What’s News in Markets: Bubble Fears, AI Slop, Toilet Stocks

WSJ Your Money Briefing

The Wall Street Journal

Business News, News

4.1 • 1.7K Ratings

🗓️ 9 May 2026

⏱️ 6 minutes

🔗️ Recording | iTunes | RSS

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Summary

How is the AI trade different from the dot-com bubble? And why wasn’t Wall Street impressed by Palantir’s blowout quarter? Plus, what does a glass company and a luxury toilet maker have to do with AI? Host Imani Moise 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	Right, home from work, walk the dog, kids are back.
0:04.4	Mom!
0:05.0	Up the stairs for something.
0:07.8	Ugh, back down, no idea what I went up for.
0:12.0	Mom, what's for dinner?
0:13.6	Chop, sizzle, done.
0:17.1	Hello, fresh, can't slow life down, but it makes bringing everyone together around the table a whole lot easier.
0:23.4	So its phones down, forks up.
0:25.5	Hello Fresh. Bring back dinner time.
0:32.6	Hey listeners. It's Saturday, May 9th.
0:36.1	I'm Imani-Mau-ouise for the Wall Street Journal.
0:38.2	And this is what's news in markets.
0:40.2	Our look at the biggest stock moves of the week and the news that drove them.
0:44.0	Let's dive in.
0:45.2	Investors spent this week chasing the next phase of the AI boom,
0:49.1	but analysts can't decide whether the AI trade looks more like the future or 1999.
0:58.1	The S&P 500 and NASDAQ both climbed to fresh records.
1:01.3	Tech stock surged, software companies staged a comeback,
1:06.1	and investors poured into everything from cybersecurity firms to Japanese toilet makers.
1:09.9	The NASDAQ led the way rising 4.5% over the week, while the S&P 500 grew 2.3%.
1:12.8	The Dow was up 0.2%.
1:19.3	Techstock stole the show this week, surging 7%, making it the best-performing corner of the S&P 500 by a mile.
	...

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