WSJ What’s News

Hannah Erin Lang, a WSJ markets reporter who decodes market moves, breaks down how the Iran war shaped oil fears and investor pessimism. She highlights which sectors gained from energy and domestic supply plays. She also flags the key signals investors will watch as the conflict and energy flows evolve.

Sam Goldfarb, a Wall Street Journal markets reporter who covers bonds and investor behavior, joins to unpack recent market drama. He talks about why bonds failed as safe havens. He explains how rising Treasury yields link to mortgage rates and shifting Fed expectations. He outlines what could move bonds next, from geopolitical shocks to investor psychology.

Anne Tergesen, a Wall Street Journal retirement reporter who covers 401(k)s and retirement policy, explains proposed Labor Department rules to open 401(k)s to private markets. She discusses private-credit stress, legal and liquidity concerns, and how fiduciary vetting and Treasury guardrails could shape access to alternatives in retirement plans.

Shelby Holliday, WSJ national security correspondent covering U.S. troop movements and Iran tensions. She outlines what the newly arrived Marine unit might do. She discusses contemplated missions including seizures and escort operations. She also talks through how the situation is reshaping regional strikes and energy supply concerns.

Isabel Bousquette, a WSJ tech reporter on AI and Silicon Valley trends. She explains what agentic AI can do today, from coding help to customer service. She dives into OpenClaw and full-access agents, their productivity promise, security and liability risks, and how companies weigh costs versus benefits.

Markets are sliding as investors pile into bearish options and major indexes slip into correction territory. Landmark legal rulings shake social platforms and send tech stocks reeling. A new AI tweak rattles chipmakers. Surging oil after Iran-related supply fears pushes energy stocks higher and threatens consumer spending.

Yaroslav Trofimov, WSJ chief foreign-affairs correspondent reporting from the Middle East, talks about rising Gulf hawkishness toward Iran and growing regional tensions. He describes life in the UAE under missile warnings and what Gulf states want from Tehran. He also warns why further escalation and increased U.S. deployments look likely.

Siobhan Hughes, a Wall Street Journal congressional reporter covering Capitol Hill, breaks down a late-night Senate deal to fund most of the Department of Homeland Security. She highlights what immigration measures were left out and how ICE and Border Patrol funding was handled. Also discussed: possible Pentagon troop movements to the Middle East and SpaceX preparing for a major IPO.

Bojan Pancevski, WSJ chief European political correspondent tracking security and geopolitics. He discusses suspected Iran-linked attacks on Jewish sites in Western Europe and how investigators trace online propaganda and recruitment. He also explains Iran’s motives and tactics, and why European law enforcement remains on high alert. Plus market moves as the Nasdaq slips toward correction.

Arsenio Dominguez, Secretary-General of the International Maritime Organization, explains maritime fallout from the Iran war and the plight of thousands of seafarers. He discusses suspended shipping routes, plans for safe transit corridors, and how commerce and global logistics are being reshaped by the conflict.