President Trump has proposed sweeping tariffs on chips, while offering an exemption: companies that invest in manufacturing in the U.S. won’t have to pay. It’s an attempt to incentivize more chip production in the U.S., but WSJ Heard on the Street writer Asa Fitch notes that key chip-making companies already have invested in U.S. factories. Plus, Disney is in a difficult bind when it comes to AI. The WSJ’s Jessica Toonkel takes us inside the company’s thinking. Peter Champelli hosts.

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Plus: Ford announces plans to overhaul Kentucky factory to launch $30,000 electric pickup. And Chinese battery maker Contemporary Amperex Technology suspends major mining project. Julie Chang hosts.

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Plus: Intel CEO Lip-Bu Tan to visit the White House today. And video-sharing site Rumble plans to buy AI cloud-computing group Northern Data. Julie Chang hosts.

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Plus: Lyft bets on robotaxis. And battery startup Lyten buys bankrupt Northvolt’s remaining European assets. Julie Chang hosts.

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Plus: SMIC says U.S. tariffs should continue to have a limited impact on the chip maker. And Meta settles a defamation lawsuit. Meanwhile, its new AI team is now called TBD Lab. Julie Chang hosts.

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Apple CEO Tim Cook kicked off a plan to manufacture iPhones in India years ago. It was one of a series of savvy moves, along with a newly announced $100 billion U.S. investment, that have helped the company avoid President Trump’s recent tariff threats. WSJ South Asia bureau chief Tripti Lahiri joins us to discuss Apple’s plans. Plus, should you spy on your child’s phone? WSJ family and tech columnist Julie Jargon makes the case for snooping. Belle Lin hosts.

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Plus: Space company Firefly Aerospace goes public. And General Motors plans to import batteries from China despite steep tariffs. Julie Chang hosts.

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Plus: President Trump imposes roughly 100% tariffs on chips coming to the U.S. The EU says its exports of chips to the U.S. will face a 15% tariff ceiling. SoftBank posts quarterly profit. Ariana Aspuru hosts. 

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Plus: FTC moves to block Edwards Lifesciences acquisition of JenaValve Technology. And North Korea expands satellite launch site. Julie Chang hosts.

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Plus: Shopify, Disney, Uber and Siemens Energy report strong second-quarter earnings. And Apple may soon announce an investment in the U.S., according to National Economic Council director Kevin Hassett. Ariana Aspuru hosts.

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