Menu
Sign In Pricing Add Podcast

Luke Vargas

Appearances

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

168.044

Given that, Ian, I would imagine it would be extra important for Ukrainian officials for this deal to become commercially viable. Analysts, you report, estimate the potential value of those minerals could amount to trillions of dollars. But what is the outlook for those critical minerals actually entering the US supply chain eventually?

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

251.613

House Republicans squeezed through a budget blueprint late last night, with all but one GOP lawmaker backing the framework for President Trump's tax, border and spending cut agenda.

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

262.875

The plan, which likely won't accommodate all of the tax reductions Trump wants, calls for at least $1.5 trillion in spending cuts over a decade and will require significant cuts to Medicaid, an issue that's left House Republicans deeply divided.

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

278.138

While party leaders say the blueprint doesn't specifically mention Medicaid, more than half of the cuts it targets will come from the Energy and Commerce Committee, which has jurisdiction over the program. Though its passage is a sign Republicans can deliver major legislation despite holding slim majorities in Congress, the budget plan faces a complicated path ahead.

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

299.277

The Senate, which favors larger tax cuts, plans to alter the House blueprint rather than accept it. In a shake-up of American visa programs, President Trump plans to roll out a $5 million gold card visa that would allow wealthy people to buy permanent residency and potentially provide a pathway to full citizenship. Trump says the U.S.

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

320.545

could sell a million gold cards and that they would enable companies like Apple to pay to get approval for highly skilled workers to live in the U.S.,

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

329.272

The new visas would replace the existing EB-5 visa that offers green cards to people who invest in the U.S., a program that has been plagued by cases of fraud, but which Journal-White House reporter Tarini Party said also enjoys strong bipartisan support in states that have benefited from it.

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

34.092

Ukraine agrees to a mineral rights deal with the U.S. We'll get the latest from Kyiv. Plus, House Republicans pass a budget plan overcoming disagreements on the size of proposed spending cuts. And President Trump floats a $5 million gold visa for wealthy individuals.

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

366.203

Währenddessen hat die Trump-Administration eine Registrierung geschaffen, in der Immigranten in den USA illegal ihre persönliche Informationen oder Fälle in der Gefängniszeit anbieten müssen. Laut Dokumenten, die im Journal gesehen wurden, würden die Immigranten, insbesondere 14 und älteren Kinder, ihre Fingerprinten und Heimatadressen anbieten müssen.

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

384.91

Those who fail to do so could be fined up to $5,000 and sentenced to up to six months in prison. Previously, immigrants in the country illegally were committing a civil offense and could be detained and deported, but weren't considered to have committed a crime. Coming up, investing columnist Spencer Jacobs stops by to discuss the widening gap between the expected returns for large U.S.

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

407.842

growth stocks and cheaper alternatives abroad. That and other news moving markets after the break. Amerikas biggest growth stocks have a big expensive problem, so writes the Journal's investing columnist Spencer Jacob, who's been tracking data that compares the expected returns of those stocks against cheaper alternatives. And he's here to share what that data has been turning up.

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

438.465

Spencer, the premise of your latest column is that there's been a bit of unusual activity in the relationship between the performance of the S&P 500 and the MSCI IFA, IFA standing for Europe, Australasia and the Far East. So broadly here, US stocks versus non-US developed market stocks. And namely, it's that this relationship lately has been trending way outside of historic norms.

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

462.016

Break this down for us.

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

502.781

Und wie Sie messen, wie teuer sie sind, hat viel zu tun mit ihren erwarteten Einkommen. Sie haben sich mit Forschungs-Affiliaten befasst, um ihre 10-Jahre-Vorgaben für ein paar verschiedene Kategorien zu schauen. Was haben Sie gefunden?

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

598.752

And Spencer, lest someone be very tempted right now to put the podcast down and go and trade on the basis of some of the analysis you've just given us. Of course, it's not always that easy and there could be factors that conspire to make this not be the winning bet over the coming decade, I'm sure.

