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

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

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 takeontheweek@wsj.com or the hosts at telis.demos@wsj.com and gunjan.banerji@wsj.com.


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.



Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(129)

How AI Spending Is Fueling the Economy Overall

How AI Spending Is Fueling the Economy Overall

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos dig into the shifting sentiment away from AI stocks and the pivot into consumer sectors. Are we heading into...

9 Aug 35min

Why Oil Prices Could Hit a Breaking Point by Year End

Why Oil Prices Could Hit a Breaking Point by Year End

In this episode of WSJ’s Take On the Week, co-host Telis Demos is joined by guest co-host and Wall Street Journal reporter David Uberti to break down the Federal Reserve’s latest moves, and what oil’s...

2 Aug 34min

The Buried $150B Bet Inside the Top 20 U.S. Stocks

The Buried $150B Bet Inside the Top 20 U.S. Stocks

In this week's episode of WSJ’s Take On the Week, host Telis Demos and guest host Spencer Jakab, the Wall Street Journal’s investing columnist and writer of the Markets A.M. newsletter, are joined by ...

26 Juli 32min

How This $150B+ Wall Street Strategy Could Lower Your Taxes

How This $150B+ Wall Street Strategy Could Lower Your Taxes

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos are joined by Brent Sullivan, founder of Tax Alpha Insider, to dive into a hot, over $150 billion investing ...

19 Juli 34min

Are Corporate Earnings in a Bubble? This Quarter Is a Test

Are Corporate Earnings in a Bubble? This Quarter Is a Test

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos preview earnings from Taiwan’s flagship chip maker, TSMC. They also break down why this coming week’s earnin...

12 Juli 37min

Can Hot Consumer Companies Like Oura and Whoop Make Good IPOs?

Can Hot Consumer Companies Like Oura and Whoop Make Good IPOs?

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos dig into this past week’s tech selloff and how the market’s volatility reflected serious questions about spe...

28 Juni 39min

​How Big Tech’s Financials Obscure the True Cost of the AI Buildout

​How Big Tech’s Financials Obscure the True Cost of the AI Buildout

In this week's episode of WSJ’s Take On the Week, host Telis Demos and Heard on the Street columnist Jonathan Weil sit down with Kevin Koharki, principal at CAE Consulting and professor at Purdue Univ...

21 Juni 28min

The Hidden Risks of Buying Into Mega-IPOs Like SpaceX

The Hidden Risks of Buying Into Mega-IPOs Like SpaceX

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos break down the historic launch of SpaceX, the biggest initial public offering ever, which priced at $135 a s...

14 Juni 33min

Populärt inom Business & ekonomi

framgangspodden
badfluence
dynastin
varvet
uppgang-och-fall
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
avanzapodden
tabberaset
fill-or-kill
lastbilspodden
rss-kort-lang-analyspodden-fran-di
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-dagen-med-di
rss-veckans-trade
rss-borslunch
ekonomiekot-extra
rss-hos-psykologen
borslunch-2
rss-dominoeffekten