Auto & Transport Roundup: Market Talk
Find insight on Air France-KLM, HMM and more in the latest Market Talks covering the Auto and Transport sector.
WSJ Markets
Everything on the wire from WSJ Markets (US).
Tech Stocks Fall as Next Week Brings Big Tests for the AI Trade
Plus, Nvidia closes lower and Anthropic CEO hopes IPO will “overdeliver.”
Anthropic Chief Tells Jamie Dimon He Hopes IPO Will ‘Underpromise and Overdeliver’
The artificial-intelligence giant, which is expected to begin trading Thursday, is targeting a valuation of roughly $1.33 trillion or more.
Cravath Employee Is Charged With Insider Trading Using Confidential Deal Information
Prosecutors said the employee netted $70,000 in profits related to client matters including Paramount’s acquisition of Warner Bros.
The Stock Market’s Bargain Bin Is Secretly Stuffed With AI Stocks
Value funds don’t always offer the exposure to cheap, boring stocks that investors might expect.
Kraft Heinz Plans to Bring New Life to Old Brands
Some of the best analysis and insight on investing, the wealth-management business and more.
How the AI Trade Hijacked the Treasury Market for a Month
Plus, Nvidia enters its next phase, and Microsoft’s global outage
Jensen Huang Called Her ‘a Deer in the Headlights.’ Now She Runs Nvidia.
Plus, America’s richest retirement market, and Chris Van Hollen says he will challenge Chuck Schumer to lead Senate Democrats.
CVS Breakup Won’t Satisfy Washington. It Could Still Work for Wall Street.
Spinning off its drugstores won’t quiet CVS’s critics, but it could leave shareholders with a more valuable company.
Stock Market Today: Nvidia Shares Drop Again as Investors Eye Fallout From Huang's Removal
AI trade faces major tests next week with chip giant's earnings and Anthropic's IPO
AI Bots Are Using Credit Cards. Banks Are Racing to Keep Up.
Stripe is positioning itself as a key cog for agentic commerce, while JPMorgan Chase is a skeptic.
Nvidia Shareholders Won’t Miss Jensen Huang for Long
Steadier hands could be better suited to enriching shareholders as the AI chip company enters a new phase.
Metro Bank Hangs Up ‘For Sale’ Sign
The lender said Thursday that it wasn’t in any active discussions and it hadn’t received an approach for a potential takeover.
Nvidia’s Disappearing Singapore Sales Deepen Mystery Around Megaspeed
Last year, just as scrutiny of Megaspeed was rising, Nvidia stopped reporting Singapore revenue.
CoreWeave Finds a Workaround to Capital Constraints—for Now
The company’s ambitious plans will still require cooperation from capital markets.
SEC Enforcement Penalties Fall to 18-Year Low
The Wall Street regulator obtained about $1 billion last year, the lowest amount since the 2008 financial crisis.
Wall Street Pay Set to Climb After Volatile Markets and IPOs Fuel Bank Profits
Traders and investment bankers are set to see among the biggest bumps in bonuses.
A Reined In Jensen Huang Is Nvidia’s Best Option
A more restrained chief would suit the chip giant well for the next phase of the AI boom.