WSJ Tech News Briefing

Electronic junk gathering dust in a drawer could be the key to loosening China’s grip on rare earth metals. WSJ energy columnist Ed Ballard takes us through the latest chapter in technology recycling. Plus, Meta and Microsoft have both invested extraordinary amounts of capital in AI, but their stock market fortunes are diverging. WSJ Heard on the Street columnist Dan Gallagher explains why.



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Plus: NHTSA investigates Waymo after its robotaxi hit a child. And Apple posts blowout iPhone sales. Julie Chang hosts.

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Plus: Tesla plans to convert its Fremont factory to produce Optimus robots. And Dow to cut 4,500 employees in AI overhaul. Julie Chang hosts.

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Plus: Fidelity to launch a stablecoin. And Meta and Microsoft beat Wall Street expectations. Julie Chang hosts.

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Plus: ASML Holding logs record quarterly orders as AI spending remains strong. And SoftBank could invest up to $30 billion more in OpenAI. Julie Chang hosts.

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