WSJ What’s News

P.M. Edition for Nov. 25. It’s been a brutal month for tech companies. But the stock of Google parent Alphabet is up nearly 18% since the Nasdaq’s peak on October 29. WSJ Heard on the Street columnist Dan Gallagher talks about what Google is doing differently. Plus, Character.AI, which makes popular chatbots, is cutting off access for users under 18 because of mental-health concerns. We hear from Journal tech reporter Georgia Wells about how the company arrived at the decision. And U.S. officials say Ukraine is open to signing a newly crafted peace deal. However, diplomatic hurdles remain. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Published: 25 November 2025

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

Published: 25 November 2025

P.M. Edition for Nov. 24. In an exclusive interview, San Francisco Fed President Mary Daly says she supports a rate cut at the Fed’s next meeting in December. She has rarely been in public opposition with Fed Chair Jerome Powell. Plus, WSJ national security correspondent Michael Gordon discusses the sticking points in negotiations over President Trump’s Ukraine peace plan. And, in an unusual diplomatic move, Chinese leader Xi Jinping called President Trump to discuss Taiwan. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Published: 24 November 2025

A.M. Edition for Nov. 24. After fears from Kyiv and U.S. allies that many of the points in President Trump’s peace plan conformed with key Russian demands, the White House says officials held constructive talks with Ukraine toward ending the war. Plus, markets and stock futures have bounced back, boosted by hopes the Federal Reserve will cut interest rates next month. And ahead of a key budget announcement in Britain this week, WSJ’s U.K. bureau chief David Luhnow outlines the stakes for the Labour government, which is expected to raise taxes and cut spending. Caitlin McCabe hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Published: 24 November 2025

This week, we’re bringing you an episode of Bold Names, which presents conversations with the leaders of the bold-named companies featured in the pages of The Wall Street Journal. On this episode, hosts WSJ’s Tim Higgins and Christopher Mims speak with Condoleezza Rice, former secretary of state, the current leader of the Hoover Institution at Stanford University and a founding partner at the strategic consulting firm Rice, Hadley, Gates & Manuel LLC. She explains why she says the U.S. needs to “run hard and run fast” and win the tech race with China. She also discusses why executives can no longer afford to think of foreign policy as separate from strategy. For additional information on the Bold Names podcast and more episodes click here.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Published: 23 November 2025

Which of the major home improvement stores came out on top this week? And why is Target investing $1 billion more in store upgrades? Plus, how did the Trump administration’s loan to Constellation Energy affect its stock this week? Host Telis Demos 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

Transcribed - Published: 22 November 2025

P.M. Edition for Nov. 21. It’s mostly tech companies that have hit the milestone of a $1 trillion valuation. As WSJ Heard on the Street columnist David Wainer explains, Eli Lilly’s entrance into this elite club is for a completely different reason: weight-loss drugs. Plus, New Mexico is one of the poorest states in the U.S., but it’s planning to spend millions of dollars per year to be the first state to offer universal childcare. We hear from WSJ economics reporter Harriet Torry about how the plan will work, and what critics say. And now that the U.S. has presented its 28-point peace plan to Ukraine, President Trump says he expects an answer by Thanksgiving, leaving Ukrainian President Volodymyr Zelensky with what he calls a very difficult choice. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 21 November 2025

Bonus Episode for Nov. 21. Chipmakers are raking it in, but investors are getting nervous over “circular” AI semiconductor deals, the potential for an AI bubble and the pop that could follow. How grounded are those concerns about the AI boom? WSJ chips reporter Robbie Whelan discusses how the biggest names in chipmaking performed last quarter and what it could mean for markets. WSJ Heard on the Street writer Asa Fitch hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Further Reading: Nvidia’s Strong Results Show AI Fears Are Premature Nvidia Profits Soar, Countering Investor Jitters on AI Boom The AI Boom Is Looking More and More Fragile AMD Reports Sharply Higher Profits, Sales AMD Is an Increasingly Formidable Competitor to Nvidia Intel Surges as First Earnings Report Since U.S. Investment Shows Momentum Investors Love Intel Again. That Still Doesn’t Solve Its Problems. TSMC Raises Revenue View Again Amid Global AI Investment Frenzy CoreWeave Reports Doubling of Revenue From AI Boom CoreWeave CEO Plays Down Concerns About AI-Spending Bubble Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble? Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 21 November 2025

A.M. Edition for Nov. 21. Asian semiconductor stocks tumbled, a day after Nvidia’s gains were erased on U.S. markets as investors continue to question AI valuations. Plus, JPMorgan Chase, Bank of America, and Citigroup pull out of a planned $20 billion bailout to Argentina that was pushed by the Trump administration. And WSJ chief China correspondent Lingling Wei details how China is ramping up a new pressure campaign on Taiwan. Kate Bullivant hosts.Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 21 November 2025

P.M. Edition for Nov. 20. Walmart reported strong quarterly earnings and raised its outlook for the year as shoppers across income levels look for value. Plus, a delayed jobs report showed that the U.S. labor market added more jobs than expected in September, but that and strong earnings from Nvidia didn’t assuage jittery investors. WSJ markets reporter Hannah Erin Lang discusses what’s driving today’s market reversal. And a preliminary report into the deadly UPS cargo plane crash earlier this month found signs of metal fatigue and stress in a piece that connected the plane’s left engine to the wing. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 20 November 2025

A.M. Edition for Nov. 20. Nvidia's highly-anticipated earnings report did not disappoint with soaring profits soothing investor jitters over the AI boom. Seema Shah from Principal Asset Management explores what this all means for markets going forward. Plus, the White House drafts a peace plan for ending the war in Ukraine, featuring major concessions from Kyiv. And with bids for Warner Bros. Discovery due today, WSJ entertainment reporter Joe Flint looks at the potential buyers and who’s the likely frontrunner. Caitlin McCabe hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 20 November 2025

P.M. Edition for Nov. 19. Traders have used debt to maximize their gains as they bought and sold crypto this year—now, with prices dropping, they’re turbocharging losses too. WSJ crypto reporter Vicky Ge Huang tells us what makes those bets so risky. Plus, Target says it will invest billions in its stores as it seeks to turn around slumping sales. And minutes from October’s Federal Reserve meeting show deepening divisions, putting a rate cut at the next meeting in question. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Published: 19 November 2025

We all want a little treat—even if we’re on a budget. That desire may be part of what’s shaping U.S. liquor sales; big spirits companies are seeing growth in the sales of their smaller bottles of liquor, while sales of the pricier larger sizes decline. What does that tell us about how consumers are feeling about their wallets? Host Alex Ossola discusses with Nadine Sarwat, director and equity research analyst at brokerage firm Bernstein. And finally, in this last episode of our alternative economic indicator series, WSJ investing columnist Spencer Jakab joins Alex to take stock of all four indicators in this series—Nevada employment, copper, heavy trucks and liquor—and the picture they paint about the broader U.S. economy.  Sign up for the WSJ's free What's News newsletter. Further Listening Alternative Indicators: Can Nevada Employment Predict Where the Economy is Headed? Alternative Indicators: What’s Dr. Copper’s Prognosis for the U.S. Economy? Alternative Indicators: What Big-Rig Truck Sales Reveal About the U.S. Economy Learn more about your ad choices. Visit megaphone.fm/adchoices

Published: 19 November 2025

A.M. Edition for Nov. 19. After dropping for four straight sessions, markets are now bracing for today’s earnings report from AI-bellweather Nvidia. Plus, WSJ’s Anne Tergesen explains why millions of Americans are leaving behind old 401(k) accounts - costing savers billions in missed investment gains. And a rare Gustav Klimt portrait has shattered records, becoming the most expensive modern artwork ever sold at auction. Caitlin McCabe hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Published: 19 November 2025

P.M. Edition for Nov. 18. A federal judge has dismissed the Federal Trade Commission’s antitrust case against Meta Platforms, which alleged that the company has a social-media monopoly. We hear from WSJ tech reporter Meghan Bobrowsky about what that means for Meta. Plus, President Trump said that Saudi Crown Prince Mohammed bin Salman ”knew nothing about” the 2018 murder of journalist Jamal Khashoggi, rejecting a CIA assessment at the time. Plus, the House has passed a bill to release government files related to Jeffrey Epstein. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Published: 18 November 2025

