Plus: The WSJ reports the EU delayed planned punishments for Apple and Meta as U.S. trade talks neared. And hedge-fund billionaire Bill Ackman discloses a nearly 20% stake in Hertz and floats expanding its Uber partnership. Victoria Craig hosts.

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A U.S. district judge ruled Google is too dominant in some parts of the online ad industry. WSJ business and legal affairs correspondent Jan Wolfe explains how that could result in Google being forced to sell off parts of its business. Then, at some big companies, artificial intelligence is designing ad campaigns with help from human beings, not the other way around. WSJ CMO Today reporter Patrick Coffee explains how marketers are leaning into AI-led strategies. Victoria Craig hosts.

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Plus: Taiwan’s TSMC says it hasn’t seen a change in customer behavior from U.S. tariffs so far. And Netflix posts higher revenue from ads and subscriptions, thanks in part to higher prices. Victoria Craig hosts.

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U.S. semiconductor companies Nvidia and Advanced Micro Devices will contend with new export restrictions on specialized chips for China and other nations. WSJ reporter Asa Fitch explains how that will hit the companies’ future earnings. Then, Meta CEO Mark Zuckerberg has tried many avenues to prevent the Federal Trade Commission’s antitrust case from going to trial. WSJ reporter Rebecca Ballhaus has an exclusive look at some of those efforts. Victoria Craig hosts.

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Chipmakers’ shares tumble after the Trump administration confirms export controls on semiconductors designed for the Chinese market. Plus, Dutch chip-equipment maker ASML feels the pressure of tariffs. And Google faces a potential $6.6 billion antitrust lawsuit in the UK. Victoria Craig hosts.

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A new type of phone scam uses AI to replicate the voices of loved ones to convince us to send money to malicious actors. WSJ family and tech columnist Julie Jargon describes how the scam works and what you can do to avoid falling victim to it. And, new U.S. tariffs and the closure of a popular trade loophole could spell trouble for bargain-app maker Shein’s business bringing Americans fast fashion from China. WSJ reporter Shen Lu explains. Victoria Craig hosts.

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Plus: JPMorgan Chase, Bank of America and Bank of New York Mellon press pause on electronic communications with their regulator following an email hack. And Johnson & Johnson says tariffs will increase costs for its medical-technology products. Victoria Craig hosts.

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Apple CEO Tim Cook has been playing the long game when it comes to President Trump’s tariffs, but his success depends on the longevity of an exemption unveiled over the weekend. WSJ columnist Tim Higgins explains. Plus, Nintendo has so far been nimble at reacting to the U.S. levies. WSJ tech columnist Christopher Mims describes how the company is adapting to get its Switch 2 game console into U.S. customers’ hands. Victoria Craig hosts.

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Meta and the Federal Trade Commission make their opening arguments in a trial that could end with a divestment of Instagram and WhatsApp. Plus: A tariff reprieve sends tech stocks higher, and Nvidia says it will make AI supercomputers entirely in the U.S. Victoria Craig hosts.

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Europe is looking at Eutelsat, a smaller rival to Starlink, to reduce its reliance on the U.S. company. Plus, how much personal information should you give an AI chatbot? WSJ personal tech columnist Nicole Nguyen dives into that in our special three-part series “Chatbot Confidential.” Victoria Craig hosts.

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