What’s News in Earnings: Should Markets Worry About an AI Bubble?
Bonus Episode for Nov. 21. Chipmakers are raking it in, but investors are getting nervous over “circular” AI semiconductor deals, the potential for an AI bubble and the pop that could follow. How grounded are those concerns about the AI boom? WSJ chips reporter Robbie Whelan discusses how the biggest names in chipmaking performed last quarter and what it could mean for markets.
WSJ Heard on the Street writer Asa Fitch hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy.
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Further Reading:
Nvidia’s Strong Results Show AI Fears Are Premature
Nvidia Profits Soar, Countering Investor Jitters on AI Boom
The AI Boom Is Looking More and More Fragile
AMD Reports Sharply Higher Profits, Sales
AMD Is an Increasingly Formidable Competitor to Nvidia
Intel Surges as First Earnings Report Since U.S. Investment Shows Momentum
Investors Love Intel Again. That Still Doesn’t Solve Its Problems.
TSMC Raises Revenue View Again Amid Global AI Investment Frenzy
CoreWeave Reports Doubling of Revenue From AI Boom
CoreWeave CEO Plays Down Concerns About AI-Spending Bubble
Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble?
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AI Bubble Fears Roar Back, Slamming Chip Stocks
A.M. Edition for Nov. 21. Asian semiconductor stocks tumbled, a day after Nvidia’s gains were erased on U.S. markets as investors continue to question AI valuations. Plus, JPMorgan Chase, Bank of America, and Citigroup pull out of a planned $20 billion bailout to Argentina that was pushed by the Trump administration. And WSJ chief China correspondent Lingling Wei details how China is ramping up a new pressure campaign on Taiwan. Kate Bullivant hosts.Sign up for the WSJ’s free What’s News newsletter.
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Americans Are Looking for Deals. That’s Good News for Walmart.
P.M. Edition for Nov. 20. Walmart reported strong quarterly earnings and raised its outlook for the year as shoppers across income levels look for value. Plus, a delayed jobs report showed that the U.S. labor market added more jobs than expected in September, but that and strong earnings from Nvidia didn’t assuage jittery investors. WSJ markets reporter Hannah Erin Lang discusses what’s driving today’s market reversal. And a preliminary report into the deadly UPS cargo plane crash earlier this month found signs of metal fatigue and stress in a piece that connected the plane’s left engine to the wing. Alex Ossola hosts.
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How Nvidia Is Powering the Market Turnaround
A.M. Edition for Nov. 20. Nvidia's highly-anticipated earnings report did not disappoint with soaring profits soothing investor jitters over the AI boom. Seema Shah from Principal Asset Management explores what this all means for markets going forward. Plus, the White House drafts a peace plan for ending the war in Ukraine, featuring major concessions from Kyiv. And with bids for Warner Bros. Discovery due today, WSJ entertainment reporter Joe Flint looks at the potential buyers and who’s the likely frontrunner. Caitlin McCabe hosts.
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Risky Bets Amped Up Crypto Gains. Now They’re Fueling Their Selloff.
P.M. Edition for Nov. 19. Traders have used debt to maximize their gains as they bought and sold crypto this year—now, with prices dropping, they’re turbocharging losses too. WSJ crypto reporter Vicky Ge Huang tells us what makes those bets so risky. Plus, Target says it will invest billions in its stores as it seeks to turn around slumping sales. And minutes from October’s Federal Reserve meeting show deepening divisions, putting a rate cut at the next meeting in question. Alex Ossola hosts.
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What's News brings you the biggest news of the day, from business and finance to global and political developments that move markets. Get caught up in minutes twice a day on weekdays, then take a step back with our What’s News in Markets wrap-up on Saturday and our What’s News Sunday deep dive.
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