WSJ Tech News Briefing

Plus: Amazon tests new robots and AI tools in its warehouses and delivery vans. And China releases a five-year plan that includes becoming more self-sufficient technologically. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: An amended lawsuit against OpenAI alleges the company twice loosened ChatGPT's rules on discussing suicide. And Meta cuts about 600 jobs in its AI division, but won't impact TBD Lab. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Tinder rolls out safety feature requiring users to scan their faces. And crypto-trading firm FalconX to acquire ETF manager 21shares. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Coinbase to acquire crypto-investing platform Echo for $375 million. And cooling-equipment maker XNRGY gets financial backing from Decarbonization Partners. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Chinese battery giant Contemporary Amperex Technology reports higher quarterly profit. And a former antitrust official predicts regulatory scrutiny of energy deals to power data centers. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

One of the big winners of the artificial-intelligence boom, Oracle, is facing hard questions from investors and analysts about how it plans to pay for an expensive expansion of its AI infrastructure. WSJ Heard on the Street columnist Dan Gallagher joins us to discuss where Oracle is coming up short. Plus, WSJ reporter Robert McMillan explains how those ubiquitous toll-scam text messages work and why you should never click the link. Belle Lin hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Subscriber cancellations of Disney+ and Hulu doubled in September following “Jimmy Kimmel Live!” suspension. And a second proxy advisory firm recommends Tesla shareholders reject CEO Elon Musk's proposed $1 trillion pay package. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Automakers' lack of parts leaves thousands of Ford and Jeep employees collecting unemployment. And the U.K. competition regulator raises concerns over Getty Images and Shutterstock's $3.7 billion merger. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Goldman Sachs goes after a bigger share of the AI infrastructure financing boom with a new team. And a proxy adviser urges Tesla investors to reject a $1 trillion pay package for CEO Elon Musk. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: The auto industry is panicking about a potentially damaging supply-chain disruption after the Dutch government took control of Chinese-owned chip maker Nexperia. And a teenage girl sues the maker of fake-nude software. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

OpenAI's Sora and other generative-AI video apps that can create a digital lookalike in minutes have taken social media by storm. WSJ personal tech columnist Nicole Nguyen joins us to discuss how our likenesses are no longer our own in the AI era. Plus, Heard on the Street columnist Jinjoo Lee explains how the AI bubble could really be in energy stocks. Julie Chang hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Ray-Ban maker EssilorLuxottica reports best quarter yet, says consumer appetite for AI glasses remains strong. And Foxconn shares rise after chairman meets with OpenAI and plans to meet with Nvidia. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: HPE stocks drop after projecting slower revenue growth for fiscal year 2026. And Singapore's GIC files a U.S. lawsuit against NIO for allegedly inflating its securities value. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Bank of America highlights continued momentum from tech and artificial intelligence investments. And ASML logs better-than-expected orders amid continued AI frenzy. Finally, Workday plans to set up an AI-focused research center in Ireland. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: BlackRock's AI consortium acquires Aligned Data Centers in a $40 billion deal. And driverless taxis head to London. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Walmart will sell products directly on ChatGPT. And the EU's trade chief says China's latest export controls on rare-earth materials are a concern for European companies. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Google invests $24 billion in AI in India and South Carolina. And General Motors pulls back on EV manufacturing. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's an AI showdown. Elon Musk has been building out two massive data centers in Memphis as he plays catch-up in the AI race. But will it be enough? Meanwhile, AI chips underdog Advanced Micro Devices rocked the market last week when it landed a multibillion-dollar partnership with OpenAI, directly challenging industry leader Nvidia. We'll tell you about the old-school CEO leading AMD. Julie Chang hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: JPMorgan Chase to invest $10 billion into companies vital for national security, including defense contractors, mineral manufacturers and AI firms. Tech stocks rise in response to President Trump's softened tone on China. And Bloom Energy announces AI data-center deal with Brookfield Asset Management. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Dutch government takes control of Netherlands-based chip maker Nexperia from its Chinese owner. And LG Electronics guides for a better-than-expected quarterly operating profit. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: EU scrutinizes Google, YouTube, Apple and Snapchat over their children's online-safety efforts. And the U.K. names Google as a company to keep an eye on under new competition law. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Tesla faces another investigation into its Full Self-Driving technology. And Microsoft and Anthropic hire former U.K. Prime Minister Rishi Sunak as an adviser. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Through its new partnership with Harvard Medical School, Microsoft is leaning on healthcare for its artificial-intelligence chatbot, Copilot, to gain independence from OpenAI's ChatGPT. WSJ reporter Sebastian Herrera shares exclusive details on that effort. Plus, AI is transforming how companies manage risk. Executives from FedEx and DBS Bank spoke at the recent Journal House Singapore event about how they are leveraging AI to navigate legal and regulatory challenges. Julie Chang hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: The Trump administration and Saudi Arabia make progress on a chips agreement. And a new study shows tech workers are willing to accept less pay for a remote or hybrid job. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Google announces a $5.8 billion data center investment in Belgium. And Ferrari plans to unveil its first fully electric car in 2026. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: The Nobel Prize in Chemistry is awarded to a trio of scientists for their work in developing molecular structures known as metal-organic frameworks, or MOFs. And shares of Rocket Lab rally after deal with Japanese satellite maker. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Advertising industry urges tech companies to adopt new standards for transparency in ad sales. And the European Union outlines plans to boost AI adoption. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: A trio of professors in the U.S. are awarded the Nobel Prize in physics for their work in quantum mechanics. And Dell lifts its long-term financial targets on surging AI demand. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Anthropic and IBM partner to further integrate AI into IBM's software. And Jaguar Land Rover sales plunge following cyberattack. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

