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WSJ What's News
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Wall Street Journal short daily news briefing.

In the last 30 days, WSJ What's News produced 180 attributed ideas; most-discussed: META, IBM, MRNA.

40
Ideas · 7d
180
Ideas · 30d
873
Ideas · all time
229
Episodes
Names this show discusses most
30D
META · 5IBM · 2MRNA · 2JBLU · 1NESN.SW · 1TM · 1HMC · 1JPM · 1
90D
META · 5IBM · 2MRNA · 2JBLU · 1NESN.SW · 1TM · 1HMC · 1JPM · 1

Theses first heard here · 23

Brazil election shock creates oversold EM opportunityFIRST HEARD 26 OCT
AI sell-off on valuation and rate jittersFIRST HEARD 15 OCT
Gasoline prices drive September inflation higherFIRST HEARD 14 OCT
AI IPO delays signal valuation indigestionFIRST HEARD 9 OCT
SpaceX spectrum buy as long-term wireless threatFIRST HEARD 9 OCT · TMUS VZ T
Latest attributed ideas · most recent first
27 OCTTODAYThe Chip Giant Helping Anthropic Buy More Chips
Circular financing as an AI sector risk
Open in Zortix →
27 OCTTODAYThe Chip Giant Helping Anthropic Buy More Chips
Anthropic IPO as the AI sector pace car
Open in Zortix →
27 OCTTODAYThe Chip Giant Helping Anthropic Buy More Chips
Midterm elections threaten data center build-out
Open in Zortix →
27 OCTTODAYThe Chip Giant Helping Anthropic Buy More Chips
Europe's low gas storage a winter price risk
Open in Zortix →
26 OCTYESTERDAYJumping Revenue, Big Losses and Many Risks: Inside Anthropic’s IPO Filing
Anthropic IPO as a must-own stock
Open in Zortix →
26 OCTYESTERDAYJumping Revenue, Big Losses and Many Risks: Inside Anthropic’s IPO Filing
Anthropic's catastrophic risk uninsurable
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26 OCTYESTERDAYJumping Revenue, Big Losses and Many Risks: Inside Anthropic’s IPO Filing
Brazil market crash on Lula re-election
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26 OCTYESTERDAYJumping Revenue, Big Losses and Many Risks: Inside Anthropic’s IPO Filing
JetBlue creditors signal viability concerns
JBLUOpen in Zortix →
26 OCTYESTERDAYThe Internet Isn’t Buying Trump’s Economic Claims
Lula win seen as market-negative for Brazil
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26 OCTYESTERDAYThe Internet Isn’t Buying Trump’s Economic Claims
Fed rate hikes anticipated despite pause
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26 OCTYESTERDAYThe Internet Isn’t Buying Trump’s Economic Claims
AI jitters ahead of big tech earnings
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25 OCT2D AGOSocial Security Is Breaking and Congress Doesn’t Have a Plan
Social Security faces 2032 depletion, 22% benefit cut
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25 OCT2D AGOSocial Security Is Breaking and Congress Doesn’t Have a Plan
Democrats' fix: raise or eliminate payroll tax cap
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25 OCT2D AGOSocial Security Is Breaking and Congress Doesn’t Have a Plan
Trump shifted GOP stance to protect benefits
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25 OCT2D AGOSocial Security Is Breaking and Congress Doesn’t Have a Plan
Bipartisan deal needed, likely last-minute
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25 OCT2D AGOSocial Security Is Breaking and Congress Doesn’t Have a Plan
Recent tax law accelerated insolvency date
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25 OCT2D AGOSocial Security Is Breaking and Congress Doesn’t Have a Plan
Issue will motivate voters as deadline nears
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24 OCT3D AGOWhat’s News in Markets: Meta’s AI Bill, IBM’s Comeback, Musk Explores Merger
Meta's AI spending spooks investors
SHOWS SPLIT21 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
24 OCT3D AGOWhat’s News in Markets: Meta’s AI Bill, IBM’s Comeback, Musk Explores Merger
Anthropic's IPO as AI demand and cost signal
Open in Zortix →
24 OCT3D AGOWhat’s News in Markets: Meta’s AI Bill, IBM’s Comeback, Musk Explores Merger
IBM bucks tech selloff on deal closure
SHOWS SPLIT4 SHOWS · NOT ALL ON THE SAME SIDEIBMOpen in Zortix →
24 OCT3D AGOWhat’s News in Markets: Meta’s AI Bill, IBM’s Comeback, Musk Explores Merger
Tech selloff on AI cost concerns broadens
Open in Zortix →
23 OCT4D AGOWhy Calling a Democrat a Socialist Isn’t the Insult It Once Was
Moderna cancer vaccine data disappoints investors
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEMRNAOpen in Zortix →
23 OCT4D AGOAI Rout Finds a Floor. For Now.
Europe feels alone in defense against Russia
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23 OCT4D AGOAI Rout Finds a Floor. For Now.
Pension funds' AI gains create political conflict
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22 OCT5D AGOAI Fears Rise Again on Wall Street
Federal student loan caps push students to private lenders
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22 OCT5D AGOAI Fears Rise Again on Wall Street
Natural gas heating bills cheaper this winter
Open in Zortix →
22 OCT5D AGOAI Fears Rise Again on Wall Street
Moderna cancer vaccine data disappoints market
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEMRNAOpen in Zortix →
22 OCT5D AGOCan Meta Turn Muse’s Popularity Into Profits?
Muse's profitability delayed by compute costs
SHOWS SPLIT21 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
22 OCT5D AGOCan Meta Turn Muse’s Popularity Into Profits?
Muse's early traction in shopping
SHOWS SPLIT21 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
22 OCT5D AGOCan Meta Turn Muse’s Popularity Into Profits?
Meta's stock split aids Zuckerberg's tax liability
METAOpen in Zortix →
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