What's News in Earnings: Insights Into Banks, EVs, Retail and AI

WSJ What’s News

The Wall Street Journal

News, Daily News

4.1 • 4.2K Ratings

🗓️ 20 November 2024

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

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Summary

Bonus Episode for Nov. 20. In What's News in Earnings, we dig into earnings season with a slate of WSJ reporters to find out what companies' quarterly financial reports and earnings calls showed about what’s going on under the hood of the American economy. Auto-industry reporter Sean McLain explains w hy executives will be looking at Toyota in the coming year. Banking reporter Alexander Saeedylooks at the spli t in Americans' finances revealed by the latest earnings from big banks including JPMorgan Chase and Bank of America. Retail reporter Sarah Nassauer discusses why some retailers such as Walmart and IKEA say they are hitting pricing limits ahead of Black Friday. And technology reporter Miles Kruppa explains why it isn’t clear from Microsoft’s and Alphabet’s reports when their massive investment in generative AI might pay off. Chip Cutter hosts. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:19.9	Derivatives are not suitable for all investors and involve the risk of losing more than the
0:23.3	amount originally deposited in any profit you might have made. This is not a recommendation
0:26.8	or offer to buy, sell, or retain any specific investment or service.
0:33.4	Hey listeners, I'm Chip Cutter for the Wall Street Journal, and I'm here in the What's News
0:37.3	feed with something new that we're trying out.
0:39.4	What's News and earnings?
0:40.6	Our look at some of the main themes that are standing out in the current corporate earnings season.
0:44.8	And we're looking at what these reports can tell us about what's going on under the hood of the American economy.
0:49.4	Take a listen and let us know what you think.
0:51.4	Drop us online at WNPod at WSJ.com.
0:58.1	In this latest earnings season, most companies did fairly well.
1:02.3	About 93% of the S&P 500 had released their results through last week,
1:05.6	and earnings were up about 4% year-over-year for those companies,
1:07.3	according to the data provider Factset.
1:10.6	The earnings reports and the conference calls that go along with them can give us all
1:11.7	of you on where corporate leaders see their businesses headed. Today, we'll be looking at the
1:16.2	auto industry and why executives still can't quite figure out what to do about electric vehicles.
	...

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