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Plus: Nvidia and Microsoft will invest $15 billion in Anthropic. Google launches Gemini 3. And fears of an AI bubble hit the stock market. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: South Korean tech stocks rise after national conglomerates pledge billions in domestic investments. And a venture firm that exclusively invests in legal tech companies closes its second fund. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: A tough week for the crypto market. And Jaguar Land Rover slumps to quarterly loss after cyberattack. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Baidu unveils new AI chips. Disney's streaming services see subscriber growth. And Verizon plans to cut about 15,000 jobs. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Coinbase will leave Delaware and reincorporate in Texas. And Synopsys will lay off about 10% of its workforce. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: China considers a plan to send rare earths to the U.S., but keep them out of the U.S. military suppliers. And tech companies and Wall Street are finding new ways to fund AI megadeals. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Instacart reported higher third-quarter revenue and profit. And a group of Democratic senators scrutinize higher electric bills, partly attributing them to the AI boom. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Shares of Take-Two fall after the company delays the release of “Grand Theft Auto VI.” And Anthropic expands with new offices in Europe. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: OpenAI CEO Sam Altman says the startup doesn't want federal guarantees for a bailout if it fails. And Ford considers scrapping its electric F-150. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: A new computer from Quantinuum has arrived. And XPeng aims to launch robotaxis in China next year. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: AMD reports sharp increases in profit and sales. Rivian Automotive records a jump in third-quarter revenue. And Nintendo boosts guidance for the full year. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Microsoft secures new computing power capacity in deal with data center company IREN. And Palantir Technologies reports another quarter of record revenue, while shares of Amazon close at a new all-time high. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: The flurry of Silicon Valley companies trying to build AI data centers is flooding debt markets. And Charter Communications profits fell in the third-quarter as its home internet subscriber base weakens. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Apple has reported record September-quarter sales. And YouTube TV and Disney are in a showdown, with an agreement between the two set to expire at midnight. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: GM will lay off more than 3,300 workers at EV and battery plants. And Amazon Web Services plans to invest an additional $5 billion dollars in South Korea to build new AI data centers. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Nvidia unveils a new product that merges AI supercomputing with quantum. And the AI giant partners with Eli Lilly to build a supercomputer that could boost drug discovery. Julie Chang hosts. Correction: OpenAI's nonprofit parent owns a stake in its for-profit subsidiary, which has become a public-benefit corporation. An earlier version of this podcast incorrectly said OpenAI had become a for-profit company. (Corrected Oct. 28) Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Apple and Microsoft are neck-and-neck in the race to become the stock market's second $4 trillion company. And Amazon pledges more than $1.6 billion to bolster AWS and its retail business in the Netherlands. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: European aerospace and defense companies Airbus, Leonardo and Thales join forces to take on SpaceX. And Intel shows progress in its turnaround effort as it reports sales growth. Julie Chang 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: 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: 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: 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
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: 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: 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
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: 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
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 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: 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
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: 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
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: 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: 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: 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: The company also plans to release a new version of its Sora video generator that will require copyright holders to opt out. And the White House targets China's tech sector by expanding its trade blacklist. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Researchers say coordinated bot campaigns on social-media platforms are becoming more prevalent due to generative AI. And Mistral's CEO says business data will play a critical role in improving its AI models. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Meta plans to launch an ad-free version of Facebook and Instagram in the U.K. And Baidu wants driverless robotaxis in Dubai by next year. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Amazon reaches $2.5 billion settlement with FTC over allegations it misled Prime users. And CoreWeave expands its OpenAI agreement to supply data center capacity by $6.5 billion. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: NASA prepares to send astronauts around the moon as early as February. And tech stocks continue pulling back. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Amazon Fresh stores to shutter in the U.K. And startups rethink hiring plans following President Trump's new $100,000 H-1B visa fee. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Citigroup to pilot new agentic capabilities in its proprietary AI platform. And Indian tech stocks fall as President Trump's new U.S. visa rules weigh on the sector. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Porsche cuts its guidance again and delays launch of some new EV models. And Pony AI is set to hit a major profitability target by early next year. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Meta approaches media companies about AI content-licensing deals. And Huawei plans to release new AI chips over the next few years. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Rivian breaks ground on new EV factory in Georgia. And Workday will acquire Sana for $1.1 billion as part of enterprise AI push. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Apple rolls out Liquid Glass as part of iOS 26. And Rolling Stone publisher sues Google over AI summaries. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices