What's News in Earnings: Why Some Money Managers Are Trailing the Market
Bonus Episode for Aug. 11. Shares of publicly traded private-equity firms like Blackstone and Apollo are down year-to-date, trailing the broader market, while shares of traditional asset managers like BlackRock have outperformed. Heard on the Street columnist Telis Demos discusses this divide and how it relates to the firms’ second-quarter earnings.
WSJ reporter Miriam Gottfried hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy.
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9:15
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9:15
What’s News in Markets: Apple’s Investment, Fannie and Freddie’s IPO, Crocs’ Misstep
How did Apple avoid tariffs on its chips? And are mortgage lenders Fannie and Freddie set to go public? Plus, what caused Crocs shares to plunge? Host Jack Pitcher discusses the biggest stock moves of the week and the news that drove them.
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4:50
What’s News in Earnings: Tough Times Come for Big Food
Bonus Episode for Aug. 6. It’s tough sledding in the food business as costs rise but consumers aren’t having higher prices. How are food companies balancing inflation and tariffs on one hand and the need to appeal to budget-conscious buyers on the other? WSJ Heard on the Street editor Aaron Back discusses the latest earnings reports for Kraft Heinz, General Mills, Conagra, Campbell and J.M. Smucker tell us about the food business and the future of how we eat.
WSJ food reporter Jesse Newman hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy.
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8:36
What’s News in Earnings: How Magnificent Can the Magnificent Seven Get?
Bonus Episode for Aug. 5. Six of the so-called Magnificent Seven companies have reported quarterly earnings, with only Nvidia, the most-valuable of them all, yet to release its results. Heard on the Street’s Asa Fitch talks about how much better it can get for the stocks harnessing AI-mania to propel the stock market. Asa, who also writes the Journal’s new AI newsletter, says that the hyperscalers show no sign of slowing their furious pace of capital investment in infrastructure, but he cautions that continuing to top investors’ lofty expectations is becoming more of a challenge.
Markets AM writer Spencer Jakab hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy.
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9:56
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9:56
What’s News in Markets: Novo Tumbles, Meta Soars, Apple Sells
Is Novo Nordisk losing its lead in the weight-loss market? And what caused Meta’s shares to jump? Plus, why did shoppers rush to buy Apple’s iPhones? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them.
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Your Money Briefing is your personal-finance and career checklist, with the news that affects your money and what you do with it. From spending and saving to investing and taxes, the Wall Street Journal’s finance reporters and experts break down complicated money questions every weekday to help you make better decisions about managing your money.