WSJ Your Money Briefing

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.

This discussion dives into the current influence of meme traders on stock prices, highlighting which companies are caught in the frenzy. Chipotle's alarming sales figures raise investor eyebrows, prompting a deeper look into the fast-food giant's financial health. Meanwhile, learn how recent trade-war developments have unexpectedly boosted Toyota's shares, shedding light on the complex interactions between global events and market fluctuations.

Despite strong earnings, bank stocks still took a hit—why? The discussion dives into the surprising market reactions and economic indicators influencing these conflicts. Plus, witness Nvidia's impressive comeback in China’s market, showcasing its resilience in the AI chip space. MP Materials also grabs attention with a major deal involving Apple, indicating shifts in the tech and materials sectors. Tune in for insights on these pivotal market movements!

Tension between President Trump and Elon Musk sent Tesla shares on a rollercoaster ride. WK Kellogg saw a boost thanks to significant food-industry deal news. Meanwhile, a strategic Pentagon investment sparked a surge in shares of rare-earths miner MP Materials. Join the discussion on how these factors are shaping the stock market landscape!

The hosts announce an exciting break to revamp the show for a better financial focus. They highlight the role of AI in improving listener experiences. A new weekly markets wrap-up segment is on the horizon, promising to keep listeners informed and engaged. Stay tuned for fresh insights and tips for building a stronger financial future!