WSJ Tech News Briefing

OpenAI’s Sora and other generative-AI video apps that can create a digital lookalike in minutes have taken social media by storm. WSJ personal tech columnist Nicole Nguyen joins us to discuss how our likenesses are no longer our own in the AI era. Plus, Heard on the Street columnist Jinjoo Lee explains how the AI bubble could really be in energy stocks. Julie Chang hosts.

Sign up for the WSJ's free Technology newsletter.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Ray-Ban maker EssilorLuxottica reports best quarter yet, says consumer appetite for AI glasses remains strong. And Foxconn shares rise after chairman meets with OpenAI and plans to meet with Nvidia. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: HPE stocks drop after projecting slower revenue growth for fiscal year 2026. And Singapore’s GIC files a U.S. lawsuit against NIO for allegedly inflating its securities value. Zoe Kuhlkin hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Bank of America highlights continued momentum from tech and artificial intelligence investments. And ASML logs better-than-expected orders amid continued AI frenzy. Finally, Workday plans to set up an AI-focused research center in Ireland. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: BlackRock’s AI consortium acquires Aligned Data Centers in a $40 billion deal. And driverless taxis head to London. Zoe Kuhlkin hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Walmart will sell products directly on ChatGPT. And the EU’s trade chief says China’s latest export controls on rare-earth materials are a concern for European companies. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Google invests $24 billion in AI in India and South Carolina. And General Motors pulls back on EV manufacturing. Zoe Kuhlkin hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s an AI showdown. Elon Musk has been building out two massive data centers in Memphis as he plays catch-up in the AI race. But will it be enough? Meanwhile, AI chips underdog Advanced Micro Devices rocked the market last week when it landed a multibillion-dollar partnership with OpenAI, directly challenging industry leader Nvidia. We’ll tell you about the old-school CEO leading AMD. Julie Chang hosts.

Sign up for the WSJ's free Technology newsletter.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: JPMorgan Chase to invest $10 billion into companies vital for national security, including defense contractors, mineral manufacturers and AI firms. Tech stocks rise in response to President Trump’s softened tone on China. And Bloom Energy announces AI data-center deal with Brookfield Asset Management. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Dutch government takes control of Netherlands-based chip maker Nexperia from its Chinese owner. And LG Electronics guides for a better-than-expected quarterly operating profit. Zoe Kuhlkin hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: EU scrutinizes Google, YouTube, Apple and Snapchat over their children’s online-safety efforts. And the U.K. names Google as a company to keep an eye on under new competition law. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Tesla faces another investigation into its Full Self-Driving technology. And Microsoft and Anthropic hire former U.K. Prime Minister Rishi Sunak as an adviser. Zoe Kuhlkin hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Through its new partnership with Harvard Medical School, Microsoft is leaning on healthcare for its artificial-intelligence chatbot, Copilot, to gain independence from OpenAI’s ChatGPT. WSJ reporter Sebastian Herrera shares exclusive details on that effort. Plus, AI is transforming how companies manage risk. Executives from FedEx and DBS Bank spoke at the recent Journal House Singapore event about how they are leveraging AI to navigate legal and regulatory challenges. Julie Chang hosts.

Sign up for the WSJ's free Technology newsletter.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: The Trump administration and Saudi Arabia make progress on a chips agreement. And a new study shows tech workers are willing to accept less pay for a remote or hybrid job. Zoe Kuhlkin hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Google announces a $5.8 billion data center investment in Belgium. And Ferrari plans to unveil its first fully electric car in 2026. Zoe Kuhlkin hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: The Nobel Prize in Chemistry is awarded to a trio of scientists for their work in developing molecular structures known as metal-organic frameworks, or MOFs. And shares of Rocket Lab rally after deal with Japanese satellite maker. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Advertising industry urges tech companies to adopt new standards for transparency in ad sales. And the European Union outlines plans to boost AI adoption. Zoe Kuhlkin hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: A trio of professors in the U.S. are awarded the Nobel Prize in physics for their work in quantum mechanics. And Dell lifts its long-term financial targets on surging AI demand. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Anthropic and IBM partner to further integrate AI into IBM’s software. And Jaguar Land Rover sales plunge following cyberattack. Zoe Kuhlkin hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

An independent space company from New Zealand is looking to take on industry giants like SpaceX and Blue Origin in the rocket launch business. WSJ space business reporter Micah Maidenberg tells us about Rocket Lab and its founder. Plus, President Trump has been sharing AI-generated video memes on his social-media pages, particularly in response to the current government shutdown. WSJ reporter Amrith Ramkumar explains the controversy behind the president sharing this kind of content. Julie Chang hosts.

Sign up for the WSJ's free Technology newsletter.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Airship AI shares surge after the AI surveillance company is awarded federal contracts. And a trio of immunologists are awarded the Nobel Prize in Medicine for breakthroughs in immune-system research. Zoe Kuhlkin hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Europe’s AI startups head to the U.S. for funding. And Verizon names Daniel Schulman as its new CEO. Zoe Kuhlkin hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: BlackRock nears deal to acquire Aligned Data Centers for about $20 billion. And AI venture-capital firm Gradient Ventures spins out of Google. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Delays to Nvidia and U.A.E. chips deal frustrate Nvidia CEO Jensen Huang and some senior Trump administration officials. Japanese brewer Asahi Group doesn’t know when its supply chain will be restored after a cyberattack. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Researchers and companies are designing AI algorithms that can detect signs of breast cancer in mammograms before those signs are visible to the human eye. WSJ reporter Brianna Abbott joins to share how these advanced AI tools compare against current risk-detection methods. Plus, personal tech columnist Nicole Nguyen discusses some features from Google's Gemini and Amazon's Alexa+ that promise to make smart homes even smarter. Peter Champelli hosts.