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

63.214

It's Wednesday, February 26th. I'm Luke Vargas for The Wall Street Journal. And here is the AM edition of What's News. The top headlines and business stories moving your world today. The US and Ukraine have agreed to the terms of a mineral rights deal that could be signed by President Trump and President Volodymyr Zelensky in Washington as soon as Friday.

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

675.034

Spencer Jacob is the Wall Street Journal's investing columnist and he edits our Markets AM newsletter, which you can subscribe to for free at the link we've left in our show notes. Spencer, thanks so much for dropping by. Hey, thanks a lot.

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

689.414

Und in News Moving Markets today, US-listed shares in Budweiser Brewer AB InBev are sharply higher in off-hours trading, after it reported growth in its US market share on the backs of its Michelob Ultra and Bush Light brands. The company's global results left more to be desired, though, as fourth-quarter sales volumes fell, dragged by lingering weakness in China.

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

711.781

Copper prices are rising after White House officials said the US would investigate imposing global import tariffs on the metal. Senior administration officials said the probe was necessary to spur domestic production, but declined to say how high the tariffs could be or when they could be imposed.

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

729.202

And on deck today, Lowe's and TJ Maxx-Owner TJX Companies are reporting earnings this morning with Salesforce and NVIDIA following this afternoon. And the Commerce Department will release new home sales figures for January at 10 a.m. Eastern. And that's it for What's News for this Wednesday morning.

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

747.011

Today's show was produced by Daniel Bach and Kate Bullivant with supervising producer Christina Rocca. And I'm Luke Vargas for The Wall Street Journal. We will be back tonight with a new show. Until then, thanks for listening. Bis zum nächsten Mal.

WSJ What’s News

Inside the U.S.-Ukraine Mineral-Rights Deal

87.265

Zelensky had said for months Ukraine's allies could have access to the country's mineral resources, but that an agreement would need to include security guarantees. So how does the final deal measure up? I asked Journal foreign correspondent Ian Lovett.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

127.069

So what did the record hour and 40 minute address tell us about what's in store? WSJ economic policy reporter Brian Schwartz said more protectionism.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

148.67

Speaking after a volatile day of trading in which the S&P 500 closed below its final election day level as US tariffs went into effect on Mexico, Canada and China, Trump acknowledged that retaliatory measures, especially those from China targeting American farmers, could trigger an adjustment period, but he defended the necessity of continuing his approach.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

193.61

Trump filled in some additional details about so-called reciprocal tariffs, saying the measures to equalize US duties with the tariff and non-tariff barriers imposed by other nations would be imposed on April 2nd, though administration officials have told industry groups they could take six months or more to fully implement.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

212.483

Well, Brian said Trump was equally enthusiastic about continuing the hunt for cuts to the government budget, even as top House Republicans urged GOP lawmakers to stop holding in-person town halls after confrontations with constituents and Democratic activists over government layoffs and feared Medicaid cuts went viral.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

30.649

Präsident Trump verteidigt seine Handels- und Regierungsagenda und eine unabhängige Anmerkung an den Kongress. Und wir fangen gerade an. Plus, Commerce Secretary Howard Ludnick hints at a looming deal to reduce tariffs on Canada and Mexico. And China sets a strong growth target and doubles down on homegrown AI. It's Wednesday, March 5th. I'm Luke Vargas for The Wall Street Journal.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

311.428

In a speech that has traditionally served as a White House wish list for congressional action, Trump did present some specifics. He called for a repeal of the 2022 CHIPS Act, which pumped billions of dollars into domestic semiconductor development and manufacturing, and which was backed by 17 Republicans in the Senate and 24 in the House.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

343.207

Trump hat auch die Gesetzgeber gefragt, große neue Ressourcen in den Bord zu versorgen. Und er hat die Anrufe geäußert, große neue Taxikosten zu sehen, aufgrund von extenderen, ausländischen, Schritte, die die Revenue von 2 Trillionen Dollar über eine Dekade weiter reduzieren könnten.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

360.661

Diese letzte Anrufung könnte die GOP-Effekte komplizieren, um auf eine bereits sprachlose Taxibille zu stimmen, unter konservativen Sorgen über solche großen Steuern ohne entsprechende Reduktionen in der Spende. Damian told us that debate in Congress is likely to become a major theme to watch in the second half

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

400.729

Und als für ein Politik-Domain, das in der Präsidenten-Kurse, Forum-Polizei, square ist, hat Damien gesagt, dass Trump einige der mehr bombastischen Kommentare, die er in den letzten Wochen gemacht hat, zurückgeleitet hat.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

464.835

And before we move on, we should point out that after Trump's address to Congress, Commerce Secretary Howard Ludnick spoke to reporters and said the administration could announce a deal today to reduce, though not eliminate, tariffs on Canada and Mexico. He added that the agreement could include increased border security, but the details were still being discussed.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

486.513

Coming up, China shrugs off looming trade tensions as it targets yet another year of 5% economic growth. And our AI editor drops by to discuss the race to stop AI chatbots from hallucinating. Those stories and more after the break.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

511.131

China hat seine 2025-Growth-Target bei rund 5 Prozent gesetzt, das gleiche wie letztes Jahr, signalisierend, dass es seine Ökonomie erwarten würde, um den steigenden Handelsdruck aus Washington abzuhalten. Es hat auch eine Deficit-Target von rund 4 Prozent der GDP gesetzt, die höchst in Jahren, was zeigt, dass mehr Stimulus vielleicht auf dem Weg ist, um ihre flaggierende Ökonomie zu starten.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

532.774

WSJ-Tech-Reporter Raphael Huang sagt, dass China auch seine ökonomischen Ziele zu erhöhten Ereignissen zu erreichen, insbesondere in der KI.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

567.622

And in other business and markets news, the Senate has voted to repeal a Biden-era rule that would have required decentralized cryptocurrency exchanges to report their customers' transactions to the Internal Revenue Service as of tax year 2027. The 70-27 vote delivers a bipartisan victory to the crypto industry, teeing up the measures to be signed into law soon.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

57.747

And here is the AM edition of What's News. The top headlines and business stories moving your world today.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

592.025

And we're exclusively reporting that Goldman Sachs is preparing its annual round of layoffs and this time is focusing on its vice presidents. According to people familiar with the matter, Goldman CEO David Solomon told senior executives that the firm hired too many VPs in recent years in relation to its overall hiring. About three to five percent of the firm's workforce is expected to be cut.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

618.8

And as tech industry leaders continue to meet at this year's Mobile World Congress in Barcelona this week, artificial intelligence has unsurprisingly been in focus. But as journal AI editor Ben Fritz reports, AI's utility, especially in sensitive corporate or legal contexts, is being held back by the seeming inability of chatbots to admit, I don't know, when presented with difficult questions.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

644.23

It's a lesson that Ben found out when he asked, who am I married to?

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

669.875

Und als ein relativ kleines Problem verabschiedet, hat Ben gesagt, dass Forscher ständig Fixationen durchführen, obwohl die Arbeit schwierig ist.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

69.23

In his first major speech since the inauguration, President Trump told a joint session of Congress last night that his agenda, which he described as swift and unrelenting and which has included an immigration crackdown, cuts to the federal workforce and stiff tariffs on imports, had already succeeded in revitalizing America's momentum. Gone were appeals to unity.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

737.421

Und für viel mehr über diese Bemühungen, AI-Halluzinationen zu beenden, sowie andere Dispatches aus der ganzen Kutting-Edge der Artificial Intelligence-Welt, können die Journal-Subscriber den WSJs-Spezialreport auf What's Ahead for AI schauen. Wir haben einen Link dazu in unseren Show Notes gelegt. And that's it for What's News for this Wednesday morning.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

757.723

Today's show was produced by Kate Boulevent and Daniel Bach with supervising producer Christina Rocca. And I'm Luke Vargas for The Wall Street Journal. We will be back tonight with a new show. Until then, thanks for listening.

WSJ What’s News

Trump Defends Tariffs, Budget Cuts in No-Apologies Address

91.457

Trump attacked Democrats as radical left lunatics and blamed former President Joe Biden for the country's problems. At multiple points, Democrats broke out in boos. And just seven minutes into the speech, Democratic Representative Al Green of Texas was escorted out after rising from his seat and shouting at the president, prompting an intervention by House Speaker Mike Johnson.

