The AI Trade’s Next Phase Is Here. Are You Ready?

WSJ's Take On the Week

Welcome to WSJ’s Take On the Week. Co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy, and finance—the big trades, key players and business news ahead.

This week, Telis and Gunjan dig into the latest on the Trump trade, the crypto rally and what upcoming retail earnings reports from Target and Walmart could signal about American consumers.

Later, Dominic Rizzo, portfolio manager of T. Rowe Price’s Global Technology Equity Strategy, joins the show to talk about artificial intelligence investment and tech stocks, including companies such as AMD and Synopsys and those in the Magnificent Seven like Alphabet, Meta and Microsoft. And of course the sector’s shining star, Nvidia.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email [e-mail] or the hosts at [e-mail] and [e-mail].

Further Reading

Nvidia Will Dominate Big Tech’s Earnings Season Again

From AI to Hardware Costs: Enterprise Tech Leaders Prepare for Trump 2.0

For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard On The Street Column, and WSJ’s Live Markets blog.