Sign up for the WSJ's free Technology newsletter.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Walmart says it will keep hiring developers as the company revamps its workforce for the AI era. And Rivian narrows its 2025 delivery guidance. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Samsung and SK Hynix strike an agreement with OpenAI for its Stargate project. And Tesla sales rise in the third quarter. Zoe Kuhlkin hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Taliban accused of cutting off internet in Afghanistan. And the U.S. to take equity stake in Lithium Americas and its Nevada mining project. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Stellantis expands its partnership with Mistral to speed up AI adoption across its operations. And automakers brace for a plunge in EV sales after tax credit expires. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: CoreWeave and Meta sign $14.2 billion AI cloud infrastructure deal. And FuboTV shareholders approve Disney streaming deal. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: DeepSeek releases a new AI model that could cut usage cost in half. And YouTube agrees to pay $24.5 million to settle a lawsuit brought by President Trump over the suspension of his account. Zoe Kuhlkin hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One big drawback of generative artificial intelligence is the vast energy and water that data centers use to power it. But AI also promises to save energy and fuel across industries such as transportation, manufacturing and building maintenance. Amy Myers Jaffe, director of the Energy, Climate Justice, and Sustainability Lab at New York University, tells us how AI could save as much energy as it uses—or more. Plus, WSJ reporter Sebastian Herrera discusses how layoffs of tech workers are affecting Seattle. Peter Champelli hosts.

Sign up for the WSJ's free Technology newsletter.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: The company also plans to release a new version of its Sora video generator that will require copyright holders to opt out. And the White House targets China’s tech sector by expanding its trade blacklist. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Comcast says its president will serve as co-CEO with longtime Chief Executive Brian Roberts. And tech-bubble fears rise in Deutsche Bank investor poll. Zoe Kuhlkin hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Researchers say coordinated bot campaigns on social-media platforms are becoming more prevalent due to generative AI. And Mistral’s CEO says business data will play a critical role in improving its AI models. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Meta plans to launch an ad-free version of Facebook and Instagram in the U.K. And Baidu wants driverless robotaxis in Dubai by next year. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Google X, the tech giant’s “moonshot factory,” is an enigmatic division that has pushed through ideas like Waymo, Alphabet’s self-driving car unit. It’s also chalked up a lot of innovations that haven’t seen the light of day. The WSJ Leadership Institute’s Wendy Bounds lifts the lid on how it builds failure into its workflow. Plus, WSJ reporter Kris Maher goes looking for a proposed-but-delayed $28 billion Intel factory site in the heart of Ohio. Katie Deighton hosts.

Sign up for the WSJ's free Technology newsletter.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Amazon reaches $2.5 billion settlement with FTC over allegations it misled Prime users. And CoreWeave expands its OpenAI agreement to supply data center capacity by $6.5 billion. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: OpenAI and Databricks strike a $100 million deal to sell AI agents. U.S. senators send letters to big tech companies demanding information on H-1B visa usage. Nvidia-backed AI startup Nscale raises $1.1 billion for data-center rollout. Zoe Kuhlkin hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: NASA prepares to send astronauts around the moon as early as February. And tech stocks continue pulling back. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Lithium Americas is in talks with the U.S. Department of Energy and General Motors over loan terms. And Alibaba says it will invest more than $53 billion in artificial intelligence. Zoe Kuhlkin hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Amazon Fresh stores to shutter in the U.K. And startups rethink hiring plans following President Trump’s new $100,000 H-1B visa fee. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: ASM International cuts its revenue forecast for the year as demand slows. And Google enters final stretch of digital-advertising antitrust case. Zoe Kuhlkin hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

When Duolingo’s CEO told staff he wanted the company to become an “AI-first” business, critics questioned if it was a euphemism for human layoffs. The WSJ Leadership Institute’s Belle Lin gets an update on how the pivot is working in practice. Also, workplace reporter Ray A. Smith explains how changes to the H-1B visa program sent the tech industry spiraling. Katie Deighton hosts.

Sign up for the WSJ's free Technology newsletter.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Citigroup to pilot new agentic capabilities in its proprietary AI platform. And Indian tech stocks fall as President Trump’s new U.S. visa rules weigh on the sector. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Oracle names co-CEOs as longtime Chief Executive Safra Catz transitions to a new role. And T-Mobile names COO Srini Gopalan as its next CEO. Zoe Kuhlkin hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Porsche cuts its guidance again and delays launch of some new EV models. And Pony AI is set to hit a major profitability target by early next year. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Nvidia invests $2.7 billion in U.K. AI startup development. And Amazon’s finance teams are relying more on AI. Zoe Kuhlkin hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Music service Spotify has been waging war against Apple’s App Store “tax,” significantly weakening Apple’s grip on the mobile world. Bold Names co-host and WSJ columnist Tim Higgins joins us to discuss. Plus, YouTube is giving its creators access to AI tools, and potentially introducing a lot more AI-generated content into users’ feeds. Belle Lin hosts.

Sign up for the WSJ's free Technology newsletter.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Meta approaches media companies about AI content-licensing deals. And Huawei plans to release new AI chips over the next few years. Julie Chang hosts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.