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WSJ Your Money Briefing

What’s News in Markets: CarMax Woes, Intel Soars, Tylenol Pressure

WSJ Your Money Briefing

The Wall Street Journal

Business News, News

4.11.7K Ratings

🗓️ 27 September 2025

⏱️ 5 minutes

🧾️ Download transcript

Summary

Why did CarMax’s earnings spook investors? And how has Intel stock gained 46% this month? Plus, what’s driving a sharp selloff in Kenvue shares? Host Jack Pitcher 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

Viking, committed to exploring the world in comfort.

0:03.6

Journey through the heart of Europe on an elegant Viking longship with thoughtful service,

0:08.1

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0:11.3

Discover more at Viking.com.

0:13.9

Hey listeners, your money briefing is on a break, but we'll be back with more personal finance

0:18.6

information for you in the future.

0:20.8

Until then, here's the news moving markets this week.

0:24.9

Hey listeners, it's Saturday, September 27th.

0:28.5

I'm Jack Pitcher for the Wall Street Journal.

0:30.8

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

0:35.2

and the news that drove them.

0:37.5

Let's get to it.

0:38.7

Stocks opened hot this week when all three major indexes set records on Monday,

0:43.7

but markets lost steam as the week went on,

0:46.1

and not for any lack of good economic news.

0:48.9

The government's final estimate of second quarter GDP growth

0:52.4

came in at a strong 3.8% compared with a prior estimate

0:56.5

of 3.3%. Meanwhile, weekly jobless claims showed a drop in the number of Americans who newly filed

1:03.6

for unemployment, and monthly durable goods orders bounced back. All three data points back

1:09.4

up the idea that the AI-powered American economy is

1:12.4

just fine, and in fact, it sets a heat back up. That's the very view that's pushed stocks to record

1:18.6

after record in recent weeks. So what gives? Well, skeptics point out the historically

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