WSJ What’s News

A.M. Edition for Sept. 30. After more than 23 years and $1.7 trillion, America is winding down its war in Iraq, closing the last majorU.S. military base today. WSJ’s Jared Malsin went to Iraq and reports that while Baghdad has undergone a renaissance, behind the scenes, Iranian-backed militia groups have gained a lot of power. Plus, a state judge in New York rules that mayor Zohran Mamdani must redo the rollout of his pied-à-terre tax. And WSJ’s Aaron Zitner details our latest poll, showing Americans want populist policies that defy traditional political labels. Daniel Bach hosts.

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P.M. Edition for Sept. 29. Oura, a company that makes smart rings, was expected to list on the Nasdaq as soon as this month. But this morning, it announced that it’s delaying its IPO due to uncertain market conditions. Journal reporter Corrie Driebusch explains why there’s a chill creeping into the IPO market after SpaceX’s blockbuster debut this summer. Plus, Health Secretary Robert F. Kennedy Jr. promised to remake the food system as part of his “Make America Healthy Again” agenda. But as WSJ health policy reporter Liz Essley Whyte tells us, he’s encountering resistance… from the White House. And AI agents are coming to help Americans get the most out of their finances. We hear from reporter Ben Glickman about why that could pose a problem for banks. Alex Ossola hosts.

Inside Pete Hegseth’s Pentagon Shake-Up (What’s News Sunday)

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A.M. Edition for Sept. 29. OpenAI is scrapping its new model over safety concerns in one of the clearest signs yet that agent misbehavior could stymie the industry’s rapid progression. Oxford Analytica’s Tatia Bolkvadze explains what this means for AI revenues, ahead of Anthropic’s much-anticipated IPO. Plus, an exclusive look at who’s in line to be Goldman’s next CEO. And WSJ’s Nick Kostov reports on how luxury brands are targeting the ultra-wealthy as well as your average Joe, at Paris fashion week. Daniel Bach hosts.

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P.M. Edition for Sept. 28. The FAA’s delay, over a software glitch that could pose a potential safety risk, sent Boeing stock sliding. Plus, top researchers from some of the biggest names in artificial intelligence published a report today asking policymakers to oversee self-improving AI systems. It’s the latest turn in the conversation over AI safety—which, as Journal tech policy reporter Amrith Ramkumar tells us, is also going on in the White House. Nvidia is launching the largest-ever U.S. stock buyback. And WSJ reporter Evan Gershkovich, who was arrested in Russia in 2023 and spent more than a year imprisoned there, reflects with editor in chief Emma Tucker on how his experience has changed him on the eve of the release of his new book. Alex Ossola hosts.

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A.M. Edition for Sept. 28. OpenAI models target a U.N. website in the latest incident of autonomous agents gone rogue. Plus, British authorities arrest five men over an alleged plot to attack a U.S. air base. And an Iran stalemate sends oil prices and bond yields surging - we look at how some of the world’s best bond investors see the treasury selloff. Daniel Bach hosts.

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This week, we’re bringing you an episode of WSJ’s Take On the Week. Host Miriam Gottfried is joined by guest co-host and WSJ markets reporter Sam Goldfarb to break down the unprecedented surge in the 10-year Treasury yield. Meghan Swiber, U.S. rates strategist at Bank of America, joins the show to discuss what influences these yields, and how a 5% yield affects everyday borrowing costs including mortgage rates, which are again topping 7%. 

Swiber unpacks the Treasury Department's surprising buybacks, and how this strategy compares to the actions the Federal Reserve took to mitigate the effects of the last financial crisis. Plus, how is the market reacting to the Fed, which is trying to battle inflation by hiking rates? 

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at takeontheweek@wsj.com.

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page ofWSJ.com

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What does Meta’s new AI agent mean for finance stocks? And how will the Trump administration’s plan to lower diesel prices impact oil companies? Plus, what did Paramount concede to get its $81 billion Warner Bros. takeover back on track? 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 Sept. 25. The Supreme Court said today that Trump administration officials could use an expanded federal immigration database to check whether voters are citizens, which some states want to use to scrub voter rolls. Plus, the Ukraine war is stopping grain exports from getting out of the Black Sea, sending U.S. wheat futures to three-year highs. We hear from Journal reporter Alexander Osipovich about what the disruptions could mean for food prices and the global food supply. And a debut novel by Canadian-Haitian writer Thélyson Orélien was nominated for some of the top literary prizes in France… until accusations that the author used AI sparked controversy. Reporter Anna Silman discusses how the publishing world is handling the rise of AI. Alex Ossola hosts.

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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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P.M. Edition for Sept. 24. The average 30-year mortgage rate in the U.S. topped 7% this week for the first time since early last year–another hurdle for people looking to buy a home. But we hear about a silver lining in the housing market from Journal reporter Nicholas Miller. Plus, President Trump welcomes Chinese leader Xi Jinping to the White House with an extravagant ceremony. National security reporter Robbie Gramer discusses the leaders’ friendly tone at this morning’s joint address, and what lies ahead in the talks. And Israeli prime minister Benjamin Netanyahu made a defiant speech to the United Nations General Assembly, which highlighted his growing isolation on the world stage. Alex Ossola hosts.

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A.M. Edition for Sept. 24. In an apparent first, an OpenAI agent hacked an Australian government website gaining unauthorized access to government files. Plus a global bond selloff continues, with Treasury yields extending to multiyear highs. And, a federal judge ordered President Trump to temporarily restore access to news outlets banned from the White House grounds. Luke Vargas hosts.

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P.M. Edition for Sept. 23. WSJ energy reporter Benoit Morenne discusses why the oil industry is so opposed to the Trump administration’s idea of limiting diesel exports.… and who wants President Trump to put restrictions in place. Plus, Secretary of State Marco Rubio says President Trump has invited Russian president Vladimir Putin to the G-20 meeting in Miami this December. And Meta’s new personal AI agent Muse has been sending the company’s stock price higher, but Meta’s lead in that space isn’t guaranteed. We hear from Journal reporter Meghan Bobrowsky about hurdles to the app’s growth and what she’ll be watching for during Mark Zuckerberg’s keynote later today at the Meta Connect conference. Alex Ossola hosts.

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A.M. Edition for Sept. 23. WSJ chief China correspondent Lingling Wei breaks down the delicate optics of Xi Jinping’s state visit, which is set to kick off later today. Plus, Ukrainian President Volodymyr Zelensky asks President Trump for a new weapons package ahead of winter. And New York City makes DoorDash pay $131.5 million to settle an investigation into its compliance with pay laws for food-delivery workers. Luke Vargas hosts.

