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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.
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Nebius and Meta agree to a $27 billion AI infrastructure deal. And Foxconn expects exponential growth in AI server demand. Danny Lewis hosts.
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Plus: Uber is speeding up its rollout of robotaxi services. And EssilorLuxottica’s dominance in eyewear could erode amid smart glasses boom. Katherine Sullivan hosts.
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Plus: FedEx plans to expand its use of AI agents. And Adobe’s CEO abruptly steps down after 18 years. Danny Lewis hosts.
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Anthropic’s standoff with the Pentagon may be giving it an edge in the AI talent race, while OpenAI’s decision to make a deal with the agency has resulted in at least two resignations from high level employees. WSJ’s Meghan Bobrowsky shares the latest. Plus, WSJ enterprise tech reporter Belle Lin explains why companies are turning to digital AI clones of real people to conduct market research. Isabelle Bousquette hosts.
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Plus: Lucid launches three new models and a robotaxi as the EV company expands its midsize-vehicle platform. And Atlassian to cut about 10% of its workforce. Julie Chang hosts.
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Plus: Tesla gets license to supply electricity in Britain. And Honda expects up to $15.7 billion hit from EV strategy reassessment. Julie Chang hosts.
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Plus: WhatsApp introduces parent-managed accounts for preteens. And Microsoft rallies behind Anthropic in clash with the Pentagon. Julie Chang hosts.
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Plus: DOJ investigates Iran’s use of Binance to evade U.S. sanctions. And Oracle raises its sales outlook as demand for AI continues to outpace supply. Julie Chang hosts.
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Plus: Nvidia invests in Mira Murati’s Thinking Machines Lab. And Airbnb hires former Uber executive as new operations chief. Julie Chang hosts.
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Hear about the top tech stories of the day.
Includes news and features, plus a rundown on tech stocks on the move.
The Wall Street Journal Podcast Page