The Journal.

A viral blog post by a relatively unknown research firm sent the stock market on a wild ride this week. The post by Citrini Research tapped into a new strain of fears about artificial intelligence, painting a dark portrait of a future in which technological change leads to mass white collar unemployment. WSJ’s David Uberti explains why Wall Street is jumpy about the prospects for AI. Ryan Knutson hosts.

Further Listening: - The Era of AI Layoffs Has Begun- AI Is Coming for Entry-Level Jobs

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Newell Brands, the Atlanta-based maker of dozens of household brands including Rubbermaid, Coleman and Yankee Candle, paid more than $170 million in tariffs last year. Newell’s CEO Chris Peterson tells Jessica Mendoza that those tariffs hurt business and the company is considering requesting a refund. He also talks about plans to bring more manufacturing to America. One of its brands, Sharpie, is now almost completely made in the United States. But making that happen wasn’t easy. 

Further Listening: 


Trump's Tariffs Are Illegal. He's Got a Plan B.


How Tariffs Could End Italian Pasta in the U.S.


How to Make a $12.98 T-Shirt... in the U.S.

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After Mexican authorities killed El Mencho, the country’s most powerful drug lord, his cartel responded with violence across the country. The operation came amid pressure from the U.S. government on Mexico's President Claudia Sheinbaum. WSJ’s José De Córdoba explains the power struggle that will ensue among the cartels and what it means for the global drug trade. Ryan Knutson hosts.

Further Listening: - Mexico's New Cocaine Kingpin is Cashing In- Drug Cartels' New Weapon: Chinese Money Launderers

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President Trump has spent much of the past year trying to pump up international investment in U.S. factories. He's promised to bring back jobs that have moved overseas. WSJ’s Gavin Bade investigates a Chinese automotive glass plant in the Ohio heartland and explores the risks when America’s biggest rival sets up shop. Jessica Mendoza hosts.

 

Further Listening:

- Trump's Tariffs Are Illegal. He's Got a Plan B.

- How Tariffs Could End Italian Pasta in the U.S.

- The Tariff Trade Off: Jobs vs. Higher Prices

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Anthropic is feuding with the U.S. military, despite their massive $200 million contract. The company says that its AI model, Claude, cannot be used for weapons development or surveillance. The Pentagon is pushing back against those limitations. WSJ's Amrith Ramkumar joins Jessica Mendoza to explain why the Department of Defense is now threatening to label Anthropic a supply chain risk. 

Further Listening:

- AI Bots Have Social Media Now. It Got Weird Fast.

- Vibe Coding Could Change Everything

- Her Client Was Deepfaked. She Says xAI Is to Blame.

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