Show Notes
A.M. Edition for Sept. 25. Bonds have come off yesterday’s highs thanks to a retreat in oil prices, after Iran offered to reopen the Strait of Hormuz within seven days, if its terms are met. But WSJ correspondent Benoit Faucon says President Trump is unlikely to compromise ahead of the midterms. Plus, cracks begin to show in Oracle’s massive AI data-center buildout. And a pro-Trump, anti-communism ad paid for by the U.S. government, hits the airwaves. Luke Vargas hosts.
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A.M. Edition for Oct. 22. As the U.S. and Israel signal a possible escalation, Middle Eastern mediators scramble to give new life to talks with Iran. While President Trump said he won’t attack before the midterms, WSJ’s Middle East correspondent Benoit Faucon said he’s recently sounded some hawkish notes. Plus, tech stocks sell off globally after a bevy of earnings releases from AI companies disappoint investors and put an abrupt stop to Wednesday’s relief rally. And Mark Zuckerberg agrees to stay in California, for now, as Meta splits its stock to potentially help him pay a future tax bill. Luke Vargas hosts.
P.M. Edition for Oct. 21. Toyota’s RAV4 had long been the most popular SUV in the U.S. But now, as autos reporter Chris Otts discusses, production decisions from the Japanese carmaker undermined that leader status. Plus, Journal Ukraine bureau chief Marcus Walker fills us in on what’s happening on the battlefield. And security researchers, with the help of AI, discovered a vulnerability that puts up to 70% of the world’s websites at risk. Alex Ossola hosts.
A.M. Edition for Oct. 21. Elon Musk says Tesla and SpaceX are discussing a potential tie up that would create a $3.5 trillion tech giant. Plus, the U.K. says yes to more North Sea gas as the Iran war raises energy-security concerns and pushes inflation higher. And the CEO of staffing company Randstad tells us who’s hiring in a relatively quiet labor market, and what can be done to fix the mess that’s applying for a new job. Luke Vargas hosts.
P.M. Edition for Oct. 20. The Wall Street Journal is exclusively reporting that the decision to cap the Starlink speeds, rendering some of Ukraine’s drones useless, came from Musk. Plus, a new draft prospectus ahead of Anthropic’s IPO shows that the company has red-hot revenue growth. But WSJ tech reporter Anissa Gardizy tells us it also has high compute costs and a long list of risks. And a bipartisan group of former U.S. officials is urging Congress to pass an energy bill that they say is critical for countering China. We hear from WSJ reporter Benoit Morenne about why the midterms are teeing up a fight over the bill’s future. Alex Ossola hosts.
A.M. Edition for Oct. 20. Albertans have voted to remain in Canada, avoiding a political crisis amidst the U.S. trade war. WSJ’s Canada correspondent Amanda Coletta explains what the results mean for Prime Minister Mark Carney’s plan for growth. Plus, Japan launches a spacecraft to explore Mars’s moons, as the country looks to carve out a role in the lucrative commercial space market. And just two weeks away from the midterms, WSJ’s Terell Wright details five ways Americans' finances have changed under President Trump. Luke Vargas hosts.