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P.M. Edition for Sept. 22. Speaking to a room of world leaders at the United Nations General Assembly today, President Trump tallied his foreign policy wins while presenting the possibility of further military action in Iran and elsewhere. WSJ national security reporter Alex Ward discusses how the speech went over and the outcomes from some of Trump’s closed-door meetings. Plus, a Republican senator has called for an investigation into Donald Trump Jr. after the president’s oldest son disclosed that a Russian oligarch had paid for his wedding afterparty. And venture-capital firm Andreessen Horowitz, along with some of the other biggest names in tech, are backing a new school intended to be an alternative to college. We hear from Journal tech reporter Katie Bindley about what kind of curriculum the school will offer, what kinds of students it wants to attract and what skeptics are saying. Alex Ossola hosts.

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A.M. Edition for Sept. 22. As President Trump and Iran’s president head to the U.N., we’ll look at whether diplomacy could be in the cards. Plus, investors reward Meta’s push into agentic shopping. And as campaign season heats up, the WSJ’s Ken Thomas and Anthony DeBarros look at how Republicans are pumping money into battleground states to counter Democratic momentum. Luke Vargas hosts.

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P.M. Edition for Sept. 21. Paramount has settled an antitrust lawsuit filed by state attorneys general, effectively clearing the final major hurdle for its $81 billion takeover of Warner Bros. Discovery. WSJ Los Angeles bureau chief Ryan Faughnder discusses what’s in the settlement and when we might see the deal close. Plus, CNN, MS Now and Politico are suing the Trump administration after they were banned from the White House. We hear from Journal reporter Isabella Simonetti about why the situation is escalating. And OpenAI calls on the government to set a global standard for AI safety. Alex Ossola hosts.

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A.M. Edition for Sept. 21. Paramount and the state of California discuss concessions that could get the company’s mega-merger with Warner Bros. Discovery over the finish line. Plus, President Trump proposes a new “AI force,” though don’t hold your breath for more regulation. And WSJ correspondent Sune Rasmussen details how a new U.S.-Greenland security dealcould end months of uncertainty about the island’s future. Luke Vargas hosts.

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As Middle East energy security breaks down, gas prices are creeping up and diesel is hitting record highs – driving inflation in the U.S. and around the world. With the help of Dow Jones Energy's Andy Critchlow we'll look at the historic disruptions battering energy supply chains in and around the Persian Gulf. And WSJ reporters Benoît Morenne and Konrad Putzier explain why dwindling strategic reserves and a narrow spectrum of politically-palatable government interventions mean relief likely isn't coming anytime soon. Luke Vargas hosts.

Further Reading

The New Offensive Raising Oil Prices and Complicating Trump’s Iran War

How Energy Is Driving Inflation—and How It’s Not

Oil Executives Say the Great Fuel Crisis Is Here

Record Fuel Prices Pose Fresh Challenge for Trump Ahead of Midterms

What Is Saudi Arabia’s East-West Pipeline and Why Is It Rocking Oil Markets?

Is Fuel-Export Ban Trump’s Last Option to Ease Prices? How It Could Work

Why Trump’s Venezuela Oil Grab Is No Quick Fix for Gas Prices

‘Refine, Baby, Refine’ Is the Energy Industry’s New Mantra

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Were major indexes able to rebound after a week of turbulence? And how will the U.S. regulators' green light of tokenized stocks impact trading? Plus, What does Warren Buffet's decision to step down mean for the future of Berkshire Hathaway? Host Shradha Dinesh discusses the biggest stock moves of the week and the news that drove them.

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P.M. Edition for Sept. 18. In a letter to investors today, legendary investor Warren Buffett said he would step down as chairman of Berkshire Hathaway. WSJ deputy markets editor Justin Baer discusses why it’s happening now, and the details of Buffett’s long-held succession plan. Plus, Disney has hired the head of artificial-intelligence company Character.AI to be its first chief technology officer. We hear from Journal reporter Ben Fritz about how this fits into CEO Josh D’Amaro’s strategy. And President Trump says he’s banning CNN, MS Now and Politico from the White House over their coverage of his administration. Alex Ossola hosts. 

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A.M. Edition for Sept. 18. Hackers used Anthropic’s AI tool, Claude, to gain access to the company’s core algorithmic code. Plus, Russia seizes control of Nestle’s operations in the country, as the Kremlin cracks down on more Western businesses. And the Bank of Japan follows the Fed in hiking interest rates. WSJ’s Jason Douglas says central banks have learnt from recent inflation scares and are moving quickly to stave off persistent price rises. Luke Vargas hosts.

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P.M. Edition for Sept. 17. Yesterday’s interest rate increase from the Fed seemed to some like an assertion of the central bank’s independence. But afterward President Trump revealed that he and Warsh had a conversation before the decision was announced. WSJ Washington bureau chief Damian Paletta discusses what we knowand what this could mean for the future of the Fed. Plus, House Speaker Mike Johnson sent lawmakers home early this week ahead of the November election, despite criticism that Congress isn’t doing its job. We hear from Journal reporter Maya Davis about what the data show about how much Congress is getting done. And Mastercard becomes the latest credit card company to roll out the option for AI bots to do your everyday shopping. But, as reporter Ben Glickman notes, many consumers aren’t yet ready to hand over their cards to a bot. Alex Ossola hosts.

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A.M. Edition for Sept. 17. Stock markets are gaining on renewed investor confidence in the Fed being ready and able to tackle higher inflation, despite President Trump’s rebuke of yesterday’s rate hike. Plus, Congress backs new measures to punish Moscow for its invasion of Ukraine. And Canada’s prime minister takes a swipe at Washington, as he welcomes the EU’s offer of an “alliance for the future.” Luke Vargas hosts.

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P.M. Edition for Sept. 16. The Federal Reserve unanimously decided to raise interest rates a quarter percentage point today, its first rate hike in three years. WSJ economics reporter Matt Grossman discusses what went into that decision, what it means for the Fed’s relationship with President Trump and what to expect from the Fed’s future meetings this year. Plus, Yemen’s Tehran-backed Houthi rebels claimed they shot down a Saudi fighter jet. We hear from the Journal’s deputy Middle East bureau chief Jon Gambrell about how the Houthis recently seized Bab al-Mandeb Strait, a crucial oil chokepoint, after sitting out months of the Iran war. And business leaders are taking sides in the debate around AI regulation—mostly in opposition to President Trump. Alex Ossola hosts. 

