the Wall Street Journal Podcast

Morgan Stanley delivers explosive June 30th report analyzing OpenAI's groundbreaking decision to adopt Google TPU chips, marking the first meaningful departure from NVIDIA dominance in AI infrastructure. Seismic Industry Shift: OpenAI makes history by choosing Google's Tensor Processing Units (TPUs) for AI training and inference, breaking NVIDIA's stranglehold on AI chip market. This deployment spans major cloud providers including...

Wall Street Journal July 3rd delivers explosive coverage documenting simultaneous  upheavals across technology, employment, politics, and global trade reshaping the  economic landscape.  Tesla's Historic Collapse: Tesla suffers worst sales performance in company history  with Q2 global vehicle sales plummeting 13.5% year-over-year. CEO Elon Musk  abandons core auto business, pivoting entirely toward robotaxis and humanoid robots,  ...

Gold just hit an unprecedented $3,500/oz, but HSBC is sounding the alarm! The world's largest bank warns that record-high prices are "devastating" physical demand, with China and India buyers fleeing the market. Jewelry sales CRASHED 25%! Can central bank buying spree hold the $3,000 fortress? With Fed rate cuts delayed and supply surging, gold bulls face their ultimate test. Exclusive insider analysis reveals the shocking truth be...

Goldman Sachs China New Energy Vehicle Weekly Report Week 26 documents historic market transformation as electric vehicles achieve mainstream dominance.

Historic 50% Penetration Milestone: Chinese New Energy Vehicle (NEV) penetration rate breaks 50% barrier for first time, reaching 51.9%, marking fundamental shift from "early adoption" to "mainstream choice." NEVs now command half of China's new car sales, representing structural m...

Goldman Sachs' latest Asia-Pacific conviction list sees significant changes with Goodman Group's successful inclusion driven by its data center strategic transformation, while four traditional companies are removed. The report reveals explosive growth potential in AI-driven data center demand, with a projected 28% CAGR from 2024-2030. Meanwhile, Chinese private enterprises are experiencing a "comeback" moment, with improving policy...

Morgan Stanley reveals the quantum computing revolution that will reshape AI by 2030! Microsoft's Majorana 1, Google's Willow, and Amazon's Ocelot achieve breakthrough quantum chips while China's Zuchongzhi-3 runs 10^15 times faster than supercomputers. Quantum won't replace AI - it becomes the ultimate accelerator! Commercial applications expected 2029-2030. US leads quantum hardware, China dominates with 12,000km quantum network....

Summary: Goldman Sachs' latest research reveals that with Xiaomi's AI glasses launch, China's AI/AR glasses market will experience explosive growth with a 56% CAGR from 2024-2030, reaching $1 billion market size. Xiaomi leads with 8.6-hour battery advantage while tech giants Apple, Alibaba, and ByteDance prepare market entry in 2025-2026. From optical components to chip manufacturing, the entire supply chain presents massive invest...

The Wall Street Journal weekend edition reveals shocking truths behind America's economic facade: while June's headline 147K job gains appear robust, over half of private companies were actually cutting staff, with nearly half of new positions coming from government sectors. Trump's signed "trillion-dollar bill" raises debt ceiling by $5T, prompting Wall Street warnings of "crisis-level budget deficits." The report also exposes US ...

Goldman Sachs' latest report provides comprehensive analysis of Tesla's initial Robotaxi operations, evaluating user feedback, technology maturity, and competitive positioning against Waymo. Despite positive early performance marred by navigation issues, TSLA surged 8% adding over $90B in market cap. The report maintains Neutral rating with $285 target, analyzing scaling challenges, long-term value drivers, and key risk-reward fact...

J.P. Morgan's latest flows & liquidity report provides in-depth analysis of stablecoin market demand composition, revealing 88% stems from crypto ecosystem with only 6% for payments. The report projects moderate growth from current $250B to $500B by 2028, dismissing overly optimistic $1-2T forecasts. It also examines fundamental differences between e-CNY, Alipay/WeChat Pay and stablecoins, while warning of $0.4T deterioration i...

 Wall Street Journal July 7, 2025 edition reveals shocking truths: US stocks surge 10.1% in Q2, YOLO trading roars back, retail favorites hit 3-year high! Yet crises loom: Social Security trust fund depletes by 2032, 8.7M lose Medicaid, fiscal deficit explodes to $2.9T. Middle East peace breakthrough as Hebron chiefs propose revolutionary "Emirate" solution. Generative AI "democratizes" creation while Wimbledon robot judges spark o...

Goldman Sachs' latest research shatters market perception: fresh-made drinks impact on RTD beverages is merely 2.8%, far below expectations! PET prices crash 13%, sugar prices drop 7%, with unit cost decline revised up to 6.3%. China Resources Beverage and Eastroc expected to see gross margin expansion of 2.8 and 2.3 percentage points respectively. Sugar-free drinks and functional beverages in upward cycle, with Eastroc's Hydration...

 JPMorgan's latest research reveals that despite AI trading entering its second half, Asian tech stocks still have 15-20% upside potential by year-end. The semiconductor upcycle retains 20-25% EPS revision potential, with grinding gains expected to continue through mid-2026. The report provides detailed analysis of core AI enabler investment opportunities and clear recommendations for key targets including TSMC, SK Hynix, and Quant...