P.M. Edition for June 29. The Supreme Court has ruled that President Trump can’t fire Fed governor Lisa Cook . Journal chief economics correspondent Nick Timiraos discusses how the decision gives Federal Reserve Chairman Kevin Warsh more room to operate independently of President Trump. Plus, Comcast is splitting its media and connectivity businesses . We hear from WSJ deputy media editor Jessica Toonkel about what’s behind the NBCUniversal spinoff and how it could lead to more M&A. And it’s...
Jun 29, 2026•14 min
A.M. Edition for June 29. Researchers find a new Chinese AI model is able to match the performance of Anthropic’s Mythos, a development WSJ tech reporter Sam Schechner says is likely to pressure the White House in its overhaul of U.S. AI policy. Plus, we’ll look at how your unsecured home devices like computers and digital photo frames are linked to major cyberattacks. And Venezuela desperately searches for some 50,000 people still believed missing after last week’s earthquakes. Luke Vargas host...
Jun 29, 2026•14 min
Ever since the Homestead Act of 1862, the U.S. government has worked to help everyday Americans own a piece of their nation. One important innovation was the 30-year fixed rate mortgage, a uniquely American loan that helped supercharge homeownership in the U.S. after World War II. But not every effort by the government to increase homeownership has paid off. Now as younger homebuyers face an affordability crisis, can the U.S. government keep that American dream alive This episode is part of The ...
Jun 28, 2026•25 min
Why are Micron and Cerebras telling two different AI stories? And why is Oracle one of the worst stocks this week? Plus, who’s behind Wendy’s big rally? Host Jack Pitcher discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter . Learn more about your ad choices. Visit megaphone.fm/adchoices...
Jun 27, 2026•6 min
P.M. Edition for June 26. Iran’s missiles and drones have inflicted extensive damage on the U.S.’s naval base in Bahrain—destruction that the Pentagon hasn’t publicly acknowledged. The WSJ’s Shelby Holliday walks us through an exclusive analysis of the strikes, and how they’ve pushed the U.S. to recalculate its military’s footprint in the region. Plus, two U.S. senators call for regulators to open an investigation into Polymarket’s deceptive marketing practices following the Journal’s reporting ...
Jun 26, 2026•13 min
A.M. Edition for June 26. California’s proposed billionaire’s tax heads to November's ballot , teeing up a fight among Democrats over wealth, affordability and the future of their party. Plus, a New York City board approves Mayor Mamdani's rent freeze. And WSJ real estate bureau chief Craig Karmin answers listener questions about the U.S. housing shortage in the final episode of our special series. Luke Vargas hosts. Listen to all episodes in our series on ideas for fixing the housing crisis. Si...
Jun 26, 2026•16 min
P.M. Edition for June 25. More Americans are trading deeds for leases as homeownership becomes harder to achieve. We hear from WSJ personal finance reporter Veronica Dagher about the rise of the "forever renter" and what it means for the future of housing and the American Dream. And the Supreme Court handed down a number of big decisions today. Supreme Court reporter James Romoser says two of them enable President Trump’s crackdown on immigration. Plus, reporter Kejal Vyas gives us an update on ...
Jun 25, 2026•15 min
A.M. Edition for June 25. Two powerful earthquakes rock Venezuela’s capital, rattling other cities and leaving dozens dead. Plus, Anthropic claims Chinese tech-giant Alibaba ran a brazen campaign to access its Claude model. And WSJ economics reporter Justin Lahart explains why the massive AI build-out is becoming a new catalyst for inflation , driving up prices for components and electricity. Luke Vargas hosts. Listen to all episodes in our series on ideas for fixing the housing crisis. Sign up ...
Jun 25, 2026•11 min
P.M. Edition for June 24. After months of back and forth, Congress has passed new housing legislation aimed at making it easier to build homes and make housing more affordable. As part of our ongoing housing series, we hear from WSJ real estate reporter Rebecca Picciotto about what’s in the bill. Plus, President Trump met with Senate Republicans today after he refused to sign the housing legislation into law until the Senate passes a controversial voter-ID bill. Journal reporter Marianne LeVine ...
Jun 24, 2026•14 min
A.M. Edition for June 24. Progressive candidates allied with Zohran Mamdani swept through New York’s primaries, toppling more mainstream Democrats in deep-blue congressional districts. Plus, President Trump threatens big oil with a DOJ probe into why gasoline prices aren’t lower yet. WSJ markets editor Alex Frangos , explains the lag and gives us an update on movements through the Strait of Hormuz. And as the energy crisis stemming from the war on Iran eases, HSBC’s Frederic Neumann says a new o...
Jun 24, 2026•15 min
P.M. Edition for June 23. Mortgage rates dipped below 6% in February, but geopolitical tensions and a hawkish Federal Reserve have sent rates back up . Journal reporter Nicole Friedman discusses what that means for the rest of 2026, and how the housing market could bounce back from a slump this spring. Plus, the Trump administration is pushing for a nuclear power renaissance . The Energy Department is making $17.5 billion in low-interest loans available to help finance the construction of nuclea...
Jun 23, 2026•14 min
A.M. Edition for June 23. Monday's tech-driven market slide is accelerating , prompted by concerns around Big Tech’s AI spending plans and looming rate hikes. Plus, the Pentagon tries to drum up support on Capitol Hill for $80 billion more to fund the Iran war. And just a year after nine-figure compensation packages seemed to be fading, our annual CEO pay ranking shows the $100-million-plus salary is back with a bang. Luke Vargas hosts. Listen to all episodes in our series on ideas for fixing th...
Jun 23, 2026•16 min
P.M. Edition for June 22. Traffic through the Strait of Hormuz appears to have sped up this weekend, but what’s next? WSJ reporter Joe Wallace joins us to discuss what we should expect from the vital shipping route if the ceasefire holds. Plus, The National Highway Traffic Safety Administration has opened an investigation into Tesla after a fatal wreck near Houston, Texas. And remembering two titans: legendary music executive Clive Davis and former Fed chairman Alan Greenspan have died. We hear ...
Jun 22, 2026•16 min
A.M. Edition for June 22. U.K prime minister Keir Starmer resigns as his potential successor says he wants to save Britain from U.S. style politics . Plus, peace talks continue in Switzerland as Iran and the U.S. agree to create a mechanism to ensure the termination of military operations in Lebanon. And the great American housing shortage is forcing a search for solutions . In the first part of our new series , Luke Vargas and WSJ’s Rebecca Picciotto dive into the persistent zoning tug-of-war p...
Jun 22, 2026•17 min
New York City Mayor Zohran Mamdani swept into office with a campaign focused on costs and a promise to freeze rents on rent-regulated apartments. That pledge unnerved landlords who own buildings with expensive debt and face higher costs for insurance, utilities and other expenses. Ahead of primary elections this Tuesday, Mamdani has endorsed like-minded candidates with similarly progressive ideas for how to address the cost of housing. That has sometimes put them and Mamdani at odds with House D...
Jun 21, 2026•18 min
Will peace in the Middle East lead to an oil glut? And what did investors learn from Kevin Warsh’s first meeting as Federal Reserve chairman? Plus, is SpaceX stock coming back to earth? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter . Learn more about your ad choices. Visit megaphone.fm/adchoices...
Jun 20, 2026•5 min
P.M. Edition for June 18. WSJ senior video and national security reporter Shelby Holliday discusses the technology on the dilapidated ships carrying sanctioned oil that makes them a risk around the world. Plus, the Supreme Court rules that not all drug users can be banned from owning guns, expanding the reach of the Second Amendment. And CME, the U.S.’s leading futures exchange, sues the CFTC to stop prediction-market platform Kalshi from diving into the market for the trendy derivatives known a...
Jun 18, 2026•14 min
A.M. Edition for June 18. WSJ national security reporter Alex Ward has the latest on the deal, what it means for the opening of the Strait of Hormuz, Iran’s nuclear program and Israel’s reaction. Plus, WSJ energy reporter Rebecca Feng says that oil prices have dropped on the news that the U.S. deal will lift sanctions on Iranian oil exports. And Intel’s stock soars to an all-time high pre-market after President Trump says Apple will work with Intel to design and build chips in the U.S . Luke Var...
Jun 18, 2026•16 min
P.M. Edition for June 17. In Kevin Warsh’s first meeting as Fed chairman, officials unanimously held rates steady , though their projections showed that a rate hike is now more likely than a cut. WSJ economics reporter Matt Grossman discusses what we can glean about how the central bank is changing under Warsh’s leadership. Plus, in an exclusive interview with the Wall Street Journal, Apple CEO Tim Cook says that price increases for Apple products are “ unavoidable .” We hear from reporter Rolfe...
Jun 17, 2026•11 min
A.M. Edition for June 17. The Federal Reserve has trained markets to hang on its every word, but new chairman Kevin Warsh would rather it say less and let the economic data do the talking. WSJ chief economics correspondent Nick Timiraos tells us what to expect . Plus, the Trump administration expands its antifraud campaign to state unemployment programs. And we’ll take a bite of the only Gentleman’s Relish we could get our hands on. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsl...
Jun 17, 2026•12 min
P.M. Edition for June 16. SpaceX said today that it would acquire the parent company of the AI coding tool Cursor for $60 billion. WSJ reporter Becky Peterson explains how the deal is intended to help SpaceX catch up with its AI rivals. Plus, the agreement to end the war will allow Iran to i mmediately begin selling oil . We hear from Journal national security reporter Alex Ward about the strategy behind this–and how it’s going over with President Trump’s supporters. And WSJ Heard on the Street ...
Jun 16, 2026•12 min
A.M. Edition for June 16. President Trump’s Iran deal may be providing relief for markets , but central bankers are not convinced the inflation spike is over yet, with the BOJ and RBA warning of higher prices for longer. Plus, WSJ tech reporter Georgia Wells details how AI is supercharging deepfake nudes , with more than half of teens having created a nude image, unleashing a new form of bullying amongst kids. And, Iran’s World Cup team was ordered to leave the U.S. after their opening match aga...
Jun 16, 2026•13 min
P.M. Edition for June 15. We’re exclusively reporting that Justice Department staffers investigating the merger between Paramount and Warner Bros. Discovery didn’t have an opportunity to object before the DOJ allowed the deal. Plus,news of the preliminary peace agreement between the U.S. and Iran sent stock markets soaring and oil prices sliding–though as WSJ energy markets reporter Rebecca Feng discusses, fully reopening the Strait of Hormuz may take a while. And two new blood tests can help di...
Jun 15, 2026•13 min
A.M. Edition for June 15. The U.S. and Iran say they’ve reached an interim deal to open the Strait of Hormuz and extend a ceasefire. WSJ Middle East correspondent Benoit Faucon says more needs to be ironed out as Israel’s defence minister said they will not withdraw from land it has seized in Lebanon. Plus, Anthropic sends top staff to Washington in a bid to end export restrictions. And, the U.K. announces plans for an under-16 social media ban. Luke Vargas hosts. Sign up for the WSJ’s free What...
Jun 15, 2026•17 min
Thousands of residents in the Peach State have dropped out of health insurance coverage since the start of 2025, prompted in part by this year’s expiration of enhanced federal subsidies that helped them pay their monthly premiums. For our special What’s News series The Cost-of-Living Election, WSJ national politics reporter Sabrina Siddiqui speaks to Republican pollster Adam Geller and Democratic pollster John Anzalone. They discuss voters’ expectations of Congress when it comes to healthcare co...
Jun 14, 2026•19 min
Where are investors looking beyond AI? And how did the largest IPO in history move markets before it even started trading? Plus, can an NBA playoff run create shareholder value? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter . Learn more about your ad choices. Visit megaphone.fm/adchoices...
Jun 13, 2026•6 min
P.M. Edition for June 12. Shares of SpaceX closed up 19% on their first trading day, giving the company a market cap of more than $2 trillion and making Elon Musk the world’s first trillionaire. Plus, China has been importing a lot less oil since the start of the Iran conflict, helping keep a lid on global oil prices–without disrupting its economy. WSJ energy markets reporter Rebecca Feng discusses how China’s doing that, and what happens if the country reverses course. And Iran, the U.S. and me...
Jun 12, 2026•13 min
A.M. Edition for June 12. With just hours to go until SpaceX’s trading debut we look at what to expect when the largest IPO ever hits the market today. Plus, oil falls on the prospects of an imminent U.S. peace deal with Iran - but will it stick? Analysts warn of more volatility to come. And, as the U.K. defense secretary quits over a lack of military spending, WSJ’s Alistair MacDonald explains what it says about Europe’s military readiness. Luke Vargas hosts. Further reading on SpaceX’s IPO: Sp...
Jun 12, 2026•16 min
P.M. Edition for June 11. After threatening more strikes against Iran this morning and then calling them off, President Trump said this afternoon that there’s an agreement to end the war –although final details still need to be completed. Plus, Trump says he plans to nominate Jay Clayton , a top federal Manhattan prosecutor and former SEC chairman, as intelligence director. WSJ national security reporter Yoko Kubota discusses why this move might help defuse a fight with Congress over a crucial s...
Jun 11, 2026•12 min
A.M. Edition for June 11. OpenAI is considering sweeping price cuts as it braces for an intensifying battle for users with chief rival Anthropic. The potential price drop comes as corporate clients begin to pull back on high AI spending and express difficulty tying costs to real investment returns . Plus, social media bans for kids gain momentum as Canada weighs a law that would likely apply to American tech companies like Meta and Snapchat. And the CEO of Bloom Energy K.R. Sridhar tells us how ...
Jun 11, 2026•15 min
