The first word on what Wall Street is talking about.
New York, NY
Joined April 2009
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Is the AI capital window closing?
wsj.com/video/why-the-massiv…
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Could today's massive selloff in Google be a buying opportunity?
Heard's Asa Fitch makes the case:
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Heard on the Street: Will SpaceX will be a space-age Berkshire Hathaway? Or just a conglomerate of sci fi fever dreams?
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Congratulations to Heard on the Street columnist Jonathan Weil, who was honored last night with a Gerald Loeb Award in the commentary category for his series, “The Financial Engineering Fueling the AI Race.” @JonathanWeil
Shein is down but not out, says Heard's @JinjLee
wsj.com/business/retail/dont…
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Nvidia's supply chain commitments more than doubled in a single quarter to $279 billion.
The company is now getting defensive about its customer financing. But risk scenarios aren't that hard to imagine:
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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…
Nvidia recently provided backstops that could put it on the hook for some $230 billion in lease obligations and residual-value deals.
It also has $72.5 billion of equity stakes in companies like CoreWeave. What could go wrong?
Investors have a lot of confidence in Nvidia’s technological prowess but might have less in its financial engineering. Link:
wsj.com/tech/ai/nvidia-has-b…
Can the rise of stablecoins help fund Bessent's bond market adventures?
Maybe, but not anytime soon says Heard's @telisdemos
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The administration's attempt to jawbone the Treasury market will only delay the inevitable, a lot like its efforts with oil and Hormuz, if it doesn't address the root problem writes @WSJheard editor @AaronBack - article link in comment
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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
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Heard on the Street: The Bank of Japan needs to raise interest rates to strengthen the yen on.wsj.com/3SfVn9b
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Rare job opportunity:
The Wall Street Journal is hiring a Heard on the Street columnist to cover technology. We’re looking for a numerate storyteller with a background in finance, tech, or both.
The role is based in New Yok or San Francisco. Apply Here: dowjones.jobs/new-york-ny/he…
Heard on the Street retweeted
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…