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A.M. Edition for Sept. 16. The EU top’s executive proposes making Canada the bloc’s first associate member as traditional U.S. allies forge stronger ties in the face of tensions with the Trump administration. Plus, WSJ correspondent Jared Malsin details how the U.S. is burning through its interceptors to counter Iran. And, we tee up one of the most consequential Fed rate decisions in recent memory. Luke Vargas hosts.

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P.M. Edition for Sept. 15. The annual Census report on households’ financial well-being showed that median household income notched a new record last year. But as WSJ economics reporter Rachel Wolfe explains, not all Americans are seeing the gains. Plus, a landmark bill that would regulate the crypto industry failed in a procedural vote in the Senate. We hear from reporter Vicky Ge Huang about where the measure goes from here. And the Kennedy Center’s board voted to close the venue for renovations, even as President Trump threatened to block them over a naming dispute. Alex Ossola hosts. 

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A.M. Edition for Sept. 15. The global bond selloff is gaining steam, with a jump in oil prices pushing the 10-year Treasury yield back above 5%. BNP Paribas’ Chi Lo explains how fears of runaway inflation and a range of other factors have dialed up the pressure on the Federal Reserve ahead of tomorrow’s interest-rate decision. Plus, the Supreme Court blocks President Trump's plan to restrict mail ballots. And, WSJ entertainment reporter Ben Fritz looks at Hollywood’s latest obsession with the tech bros of Silicon Valley. Luke Vargas hosts.

Correction: Nathan Fielder is the creator of the HBO television series The Rehearsal. An earlier version of this podcast incorrectly said he was the creator of The Audition. (Corrected on September 15)

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P.M. Edition for Sept. 14. Industry leaders’ calls for a slowdown in AI development are rippling through tech, government and financial markets. As some look at what more guardrails could look like in practice, some—including President Trump—say they’re unnecessary since they could give China a competitive leg up. WSJ chief China correspondent Lingling Wei discusses how the debate is going over there. Plus, chip stocks fell over the prospect of a pullback in spending on the AI buildout… and the 10-year yield briefly touched over 5% as instability in the Middle East pushed up oil prices. We hear from markets reporter Hannah Erin Lang about what drove market moves today. And Democrats have momentum as they eye control of Congress. But as WSJ national political reporter Eliza Collins explains, there are also risks that could trip them up. Alex Ossola hosts.

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A.M. Edition for Sept. 14. After a week of panic over an AI doomsday, top industry CEOs are backing a call from Anthropic’s Dario Amodei to slow down development to allow safeguards to be designed. WSJ tech reporter Amrith Ramkumar says the industry’s quest for money and moral dilemma over safety has created a monumental crisis for AI. Plus, oil prices rise as Iran-backed Houthis seize more key territory and drone attacks shutter a lifeline for Saudi Arabian exports. And, could a trade war with the U.S. lead to Canada joining the European Union? Luke Vargas hosts.

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In his first year atop the Pentagon, Pete Hegseth rebranded himself as a secretary of war, not defense. And the changes didn’t stop there. Under his leadership, the department has announced that all “warfighters” 30 and older will be tested for testosterone deficiency, and that they would be judged on their appearance and grooming. But possibly the most profound change has been a shake-up in the highest ranks of the armed forces. Top officers—especially in the Army—have been stymied, pushed out or fired. Michael Gordon and Lara Seligman join host Alex Ossola to discuss Hegseth’s approach, as well as the possible consequences of fast turnover in the highest echelons of the world’s most powerful military.

Further Reading:

Trump Fires Top Pentagon Officers in Sweeping Overhaul

Hegseth Cuts Army Commander’s Storied Career Short as Part of Broader Shake-Up

Hegseth Blocks Eight Navy Senior Officer Promotions

Pete Hegseth Army Chief Pick in Jeopardy Over Republican Objections

Army Secretary Dan Driscoll Resigns After Months of Friction With Hegseth

New Drone Unit to Be Phased Out as Hegseth’s Army Pick Makes His Mark

Tillis Wants Hegseth Fired. Is the Pentagon Chief in Trouble?

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Why did a failed Novartis drug trial tank Amgen’s shares? And how is taxpayer money funding quantum-computing companies? Plus, will people pay $2,000 for a foldable iPhone? 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 Sept. 11. New data from the Labor Department show that inflation held steady at 3.4% last month. As Journal economics reporter Justin Lahart explains, that puts pressure on the Fed to raise interest rates at its meeting next week. Plus, Anthropic found that Iran used the company’s AI tools to target U.S. forces in the Middle East. And on the 25th anniversary of the Sept. 11 terrorist attacks, we look at how travel security measures have changed with reporter Alison Sider. Alex Ossola hosts.

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A.M. Edition for Sept. 11. The vice president is increasingly looking like a presidential candidate, but some Republicans want Marco Rubio. We wrap up the GOP’s midterm convention with a look at Vance’s prime-time speech. Plus, investors hold their breath before today’s pivotal U.S. inflation report. And we’ll look back on 25 years of the global war on terror with WSJ national security correspondents Michael R. Gordon and David S. Cloud. Luke Vargas hosts. 

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P.M. Edition for Sept. 10. An Anthropic researcher who quit over concerns that AI is getting out of control has sparked a debate over whether the technology “could kill us all by the end of the decade.” WSJ tech writer and editor Sam Schechner discusses what people are afraid of when they talk about an AI doomsday. Plus, conflict in the Middle East heats up as Iran starts making ballistic missiles again. We hear from WSJ national security reporter Alex Ward about how Trump’s advisers are raising the possibility that the war with Iran could continue for the rest of his term. And the bond selloff continues, with yields again hitting multiyear highs. We hear from Journal investing columnist Spencer Jakab about what’s driving it–and how it’s affecting stock markets. Alex Ossola hosts.

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A.M. Edition for Sept. 10. President Trump used his keynote speech at a GOP midterm convention last night to promise $5,000 if Republicans retain control of the House and Senate. Our Washington coverage chief Damian Paletta explains why the move marks Trump’s biggest election gambit yet. Plus, Iran shows a new appetite for escalation as it takes direct aim at U.S. forces. And data-center developers consider whether embracing nuclear power can quiet growing public backlash against them. Luke Vargas hosts. 

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P.M. Edition for Sept. 9. Apple held its most consequential event in years today: Its new CEO showed off its new foldable iPhone… and unveiled new, higher prices. Plus, the Justice Department’s criminal trial against Chinese tech giant Huawei began in New York City. Dave Michaels, who covers corporate law enforcement, explains the government’s trade-theft case and why the trial might create a headache for a diplomatic meeting between President Trump and China’s Xi Jinping later this month. And some states that for years have offered tax breaks to data centers are ripping up the deals. WSJ tech policy reporter Amrith Ramkumar discusses where it’s happening and why. Alex Ossola hosts.

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A.M. Edition for Sept. 9. The Trump Administration calls out Ford for doing business with Chinese companies, saying its “reliance on technologies of foreign adversaries” isn’t sustainable for America. Plus, Apple’s new CEO prepares to raise the curtain on a slate of much pricier iPhones, including the company’s first foldable. And WSJ sports columnist Jason Gay previews the new NFL season and the league’s pursuit of global domination. Luke Vargas hosts. 

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P.M. Edition for Sept. 8. OpenAI says it’s cracked the Navier-Stokes problem, one of the seven Millennium Prize Problems that are the deepest and most difficult unresolved questions in mathematics. WSJ Science of Success columnist Ben Cohen explains why labs like OpenAI are competing—and spending millions—for such breakthroughs. Plus, a dozen nations are imposing new trade restrictions on Israel over the expansion of settlements in the West Bank. And Smithsonian Secretary Lonnie Bunch III, the first African-American and the first historian to lead the institution, is stepping down after more than a year of tension with President Trump. Alex Ossola hosts.

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A.M. Edition for Sept. 8. Energy-price anxiety mounts, sending U.S. gasoline and diesel prices to fresh Labor Day records. Plus, Canada ups the ante in its trade spat with the U.S. as reciprocal tariffs kick in. And WSJ Germany bureau chief Bertrand Benoit explains how a regional election win by the far-right AfD party could shake up German politics in ways not seen since the end of World War II. Luke Vargas hosts. 

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What caused bond yields to surge this week? And why is Nvidia expanding its presence in the AI boom? Plus, how did markets react to Apple's new CEO in his first week? Host Shradha Dinesh discusses the biggest stock moves of the week and the news that drove them.

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P.M. Edition for Sept. 4. The U.S. added a whopping 162,000 jobs last month, far better than economists expected. We hear from Journal markets reporter Jack Pitcher about what investors are betting that means for the Fed. Plus, we talk to Siobhan Hughes, who covers Congress, about the reaction to her reporting on how John Fetterman has shown little interest in the duties of a U.S. senator. And federal regulators say they have opened a probe into Tesla’s Cybercab, a day after it hit the streets of Austin. Reporters Ryan Felton and Becky Peterson weigh in on what the probe means for Elon Musk’s company. Alex Ossola hosts.

Behind Closed Doors, John Fetterman Shows Little Interest in the Work of a Senator 

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A.M. Edition for Sept. 4. The world’s biggest wealth fund calls time on government bonds citing recent volatility. Allianz chief investment officer Ludovic Subran gives us his take on what is driving yields higher, whether the U.S. can outgrow its debt problem and what the bond rout means for your investments. Plus, diesel prices hit an all-time high, teeing up more inflation from farm to table. And battered by foreign competition, Volkswagen banks on six-figure job cuts as part of a major turnaround plan. Luke Vargas hosts. 

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P.M. Edition for Sept. 3. WSJ reporter Robbie Whelan discusses how with its latest deal for AI platform Hugging Face, chip giant Nvidia is promoting open-weight AI models that compete with OpenAI and Anthropic. Plus, we’re still two years away from the next presidential election, but some Republican hopefuls are already testing the waters. We hear from Journal White House correspondent Natalie Andrews about who may have President Trump’s backing and how Senator Ted Cruz is going over with voters in Iowa. And feminist icon Gloria Steinem dies at age 92. Alex Ossola hosts.

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A.M. Edition for Sept. 3. The U.S. is extending its troop deployments to the Middle East well into 2027, putting the prospects of an end to the Iran war further away. WSJ’s Jared Malsin and Matt Dalton explain what that means for the troops, the U.S. war effort and energy price-driven inflation. Plus, Russia gains the upper hand in Ukraine, with a barrage of new drones. And Uber’s global robotaxi push faces a litmus test on the mean streets of London. Luke Vargas hosts. 

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P.M. Edition for Sept. 2. A federal judge today decided that Google doesn’t have to break up its online advertising business, rejecting a request from the Justice Department. Journal reporter Dave Michaels discusses why the decision is such a big win for Google, and a loss for the antimonopoly movement. Plus, Chevron is one of several energy companies to invest in Venezuela’s oil fields, a big win for the Trump administration. And if you’ve been weighing whether to sign up for one of those airport-security line-cutting programs like TSA PreCheck or Clear, travel columnist Dawn Gilbertson has got you covered with her favorite new option. Alex Ossola hosts.

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A.M. Edition for Sept. 2. Bonds are selling off again with investors left unimpressed by Treasury Secretary Scott Bessent’s seeming indifference to the recent rise in yields. Economics editor Paul Hannon and WSJ reporter Chelsey Dulaney explain how the bond rout is impacting markets, consumers and businesses and what it will take to calm investors. Plus, Open AI restricts its latest AI model, rating it a 'critical' cyber risk. And Google tries to challenge the frontrunners in agentic coding. Luke Vargas hosts. 

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P.M. Edition for Sept. 1. An unruly bond market is sending borrowing costs to their highest levels in decades. Financial markets reporter Jack Pitcher discusses why there’s a global selloff in bonds. One reason? The escalation in fighting in the Middle East, as the U.S. launches a new wave of strikes against Iran. Plus, Hollywood reporter Ben Fritz goes into how the industry is skeptical of Paramount head David Ellison’s promise to release 30 movies in theaters every year after merging with Warner Bros. Discovery. And the House passes a measure funding the government past the midterms. Pierre Bienaimé hosts.

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A.M. Edition for Sept. 1. Apple has a new CEO in the form of John Ternus. WSJ reporter Rolfe Winkler explains how Ternus not only has to follow iconic leader Tim Cook, but also come up with an industry-winning plan for AI. Plus, the SEC asks whether firms promising pre-IPO shares in hot companies actually hold those positions. And President Trump backs the film and TV industry in the hopes that a federal tax credit can save Hollywood. Luke Vargas hosts. 

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The AI Therapist: A WSJ Podcast Series

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P.M. Edition for Aug. 31. The second quarter was a good one for S&P 500 companies. Per-share earnings soared 53% and many companies have raised their guidance. WSJ reporter Theo Francis explains what’s propelling those gains. Plus, the Federal Trade Commission sues Amazon for allegedly manipulating prices for ads on its site—and making billions from merchants. And the Supreme Court allows President Trump to keep building his White House ballroom. Pierre Bienaimé hosts.

