WSJ What’s News - The Wall Street Journal

Latest Episodes:

Trump Pivots Back to Iran Diplomacy Aug 03, 2026

Show notes

A.M. Edition for Aug. 3. President Trump’s latest walkback came just hours after saying he was prepared to launch the biggest attack since World War II, and as Gulf countries grow frustrated over a lack of a clear U.S. strategy to end the war. Plus, the Japanese Yen rises after Washington and Tokyo launch their first joint intervention in a generation after the currency fell to a 40-year low against the dollar. WSJ Tokyo bureau chief Jason Douglas breaks down the worries that drove Washington to get involved. And California’s Democratic Party endorses the state’s proposed billionaire tax. Luke Vargas hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Buried $150 Billion Bet Inside the Top 20 U.S. Stocks Aug 02, 2026

Show notes

This week, we’re bringing you an episode of WSJ’s Take On the Week. Host Telis Demos and guest host Spencer Jakab, investing columnist and writer of the Markets A.M. newsletter, are joined by Kaitlin Hendrix, asset allocation research director at Dimensional Fund Advisors, to decode investors’ surging interest in private markets.

They break down how investors may already have exposure in their investment portfolios to private companies like Anthropic, Stripe and Flipkart, through holdings in companies like Alphabet's Google, Amazon and Nvidia. Hendrix explains why your public index fund might already provide the diversification you’re looking for, without the high fees. Plus, Jakab explains the way that big tech’s private company investments are boosting earnings to near-unprecedented levels.

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com

Further Reading:

Earnings Forecasts Are on Steroids

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What’s News in Markets: Tech Winners and Losers, Fed Fallout, Taco Bell Rebound Aug 01, 2026

Show notes

Between Microsoft, Meta, Apple and Amazon, who emerged from a big week for tech earnings unscathed? And how did Jersey Mike’s stock trade post-IPO? Plus, why did Universal Music Group lose a quarter of its value? Host Shradha Dinesh discusses the biggest stock moves of the week and the news that drove them.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Chaos in Energy Markets Boosts Big Oil Earnings Jul 31, 2026

Show notes

P.M. Edition for July 31. ExxonMobil and Chevron had a blockbuster quarter after the Iran war disrupted energy markets. Journal reporter Collin Eaton discusses the historic refining margins they’re enjoying. Plus, America’s lettuce growers are facing a steep decline in sales because of the cyclospora outbreak. As WSJ’s Amira McKee explains, that’s forcing some to make some tough choices about what to do with their current crops. And Apple saw a record decline in market cap after the iPhone maker’s disappointing outlook. Alex Ossola hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What’s News in Earnings: Can AI Investments Help Private Credit’s Recovery? Jul 31, 2026

Show notes

Bonus Episode for July 31. Investment firms like Blackstone, KKR and Blue Owl have been battered over the past year by a client exodus from private-credit funds. WSJ lead financial reporter AnnaMaria Andriotis discusses the state of the industry’s recovery from a surge in redemption requests from rattled investors and whether these firms’ investments in AI can help them recover from blows to the software sector.

WSJ reporter Matt Wirz, who covers credit, 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.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Token Costs Have Execs Rethinking AI Rollouts Jul 31, 2026

Show notes

A.M. Edition for July 31. Earnings from AI hyperscalers this week showed rising demand for their cloud services, with Amazon’s CEO forecasting corporate AI use was still in its ‘early stages.’ But as EY’s Dan Diasio tells us, rising token costs are leading many businesses to question their broader AI approach. Plus, the U.S. says Hamas has agreed to a broad plan to disarm in exchange for an eventual Israeli withdrawal from Gaza. And WSJ reporter Margherita Stancati describes how the arrival of thousands of migrants into the Spanish territory of Ceuta from neighboring Morocco is piling political pressure on the center-left government in Madrid. Luke Vargas hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why the U.S. Economy Slowed in the Second Quarter Jul 30, 2026

Show notes

P.M. Edition for July 30. The U.S. economy grew just 1.5% last quarter, lower than the previous quarter and falling short of economists’ expectations. WSJ economics reporter Harriet Torry explains why the details in the report, particularly around consumer spending, suggest things aren’t as bad as the headline number makes it seem. Plus, the buzzy AI-focused hedge fund Situational Awareness, founded by AI whiz kid Leopold Aschenbrenner, sold most of its stock portfolio to investment firm Citadel. We hear from WSJ special writer Greg Zuckerman about why this happened and where the company goes from here. And a big rally in tech companies sent U.S. stocks soaring today. Alex Ossola hosts.

See the new fronts in the Iran war.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta Slips and Microsoft Soars on AI Earnings Jul 30, 2026

Show notes

A.M. Edition for July 30. Meta shares fall and Microsoft rallies after the hyperscalers sent very different signals on how they’re monetizing their massive AI outlays. Plus, as some people are allowed to return to their homes in southwestern France, WSJ’s Ed Ballard says a debate over aging water bombers and the country’s readiness ahead of a summer of wildfires is picking up. And DoorDash secures a key certification from the FAA to use drones for deliveries. Luke Vargas hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Dive After the Fed Holds Steady Jul 29, 2026

Show notes

P.M. Edition for July 29. Fed officials voted to keep current interest rates in place. WSJ economics reporter Matt Grossman joins to discuss the internal pressure that’s building at the central bank to curb inflation. Plus, Dr. Anthony Fauci invoked the Fifth Amendment more than 100 times during a contentious Senate committee hearing about his handling of the Covid-19 pandemic. And WSJ’s Benjamin Katz explains how a potential Boeing rival could be taking flight with a plane that looks radically different from the passenger jets we’re used to. Danny Lewis hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta Faces a Mountain of Lawsuits Amid a Costly AI Pivot Jul 29, 2026

Show notes

A.M. Edition for July 29. Oil prices rise after Iran launches a surprise missile attack on U.S. forces. Plus, Europe’s luxury brands try to move past years of sluggish demand. And as Meta spends big on its AI transformation—technology CEO Mark Zuckerberg says the U.S. should help to accelerate—Journal reporter Meghan Bobrowsky says a host of lawsuits could cost it billions. Luke Vargas hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our TOPPODCAST Picks

Follow Us

Stay Connected

WSJ What’s News – The Wall Street Journal

Related Podcasts

Links

Stay Connected