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A.M. Edition for July 23. Oil futures are rising again today, after Iran-backed Houthi militants claimed attacks on a pair of Saudi tankers in the Red Sea, and as the U.S. surges special-operations forces to the Middle East. Plus, Alphabet and Tesla shares tumble as the big-spending tech giants turn cash-flow negative. WSJ reporters Meghan Brobowsky and Becky Peterson break down the numbers and what to make of Elon Musk’s most boring earnings call ever. And the FDA investigates a new outbreak of cyclospora. Luke Vargas hosts.
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P.M. Edition for July 22. WSJ special writer Theo Francis explains how startup founders, hedge-fund managers and Silicon Valley insiders are using IRAs to supercharge their wealth. Plus, trade uncertainty comes roaring back. WSJ trade and economic policy reporter Gavin Bade explains the Trump administration’s new front on tariffs. And Journal reporter Sam Federman explains how the New York Mets turned baseball’s highest payroll into its biggest waste of money. Danny Lewis hosts.
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A.M. Edition for July 22. In a landmark agreement, President Trump okays a nuclear deal with Saudi Arabia. WSJ’s Laurence Norman explains why the commercial deal has nuclear proliferation experts concerned and could shift the balance of power in the Middle East. Plus, utilities pledge to limit increases in electricity bills caused by the data-center buildout. And in a real-life cybersecurity nightmare, OpenAI admits that a pair of its models escaped the lab and hacked into another company. Luke Vargas hosts.
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P.M. Edition for July 21. Recent AI models from China claim they’re just as powerful as some of the most cutting-edge models from OpenAI and Anthropic. Journal reporter Amrith Ramkumar joins to discuss the latest reactions from Silicon Valley and the White House. Plus, General Motors had a strong second quarter as consumers kept buying pickup trucks and SUVs. And New Jersey says a software error led to almost 400 non-citizens voting in elections in the state since 2023. Alex Ossola hosts.
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A.M. Edition for July 21. The White House claims trade discrimination in slapping new 50% tariffs on Canadian goods, including wine, hockey sticks and cement, though energy, fish and critical minerals are exempt. Plus, Kraft Heinz hopes Disney will help sprinkle some magic on its products as the sides strike a multiyear partnership. And WSJ’s Lindsay Ellis says firms built from the get-go around AI are offering a vision of a much leaner and flatter workforce that could be the future for American corporations. Luke Vargas hosts.
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WSJ’s Take On The Week - How This $150B+ Wall Street Strategy Could Lower Your Taxes
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P.M. Edition for July 20. The Magnificent Seven have dominated the stock market for years. But now, as markets reporter Hannah Erin Lang discusses, there are signs that everyday investors are buying fewer shares of the megacap tech companies as they look to find the next big AI stock. Plus, a judge puts a temporary restraining order on the $81 billion merger of Paramount and Warner Bros. Discovery. And how much coffee should you drink for a healthy heart? A new scientific statement from the American Heart Association has the answer… and it may be more than you think. Alex Ossola hosts.
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A.M. Edition for July 20. As fighting between the U.S. and Iran intensifies, Secretary of State Marco Rubio says Tehran’s actions speak louder than words, after three U.S. servicemembers were killed over the weekend. Plus, the World Cup provides an economic boost to U.S. host cities, as fears of a summer bust fizzle. And as Britain gets a new prime minister, a mix of politics, outdated regulation and higher building costs are strangling London, which needs more than one million new homes. Luke Vargas hosts.
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Tech companies are spending hundreds of billions on infrastructure to power AI, but they’ve run into a major roadblock: government regulation. From the U.S. to Europe, a growing backlash over zoning, land, and energy use is putting the brakes on data centers. WSJ reporters Will Parker and Yusuf Khan join host Alex Ossola to discuss how governments in the U.S. and Europe are stalling the AI buildout.
Further Reading
These Cities and States Are Taking Aim at Data Centers
Can a Prettier Data Center Curb the Community Backlash?
These Rural Americans Are Trying to Hold Back the Tide of AI
Bring Your Own Power, Ireland Tells Tech Titans Hungry for Data Centers
The American Rebellion Against AI Is Gaining Steam
We Tracked the Growing Pushback Against Data Centers
A Data Center Revolt in Missouri
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Can a 115-year old company reinvent itself for the AI era? And what does Apple’s rally say about the AI trade? Plus, why are Wall Street traders having their best year ever? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them.
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P.M. Edition for July 17. Taco Bell has outpaced fast-food rivals for years, but contaminated lettuce could put a damper on its growing business. Heather Haddon, who covers restaurants for the Journal, discusses how the chain is handling the situation–and why that’s crucial for its business. Plus, a new AI model from China that could rival the most cutting-edge U.S. models weighed on tech stocks today. We hear from WSJ tech columnist Christopher Mims about the challenge for Silicon Valley. And it’s the World Cup final on Sunday. WSJ sports editor Joshua Robinson tells us what he’ll be looking out for when Argentina faces off against Spain. Alex Ossola hosts.
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