WSJ What’s News

Latest Episodes:

How Eli Lilly Became the First Pharma Company to Reach a $1 Trillion Market Cap Nov 21, 2025

Show notes

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.

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What’s News in Earnings: Should Markets Worry About an AI Bubble? Nov 21, 2025

Show notes

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.

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?

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AI Bubble Fears Roar Back, Slamming Chip Stocks Nov 21, 2025

Show notes

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.
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Americans Are Looking for Deals. That’s Good News for Walmart. Nov 20, 2025

Show notes

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.

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How Nvidia Is Powering the Market Turnaround Nov 20, 2025

Show notes

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.

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Risky Bets Amped Up Crypto Gains. Now They’re Fueling Their Selloff. Nov 19, 2025

Show notes

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.

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Alternative Indicators: What Pinched Consumers Are Buying at the Liquor Store Nov 19, 2025

Show notes

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.

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

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Why Nvidia’s Results Could Jolt the Market Nov 19, 2025

Show notes

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.

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Meta Defeats Government Antitrust Case Nov 18, 2025

Show notes

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.

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Selloff Sweeps Global Markets Nov 18, 2025

Show notes

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.

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