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WSJ Your Money Briefing

What’s News in Markets: Bank Earnings, Nvidia Gains, MP Materials Deal

WSJ Your Money Briefing

The Wall Street Journal

News, Business News

3.81.6K Ratings

🗓️ 19 July 2025

⏱️ 5 minutes

🧾️ Download transcript

Summary

Why were bank stocks down if bank earnings were strong? And how is Nvidia back in business in China? Plus, which company did MP Materials strike a deal with this week? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. 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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0:00.0

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0:05.0

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0:07.0

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0:13.0

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0:17.0

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0:21.4

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0:26.6

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0:32.8

Hey listeners, it's Saturday, July 19th. I'm Francesca Fontana for the Wall Street Journal,

0:39.4

and this is What's News and Markets, our look at the biggest stock moves of the week and the news

0:44.1

that drove them. Let's get to it. The stock market shrugged off the latest tariff threats from

0:49.9

President Trump to start this week, and it looked like investor focus was primarily on the

0:55.4

economic data and earnings, including a bunch of bank earnings, which I'll talk about in a bit.

1:01.6

On Tuesday, we got June's Consumer Price Index, which showed that inflation picked up last

1:06.8

month. And while the headline number came in line with forecasts, price increases for goods

1:12.1

like furniture and major appliances indicate to analysts and economists that Trump's trade policies

1:17.9

may be raising the cost of living. Then, on Thursday, investors welcome to better than expected

1:24.1

retail sales and weekly jobless claims. June's 0.6% rise in sales largely reversed the drop that we saw for May, suggesting that

1:33.3

tariff-driven price rises and broader uncertainty aren't deterring shoppers.

1:38.3

All in all, the major indexes ended mixed for the week.

1:41.3

The Dow finished 1% lower, while the S&P 500 and NASDAQ, both of which

1:46.4

notched new record closes during the week, ended higher. The S&P 500 gained 0.6% and the NASDAQ gained 1.5%.

1:55.8

First up, we had a flurry of bank earnings Tuesday and Wednesday.

...

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