An independent space company from New Zealand is looking to take on industry giants like SpaceX and Blue Origin in the rocket launch business. WSJ space business reporter Micah Maidenberg tells us about Rocket Lab and its founder. Plus, President Trump has been sharing AI-generated video memes on his social-media pages, particularly in response to the current government shutdown. WSJ reporter Amrith Ramkumar explains the controversy behind the president sharing this kind of content. Julie Chang hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Airship AI shares surge after the AI surveillance company is awarded federal contracts. And a trio of immunologists are awarded the Nobel Prize in Medicine for breakthroughs in immune-system research. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Europe's AI startups head to the U.S. for funding. And Verizon names Daniel Schulman as its new CEO. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: BlackRock nears deal to acquire Aligned Data Centers for about $20 billion. And AI venture-capital firm Gradient Ventures spins out of Google. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Delays to Nvidia and U.A.E. chips deal frustrate Nvidia CEO Jensen Huang and some senior Trump administration officials. Japanese brewer Asahi Group doesn't know when its supply chain will be restored after a cyberattack. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Researchers and companies are designing AI algorithms that can detect signs of breast cancer in mammograms before those signs are visible to the human eye. WSJ reporter Brianna Abbott joins to share how these advanced AI tools compare against current risk-detection methods. Plus, personal tech columnist Nicole Nguyen discusses some features from Google's Gemini and Amazon's Alexa+ that promise to make smart homes even smarter. Peter Champelli hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Walmart says it will keep hiring developers as the company revamps its workforce for the AI era. And Rivian narrows its 2025 delivery guidance. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Samsung and SK Hynix strike an agreement with OpenAI for its Stargate project. And Tesla sales rise in the third quarter. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Taliban accused of cutting off internet in Afghanistan. And the U.S. to take equity stake in Lithium Americas and its Nevada mining project. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Stellantis expands its partnership with Mistral to speed up AI adoption across its operations. And automakers brace for a plunge in EV sales after tax credit expires. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: CoreWeave and Meta sign $14.2 billion AI cloud infrastructure deal. And FuboTV shareholders approve Disney streaming deal. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: DeepSeek releases a new AI model that could cut usage cost in half. And YouTube agrees to pay $24.5 million to settle a lawsuit brought by President Trump over the suspension of his account. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

One big drawback of generative artificial intelligence is the vast energy and water that data centers use to power it. But AI also promises to save energy and fuel across industries such as transportation, manufacturing and building maintenance. Amy Myers Jaffe, director of the Energy, Climate Justice, and Sustainability Lab at New York University, tells us how AI could save as much energy as it uses—or more. Plus, WSJ reporter Sebastian Herrera discusses how layoffs of tech workers are affecting Seattle. Peter Champelli hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices