OpenAI’s Sora and other generative-AI video apps that can create a digital lookalike in minutes have taken social media by storm. WSJ personal tech columnist Nicole Nguyen joins us to discuss how our likenesses are no longer our own in the AI era. Plus, Heard on the Street columnist Jinjoo Lee explains how the AI bubble could really be in energy stocks. Julie Chang hosts.

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Plus: Ray-Ban maker EssilorLuxottica reports best quarter yet, says consumer appetite for AI glasses remains strong. And Foxconn shares rise after chairman meets with OpenAI and plans to meet with Nvidia. Julie Chang hosts.

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Plus: HPE stocks drop after projecting slower revenue growth for fiscal year 2026. And Singapore’s GIC files a U.S. lawsuit against NIO for allegedly inflating its securities value. Zoe Kuhlkin hosts.

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Plus: Bank of America highlights continued momentum from tech and artificial intelligence investments. And ASML logs better-than-expected orders amid continued AI frenzy. Finally, Workday plans to set up an AI-focused research center in Ireland. Julie Chang hosts.

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Plus: BlackRock’s AI consortium acquires Aligned Data Centers in a $40 billion deal. And driverless taxis head to London. Zoe Kuhlkin hosts.

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Plus: Walmart will sell products directly on ChatGPT. And the EU’s trade chief says China’s latest export controls on rare-earth materials are a concern for European companies. Julie Chang hosts.

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Plus: Google invests $24 billion in AI in India and South Carolina. And General Motors pulls back on EV manufacturing. Zoe Kuhlkin hosts.

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It’s an AI showdown. Elon Musk has been building out two massive data centers in Memphis as he plays catch-up in the AI race. But will it be enough? Meanwhile, AI chips underdog Advanced Micro Devices rocked the market last week when it landed a multibillion-dollar partnership with OpenAI, directly challenging industry leader Nvidia. We’ll tell you about the old-school CEO leading AMD. Julie Chang hosts.

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Plus: JPMorgan Chase to invest $10 billion into companies vital for national security, including defense contractors, mineral manufacturers and AI firms. Tech stocks rise in response to President Trump’s softened tone on China. And Bloom Energy announces AI data-center deal with Brookfield Asset Management. Julie Chang hosts.

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Plus: Dutch government takes control of Netherlands-based chip maker Nexperia from its Chinese owner. And LG Electronics guides for a better-than-expected quarterly operating profit. Zoe Kuhlkin hosts.

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