WSJ Tech News Briefing

S&P 500 third-quarter earnings are expected to grow about 30% year-over-year. However, just ten companies—led by AI chipmakers like Nvidia and Broadcom—account for two-thirds of those total profits, highlighting the market's heavy reliance on the AI boom and its costly infrastructure. WSJ reporter Hannah Erin Lang explains what this earnings concentration means for investors. Julie Chang hosts.

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American shoppers are worried that businesses are using artificial intelligence and other tech to inflate prices. WSJ retail reporter Sarah Nassauer says that’s driven by data privacy concerns, rising costs of living, and AI anxiety. But is it actually becoming more common? Danny Lewis hosts.

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The iPhone Duo is one of Apple’s most innovative products in years. The foldable smartphone was supposed to help usher in the company’s new CEO, but its debut has been met with mixed reviews and shipping delays. WSJ Apple reporter Rolfe Winkler joins to explain why. Danny Lewis hosts.

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For the past few years, WSJ tech columnist Christopher Mims has taken an electric vehicle on the ultimate test drive: a road trip. But as EV technology and the country’s charging infrastructure has changed, this year he decided to see how America’s cheapest electric car would handle one of its biggest charging deserts. Danny Lewis hosts.

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Autonomous big rigs are taking to the road as companies explore using robotrucks to ship cargo. WSJ reporter Esther Fung joins to explain why shipping is the next frontier for driverless vehicles—and why honking may become a thing of the past. Danny Lewis hosts. 

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In a new draft prospectus viewed by the Journal, Anthropic details soaring computing costs and a sprawling list of risk factors facing investors as it prepares to go public in the coming weeks. WSJ tech reporter Anissa Gardizy joins to sort through the filing and what it means for the AI giant’s future. Danny Lewis hosts.

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Netflix played a big part in transforming Hollywood and reorienting the entertainment industry around streaming. But now, the maker of hits like Stranger Things, Bridgerton and Squid Game is struggling. WSJ deputy media editor Jessica Toonkel joins to explain what is happening at Netflix and how it’s trying to chart a new course. Danny Lewis hosts.

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Michael Dell is one of the few CEOs who survived the dot-com bubble and is still running his company amid the AI boom. Dell sits down with WSJ tech columnist Christopher Mims to explain why his company is prepared to weather any downturns.

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Apple’s newest device is designed to bring Siri AI into your smart home, alongside strong privacy protections. But when the most popular—and powerful—AI agents need complete access to personal accounts and information to get the most out of their capabilities, is Apple’s dedication to privacy holding Siri back? Cybersecurity reporter Bob McMillan, personal tech columnist Nicole Nguyen and Apple reporter Rolfe Winkler debate the tradeoffs of exchanging personal data for convenience.

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Nine years after Elon Musk announced the follow up to Tesla’s original electric sportscar, the new Roadster is finally being released. But the EV market—and Tesla itself—look very different now. WSJ autos reporter Christopher Otts joins to discuss what to expect, and how people who have held onto reservations for the new model are feeling about finally getting their cars. Danny Lewis hosts.

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