WSJ Your Money Briefing

Discover the reasons behind Robinhood's move to integrate social features. Learn how Oracle leveraged AI to boost its earnings after a disappointing quarter. The buzz around Paramount's potential bid for Warner raises questions about market reactions and future implications. Tune in for insights on significant stock movements and corporate developments shaping the week.

Kraft Heinz is shaking things up with a plan to split into two separate businesses. Meanwhile, Macy's is seeing a turnaround that has investors excited about its stock performance. On another front, Elon Musk's eye-popping $1 trillion pay package is up for a vote by Tesla shareholders, raising eyebrows about its implications. The discussion covers recent stock movements and how corporate strategies influence market sentiment.

Discover how Home Depot managed to bounce back with surprising resilience, despite mixed quarterly results. Uncover the reasons behind a significant leadership shakeup at Target and its implications. Additionally, explore Meta's decision to pause hiring in its AI division amidst broader market trends. Tune in for an in-depth look at the week’s major stock movements and the news shaping market sentiments!

Intel's share price soars following strategic U.S. investments. Amazon's launch of same-day grocery delivery boosts its stock performance. Meanwhile, Tapestry faces turmoil with a hefty $160 million tariff impacting sales. This week showcases the dramatic shifts in major companies and the market’s reaction to these pivotal developments.

The podcast dives into the surprising dip in shares of private-equity firms like Blackstone and Apollo, contrasting their struggles with the strong performance of traditional asset managers such as BlackRock. It examines the challenges facing alternative asset managers, including low lending spreads and high interest rates. Notably, Carlyle Group stands out for its resilience and growth, hinting at potential gains. The discussion also highlights how changes in regulations could create new growth opportunities for the asset management sector.

Discover how Apple dodged tariffs on its chips and what this means for the tech giant's future. Unpack the potential IPOs of mortgage lenders Fannie and Freddie amidst a wave of market speculation. Plus, find out what led to a significant drop in Crocs' shares. The podcast dives into the latest market movements and notable stock shifts, keeping you informed on the week’s financial drama.

The food industry is grappling with rising raw material costs while trying to keep prices low for budget-conscious consumers. Major companies are seeing declines in snack sales as they navigate these economic challenges. Health trends, particularly influenced by weight loss medications, are also shifting consumer preferences, pushing food businesses to adapt their offerings. The pandemic has further altered purchasing habits, highlighting the need for evolution in the industry.

In a bustling earnings season, six of the Magnificent Seven tech giants share their latest financials, sparking intrigue in the AI sector. NVIDIA stands out, shaping the chip market amidst fierce competition from Microsoft and Google. As these companies pursue over $300 billion in AI infrastructure investments, expectations grow ever higher. The episode also tackles the challenges posed by tariffs on revenues, revealing vulnerabilities that even these tech titans face. Join the conversation about the future of tech and its economic implications!

Is Novo Nordisk's grip on the weight-loss market slipping as its stock tumbles? Meanwhile, a surge in Meta’s shares raises eyebrows. Discover what's behind Apple’s impressive iPhone sales as shoppers flock to stores. The discussion dives into the recent market fluctuations driven by tariffs, leadership changes, and corporate earnings, offering insights into the ever-evolving landscape of stock performance.

Esther Fung, a Wall Street Journal reporter specializing in logistics, joins the conversation to unveil the complexities within the freight industry. She discusses how logistics companies are adapting to ongoing shifts caused by trade wars and lingering pandemic effects. The podcast highlights the landmark merger between Union Pacific and Norfolk Southern, raising questions about efficiency and community impacts. Additionally, Fung shares insights into how major players like UPS and FedEx are strategizing for the upcoming retail peak season amidst fluctuating demand.