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

115.162

However, his comments come as multiple European leaders are trying to steer Trump closer to their position on how to end the war. For instance, five European countries abstained on that UN Security Council resolution about Ukraine yesterday, which didn't blame Moscow for the war.

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

131.598

Und wie Journalist Thomas Grove hier zu diskutieren ist, aufgrund dieser Unterschiede in der Meinung, sind die westlichen Zeitlinien für das Ende der Krieg auf einem Kurs mit dem russischen Präsidenten Wladimir Putin. Thomas, Sie berichten, dass Putin die Erde für unendliche Gespräche, unendliche Negotiierungen, vorbereitet.

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

151.322

Erzähl uns ein bisschen mehr darüber, wie jeder Seite diese Friedensnegotiierungen sieht.

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

217.947

Right. And another thing I imagine Russia won't be happy about is some of the reporting we've had in the last few days that the French and British are looking at plans to deploy European peacekeepers to Ukraine once a deal is struck. It's funny.

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

272.602

Just given the potentially long timeline for a peace agreement here and the fact, as you report, Russia plans to use its upper hand on the battlefield to its advantage, do we have a sense of how long it will last? Ukraine might be able to sustain its war effort without further US aid?

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

30.009

Die USA steigen die Sanktionen auf, um iranische Öl zu targetieren, plus Tesla-Sales in Europa. Und während Präsident Trump für einen schnellen Ende der Krieg in der Ukraine drückt, hat Moskau andere Ideen.

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

317.554

And I guess another major question here to wrap things up is that the US has a role to play in all of this, perhaps in speeding talks up, trying to hold Russia to account if they appear to be dragging their feet. According to the folks you've spoken to, what is the assessment of sort of the American leverage that exists here to try to dictate the timetable?

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

373.291

I've been speaking to Wall Street Journal correspondent Thomas Grove in Warsaw. Thomas, thank you so much. Thank you. Coming up, the rest of the day's news, including new sanctions targeting Iranian oil and a drop in Tesla's sales in Europe. Those stories and more after the break.

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

425.189

The US is ratcheting up sanctions targeting Iran's oil supply chain, continuing the Trump administration's campaign to effectively blockade the country's petroleum exports. That's according to the Treasury Department, which has announced new sanctions on more than 30 entities, individuals and vessels connected with Iran's so-called shadow fleet.

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

446.144

Dies betrifft Ölverkäufer in den Vereinigten Arabischen Emiraten und Hongkong, Tanker-Operatoren und Managern in China und den Vorsitzenden des iranischen staatlichen Ölverkaufs. Präsident Trumps Policies sind für die Entfernung iranischer Exporten ausgeschlossen, mit einer Memo, die dieses Monat vorgesehen wurde, die Begründung macht, dass Schiffen in China vorgesehen sind.

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

467.223

Iran sagt, dass die US-Maximum-Pressur-Kampagne kohärent ist und internationale Regeln verurteilt. A representative for Iran's mission to the UN in New York didn't respond to a request for comment.

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

484.141

In News that could move markets today, Tesla's sales in Europe fell 45% last month, according to data from the European Carmakers Association, with the EV maker selling fewer than 1,300 new vehicles in Germany, Europe's largest market.

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

500.073

European Autos Reporter Steven Wilmot writes this morning that CEO Elon Musk's support for German far-right party AFD in this weekend's elections could be one reason for the pullback, alongside a hangover from high sales the previous month and a revamp of the Model Y. We'll leave a link to that analysis in our show notes.

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

519.462

We are exclusively reporting that Anthropic, the startup behind AI-Chatbot Claude, is finalizing a new funding round that values the company at $61.5 billion.

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

528.328

According to people familiar with the matter, Anthropic initially set out to raise $2 billion, but was able to increase that to $3.5 billion during talks with investors, showing how eager investors are to back promising AI firms, despite the disruptive arrival of China's DeepSeek. Unilever-CEO Hein Schumacher steigt in weniger als zwei Jahren nach dem Top-Roll am Konsum-Gut-Giant.

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

555.257

Er wird von Finanzchef Fernando Fernandez gewechselt. Die Überraschung kommt in der Mitte eines großen Umgangs, um Kosten zu steigern und Volumen-Große zu steigern, während man Profit-Margen erweitert. US-Dockworkers are expected to ratify a new labor contract that manufacturers hope will avert the prospect of more paralyzing strikes at East and Gulf Coast ports through 2030.

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

579.035

The deal secures a 62% pay increase and full protection against automation for workers, while allowing companies to more quickly modernize American ports and blunt some of the costs of that wage increase. And on deck today, earnings from Home Depot and Keurig Dr. Pepper are due out this morning, with fresh consumer confidence data set for release at 10 a.m. Eastern.

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

58.366

It's Tuesday, February 25th. I'm Luke Vargas for The Wall Street Journal and here is the AM edition of What's News. The top headlines and business stories moving your world today. We begin with the latest efforts to end the war in Ukraine. Yesterday, the US joined Russia and China in backing a Washington-drafted UN Security Council resolution that called for a swift end to the conflict.

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

607.328

And finally, we've talked here before about the AI race driving huge power demand as data centers scramble for available electricity. And as a result, power stocks and particularly nuclear power stocks emerged as some of Wall Street's biggest winners last year. But after those major run-ups, is that nuclear power trade over? And what do investors need to know about owning nuclear power stocks?

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

631.169

How would you describe the right way to think about those stocks at this point?

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

699.351

And for much more on what you should know about artificial intelligence and the nuclear power trade, check out the latest episode of WSJ's Take on the Week, wherever you get your podcasts. And that's it for What's News for this Tuesday morning. Today's show was produced by Kate Boulevent and Daniel Bach with supervising producer Christina Rocca. And I'm Luke Vargas for The Wall Street Journal.

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

720.152

We will be back tonight with a new show. Until then, thanks for listening.

WSJ What’s News

Trump Wants a Quick Ukraine Deal. Putin Has Other Ideas.

86.769

And in comments alongside French President Emmanuel Macron at the White House, President Trump made it clear that he's expecting diplomatic progress soon.

WSJ What’s News

China Reins In Its Infrastructure Strategy But Not Its Global Ambition

1070.902

So what does Washington make of this more focused and streamlined version of the Belt and Road and the role it plays in challenging the US-led global order? And is the Trump administration prepared to respond to it? Those questions will be the focus of our next episode, the final one in this special series. But for now, that's it for What's News Sunday. Bis morgen mit einem neuen Show. Bis dann.

WSJ What’s News

China Reins In Its Infrastructure Strategy But Not Its Global Ambition

43.926

Das ist Bradley Parks, der Geschäftsführer von ADATA, dem Forschungs- und Entwicklungslabor am Global Research Institute von William & Mary, das betrachtet, wie viel China auf dem Belt and Road Infrastrukturprogramm spart. In den frühen Jahren von Belt and Road ging China auf einem Spendensprung in Bezug auf ihre ökonomischen und strategischen Ziele.

WSJ What’s News

China Reins In Its Infrastructure Strategy But Not Its Global Ambition

64.392

Financing bold engineering projects from mines and highways to ports and pipelines, in addition to growing its influence around the globe. But as the journal's chief China correspondent Lingling Wei pointed out at the end of the first episode in this special What's News Sunday series, those loans that China handed out to developing countries around the world weren't free money.

WSJ What’s News

China Reins In Its Infrastructure Strategy But Not Its Global Ambition

86.787

Eventually the debt would have to be repaid. And when it started coming due, signs of strain began to show. I'm Luke Vargas for The Wall Street Journal.

