P.M. Edition for Mar. 16. The Journal has learned that the Securities and Exchange Commission is working on a proposal that would drop a requirement that companies report their earnings every quarter. Publicly traded companies in the U.S. have reported results every three months for the past more than 50 years. Plus, Nvidia’s annual developer’s conference kicked off today, with the company navigating a big shift happening in the world of artificial intelligence. Journal reporter Robbie Whelan tells us about a type of AI computing called inference and how the world’s most valuable company is responding to the change. And policies intended to help New York City renters risks pushing out small landlords. WSJ reporter Rebecca Picciotto discusses their financial pressures and how those could affect tenants. Alex Ossola hosts.
Plus: Nvidia shares were up as the CEO gave a keynote speech at the company’s AI conference. And Dollar Tree stock climbed after the company reported quarterly profits. Katherine Sullivan hosts.
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.
Milton Friedman and others tried to explain interest rates using liquidity, economic activity, and inflation expectations. These things, however, only describe interest but do not explain it. Only the Austrian theory of time preference correctly explains interest.
Plus: Intuit halts management stock sales and accelerates buybacks. And Micron will build a second manufacturing site in Taiwan for AI memory products. Julie Chang hosts.
The Motley Fool’s Hidden Gem team talks about the latest AI infrastructure deal between Meta Platforms and neocloud company Nebius. They then pivot to talk about what’s happening with consumer spending by taking a look at Dollar Tree’s results for 2025. And finally, they pull back the curtain to reveal one of the factors they consider when looking for a stock to invest in for the long term.
Jon Quast, Matt Frankel, and Rachel Warren discuss:
-The new deal between Nebius and Meta Platforms
-How the neocloud business works
-Dollar Tree’s Q4 report and takeaways
-Picking Hidden Gems stocks: Leadership
Companies discussed: Nebius (NBIS), Meta Platforms (META), Dollar General (DG), Dollar Tree (DLTR), Nvidia (NVDA), Shopify (SHOP)
Host: Jon Quast
Guests: Matt Frankel, Rachel Warren
Engineer: Dan Boyd
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Just one week into the blockbuster antitrust trial between the Justice Department and Live Nation, the two parties reached a tentative agreement. WSJ’s Dave Michaels explores a deal that would allow the dominant concert promoter to keep ownership of Ticketmaster, a potential monopoly the DOJ had been concerned about for years. But for a coalition of state attorneys general who were also part of the original lawsuit, the deal wasn't good enough. Jessica Mendoza speaks to North Carolina Attorney General Jeff Jackson about why he didn’t sign onto the agreement and what he’s looking for as the case continues.
As the Iran war enters its third week, the Trump administration looks like it doesn’t know what it’s doing: It did not bother to consult U.S. allies before the military operation began but it now wants their help to reopen the Strait of Hormuz; POTUS keeps talking about his great victory even with Marine Expeditionary Forces en route; and the disruption in the oil markets is likely to last for months. In the face of the neutered Republican leaders in Congress, the Dems must be a hard “No” on additional funding—unless it’s about helping our people to exit safely. Plus, FCC Chair Brendan Carr is threatening broadcasters for reporting the truth about the war, JD is hiding in the hedge, our enemies are less afraid of us, the "Donroe Doctrine" looks like a joke, and a major intra-right fight has broken out online.
Chicago Mayor Brandon Johnson sits down with In the Loop host Sasha-Ann Simons to answer listener questions on everything from the Illinois primary election to efforts afoot to once again allow a subminimum wage in Chicago to questions about small business, public safety and education.
For a full archive of In the Loop interviews, head over to wbez.org/intheloop.
Ever since the U.S. and Israel launched a war on Iran, oil prices have been on a rollercoaster but overall have been trending higher. An increase in the price of oil has world-wide consequences with winners and losers. To get a snapshot of where things stand, we hear from three reporters around the world— in Russia, Germany and Taiwan.
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