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A.M. Edition for Aug. 31. The U.S. strikes Iranian targets near the Strait of Hormuz, sending oil prices higher on concerns of a flareup in fighting. Plus, as the leaders of Russia and China converge against the West on supporting Iran, WSJ’s Thomas Grove explains how their fortunes are diverging, with Beijing holding Russia’s economy hostage. And a look at how President Trump’s China tariffs have propelled Vietnam’s economy, as manufacturers shift production. Luke Vargas hosts. 

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As summer draws to a close across the northern hemisphere, water scarcity has never been a more pressing or visible issue after record heat waves and drought experienced by Americans and Europeans. With hot and unpredictable weather now a reality, and major rivers running dangerously low, WSJ climate and energy editor Ed Ballard discusses the economics of a water crisis, and what can be done to keep taps running, fields productive and industry humming.

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Further Reading

El Niño Is the Next Risk Hanging Over the Global Economy

Heat Waves Are Becoming a Chronic Drag on the Economy

The World Is Running Out of Clean Water. This Technology Promises to Fix It.

San Diego Now Has So Much Water That It’s Selling It

Why the Middle East’s Desalination Plants Are Critical

Extreme Weather Is Hammering Europe’s Summer Harvest, EU Says

Europe Chastised Trump’s Climate Rollback. Now It’s Delaying Its Own Green Goals.

How to Put Out Wildfires Fueled by World War II Ammo? Try Driverless Tanks.

Water Crisis Deepens on the Colorado River

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Can Nvidia keep propping up the AI trade? And will Callaway’s controversial ad cost the brand customers? Plus, why are footwear and sneaker stocks getting marked down? 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 Aug. 28. Economics correspondent Nick Timiraos reports from Jackson Hole on how investors are interpreting Federal Reserve Chairman Kevin Warsh’s speech. Plus, some of President Trump’s biggest corporate donors are now cutting checks to Democrats, too. WSJ’s White House reporter Annie Linskey explains how American companies are preparing for a potential Democratic comeback in November. And WSJ's global energy reporter Collin Eaton unpacks how Chevron and other U.S. energy companies are closing in on deals worth billions to expand in Venezuela's oil fields. Sabrina Siddiqui hosts.

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A.M. Edition for Aug. 28. A federal judge finds the Trump administration violated Anthropic’s first amendment rights by deeming it a supply-chain risk. Plus, prosecutors scale up their crackdown on insider trading on prediction markets. And as more young people opt out of even searching for entry-level roles, WSJ reporter Natasha Dangoor details the rising interest in apprenticeships on both sides of the Atlantic. Luke Vargas hosts. 

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P.M. Edition for Aug. 27. What happened to the Republican effort to prosecute Dr. Anthony Fauci? White House Correspondent Natalie Andrews discusses why some Trump administration officials are skeptical of the contempt of Congress case against Fauci. Plus, the FAA moves to fire two air-traffic controllers who left work early before a deadly collision at LaGuardia Airport in March. And President Trump signed an executive order to change the name of Lake Ontario to “Lake America.” Sabrina Siddiqui hosts.

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A.M. Edition for Aug. 27. A bullish AI forecast from Nvidia lifts markets. And despite blockbuster growth and revenue forecasts, IG Markets’ Chris Beauchamp says Nvidia still has more room to run. Plus, Fed chairman Kevin Warsh has so far kept his views on interest rates to himself. But investors hope that’s about to change. And, WSJ’s Tripti Lahiri brings us the latest from the devastating floods in Nepal and China. Luke Vargas hosts. 

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P.M. Edition for Aug. 26. Tech reporter Meghan Bobrowsky tells us why the Meta settlement could change how teenagers use some of the world’s most popular apps. Plus, the FDA approves a milestone therapy for pancreatic cancer. WSJ reporter Xavier Martinez discusses how the nearly $40,000-a-month drug from Revolution Medicines could change patient outcomes of one the deadliest cancers. And the FBI shuts down a sprawling hacking network linked to China that targeted NASA, the Federal Reserve and critical infrastructure. Sabrina Siddiqui hosts.

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A.M. Edition for Aug. 26. President Trump sends his landmark nuclear accord with Saudi Arabia to Congress for review, kicking off what’s likely to be months of debate among lawmakers. Oxford Analytica’s Rawan Maayeh breaks down whether the kingdom is likely to normalize relations with Israel as a part of the deal, as Trump has insisted. Plus, Bill Gates issues a stark warning on AI’s impact on jobs and humanity, saying big tech has “no plan”. And we look ahead to Nvidia’s earnings, with sky-high investor expectations for the world’s most valuable company. And Luke Vargas hosts.

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P.M. Edition for Aug. 25. National affairs reporter Kris Maher discusses how the AI surveillance company has become the target of bipartisan anger. And Canada retaliates against U.S. tariffs with some of its own. Ottawa-based reporter Paul Vieira says the tariffs are strategic—they target products from states in play in the U.S. midterm elections. Plus, Dolly Parton has died. The songwriter behind hits including “Jolene,” “9 to 5” and “I Will Always Love You” was 80 years old. Pierre Bienaimé hosts.

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A.M. Edition for Aug. 25. Two lawmakers detail their bipartisan bill to end personalized dynamic pricing in grocery stores, where AI is increasingly deciding whether Shopper A should pay more for the same product than Shopper B. Plus, the Supreme Court helps clear the way for President Trump’s restrictions on mail-in voting. WSJ supreme court reporter James Romoserexplains what it could mean for the midterms. And, more companies are preparing to join Wall Street’s IPO bonanza. And Luke Vargas hosts.

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P.M. Edition for Aug. 24. Treasury Secretary Scott Bessent says the U.S. will go after countries and companies that do business with Iran. White House economic policy reporter Brian Schwartz says it’s unclear what will happen with Iran’s top trading partner: China. Plus, President Trump escalates the trade conflict with Canada, threatening 50% tariffs on autos. And Heard on the Street columnist David Wainer discusses the challenges Moderna faces in fulfilling investor hopes for a sweeping new era for cancer treatment. Pierre Bienaimé hosts.

The AI Therapist: A WSJ Podcast Series 

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A.M. Edition for Aug. 24. Trade talks between Canada and the U.S. have broken down, with Mark Carney betting no deal is better than a bad deal. WSJ trade reporter Gavin Bade details the new tariffs. Plus, Paramount begins settlement talks with several Democratic states today in a bid to avert an antitrust lawsuit over its takeover of Warner Bros. Discovery. And Nvidia, not satisfied with producing the computing power for AI, spends billions of dollars on developing open-weight AI models to compete with China. Luke Vargas hosts.

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You’ve heard about how AI tools could help meet demand for mental-health treatment, as well as some of the risks involved. Several U.S. states have passed laws limiting what these chatbots are able to do, leading to some changes in the industry. Meanwhile, federal regulators are taking a look at the AI therapy space. In the third and final episode of our series “The AI Therapist,” What’s News PM host Alex Ossola delves into the changing regulatory landscape and where AI mental-health tools could go from here.

The AI Therapist: A WSJ Podcast Series

Further Reading:

Chatbots Are Replacing Therapists With Little Scientific Evidence Behind Them

Teens Seek Mental-Health Help From Chatbots. That’s Dangerous, Says New Study.

How AI Advice Is Undermining Eating-Disorder Therapy

When There’s No School Counselor, There’s a Bot

What Parents Need to Know About OpenAI’s New ChatGPT for Teens

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What does mayhem in the bond market have to do with AI? And why are discount retailers getting a boost? Plus, how did Moderna help lift healthcare stocks? 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 Aug. 21. “Ghost jobs”—posted roles that companies have no real intention of filling—are a big source of frustration for job seekers. Now, as Journal reporter Lauren Weber discusses, lawmakers in a few states are proposing bills to reel companies in. Plus, bitcoin just had its best week in two years. Vicky Ge Huang, who covers cryptocurrencies, explains what’s behind the surge. And President Trump is boosting U.S. beef imports in an effort to lower prices–but the cattle industry is pushing back. Alex Ossola hosts.

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A.M. Edition for Aug. 21. WSJ’s Alex Frangos explains the combination of factors that fueled a multi-day bond selloff and what to watch for in the weeks to come. Plus, the Trump administration targets the Bar Association’s ability to accredit law schools. And James Rundle from the Dow Jones Risk Journal podcast looks at a White House initiative that could see private companies join the fight against foreign criminal groups. Luke Vargas hosts.

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P.M. Edition for Aug. 20. Colleges are facing a demographic cliff—lower birth rates means fewer 18-year-olds. WSJ higher education reporter Doug Belkin explains what impact that’s likely to have on colleges–and why it might not make it any easier to get into top-tier schools. Plus, Walmart was the biggest decliner in the Dow after it reported weaker sales growth in its second quarter. We hear from Journal retail reporter Sarah Nassauer about how Walmart’s earnings stack up to its rival Target. And employers are expected to pay even more for health insurance next year, which means their workers costs’ are probably going up too. Alex Ossola hosts.

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Bonus Episode for Aug. 20. Home-improvement retailers are feeling it as homeowners put off big renovation projects. WSJ reporter Sarah Nassauer discusses how the housing market influenced results this past quarter at Home Depot and Lowe’s, and how the companies are trying to grab market share in their pro divisions for professional contractors.

WSJ reporter Veronica Dagher hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings to find out what’s going on under the hood of the American economy.

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A.M. Edition for Aug. 20. Nearly six months into the war, President Trump is pledging a ‘crushing economic operation’ to isolate Iran. WSJ’s Georgi Kantchev explains why a push to get just one country, the United Arab Emirates, to go along with that won’t be easy. Plus, packaged-food giants head to the lab as users of weight-loss drugs say no to once-beloved foods. And we’ll look at why more AI developers are likely to follow Google’s lead inbuying up a defunct airline’s old emails and payroll files. Luke Vargas hosts.

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P.M. Edition for Aug. 19. Today the total U.S. debt passed $40 trillion. WSJ economics reporter Matt Grossman discusses what that means for how the government functions. Plus, a successful trial of a mRNA vaccine for melanoma could mean potential new treatments for a deadly cancer–and news of the trial results more than doubled Moderna’s stock price. And the Federal Trade Commission says retailers have to let shoppers know when they’re using their personal data to raise prices. Dave Michaels, who covers corporate law enforcement for the Journal, explains how personalized pricing works, and how the FTC is looking to rein it in. Alex Ossola hosts.

How Governments in the U.S. and Europe Are Stalling the AI Buildout

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A.M. Edition for Aug. 19. President Trump hits pause on 50% tariffs that had been set to hit a range of Canadian products – buying more time for trade negotiators to reach a deal with Ottawa. Plus, OpenAI’s second quarter sales disappoint as rival Anthropic sees its revenue double. And a Chinese cargo ship sets sail for the Arctic in a move that WSJ foreign correspondent Sune Rasmussen says could upend global trade. Luke Vargas hosts.

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P.M. Edition for Aug. 18. Government bonds are getting hammered in the U.S. and overseas. WSJ markets reporter Sam Goldfarb discusses how the AI boom is playing a part in driving yields of the 30-year Treasury and other long-term bonds to their highest levels in decades. Plus, Disney steps up a fight with the FCC over a challenge to ABC’s broadcast licenses. We hear from media reporter Joe Flint about why Disney sued the government agency, the latest front in the battle between the two that started last year. And there’s a secret word game that Bank of America CEO Brian Moynihan plays with Wall Street analysts. Is your vocabulary as good as his? Try our quiz. Alex Ossola hosts.

The AI Therapist: A WSJ Podcast Series

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A.M. Edition for Aug. 18. Opening arguments are set to begin today in a hugely consequential trial accusing Meta of contributing to a crisis in youth mental health and which could cost the social media giant more than $1 trillion. WSJ reporters Meghan Bobrowsky and Erin Mulvaney preview what to expect as proceedings get underway. Plus, retail giant Costco prepares to enter the Medicare market. And minerals companies lean into red, white and blue branding in a bid to score U.S. federal funding. Luke Vargas hosts.

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P.M. Edition for Aug. 17. Wall Street Journal reporter Peter Rudegeair discusses why the top technology companies have huge AI spending commitments that aren’t reflected on their balance sheets. WSJ’s Jared Malsin explains how renewed Houthi attacks on Red Sea shipping are threatening another critical chokepoint for global energy as the Iran war spills into neighboring countries. And U.K. correspondent Max Colchester unpacks how the death of former Cambridge professor Jason Arday is reigniting Britain’s culture wars. Sabrina Siddiqui hosts.

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A.M. Edition for Aug. 17. For the second time in three days, NATO warplanes on Sunday were forced to shoot down a drone in alliance airspace. WSJ Brussels bureau chief Daniel Michaels says that while electronic jamming could make the drone incursions an accident, some countries fear Russia is deliberately probing European air defenses. Plus, the Colorado River’s water crisis worsens as Lake Powell joins Lake Mead at record lows. And we’ll look at the race among job seekers to write AI experience into their résumés. Luke Vargas hosts.

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The promise for AI mental-health tools is clear: bringing support to people who need it, when they need it. But these chatbots can come with risks. How do they respond when someone is in crisis, or thinking about harming themselves? In Part Two of our special series “The AI Therapist,” WSJ What’s News host Alex Ossola digs into the guardrails that companies are installing in their AI tools—and the questions as to whether they’re enough. 

Episode 1 of The AI Therapist: When People Turn to Chatbots for Mental Health

Further Reading:

Chatbots Are Replacing Therapists With Little Scientific Evidence Behind Them

Teens Seek Mental-Health Help From Chatbots. That’s Dangerous, Says New Study.

How AI Advice Is Undermining Eating-Disorder Therapy

When There’s No School Counselor, There’s a Bot

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What’s the latest on inflation? And what’s pushing shares of old-school energy companies higher? Plus, why is Reddit joining the S&P 500? Host Shradha Dinesh discusses the biggest stock moves of the week and the news that drove them.

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P.M. Edition for Aug. 14. Money managers have a problem: Clients are holding near-record amounts in cash—by one estimate more than $3 trillion. Miriam Gottfried, a reporter and co-host of WSJ’s Take On the Week podcast, explains why this is happening and what financial planners are pushing their clients to do instead. Plus, two pieces of data—July retail sales and the preliminary August reading of the University of Michigan’s consumer sentiment survey—came in lower than expected. WSJ economics reporter Matt Grossman says that is painting a picture of a weaker U.S. economy. And AI slop is everywhere, making it hard to know what’s real online. We hear from WSJ personal tech columnist Nicole Nguyen about the inspiration for her recent special Tech News Briefing podcast series, “AI and the Blurring of Reality.” Alex Ossola hosts.

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A.M. Edition for Aug. 14. Meatpacking giant Tyson Foods is planning to close a major beef processing plant, its latest bid to cut costs as the industry tries to cope with a yearslong cattle shortage. Plus, President Trump turns to tariffs to try and reshore drone production. And WSJ South Asia bureau chief Tripti Lahiri takes us inside the frantic scramble for work in India, where thousands of young people are competing for each new job. Luke Vargas hosts.

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P.M. Edition for Aug. 13. The U.S. is sending a fresh aircraft carrier to the Middle East amid growing concerns over living conditions aboard the carrier currently stationed there, the USS Abraham Lincoln. Plus, seven months into the U.S. energy blockade against Cuba, everyday people are struggling to sleep in the heat and to afford food as blackouts persist. We hear from Journal reporter José de Córdoba about what he is hearing from people across the country. And the proliferation of restaurant reservation apps have made it a nightmare for diners to get a table at a buzzy restaurant. Reporter Heather Haddon explains why restaurants keep doing business with the apps. Alex Ossola hosts.

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A.M. Edition for Aug. 13. A Journal investigation finds that thousands of North Korean operatives have landed jobs at American companies and are funneling millions of dollars back to the regime. Plus, big businesses like Apple and FedEx start reeling in hundreds of millions in tariff refunds. And the WSJ’s Stu Woo details how American chatbots are towing Beijing’s party line. Luke Vargas hosts.

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P.M. Edition for Aug. 12. Former Disney CEO Bob Iger and investor Joshua Kushner are buying the Los Angeles Lakers for $12.5 billion—the highest-ever valuation for any sports team. WSJ sports reporter Andrew Beaton discusses the sale, which he calls a “stunning twist.” Plus, inflation cooled slightly last month to 3.4%. Journal economics reporter Matt Grossman joins to talk about what it could mean for the Federal Reserve. And ticket reseller StubHub reported record revenue, thanks in part to this summer’s World Cup. But as retail reporter Hanna Krueger details, both during and well before the World Cup, some fans were disappointed when the tickets they bought on StubHub didn’t work and they faced lengthy fights to get their money back. Alex Ossola hosts.

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A.M. Edition for Aug. 12. Centrist David Crowley scores an electoral upset in Wisconsin, narrowly defeating Democratic socialist Francesca Hong in a race to secure the Democratic nomination for governor. WSJ’s Damian Paletta says Crowley’s victory could mark a turning point for progressives. Plus, New York City launches a sweeping investigation into four prediction markets – probing Polymarket, Kalshi, Coinbase and Gemini Titan for alleged deceptive marketing practices and the targeting of minors. And could one of Hollywood's oldest studios be relocating from Tinseltown to Music City? Luke Vargas hosts.

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P.M. Edition for Aug. 11. President Trump didn’t fly out of Turkey in his new Air Force One last month, instead using an elaborate decoy operation. WSJ chief political correspondent Josh Dawsey runs through the new details about how and why that happened. Plus, the University of Michigan says it will drop first-semester grades for freshmen next school year. Doug Belkin, who covers higher education for the Journal, discusses how it will work and why the university made this decision. And some of the top officials in global soccer are calling for FIFA president Gianni Infantino to resign. We hear from WSJ sports editor Joshua Robinson about what the drama could mean for future competitions. Alex Ossola hosts.

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A.M. Edition for Aug. 11. Anthropic tries to shore up pre-IPO investor confidence amid growing public backlash against AI. Plus, Wisconsin’s Democratic gubernatorial primary pits the party’s establishment against the far left. And WSJ’s Chelsey Dulaney explains how American tourists with an insatiable wanderlust are boosting Europe’s economies – whether locals like it or not. Luke Vargas hosts.

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P.M. Edition for Aug. 10. The FDA has laid out new rules intended to make the food system more transparent, part of an overhaul promised by Health Secretary Robert F. Kennedy Jr. WSJ reporter Liz Essley Whyte discusses how the new rules would work and why guidelines for ultraprocessed foods didn’t come today. Plus, as Iran strengthens its demands in negotiations to reopen the Strait of Hormuz, Gulf states have begun accepting a new reality: that Tehran will control the strait for the foreseeable future. We hear from WSJ Middle East correspondent Benoit Faucon about what they are doing about it. And more than 70 people have been killed in a 7.4 magnitude earthquake in Colombia. Alex Ossola hosts.

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A.M. Edition for Aug. 10. Iran dials up its demands in talks to reopen the Strait of Hormuz. Plus, Meta embraces open-weight AI models in a bid to blunt the appeal of cheaper Chinese competition. And WSJ finance editor Alex Frangos breaks down how a payment network backed by the Russian government reveals the limits of Western efforts to economically isolate Moscow. Luke Vargas hosts.

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The millions of Americans living with mental illness—as well as people dealing with life’s everyday stresses—often struggle to see a therapist when they need one. That’s a big reason why many people have started turning to AI tools such as ChatGPT for emotional support. But as a number of high-profile lawsuits show, that can sometimes lead to devastating outcomes. Companies creating AI for mental health say they can do better. What’s News host Alex Ossola and WSJ audio producer Pierre Bienaimé explore the growing field of these purpose-built tools, and how people are already using them, in Part 1 of our special series “The AI Therapist.”

Correction: An earlier version of this podcast incorrectly stated that human therapists are required to report to authorities when someone says that they want to hurt themselves or hurt someone else. The requirements for reporting vary depending on how serious and immediate the threat is. (Corrected on Aug. 13)

Further Reading:

Chatbots Are Replacing Therapists With Little Scientific Evidence Behind Them

Teens Seek Mental-Health Help From Chatbots. That’s Dangerous, Says New Study.

How AI Advice Is Undermining Eating-Disorder Therapy

When There’s No School Counselor, There’s a Bot

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What sent the Dow to a new record high? And why did chip stocks stumble despite blockbuster earnings? Plus, who’s behind SpaceX’s most recent rally? 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 Aug. 7. The U.S. lost 23,000 jobs last month, surprising economists who had expected a gain. WSJ economics reporter Matt Grossman discusses the sectors that saw the biggest losses and gains, and what this latest report means for the Fed. Plus, an appeals court rules that construction on President Trump’s planned White House ballroom must stop. And as New York City has rolled out its new pied-à-terre tax, wealthy homeowners are pushing back. We hear from Journal real estate reporter Rebecca Picciotto about the ways they’re doing it, from lawsuits to potential loopholes. Alex Ossola hosts.

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A.M. Edition for Aug. 7. A New Mexico judge orders Meta to pay more than $900 million—upping the cost of a landmark child safety verdict. Plus, new U.S. intelligence finds Russia could try to launch a limited assault on a NATO ally in coming years. WSJ national security reporter Lara Seligman says that comes amid a shortfall in critical munitions the military would need in a potential future war. And WSJ’s Bertrand Benoitreports that while most of Europe has embraced seven-day retail, Germany has largely stuck to its longtime ban—until now. Luke Vargas hosts.

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P.M. Edition for Aug. 6. Meta said today one of its AI models hacked a third-party service during cybersecurity testing. WSJ tech reporter Sam Schechner discusses why these incidents are becoming more common. Plus, billionaire Dan Gilbert has already revived Detroit’s downtown. Now he’s set his sights on a $1.6 billion project that would transform the city’s waterfront—but, as Journal real estate reporter Nicholas Millerexplains, it’s a gamble for him, and for the city. And SpaceX investors brace for more volatility after $100 billion of the company’s shares were unlocked today. We hear from markets reporter David Uberti about what investors should expect. Alex Ossola hosts.

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A.M. Edition for Aug. 6. In a departure from recent precedent, President Trump has called Kevin Warsh repeatedly since he was appointed as Fed chairman, including to seek counsel on how AI and the Iran war are affecting the economy. Plus, airlines are pushing back against federal authorities intensifying immigration enforcement at U.S. airports, including near gates and ticket counters. And the Senate confirms Dr. Erica Schwartz as director of the Centers for Disease Control and Prevention, after a bipartisan grilling on how she would navigate vaccine policy under Robert F. Kennedy Jr. Luke Vargas hosts.

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P.M. Edition for Aug. 5. Seven-year-old Whatnot is gaining popularity among people drawn to its high-energy live auction sales on everything from fashion to trading cards. But as WSJ retail reporter Hanna Krueger discusses, some users say they’re hooked even when they feel like they should walk away. Plus, progressive candidate Abdul El-Sayed clinched the Democratic senate nomination in a closely-watched race in Michigan. We hear from Journal reporter Terell Wright about what this means for the Democratic party’s future. And Google shakes up the leadership of its AI operations as it struggles to keep pace with competitors’ top models. Alex Ossola hosts.

Whatnot, the Live Shopping App Where Some People Bid Until They’re Broke 

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Bonus Episode for Aug. 5. Restaurant chains this quarter are focusing on affordability and trying to bounce back from food-safety scares. WSJ reporter Heather Haddon discusses what’s going on at McDonald’s, Chipotle and Taco Bell owner Yum Brands, and why consumers are so interested in drinks like dirty sodas.

WSJ reporter Laura Cooper hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings to find out what’s going on under the hood of the American economy.

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A.M. Edition for Aug. 5. Michigan awaits the results of a Democratic Senate primary seen as a referendum on the party’s identity. We’ll get the latest as the vote count continues. Plus, SpaceX shares slide after the company discloses huge AI investments. And struggling private colleges are increasingly tapping restricted donor endowments to cover day-to-day operating expenses, something WSJ’s Douglas Belkin reports is in many cases being done without donor knowledge or consent. Luke Vargas hosts.

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P.M. Edition for Aug. 4. Millions of Americans are going without health insurance after the end of federal subsidies that kept their Affordable Care Act premiums down. WSJ reporter Anna Wilde Mathews discusses how that’s weighing on hospital profits. Plus, strong earnings and hopes for an Iran deal send markets soaring. McDonald’s aims to shake up its U.S. operations with a new boss after the U.S. division fell short in its most recent quarter. And SpaceX’s revenue rose 92% in the first quarter since its IPO, while it reported a net loss of $541 million. Alex Ossola hosts.

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A.M. Edition for Aug. 4. A Journal investigation finds the government has paid millions to private contractors to track down critics of ICE. WSJ’s Hannah Critchfield says agents have confronted Americans at home and work, asking them to sign letters agreeing their posts “may” be a crime. Plus, SpaceX is set to release its first earnings report, with the rocket company needing strong Starlink growth to fund its ambitions. And ahead of primaries in a handful of states, including a bitter Senate battle in Michigan, WSJ’s Terell Wright explains why some Democratic voters are embracing insurgent progressive and socialist candidates. Luke Vargas hosts.

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P.M. Edition for Aug. 3. Ford spent decades producing ho-hum workhorse cars–the Taurus, the Focus. WSJ autos reporter Ryan Felton explains why the company is hitting reverse. Plus, Michigan public health officials say two people have died in connection with the cyclosporiasis outbreak. And WSJ business reporter Natasha Khan discusses why Kimberly-Clark is embarking on a moonshot effort to make paper towels and toilet paper out of a spiny desert plant called hesperaloe. Danny Lewis hosts.

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