WSJ Tech News Briefing

Plus: The Trump administration conditionally approves plans for new cryptocurrency-focused national banks. And bond markets signal growing risk about a potential AI bubble. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Broadcom stock is poised for its largest drop since April. And OpenAI releases GPT-5.2. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

SpaceX and Blue Origin are trying to move the trillion-dollar data-center boom into orbit, but getting there will take a whole lot of cash. Wall Street Journal reporter Micah Maidenberg lays out what’s ahead in this new space race. Plus, WSJ reporter Ellen Gamerman explains what’s next for Tilly Norwood, the AI actress who’s shaking up Hollywood. Katie Deighton hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Ford Motor and SK Group end their partnership to produce EV batteries in the U.S. And regular companies are finally beating tech stocks. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Oracle stock is on pace for its worst day since January. And smartphone and laptop makers will face a squeeze from the renewed rise in memory prices, warns research firm TrendForce. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Investors bet that a higher bid for Warner Bros. is coming. And YouTube TV will offer cheaper, pared-down channel bundles. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Amazon and Microsoft are set to pour over $50 billion into India. And a new poll found CEOs are all in on AI. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Walmart’s new AI era. And Canada ramps up its military satellite communications capabilities. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Anthropic and Accenture strike a three-year partnership to sell AI services to businesses. And the EU has opened an antitrust investigation into Alphabet’s Google. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Russian President Vladimir Putin has often proclaimed that the country must lead the world in artificial intelligence, yet the country is currently stuck on the sidelines as other nations pull ahead. Wall Street Journal foreign correspondent Georgi Kantchev explains why. Plus, the arrival of AI agents is transforming work already—debugging code, designing products, and delivering ROI. Steven Rosenbush, chief of the enterprise technology bureau, details how companies like Walmart and BNY are already seeing results. Julie Chang hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: NextEra Energy announces partnerships with Google Cloud and Exxon Mobile. And Apple’s chips chief says he’s staying put. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: IBM strikes $11 billion deal for Confluent. And President Trump says he will sign an executive order targeting state AI laws. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: The EU fines X $140 million over breaches of Digital Services Act. And shares of Moore Threads, a Chinese competitor to Nvidia, soars in its market debut. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Meta Platforms plans cuts to its metaverse division. And The New York Times escalates battle against Perplexity with new lawsuit. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

President Trump hopes to build factories around the country to power the manufacturing of AI components. Eliot Brown reports that SoftBank’s Masayoshi Son is closing in on a deal that would help make that happen. Plus, Marc Vartabedian reports on why venture capitalists aren’t taking AI startups at their word when it comes to revenue. Patrick Coffee hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Paramount raises concerns about Netflix’s bid for Warner Bros. Discovery. And Snowflake stock drops. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: The European Union plans to launch a formal bidding process for AI gigafactories early next year. And Democratic lawmakers press tech companies about White House ballroom donations. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Micron will wind down its Crucial brand to focus on AI and data-center market. And as trade tensions with China mount, the EU launches a $3.5 billion plan to secure raw materials. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Svedka’s first Super Bowl ad will be made primarily with AI. And Energy Secretary Chris Wright says the AI data-center boom will drive down power costs. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: EU court says Apple can face Dutch antitrust lawsuits. And the Trump administration will invest up to $150 million in chip startup xLight. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices