Plus: Goldman Sachs goes after a bigger share of the AI infrastructure financing boom with a new team. And a proxy adviser urges Tesla investors to reject a $1 trillion pay package for CEO Elon Musk. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: The auto industry is panicking about a potentially damaging supply-chain disruption after the Dutch government took control of Chinese-owned chip maker Nexperia. And a teenage girl sues the maker of fake-nude software. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

OpenAI’s Sora and other generative-AI video apps that can create a digital lookalike in minutes have taken social media by storm. WSJ personal tech columnist Nicole Nguyen joins us to discuss how our likenesses are no longer our own in the AI era. Plus, Heard on the Street columnist Jinjoo Lee explains how the AI bubble could really be in energy stocks. Julie Chang hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Ray-Ban maker EssilorLuxottica reports best quarter yet, says consumer appetite for AI glasses remains strong. And Foxconn shares rise after chairman meets with OpenAI and plans to meet with Nvidia. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: HPE stocks drop after projecting slower revenue growth for fiscal year 2026. And Singapore’s GIC files a U.S. lawsuit against NIO for allegedly inflating its securities value. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Bank of America highlights continued momentum from tech and artificial intelligence investments. And ASML logs better-than-expected orders amid continued AI frenzy. Finally, Workday plans to set up an AI-focused research center in Ireland. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: BlackRock’s AI consortium acquires Aligned Data Centers in a $40 billion deal. And driverless taxis head to London. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Walmart will sell products directly on ChatGPT. And the EU’s trade chief says China’s latest export controls on rare-earth materials are a concern for European companies. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Google invests $24 billion in AI in India and South Carolina. And General Motors pulls back on EV manufacturing. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s an AI showdown. Elon Musk has been building out two massive data centers in Memphis as he plays catch-up in the AI race. But will it be enough? Meanwhile, AI chips underdog Advanced Micro Devices rocked the market last week when it landed a multibillion-dollar partnership with OpenAI, directly challenging industry leader Nvidia. We’ll tell you about the old-school CEO leading AMD. Julie Chang hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: JPMorgan Chase to invest $10 billion into companies vital for national security, including defense contractors, mineral manufacturers and AI firms. Tech stocks rise in response to President Trump’s softened tone on China. And Bloom Energy announces AI data-center deal with Brookfield Asset Management. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Dutch government takes control of Netherlands-based chip maker Nexperia from its Chinese owner. And LG Electronics guides for a better-than-expected quarterly operating profit. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: EU scrutinizes Google, YouTube, Apple and Snapchat over their children’s online-safety efforts. And the U.K. names Google as a company to keep an eye on under new competition law. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Tesla faces another investigation into its Full Self-Driving technology. And Microsoft and Anthropic hire former U.K. Prime Minister Rishi Sunak as an adviser. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Through its new partnership with Harvard Medical School, Microsoft is leaning on healthcare for its artificial-intelligence chatbot, Copilot, to gain independence from OpenAI’s ChatGPT. WSJ reporter Sebastian Herrera shares exclusive details on that effort. Plus, AI is transforming how companies manage risk. Executives from FedEx and DBS Bank spoke at the recent Journal House Singapore event about how they are leveraging AI to navigate legal and regulatory challenges. Julie Chang hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: The Trump administration and Saudi Arabia make progress on a chips agreement. And a new study shows tech workers are willing to accept less pay for a remote or hybrid job. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Google announces a $5.8 billion data center investment in Belgium. And Ferrari plans to unveil its first fully electric car in 2026. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: The Nobel Prize in Chemistry is awarded to a trio of scientists for their work in developing molecular structures known as metal-organic frameworks, or MOFs. And shares of Rocket Lab rally after deal with Japanese satellite maker. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Advertising industry urges tech companies to adopt new standards for transparency in ad sales. And the European Union outlines plans to boost AI adoption. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: A trio of professors in the U.S. are awarded the Nobel Prize in physics for their work in quantum mechanics. And Dell lifts its long-term financial targets on surging AI demand. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices