Dan Gallagher
WSJ Heard on the Street columnist who analyzes market reactions and corporate strategy, providing commentary on the differing stock-market responses to Meta and Microsoft.
Best podcasts with Dan Gallagher
Ranked by the Snipd community
16 snips
Jan 30, 2026 • 12min
How Recycling Could Upend the Rare Earth Metals Market
Ed Ballard, WSJ energy and mining columnist, outlines efforts to recycle rare earths from electronic waste. Dan Gallagher, WSJ market columnist, breaks down why Meta and Microsoft’s AI spending produced different stock reactions. They discuss recycling methods versus mining, supply implications, and contrasting corporate AI strategies in short, punchy segments.
Nov 7, 2024 • 23min
Is Big Tech running out of time?
Dan Gallagher, tech columnist for the Wall Street Journal, dives into the evolving AI landscape and its impact on Big Tech earnings. He explores Microsoft's ambitious AI investments and their resulting cloud service growth. The conversation shifts to Amazon's strategies amid AI competition and profit margin concerns, particularly for Google and Meta. Gallagher also discusses Apple's AI launch and its potential effects on iPhone sales, finishing with NVIDIA's pivotal role in the market and the challenges other tech giants face in an increasingly demanding environment.