WSJ What’s News

China Reins In Its Infrastructure Strategy But Not Its Global Ambition

96.915

And in today's episode, my colleague Kate Bullivant will be taking a look at how Beijing is trying to dig itself out from the financial hole it created in the Belt and Road's early years and shield itself from risks going forward, all while keeping the wheels turning on its goal of building up its influence around the globe. Here's Kate.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

179.787

Meanwhile, Israel says it is stopping the entry of goods into Gaza after a ceasefire officially expired over the weekend without any agreement with Hamas on what comes next.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

191.631

Hours before the ceasefire expired, Israel said it had agreed to a US proposal to extend the agreement, which would see the release of more hostages and delay until April talks to permanently end fighting, but that Hamas had refused the offer.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

207.797

Hamas sagte, dass Israel seine Kontrolle über Hilfe nach Gaza verwendet hat, um es in einen neuen Vertrag zu fordern, anstatt es zu erlauben, etwas zu sagen. Beide Seiten vorbereiten sich für eine Rückkehr zum Kampf.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

218.723

Und der US-Sekretär des Staates, Marco Rubio, sagte am Wochenende, dass er die Geheimdienste verwendet hat, um die Ermittlung von etwa 4 Billionen Dollar in Militärhilfe nach Israel zu steigern. We are exclusively reporting that executives at some of the biggest U.S.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

237.895

consulting firms are meeting with Trump officials to defend their contracts amid the administration's push to slash federal spending. That's as the General Services Administration, or GSA, has given procurement officials at federal agencies until Friday to list and justify consulting contracts they intend to keep from 10 companies, including Booz Allen, Accenture and GuideHouse.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

261.309

According to the GSA, the 10 highest paid consulting firms are set to receive more than $65 billion in total fees across 2025 and future years, money that has yet to be spent. In meetings with Trump officials, executives were told that the government still sees value in consulting, particularly in rolling out advanced technology and modernizing agencies.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

284.955

Chinese buyers are getting around US export controls to order NVIDIA's latest artificial intelligence chips. According to our reporting, traders in China are selling computer systems with NVIDIA's Blackwell chips installed by routing them through third parties in nearby regions like Malaysia, Vietnam and Taiwan, with some sellers promising delivery within six weeks.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

30.573

Ukraine's allies rally around President Zelensky in London. But how much can they do for Kiev without American support? Plus, consulting bosses scramble to defend billions of dollars in U.S. government contracts. And state legislatures resume their push to protect kids online, putting App Store operators on the defensive.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

308.491

NVIDIA said it would investigate every report of possible product diversion and take appropriate action. The grey market activity poses a fresh challenge for Washington, which is weighing how to manage a technological arms race with Beijing.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

323.142

And speaking of the great power rivalry between the world's top two economies, we're working on a special series about how Beijing is using its trillion-dollar Belt and Road Infrastructure Program to undercut American dominance on the world stage. The second episode of Building Influence is out now on the What's News feed.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

347.213

25% US-Tarif auf Importe aus Kanada und Mexiko werden morgen in Effekt gehen, mit einem zusätzlichen 10%-Tarif auf Produkte aus China.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

357.059

Während ein weiterer 11-Hour-Deal, um diese Zeit zurückzuführen, eine Möglichkeit bleibt, wollten unsere Kollegen bei WSJs Take-on-the-Week-Podcast versuchen, den möglichen Marktimpact zu finden, wenn diese Maßnahmen, plus mehr Handelsaktionen, die von Präsident Trump versprochen wurden, in Effekt kommen.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

373.31

Chad Bown, ein Senior Fellow at the Peterson Institute for International Economics, said that the worsening spat with China could hit the American heartland particularly hard.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

413.343

And to hear that full interview, including Chad Bounds' analysis on how tariffs could hit the chips industry, North American manufacturers and overall US GDP, check out the latest episode of WSJ's Take on the Week. You can listen and subscribe on whatever platform you use to listen to us. Und in other news investors will be watching.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

432.287

We are exclusively reporting that energy major Shell is exploring the potential sale of its chemicals assets in Europe and the US as it refocuses on its more profitable oil and gas operations. That is according to people familiar with the matter who say the process is in its early stages and Shell has yet to commit to any final decisions.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

453.928

Und Kryptopreise haben gestern einen Boost bekommen, nachdem Präsident Trump sagte, dass er sich mit der Erstellung einer Krypto-Strategie-Reserve bewegen würde, die Bitcoin und Ether, sowie drei kleinere und riskierere Token, inkludieren würde. Trump hat keine weiteren Details geöffnet, aber er wird auf Freitag eine erste White House-Krypto-Summit aufrufen.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

