WSJ Tech News Briefing

Plus: Walmart’s investments in technology are paying off, according to its CEO. And India’s Reliance Industries will invest more than $110 billion in AI over the next seven years. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Buy now, pay later company Klarna swings to a loss. And DoorDash is positioning for an AI-led future. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: FCC overhauls $3 billion Lifeline phone and internet subsidy program to curb improper payments. And Moody's rebuts concerns about AI disruption. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Mistral AI acquires infrastructure startup Koyeb. And the race to build data centers is fueling an "AI debt boom," analysts say. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Eric Trump invests in ‘low cost-per-kill’ drone firm. And physical AI could become a trillion​-​dollar industry by 2035. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: India’s Adani Group plans to invest $100 billion on AI infrastructure. And, Infosys and Anthropic to partner on AI for businesses in regulated industries. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

AI experimentation in the workplace is now showing tangible effects, from productivity gains to layoffs. Erik Brynjolfsson, a professor at Stanford's Institute for Human-Centered AI and cofounder of Workhelix, recently spoke with the WSJ Leadership Institute's Wendy Bounds at the WSJ Technology Council Summit. They discussed AI's influence on the labor market. Plus, WSJ Heard on the Street columnist Jonathan Weil says the AI boom is making it more challenging to analyze tech companies’ earnings due to unclear depreciation expenses. Julie Chang hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: EV-maker Rivian expects to begin deliveries of its new $50,000 R2 model in the second quarter. And shares of Coinbase and Applied Materials close up, while DraftKings stock slides. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Pinterest stock slides after projected slower revenue growth. And Ubisoft shares jump on cash forecast. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Thousands of students at Stanford are obsessing over Date Drop, a new platform that uses AI to match singles based on compatibility. WSJ’s Jasmine Li joins us to break it down. Plus, WSJ consumer goods reporter Aimee Look sits down with Belle Lin to talk about why tariffs are jumpstarting a boom in the American used electronics market. Isabelle Bousquette hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Russia is blocking access to WhatsApp and Telegram to boost its own messaging app. And SoftBank says it took on another $27 billion in debt to pay for its investment in OpenAI. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Elon Musk announces a reorganization and staff departures at xAI. And Lenovo posts record revenue driven by device sales and AI. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Lyft logged mixed results in its latest quarter. And crypto lender BlockFills suspends client withdrawals. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Shopify expects revenue growth in the first quarter of 2026. And NetEase profit falls in the fourth quarter of 2025. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Paramount sweetens its hostile bid for Warner Bros. Discovery. And wealth management stocks fall after AI tool announcement. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Honda’s car business suffered a loss as EV impairments mount. And SMIC earnings topped expectations on strong chip demand, but the company gave a cautious outlook. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

As Anthropic’s resident philosopher Amanda Askell spends her days trying to help AI understand morality. WSJ’s Berber Jin joins us to discuss how she’s doing it. Plus, WSJ’s Belle Lin sits down with personal tech columnist Nicole Nguyen to talk about how home batteries could be a better alternative to gas generators during a power outage. Isabelle Bousquette hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Alphabet sells bonds that aren’t due for 100 years. And Australian startup Neara raises more than $60 million as data centers put pressure on power grids. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Eli Lilly to buy biotech Orna Therapeutics for up to $2.4 billion. And STMicroelectronics secures a multiyear, multibillion-dollar deal with Amazon. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today is the Super Bowl 🏈! Before you huddle up for the big game, we're bringing you an episode of What's News Sunday we thought you might enjoy. Host Alex Ossola, along with Journal reporters Katie Deighton and Suzanne Vranica, are taking a look at the Super Bowl's other main event: the ads. The annual game is the world's most high-stakes advertising showcase, and this year, artificial intelligence will be front and center. AI titans like OpenAI and Anthropic will feature their own ads as the race for name recognition ramps up. Tune in to hear how AI is rewriting the playbook for the future of the advertising industry. And if you enjoy the episode, be sure to check out the What’s News podcast. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices