WSJ Tech News Briefing

Plus: Buy now, pay later company Klarna swings to a loss. And DoorDash is positioning for an AI-led future. Julie Chang hosts.

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Plus: FCC overhauls $3 billion Lifeline phone and internet subsidy program to curb improper payments. And Moody's rebuts concerns about AI disruption. Julie Chang hosts.

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Plus: Mistral AI acquires infrastructure startup Koyeb. And the race to build data centers is fueling an "AI debt boom," analysts say. Julie Chang hosts.

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Plus: Eric Trump invests in ‘low cost-per-kill’ drone firm. And physical AI could become a trillion​-​dollar industry by 2035. Julie Chang hosts.

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Plus: India’s Adani Group plans to invest $100 billion on AI infrastructure. And, Infosys and Anthropic to partner on AI for businesses in regulated industries. Julie Chang hosts.

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AI experimentation in the workplace is now showing tangible effects, from productivity gains to layoffs. Erik Brynjolfsson, a professor at Stanford's Institute for Human-Centered AI and cofounder of Workhelix, recently spoke with the WSJ Leadership Institute's Wendy Bounds at the WSJ Technology Council Summit. They discussed AI's influence on the labor market. Plus, WSJ Heard on the Street columnist Jonathan Weil says the AI boom is making it more challenging to analyze tech companies’ earnings due to unclear depreciation expenses. Julie Chang hosts.

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Plus: EV-maker Rivian expects to begin deliveries of its new $50,000 R2 model in the second quarter. And shares of Coinbase and Applied Materials close up, while DraftKings stock slides. Julie Chang hosts.

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Plus: Pinterest stock slides after projected slower revenue growth. And Ubisoft shares jump on cash forecast. Julie Chang hosts.

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Thousands of students at Stanford are obsessing over Date Drop, a new platform that uses AI to match singles based on compatibility. WSJ’s Jasmine Li joins us to break it down. Plus, WSJ consumer goods reporter Aimee Look sits down with Belle Lin to talk about why tariffs are jumpstarting a boom in the American used electronics market. Isabelle Bousquette hosts.

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Plus: Russia is blocking access to WhatsApp and Telegram to boost its own messaging app. And SoftBank says it took on another $27 billion in debt to pay for its investment in OpenAI. Danny Lewis hosts.

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Plus: Elon Musk announces a reorganization and staff departures at xAI. And Lenovo posts record revenue driven by device sales and AI. Julie Chang hosts.

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Plus: Lyft logged mixed results in its latest quarter. And crypto lender BlockFills suspends client withdrawals. Julie Chang hosts.

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Plus: Shopify expects revenue growth in the first quarter of 2026. And NetEase profit falls in the fourth quarter of 2025. Julie Chang hosts.

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Plus: Paramount sweetens its hostile bid for Warner Bros. Discovery. And wealth management stocks fall after AI tool announcement. Julie Chang hosts.

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Plus: Honda’s car business suffered a loss as EV impairments mount. And SMIC earnings topped expectations on strong chip demand, but the company gave a cautious outlook. Julie Chang hosts.

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As Anthropic’s resident philosopher Amanda Askell spends her days trying to help AI understand morality. WSJ’s Berber Jin joins us to discuss how she’s doing it. Plus, WSJ’s Belle Lin sits down with personal tech columnist Nicole Nguyen to talk about how home batteries could be a better alternative to gas generators during a power outage. Isabelle Bousquette hosts.

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Plus: Alphabet sells bonds that aren’t due for 100 years. And Australian startup Neara raises more than $60 million as data centers put pressure on power grids. Julie Chang hosts.

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Plus: Eli Lilly to buy biotech Orna Therapeutics for up to $2.4 billion. And STMicroelectronics secures a multiyear, multibillion-dollar deal with Amazon. Julie Chang hosts.

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Today is the Super Bowl 🏈! Before you huddle up for the big game, we're bringing you an episode of What's News Sunday we thought you might enjoy. Host Alex Ossola, along with Journal reporters Katie Deighton and Suzanne Vranica, are taking a look at the Super Bowl's other main event: the ads.

The annual game is the world's most high-stakes advertising showcase, and this year, artificial intelligence will be front and center. AI titans like OpenAI and Anthropic will feature their own ads as the race for name recognition ramps up. Tune in to hear how AI is rewriting the playbook for the future of the advertising industry.

And if you enjoy the episode, be sure to check out the What’s News podcast.

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Plus: The Justice Department probes Netflix’s proposed acquisition of Warner Discovery’s studios and HBO Max streaming service. And a jury orders Uber to pay $8.5 million in passenger sexual assault case. Julie Chang hosts.

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Plus: Trump’s tax law cuts Amazon’s corporate tax bill by more than half. And Stellantis books $26 billion charges over bad EV bets. Julie Chang hosts.

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Things have been getting weird on the internet. WSJ reporter Angel Au-Yeung explains what’s behind Moltbook—the viral social network where AI assistants are talking to each other—and how it got started. Plus, WSJ reporter Isabelle Bousquette shares how AI is helping Olympic snowboarder Maddie Mastro improve her jump trick. Belle Lin hosts.

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Plus: Amazon to spend $200 billion as it accelerates AI projects. And Nvidia warns the Trump administration that chip export rules to China are too strict. Julie Chang hosts.

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Plus: Spotify will sell physical books in the U.S. and U.K. And Germany fines Amazon over price-filtering tools. Julie Chang hosts.

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But Google beats Wall Street expectations. And Snap posts a profit of $45 million, compared with $9 million a year earlier. Julie Chang hosts.

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Plus: Uber’s fourth-quarter profit falls. And AI voice startup ElevenLabs raises $500 million. Julie Chang hosts.

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Plus: Shares of European legal publishing companies RELX and Wolters Kluwer fall after Anthropic releases new AI legal tools. And the selloff expands to data-providers like S&P Global and FactSet. Julie Chang hosts.

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Plus: French authorities raid X’s Paris office amid probe into deepfakes. And Spain will ban social-media access for children under 16. Julie Chang hosts.

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Crypto exchange Coinbase has become the face of the crypto industry as the Trump administration prepares to decide the future of finance. WSJ reporter Amrith Ramkumar explains why Coinbase CEO Brian Armstrong is at the forefront of the growing chasm between crypto firms and big banks. Plus, WSJ reporter Angus Loten discusses why a disgruntled employee could be your company’s biggest cyber threat. Belle Lin hosts.

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Plus: The Trump administration is preparing a $12 billion rare earth stockpile. And Saks Fifth Avenue’s parent company to wind down its partnership with Amazon. Julie Chang hosts.

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Plus: Disney earnings see boost from streaming. And Bitcoin price hits lowest level since April 2025. Julie Chang hosts.

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Plus: Tesla shares closed up 3% after reports that it might merge with SpaceX. And Charter Communications reports gains in mobile and video subscribers. Julie Chang hosts.

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Plus: Apple struggles to meet iPhone demand. And LG Electronics reports its first net loss in a year. Julie Chang hosts.

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Electronic junk gathering dust in a drawer could be the key to loosening China’s grip on rare earth metals. WSJ energy columnist Ed Ballard takes us through the latest chapter in technology recycling. Plus, Meta and Microsoft have both invested extraordinary amounts of capital in AI, but their stock market fortunes are diverging. WSJ Heard on the Street columnist Dan Gallagher explains why.

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Plus: NHTSA investigates Waymo after its robotaxi hit a child. And Apple posts blowout iPhone sales. Julie Chang hosts.

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Plus: Tesla plans to convert its Fremont factory to produce Optimus robots. And Dow to cut 4,500 employees in AI overhaul. Julie Chang hosts.

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Plus: Fidelity to launch a stablecoin. And Meta and Microsoft beat Wall Street expectations. Julie Chang hosts.

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Plus: ASML Holding logs record quarterly orders as AI spending remains strong. And SoftBank could invest up to $30 billion more in OpenAI. Julie Chang hosts.

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Plus: The Trump administration warns South Korea against targeting U.S. tech companies amid rising trade tensions. And Amazon will shut down Amazon Go and Amazon Fresh stores. Julie Chang hosts.

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Plus: Micron will invest $24 billion in Singapore to boost chip production. And Pinterest to cut 15% of workforce. Julie Chang hosts.

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After years of fighting for legal sports betting, FanDuel and DraftKings are now facing unforeseen competition in the form of prediction markets—platforms that let users bet on the outcome of a plethora of events. WSJ sports reporter Jared Diamond explains how that’s led to a bitter rivalry ahead of the Super Bowl. Plus, WSJ markets reporter Sam Goldfarb explains why software stocks are declining in an AI-dominated tech market.

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Plus: Nvidia unveils a new suite of open-source AI models for weather and climate predictions. And Bitcoin recovers marginally. Julie Chang hosts.

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Plus: Trump administration to take stake in rare-earth metal company. And quantum-computing company IonQ to acquire chip maker SkyWater Technology. Julie Chang hosts.

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Plus: Uber plans to use AI in customer service. And shares of European arms maker CSG surged on Amsterdam stock-market debut. Julie Chang hosts.

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Plus: Justice Department opens criminal probe into HR company Deel. And TikTok to keep operating in the U.S. Luke Vargas hosts.

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Automaker BYD is the leader in a group of Chinese car companies whose global exports have risen beyond expectations, with BYD replacing Tesla as the world’s biggest electric vehicle seller. WSJ’s Stephen Wilmot explains the political challenges that could slow BYD’s growth. Plus, WSJ personal tech columnist Nicole Nguyen discusses Google’s new AI email rollouts — including features that attempt to summarize Gmail inboxes and write responses. Peter Champelli hosts.

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Plus: Shares of crypto-infrastructure firm BitGo pop 25% in NYSE debut. And Autodesk will cut 1,000 jobs. Julie Chang hosts.

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Plus: Ubisoft Entertainment shares plunge after major structural overhaul announcement. And Elon Musk takes the stage at Davos. Julie Chang hosts.

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Plus: OpenAI expects a more even mix between consumer and enterprise businesses by end of the year. And Ubisoft to undergo major structural overhaul in bid to revamp fortunes. Julie Chang hosts.

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Plus: Amazon will launch its largest-ever retail store in the Chicago suburbs. And the EU makes a play to boost European telecoms investment. Julie Chang hosts.

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