475.214

Coming up, state legislatures are picking up the fight over online child safety and who should be responsible to verify the ages of social media users. That story after the break.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

522.09

Let's revisit a story now that we spent a good deal of time talking about here and on What's News Sunday last year. The fight over online child safety. The journal's Amrith Ramkumar reports that fight is back on at state houses around the country. And it now features a rift between some of America's largest tech and social media platforms. Amrith, walk us through what's been going on lately.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

545.468

It sounds like there's been kind of a flurry of activity.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

641.816

Was sagen die App-Store-Operatoren bei diesem Kampf, um den Heat auszunehmen?

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

68.865

It's Monday, March 3rd. I'm Luke Vargas for The Wall Street Journal. And here is the AM edition of What's News. The top headlines and business stories moving your world today. After publicly clashing with President Trump on Friday, Ukrainian President Volodymyr Zelensky met with nearly 20 allies in London yesterday.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

719.917

Hummerth, I know that privacy concerns and just overall skepticism about the efficacy of trying to age verify online in the first place have been perennial issues in the online safety debate. Has there been any movement in addressing those pitfalls?

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

814.329

That was Wall Street Journal Tech Policy Reporter Amrith Ramkumar. Amrith, thank you so much for bringing us this story.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

821.171

And that's what's news for this Monday morning. Today's show was produced by Kate Bullivant with supervising producer Christina Rocca. And I'm Luke Vargas for The Wall Street Journal. We will be back tonight with a new show. Until then, thanks for listening.

WSJ What’s News

Can Europe Broker a Peace Plan for Ukraine?

91.176

A last-minute diplomatic gathering that attracted the leaders of Germany, Italy, France, Canada and Turkey in a show of support for Kyiv. But beyond optics, I asked the Journal's Deputy Brussels Bureau Chief Lawrence Norman what concrete progress came of the gathering.

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

108.505

Eine gemeinsame Pressekonferenz zwischen Trump und Zelenskyy wird um 1.00 Uhr östlich an der Schlussfolgerung von bilateralen Beratungen stattfinden. Mittlerweile ist es ein wichtiges Wochenende in der Mittleren Osten-Diplomatie, weil die erste Phase eines aktuellen Ausbruchs zwischen Israel und Hamas morgen ausführen wird.

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

126.46

Die USA, ein wichtiger Mediator in den Gesprächen, hat gesagt, dass sie sich auf eine zweite Phase bewegen wird, die die Krieg formal enden würde, aber mehr Zeit benötigen würde, um das zu tun. So how likely is that? And how are the parties to the war viewing things? Summer Said is a journal senior Middle East correspondent.

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

143.095

Summer, you have always got a good pulse on when diplomatic talks are actually occurring versus when this is all just bluster that we're hearing. What's happening? Are the parties talking?

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

250.48

Earlier this week you reported that Hamas' military forces were regrouping, new commanders were being appointed. They were working out where they might position fighters if there was a return to the war. Just expand on that a bit. That was Hamas' militant wing making those preparations. Does their political wing necessarily feel the same way?

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

270.949

And could that all just be posturing, not wanting to seem ahead of talks like they wouldn't be willing to fight if it came to it?

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

33.712

Ukraines Zelenskyy heads to Washington in a bid to win US support. Plus, as mediators work to salvage an expiring Gaza ceasefire, Hamas' military wing prepares for a new fight.

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

330.532

And in terms of what happens next in these talks, Summer, how do we factor in the Trump effect? He had a pretty galvanizing effect on the ceasefire process last month, demanding the release of hostages or else. Of course, there are still more than 60 hostages in Gaza, though many of them are presumed dead. How should we see his and the U.S. role in all of this?

