Tech News Briefing

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Apple struggles to meet iPhone demand. And LG Electronics reports its first net loss in a year. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Sign...

Plus: NHTSA investigates Waymo after its robotaxi hit a child. And Apple posts blowout iPhone sales. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Fidelity to launch a stablecoin. And Meta and Microsoft beat Wall Street expectations. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Micron will invest $24 billion in Singapore to boost chip production. And Pinterest to cut 15% of workforce. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

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...

Plus: Nvidia unveils a new suite of open-source AI models for weather and climate predictions. And Bitcoin recovers marginally. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Justice Department opens criminal probe into HR company Deel. And TikTok to keep operating in the U.S. Luke Vargas hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

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...

Plus: Shares of crypto-infrastructure firm BitGo pop 25% in NYSE debut. And Autodesk will cut 1,000 jobs. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Ubisoft Entertainment shares plunge after major structural overhaul announcement. And Elon Musk takes the stage at Davos. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Warner Bros. Discovery and Netflix strike a new all-cash deal. And Netflix reports a rise in revenue and profit. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Baidu’s AI assistant hits 200 million monthly active users. And Texas rare-earth magnet maker Noveon Magnetics secures $215 million in new funding. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Netflix has continued to expand, with partnerships, diversification, and a focus on broadcasting live events and sports. WSJ’s Isabelle Bousquette explains the technical challenges of this new frontier for streamers. Plus, WSJ reporter Ben Fritz explains actor Matthew McConaughey’s attempt to fight AI fakes . Peter Champelli hosts. Sign up for the WSJ's free Technology newsletter . Learn more abou...

Plus: Ashley St. Clair, a conservative influencer who had a child with Elon Musk, is suing xAI over deepfake images made by its AI chatbot Grok. And Saks Global’s bankruptcy jeopardizes its partnership with Amazon. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: The Trump administration plans an emergency auction for tech companies to fund new power plants. And Microsoft’s Activision Blizzard is probed by Italy’s competition regulator for potentially misleading consumers. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Taiwan Semiconductor Manufacturing, the world’s largest fabricator of advanced computing processors, is planning a major US expansion as part of a new trade deal. WSJ’s Amrith Ramkumar joins us to talk about what role geopolitical tensions with China are playing in the shift. Plus, the Wikimedia Foundation’s Chief Product and Technology Officer talks about how Wikipedia is transforming itself for...