A.M. Edition for Nov. 18. As the market rout hits everything from stocks to crypto, WSJ’s Hannah Miao explains how concerns over missing government data and lofty AI valuations are fueling the downturn. Plus, a House vote on releasing the Epstein files is expected later today, as President Trump’s grip on the GOP seems to be slipping. And companies begin pushing out employees who aren’t using AI in their day to day work. Caitlin McCabe hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Published: 18 November 2025

P.M. Edition for Nov. 17. As companies are laying off thousands of workers, they’re using new tactics like texting and emails and listen-only video calls to communicate to workers that they’ve lost their jobs. Chip Cutter, who covers workplace issues for the Journal, discusses what’s driving these new strategies and how workers are responding. Plus, the head of FEMA has resigned after about seven months on the job. And “Baby Shark Dance”—every toddler’s favorite jam—is YouTube’s most watched video ever. But that mind-blowing popularity hasn’t translated to major sales for the South Korean company behind it. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Published: 17 November 2025

Is U.S. manufacturing driving off a cliff or into the sunset—and taking the economy with it? Look no further than sales of heavy trucks. Trucking companies buy more of these big rigs when they expect they will have more stuff to ship, so declines in heavy truck sales often match up to economic contractions dating back to the 1960s. Now the data show that sales have been going downhill since 2023, falling off more dramatically since June of this year. Host Alex Ossola talks with Bob Tita, who covers manufacturing for The Wall Street Journal, and Avery Vise, vice president of trucking for data analysis and forecasting firm FTR Transportation Intelligence, about what that says about this moment in the economy, and what might be clouding the picture. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Published: 17 November 2025

A.M. Edition for Nov. 17. The White House throws its weight behind the House vote to release DOJ files related to Jeffrey Epstein. WSJ’s Scott Patterson explains what’s behind President Trump’s surprising reversal. Plus, good news for travelers: the FAA is set to lift flight restrictions today. And WSJ Paris bureau chief, Stacy Meichtry on why France is seeing a disturbing wave of museum heists and details the frightening fate of priceless crown jewels. Caitlin McCabe hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Published: 17 November 2025

Gen Z and Millennials are tightening their purse strings, and the first businesses on the chopping block are fast-casual dining spots. The usual fan favorites like Chipotle, Sweetgreen and Cava are suddenly falling out of favor with young American consumers. WSJ reporters Heather Haddon and Matt Grossman discuss how these companies are responding, and what this shift says about the broader economy. Caitlin McCabe hosts.  Further Reading Chipotle’s Big Bet on Younger Consumers Is Unraveling Are the Economy’s Salad Days Over? Chipotle Says Gloomy Consumers Are Buying Fewer Burritos Fast-Casual Chains Struggle as Diners Ditch Pricey Bowls for Cheaper Eats Learn more about your ad choices. Visit megaphone.fm/adchoices

Published: 16 November 2025

What beefy problems were Tyson and vegan alternative Beyond Meat dealing with this week? And what sent tech stocks sliding this week? Plus, how did two media giants fare while a potential deal for some or all of Warner Bros. Discovery continues to unfold? 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

Published: 15 November 2025

P.M. Edition for Nov. 14. Walmart CEO Doug McMillon is stepping down after more than a decade at the helm, and longtime executive John Furner will take his place. WSJ reporter Chip Cutter discusses how McMillon reshaped the U.S.’s biggest private employer, and what it means for its strategy with Furner in the top spot. Plus, how does online retailer Quince seem to always have what you’re looking for? Chavie Lieber, who covers fashion and culture for the Journal, goes inside the company’s strategy and how it’s able to sell high fashion “dupes” at a fraction of the price. And the U.S. has struck a trade deal with Switzerland after a charm offensive from the country’s business executives that lowers the tariffs on Swiss goods from 39% to 15%. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 14 November 2025

