What’s News in Markets: Bubble Fears, AI Slop, Toilet Stocks
Episode Date: May 9, 2026How is the AI trade different from the dot-com bubble? And why wasn’t Wall Street impressed by Palantir’s blowout quarter? Plus, what does a glass com...
Your Money Briefing is your personal-finance and career checklist, with the news that affects your money and what you do with it. From spending and saving to investing and taxes, the Wall Street Journal’s finance reporters and experts break down complicated money questions every weekday to help you make better decisions about managing your money. Hosted by J.R. Whalen.
299 episodes transcribedHow is the AI trade different from the dot-com bubble? And why wasn’t Wall Street impressed by Palantir’s blowout quarter? Plus, what does a glass com...
Big tech is finally cashing in on AI, but who is making the biggest profits? And what does a weakened OPEC mean for oil markets? Plus, how is Avis get...
This week we are featuring an episode of What’s News Sunday that’s part of an ongoing WSJ series on the cost of divorce. It’s not just about who gets...
When will the oil shock fade? And why are defense companies losing ground despite booming demand? Plus, how AI is giving legacy tech a second act. Hos...
Why the S&P 500 and Nasdaq composite finished with fresh records? And, are luxury fashion stocks no longer in vogue? Plus, is pivoting to AI a good co...
Which stocks got a boost from the cease-fire? And how are airlines dealing with surging jet fuel costs? Plus, why is Intel this week’s big stock winne...
Why are oil prices and oil stocks moving in opposite directions? And are megadeals a recipe for buyer’s remorse? Plus, get ready for one of the bigges...
Why are last year’s market darlings falling out of favor? And is Big Tech having its “Big Tobacco Moment”? Plus, how energy stock gains translate to...
Why are investors turning away from gold? And why weren’t Micron Technology’s blowout earnings good enough? Plus, why is Super Micro’s co-founder in h...
Why are salty snacks hurting Campbell’s shares? And what’s ailing Centene stock? Plus, why Petco thinks it can make a profit comeback? Host Xavier Mar...
What do rising oil prices mean for the stock market? And why did foreign stocks fall so sharply this week? Plus, how did the war in the Middle East sc...
How did the Warner Bros. bidding war affect Netflix and Paramount stock? And why are private lenders selling off sharply? Plus, what do investors thin...
This week, we’re featuring an episode of What’s News in Earnings where we dig into companies’ earnings reports and analyst calls to find out what’s go...
Why did Walmart fall on strong earnings? And how are Omnicom’s big cost cuts boosting its stock? Plus, will a major FDA reversal change Moderna’s fort...
This week, we feature an episode of What’s News Sunday exploring the deepening contradictions in the U.S. labor market. While corporate downsizing and...
What do software companies, wealth-management firms and the trucking business all have in common? And why are blue-chip stocks like Walmart outperform...
Why are Gartner investors so spooked by AI? And how is the AI infrastructure buildout supercharging Super Micro shares? Plus, what’s behind the sellof...
What could the new nominee for Federal Reserve chair mean for markets? And is corporate cost-cutting good or bad news for investors? Plus, which meme...
How did the market react to President Trump’s proposed Greenland takeover? And why wasn’t the AI hype enough to save Intel’s stock price? Plus, why in...
Why are investors buzzing about Novo Nordisk’s Wegovy pill launch? And how has sentiment turned against software makers like Salesforce? Plus, what dr...