WSJ What’s News

What does the CoreWeave selloff signal for the AI trade? And will the iPhone Duo revive Apple’s sales? Plus, why are brokerages like Charles Schwab cracking down on margin loans? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them.

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P.M. Edition for Oct. 16. The Journal has learned that White House Press Secretary Katie Zacharia is out, after facing sharp criticism following her first briefing earlier this week. Plus, drones have struck two ships in Romanian territorial waters of the Black Sea—the first attack of its kind, and NATO says Russia is to blame. As Journal Brussels bureau chief Dan Michaels discusses, Russia’s increasingly brazen attacks are putting NATO in a tight spot: offer a rebuke without escalating the conflict unnecessarily. And gas prices are up all over the U.S., but it’s not hitting all Americans the same. WSJ economics reporter Konrad Putzier discusses which states are getting hit the hardest by prices at the pump, and what impact that might have on the midterms. Alex Ossola hosts.

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A.M. Edition for Oct. 16. A string of AI safety incidents is exposing a gaping hole for the fast-growing industry: the lack of available insurance. WSJ's Jean Eaglesham explains how AI’s ability to change the world also includes a wide-ranging capacity for harm that could leave companies that produce or use AI legally vulnerable. Plus, U.S.-Mexico trade talks hit a roadblock in Washington as WSJ’s Gavin Bade reports commerce secretary Howard Lutnick is refusing to cut tariffs on steel, aluminum and cars. And Tesla’s new Roadster takes flight, quite literally. Luke Vargas hosts.

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P.M. Edition for Oct. 15. When the FBI arrested engineer Abdulrahman Alfozan earlier this week for allegedly planting a mic in an OpenAI conference room, AI companies had already been on alert for espionage. Journal reporter Maxwell Zeff discusses what we know about Alfozan and how Silicon Valley is trying to prevent incidents like these. Plus, Meta announces that it’s teaming up with Apple to deliver open-weight AI models to Mac computers. We hear from tech reporter Meghan Bobrowsky about why the two rivals have entered a partnership. And President Trump reverses a decision by Defense Secretary Pete Hegseth, saying that the execution of Fort Hood shooter Nidal Hasan won’t be livestreamed. Alex Ossola hosts.

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Bonus Episode for Oct. 15. Big U.S. banks opened earnings season with growing profits—and warnings that rising interest rates could stop the party. Still, bankers said higher rates have yet to dent consumer or business appetite to borrow and spend. JPMorgan Chase, Goldman Sachs, Citigroup and Wells Fargo each reported higher third-quarter profit and revenue from a year earlier. WSJ banking and payments reporter Ben Glickman says that’s in part because of the near-endless need for financing related to the artificial-intelligence industry. Revenue across all four increased 9% to $115 billion.

Pierre Bienaimé 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.

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