A.M. Edition for Nov. 14. Traders are dumping tech shares and riskier assets amid fears that delayed government data could shift expectations for a Fed rate cut in December. Plus, U.S. Customs and Border Protection agents set their sights on North Carolina as the Trump administration's immigration crackdown continues. And, WSJ economics editor Alex Frangos explains why next year’s graduates face the worst job market in five years. Kate Bullivant hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 14 November 2025

P.M. Edition for Nov. 13. AI startup Anthropic said China’s state-sponsored hackers used its tools to automate cyberattacks against corporations and governments. WSJ’s Sam Schechner reports on the inflection point for hackers’ use of AI. Disney’s shares fell after a quarterly earnings report that fell short of Wall Street’s expectations. And California is eyeing a first-of-its-kind tax on billionaires. WSJ’s Paul Kiernan unpacks the ballot initiative for a wealth tax that’s already run into steep opposition. Sabrina Siddiqui hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Published: 13 November 2025

A.M. Edition for Nov. 13. The U.S. government is back in business, but as WSJ’s Ken Thomas explains, don’t expect things to run at full tilt just yet. Plus, Democrats release a tranche of new emails from Jeffrey Epstein, in which the late financier discussed Donald Trump. And, WSJ’s Stu Woo details how a Chinese AI company worked around U.S. rules to access Nvidia’s highly coveted chips. Caitlin McCabe hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Published: 13 November 2025

P.M. Edition for Nov. 12. The House of Representatives is set to vote this evening on a spending bill that would end the longest government shutdown in U.S. history. WSJ reporter Anvee Bhutani walks us through what’s in the bill. Plus, Federal Reserve officials are divided as to whether it’s inflation or the labor market that is the bigger threat to the U.S. economy, stoking division ahead of the Fed’s December meeting. Journal chief economics correspondent Nick Timiraos explains what the disagreements mean for a possible rate cut. And the U.S. has minted its last pennies. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 12 November 2025

Economists and investors have long turned to copper as a reliable economic indicator: High prices meant the economy was humming, and low prices meant it wasn’t. That’s in part because copper is useful for so many economic activities. In fact, copper was considered such a good signal that investors gave it a nickname—Dr. Copper. But now, as high demand and tariffs affect copper prices, is the commodity’s relationship with the economy becoming blurry? Host Alex Ossola discusses this with Dec Mullarkey, head of investment strategy and asset allocation at SLC Management. This is part two of our four-part series on alternative economic indicators. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 12 November 2025

A.M. Edition for Nov. 12. The Supreme Court is holding up food aid for millions in a bid not to derail a House vote to end the government shutdown. Plus, an exclusive look at the White House push to upend how shareholders can vote on and influence the future of America's biggest companies. And President Trump moves to drill baby drill, off the coast of California. WSJ’s Giulia Petroni explains how the administration's campaign against renewable energies has already changed the outlook for oil and gas demand in years to come. Caitlin McCabe hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 12 November 2025

P.M. Edition for Nov. 11. Big companies that usually staff up for the holiday rush are adding fewer seasonal workers this year. WSJ economics reporter Justin Lahart digs into what’s behind uncertainty in the holiday jobs market and the complicated task of gauging the economic effect of government shutdown. Plus, large companies looking to take advantage of tax breaks passed by Republicans this year are finding they’re on the hook for taxes because of a 2022 law. We hear from WSJ tax policy reporter Richard Rubin about what companies are doing about it. And wealthy travelers continue to splurge on luxury hotels, where the average room cost is at a record high. Alex Ossola hosts. Send a voice memo to w-n-p-o-d at wsj.com with your experiences flying during the shutdown or leave a voicemail with your name and location at 332-214-8472.  Sign up for the WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 11 November 2025

A.M. Edition for Nov. 11. Anthropic's business-first strategy means the AI start-up is likely to turn a profit years before its consumer-focused rival, OpenAI. WSJ tech reporter Sam Schechner explains what this says about the path to success in the AI race. Plus, Congress has voted to end the longest government shutdown in history, with Democrats descending into infighting. And WSJ editor Bertrand Benoit details how Europe is facing a frightening new reality of hybrid attacks, putting the continent somewhere between war and peace. Caitlin McCabe hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 11 November 2025

P.M. Edition for Nov. 10. A settlement between merchants and Visa and Mastercard over interchange fees would let stores reject popular credit cards. WSJ reporter AnnaMaria Andriotis, who covers banking for the Journal, discusses why that’s a big change in the industry that could change how often you use premium credit cards. Plus, the longest government shutdown in U.S. history has an end in sight–and Democrats fuming at members of their own party. And while Hollywood box office has been in the doldrums after the pandemic, IMAX is an increasingly hot ticket. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 10 November 2025

Since the early 2000s, a fall in employment in the state of Nevada has preceded a broader U.S. recession. It makes sense why—the economic fortunes of Las Vegas, which make up a big part of the state’s overall economy, are intimately tied to consumers’ comfort with spending. Host Alex Ossola speaks with Andrew Woods, director of the Center for Business and Economic Research at the University of Nevada, Las Vegas, about what the state data shows now, and what it says about the health of the U.S. economy. This is part one of our four-part series on alternative economic indicators. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 10 November 2025

A.M. Edition for Nov. 10. The Senate last night moved toward ending the longest government shutdown in U.S. history, after eight members of the Democratic caucus broke rank and joined Republicans in voting to advance a spending measure. WSJ’s Siobhan Hughes explains what helped break the stalemate. Plus, an update on air travel as the FAA restricts private jets and total flight cancellations continue to climb. And WSJ’s Margarita Stancati explains why your favourite pasta might be disappearing from the store. Caitlin McCabe hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 10 November 2025

This week we’re bringing you an episode of our sister podcast WSJ’s Take On the Week, a weekly show focused on the news that’ll move markets in the week to come. In this week's episode, guest host Miriam Gottfried is joined by Michael Nathanson and Robert Fishman, senior media analysts at MoffettNathanson, to break down the potential Paramount Skydance and Warner Discovery merger. Plus, co-host Telis Demos and Miriam discuss the Supreme Court case challenging President Trump’s reciprocal tariffs, how the affordability message is winning elections, and the recent drama in the private credit market.  Further Reading Warner Discovery Moving Fast on Split or Sale, CEO Says Supreme Court Appears Skeptical of Trump’s Tariffs Wall Street Couldn’t Stop Mayor Mamdani. Now It Has to Work With Him. Private-Credit Earnings Ease Investor Concern Over Asset Class’s Health Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 9 November 2025

How have the FAA’s major flight cancellations affected the airlines? And why did E.l.f. Beauty’s stock plummet after reporting an increase in quarterly sales? Plus, what does Wall Street’s growing jitters about a possible AI bubble mean for Palantir Technologies? 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

Transcribed - Published: 8 November 2025

P.M. Edition for Nov. 7. Falling tech stocks drove the Nasdaq down 3% this week. WSJ markets reporter Hannah Erin Lang discusses what’s got investors on edge. Plus, flight cancellations due to the government shutdown scrambled travelers’ plans today, but it could get even worse, with up to 20% of flights nixed as the shutdown continues. And Microsoft’s AI chief lays out the company’s new artificial intelligence vision separate from OpenAI. WSJ tech reporter Sebastian Herrera joins to discuss. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 7 November 2025

A.M. Edition for Nov. 7. A federal judge mandated that the administration release full SNAP funds by Friday, but officials are appealing the order, even as millions of Americans await aid. Plus, we look at what nuclear testing looks like in 2025, as WSJ correspondent Thomas Grove explains what recent threats between Washington and Moscow mean. And air passengers brace for chaos as flight cancellations across the U.S. take hold. Caitlin McCabe hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 7 November 2025

P.M. Edition for Nov. 6. Tesla shareholders approve a record-setting pay package for Chief Executive Elon Musk. Go to wsj.com for more. And brokerage firm Charles Schwab has agreed to buy Forge Global, one of the major platforms that allows investors to buy shares in private companies. WSJ reporter Hannah Erin Lang discusses why Main Street investors are increasingly looking to those types of investments–and why they are risky. Plus, in an exclusive, we’re reporting that Ford Motor is considering scrapping its electric F-150 truck, a move that would make the truck America’s first major EV casualty. Sharon Terlep, who covers automotive companies for the Journal, weighs in. Alex Ossola hosts. READ: Flight-Cancellation Plans Prompt Scramble Across Travel Industry  Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 6 November 2025