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

394.289

Summer Saeed ist Wall Street Journal Senior Middle East Correspondent. Summer, thank you so much for the update. Thank you. Coming up, the FAA readies a hiring push for U.S. air traffic controllers, plus how markets are reacting to President Trump's latest tariff threats and more after the break. FAA

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

420.162

The Trump Administration wants to hire more air traffic controllers and spend billions of dollars to upgrade the nation's aviation system. As part of a plan to increase staffing, the Federal Aviation Administration will boost pay for air traffic control students at its academy in Oklahoma City by 30% and streamline its hiring and training process to attract the best candidates.

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

442.791

It hopes to reverse staffing shortages that have strained workers and at times caused flight delays in recent years. While the administration has been cutting jobs across the federal government, including the FAA, controllers and aviation safety inspectors have been exempt.

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

459.1

In an interview with the journal, Transportation Secretary Sean Duffy said he'd also ask Congress to fund tech upgrades to US air traffic control, pointing to its reliance on decades-old copper wire, floppy disks and phone jacks. A tweak in Google's algorithm has thrown product review sites into crisis.

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

479.949

Sites offering tips on everything from mattresses to savings accounts, such as CNN Underscored and Forbes Vetted, rely on the tech giant to drive much of their traffic and therefore revenue. But over the past year, Google has changed how such sites appear in its search engine, saying it wants to offer users higher quality results.

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

500.043

Journalist Alexandra Bruel hat gesagt, dass das für eine einmal lukrative Seite der News-Media verursacht worden ist.

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

536.786

According to data firm SimilarWeb, traffic for personal finance recommendation site Forbes Advisor fell 83% in January, while CNN Underscored and BuySide from WSJ, which is operated by Wall Street Journal parent Dow Jones, were both down more than 25% in that period.

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

559.141

And let's look at what's moving or not moving markets as we close out the week, starting with the response to President Trump's latest trade moves. We got a few more of them yesterday. Further 10% tariffs on products from China and clarification that 25% tariffs on Canada and Mexico would kick in next Tuesday.

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

578.228

That's on top of promised 25% EU tariffs, measures targeting automobiles, pharmaceuticals and semiconductors, and reciprocal tariffs meant to equalize US levies with duties and non-tariff barriers imposed by other nations. Given that flurry of activity, I asked Journal finance editor for Europe, Alex Frangos, how and if markets are able to keep up.

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

60.624

And markets and Trump's team struggled to keep up with a flurry of tariff activity from the president. It's Friday, February 28th. I'm Luke Vargas for The Wall Street Journal. And here is the AM edition of What's News. The top headlines and business stories moving your world today. Ukrainian President Volodymyr Zelensky is set to meet with President Trump at the White House this morning.

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

654.008

As the journal's Gavin Bade reports, Trump administration officials are privately indicating that the president's full reciprocal tariff action could take six months or longer to implement, with people familiar with the discussion saying a previously announced April 2nd deadline affords too little time to fully analyze the tariff and non-trade barriers of countries around the world.

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

675.954

Asian Stocks have ended the day deep in the red. Meanwhile, Bitcoin has dropped below the $80,000 mark, accelerating a recent retreat from highs reached ahead of Trump's inauguration last month, as investors lose their appetite for risky assets like cryptocurrencies.

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

691.744

And on deck today, the Fed's favored measure of inflation, the Personal Consumption Expenditures Price Index, is set for release at 8.30 a.m. Eastern. And that's it for what's news for this Friday morning. Today's show was produced by Kate Belovint and Daniel Bach with supervising producer Christina Rocca. And I'm Luke Vargas for The Wall Street Journal. We will be back tonight with a new show.

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

713.859

Otherwise, have a great weekend. Thanks for listening.

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

85.481

Zelensky is hoping to finalize a mineral rights deal and then appeal to Trump for security guarantees, though it's unclear whether those guarantees are forthcoming.

WSJ What’s News

Negotiators Race to Extend Israel-Hamas Cease-Fire

94.892

Ein Senior-Trump-Administration-Official hat gestern gesagt, dass die USA keine Boots auf dem Boden in der Ukraine stellen würden, obwohl sie gefordert haben, dass eine Art indirekter Unterstützung für die Diskussion offen sein könnte, so lange die US-Truppen nicht in Schmerzen sind.