Andrew Mountbatten-Windsor is arrested -- but not for the Epstein files. Join Ben and Matt for all this and more in this week's strange news segment.

They don't want you to read our book.: https://static.macmillan.com/static/fib/stuff-you-should-read/

See omnystudio.com/listener for privacy information.

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In the Loop with Sasha-Ann Simons - A Toymaker From Illinois Just Won In The Supreme Court

In a 6-3 decision, the Supreme Court decided that President Trump’s global tariffs on imported goods were unconstitutional. With Trump promising to find other ways to impose his tariffs, small business owners are unsure of how or if they’ll get their entitled refunds. In the Loop spoke with Stephen Woldenberg, Senior Vice President of Sales for Learning Resources, the Vernon Hills-based business that led the charge to bring the legal case to the country’s highest court. Plus, we talk to Cécile Shea, nonresident senior fellow on security and diplomacy at the Chicago Council on Global Affairs. For a full archive of In the Loop interviews, head over to wbez.org/intheloop.

1A - ‘If You Can Keep It’: The Private Companies Profiting Off ICE

President Donald Trump’s immigration crackdown has real human costs. Some 13 people have been shot by ICE and federal agents since September, two of which were fatal. The number of people held in detention centers increased by nearly 75 percent in 2025. Around 68,000 people are currently detained in these facilities, according to the latest ICE data.

And those arrested with no criminal record rose by over 2,000 percent since Trump took office. That’s according to a report last month from the American Immigration Council. That’s a non-partisan non-profit focused on immigrant rights.

But for private companies invested in the administration’s agenda, that human cost has meant a hefty pay check. The private prison companies CoreCivic and The GEO Group have both reported $2 billion, or a 13 percent increase, in revenue in 2025. The two contractors opened nine new detention centers for ICE use.

In this installment of our weekly politics series, “If You Can Keep It,” the private companies profiting from President Trump’s immigration crackdown.

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