Bonus Episode for Nov. 6. Global automakers are navigating a new semiconductor crisis, billions of dollars in U.S. tariffs and a sputtering market for electric vehicles. Yet sales and profits have held up much better than many feared last spring, when President Trump started his trade war. WSJ automotive reporter Stephen Wilmot discusses results from Tesla, General Motors, Ford, Mercedes and others. WSJ automotive reporter Chris Otts hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Further Reading: Automaker Production Stoppages Begin Over Semiconductor Shortage The Rest of the World Is Following America’s Retreat on EVs The Auto Industry Is Panicking About Another Potential Chip Shortage GM Shares Surge 15% on Raised Guidance General Motors Lays Off More Than 3,300 Electric-Vehicle Workers in U.S. Plants GM Aims to Deliver Eyes-Off Autonomous Driving by 2028 Ford Profit More Than Doubles on Growth in Sales of Pickups, SUVs Tesla Profit Plunges as Musk Turns Focus to ‘Robot Army’ Porsche Skids to Loss on Bad EV Bet, Tariffs Mercedes-Benz Confirms Guidance After Tariffs, Chinese Weakness Weigh on Earnings Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 6 November 2025

A.M. Edition for Nov. 6. Flight delays and cancellations loom for travelers, as the government shutdown forces 40 major airports to cut traffic by 10%. WSJ travel reporter Allison Pohle explains what that means for passengers and air safety. Plus, it’s decision day for Tesla shareholders. The WSJ’s Becky Peterson details the hurdles Elon Musk must clear to unlock a $1 trillion pay deal. And after years of tight supply, a flood of unsold new homes is suddenly flipping the script on the U.S. housing market. Caitlin McCabe hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 6 November 2025

P.M. Edition for Nov. 5. The U.S. Supreme Court heard oral arguments over President Trump’s global tariffs, and whether he exceeded his authority to impose them. WSJ Supreme Court correspondent Jess Bravin discusses the justices’ responses. Plus, we hear from Journal White House reporter Meridith McGraw on the president’s reaction to Democrats’ election victories: he’s urging Republican lawmakers to end the filibuster. And OpenAI’s CFO says that the company is not looking to go public in the near term. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 5 November 2025

A.M. Edition for Nov. 5. Democrats notched major victories last night, prompting President Trump’s ire on social media. WSJ editor Aaron Zitner breaks down what the results mean for both parties and how they could shape the national political landscape going into the 2026 midterms. Plus, Republican senators meet at the White House this morning as the government shutdown becomes the longest in history. And we look at the competition facing weight-loss giant Novo Nordisk. Caitlin McCabe hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 5 November 2025

P.M. Edition for Nov. 4. WSJ’s Congress reporter Katy Stech Ferek talks about the latest in negotiations as lawmakers search for a deal to end the shutdown. Spencer Jakab, who writes WSJ’s Markets A.M. newsletter, explains why a famous method of valuing stocks suggests rough years ahead. And it’s Election Day in the U.S. Head to WSJ’s live blog for more coverage of key races in New York City, New Jersey and Virginia. Sabrina Siddiqui hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 4 November 2025

Bonus Episode for Nov. 4. The weight-loss-drug arms race is only heating up, as Novo Nordisk attempts to snatch drugmaker Metsera away from Pfizer. But can either company compete with Zepbound seller Eli Lilly? WSJ reporter Peter Loftus discusses what earnings from Big Pharma, including AbbVie, Bristol Myers Squibb and Merck, say about the future of the industry and how companies are responding to President Trump’s drug-pricing plans, including TrumpRx. WSJ Heard on the Street columnist David Wainer hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Further Reading: Novo Nordisk Sweetens Offer for Metsera - WSJ Pfizer Sues Seeking to Block Novo Nordisk’s Effort to Undo Weight-Loss Drug Deal Why Pfizer Can Still Prevail in the Obesity Fight With Novo Nordisk The Day Pharma’s Weight-Loss Gold Rush Intensified Pfizer Profit Falls Amid Lower Covid-19 Drug Demand Novo Nordisk Seeks to Outmuscle Pfizer With $9 Billion Bid for Metsera Novo Nordisk to Shake Up Board After Obesity-Market Challenges Mounjaro Powers Eli Lilly to Bumper Quarter of Earnings AbbVie Lifts Profit Outlook as Sales Rise Bristol Myers Squibb Profit Soars, Raises Revenue Guidance Merck Profit Rises on Strong Keytruda Demand GSK Lifts Guidance After Specialty Medicines Boost Sales Novartis Expects to Ride Out Patent Losses With Sales, Profit Growth Ahead Biogen Cuts Full-Year Earnings Guidance, Despite Third-Quarter Profit Rise J&J Lifts Full-Year Sales Outlook, Fueled by Pharma, Med-Device Gains Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 4 November 2025

A.M. Edition for Nov. 4. It is election day with voters heading to the polls in states including New York, Virginia and New Jersey. WSJ’s John McCormick says that although Democrats are expected to win all three races, it will not necessarily ease the divided party’s troubles. Plus, WSJ’s Gavin Bade says there is a lot at stake for President Trump as his tariffs are set to go before the Supreme Court. And two major investors reject Elon Musk’s $1 trillion pay deal. Caitlin McCabe hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 4 November 2025

P.M. Edition for Nov. 3. In one of the biggest takeovers of the year, Kimberly-Clark has agreed to buy Tylenol maker Kenvue for more than $40 billion. WSJ business reporter Natasha Khan joins to discuss the strategy behind the deal. Plus, Chipotle has invested heavily in courting younger customers. Now, they’re feeling the economic pinch—and so is Chipotle. Journal reporter Heather Haddon talks about what the company is doing about it. And Mali may soon be the first country to fall to al Qaeda. We hear from WSJ security correspondent Benoit Faucon on what that would mean for the U.S.-designated terrorist group’s presence in Africa. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 3 November 2025

A.M. Edition for Nov. 3. Democrats are pressing President Trump to come to the table as the government shutdown nears a record 35 days. Plus, WSJ’s Chelsey Dulaney breaks down why Europe’s former economic heavyweights are falling behind their southern neighbors. And we dig into the surprising comeback of one of the housing market’s riskiest loans — and why homebuyers are taking the gamble. Caitlin McCabe hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 3 November 2025

With the New York City mayoral election just days away, many Americans outside the city are following the race closely to see if the previously unknown democratic-socialist assemblyman Zohran Mamdani will defeat former Gov. Andrew Cuomo and Republican nominee Curtis Sliwa. The results could have broad implications for the national business community and the Democratic party. WSJ reporters Joshua Chaffin and Kevin Dugan discuss what the mayoral race could mean for business and politics. Alex Ossola hosts. Further Reading Mamdani and Cuomo Trade Barbs in Tense New York City Mayoral Debate Republican NYC Mayoral Candidate Curtis Sliwa Faces Pressure to Drop Out Five Takeaways From the NYC Mayoral Debate New York’s Richest Ask ‘How Dare He?’ as Mamdani Closes In on City Hall Cuomo Pins Longshot Comeback on Reshaped New York Mayor’s Race Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 2 November 2025

How did Nvidia close out the week after becoming the first $5 trillion company? And how did increased AI spending affect the members of the Magnificent Seven that reported earnings this week? Plus, what’s causing lower demand for fast-casual dining spots like Chipotle? 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

Transcribed - Published: 1 November 2025

P.M. Edition for Oct. 31. Sudan’s civil war is taking a jarring turn in Darfur, where an Arab-led militia is now using state-of-the-art drones and execution squads to dominate the region’s Black population. WSJ reporter Nicholas Bariyo, who is based in Uganda, shares the latest on the conflict. Plus, a federal judge has ordered the Trump administration to use emergency funds to pay for federal food assistance benefits as the government shutdown continues. And across the U.S., a growing number of home purchases are falling through. We hear from Journal personal finance reporter Veronica Dagher about what’s driving the rise, and what it says about the U.S. housing market. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcribed - Published: 31 October 2025