Staff Reporter of The Wall Street Journal.
New York
Joined May 2011
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The market isn’t buying Skydance’s balance-sheet math. Goodwill alone exceeds its stock-market value | My latest @WSJheard @WSJ $SKYD wsj.com/finance/the-market-i…
Jonathan Weil retweeted
Sending love and condolences to my friend @jimcramer on the tragic loss of his nephew and a CNBC legend
cnb.cx/3UlKUKi
Jonathan Weil retweeted
Huge scoop. Possibly historic in its implications
Scoop: Unusual Rest Breaks for Xi Jinping Sucked Hours Out of Summit With Trump wsj.com/world/china/unusual-… via @WSJ
How to know when the AI boom is about to go bust | My latest @WSJHeard @WSJ wsj.com/finance/stocks/how-t…
Bending Spoons is a debt-funded serial acquirer that went public in July. Its name is a nod to psychic powers, but the real hocus-pocus is in the company’s numbers. | My latest @WSJHeard @WSJ $BSP wsj.com/finance/investing/at…
Jonathan Weil retweeted
JULIAN LEWIS TO CHARLIE WILLIAMS
@JulianLewis10 x @charliew_8
Jonathan Weil retweeted
Coach Prime and Shedeur Sanders walking off the field after the win vs Georgia Tech 🦬❤️
⚡Flash Heard: Microsoft Unveils a New Black Box for Investors | My latest @WSJHeard wsj.com/livecoverage/stock-m… via @wsj
Heard on the Street: Investors in Boeing face another headwind, as the plane maker uncovers additional liabilities beyond what it initially recognized after it closed its biggest deal in years | My latest @WSJHeard wsj.com/business/boeings-8-4… via @WSJ $BA
Jonathan Weil retweeted
It's past time for Microsoft to clean up its financial reporting and stop hiding the ball on Azure, OpenAI and more. Even its capex numbers don't make sense.
An important take from Heard's @JonathanWeil
wsj.com/tech/ai/microsoft-is…
Jonathan Weil retweeted
NEW: Stan Druckenmiller to @wsj re his startling op-ed criticizing Scott Bessent:
“At 73 I’m kind of proud of using" AI to help craft the piece. "I will use any tool available to get a message across....The only embarrassing thing is how many people reached out and told me how much better written this was than normal."
wsj.com/tech/ai/druckenmille…
Jonathan Weil retweeted
Gains on investments in companies like Anthropic are inflating earnings at some of the biggest tech companies, writes Heard on the Street columnist @JonathanWeil on.wsj.com/4g69l5q
Jonathan Weil retweeted
"The president calls Warsh in bursts—several times in a stretch of days, then quiet for longer periods. Trump has sought Warsh’s counsel on a range of matters, including how the war in Iran and the rapid rise of artificial intelligence are affecting the economy."
SCOOP: President Trump has spoken repeatedly with Kevin Warsh over the phone since he became chairman of the Federal Reserve, maintaining a line of communication between a president and a central bank chief that has little recent precedent.
Trump now sees Warsh as a valued outside economic adviser.
Their continued conversations are a sharp departure from how former Fed chair Jerome Powell handled both Trump and former President Biden. The relationship is more similar to that of Clinton-Greenspan.
The new developments on the Trump-Warsh relationship could also bring more scrutiny on the independent central bank.
Story w/ @PhilipWegmann and @NickTimiraos
wsj.com/politics/policy/trum…
The government appears determined to press forward with its plan to let public companies opt out of quarterly financial reporting. Now companies and their boards must decide whether they want to and what it might cost them. | My latest @WSJ @WSJheard wsj.com/finance/regulation/i…
Think the S&P 500 Looks Cheap? Read the Fine Print (Or, What is the S&P 500’s P/E ratio? It depends on who is defining the ‘E.’) | My latest @WSJ @WSJHeard wsj.com/finance/stocks/think…
