The U.S. Economy Is Hooked on AI Spending

WSJ What’s News

The Wall Street Journal

News, Daily News

4.1 • 4.2K Ratings

🗓️ 25 November 2025

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

A.M. Edition for Nov. 25. Talks to end the war in Ukraine move into a new phase, as a top U.S. Army official meets with a Russian delegation in Abu Dhabi. WSJ national security reporter Robbie Gramer breaks down how peace talks got to this point. Plus, WSJ economics reporter Konrad Putzier unpacks how a reversal in AI euphoria could hit the U.S. economy hard. And Amazon bets that customers are finally ready to buy big-ticket items like cars and Chanel bags on its website. Caitlin McCabe hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hey Harry.
0:00.7	Hello mate.
0:01.5	Got any tips for the football?
0:02.8	Your best bet is to head over to Bet Victor.
0:04.9	They're giving new customers a terrific welcome offer. If you bet a minimum of £10, they'll give you £30 in three bets. Oh, that's a steel of a deal. It's a good darn deal that'll make your squirrel for real. Neil? My name's not Neil. I know, bet it rhymes. Listen to Harry and make your best bet on the football at Betvictor.
0:23.4	18 plus opt in best bet on the football at BetVictor.
0:23.3	18 plus opt in and bet on any football marketing at odds of evens or greater no, cash out seven-day expiry terms and conditions apply.
0:28.8	Gambleaware.org.
0:33.8	Talks to end the war in Ukraine enter a new phase as a top U.S. Army official takes on an unexpected diplomatic role, speaking directly to Russia.
0:44.3	Plus, what happens to the U.S. economy if you take away AI spending? Well, things start to look a little less rosy.
0:51.3	There are some calculations that basically estimate that about half of
0:55.9	GDP growth in the first half of this year is due to AI. And the story is really that without AI,
1:01.7	there really isn't growth in many other parts of the economy. And if you're serious about selling
1:07.5	your home, you might need to drop the price. It's Tuesday, November 25th.
1:12.9	I'm Caitlin McCabe for the Wall Street Journal, and here is the AM edition of What's News,
1:17.4	the top headlines and business stories moving your world today.
1:25.6	We begin with the latest in the complicated push for peace in Ukraine.
1:31.2	We are reporting that Army Secretary Dan Driscoll met with a Russian delegation in Abu Dhabi yesterday,
1:37.5	with more discussions continuing today in a sign that peace talks have entered a new phase,
1:42.6	including direct talks with Moscow.
1:45.1	Driscoll is well-liked by the administration and has been called a killer in the past by President
1:50.0	Trump. His role here is a departure from his usual focus on training soldiers.
	...

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