Hey, YMB listeners, we've got something special for you.

WSJ's Take On the Week is back.

The weekly podcast has returned with two new hosts and even more insight and analysis about the world of money and investing.

The first episode dives into AI, crypto, and what Walmart and targets upcoming earnings mean for U.S. consumers.

Take a listen, and be sure to tune in on Sundays for new episodes of WS.J's Take On the Week.

I'm Gunjin Banerjee, lead writer for markets here at the Wall Street Journal.

And I'm Telestimos. I write for the journals heard on the street call.

This is WSJ's take on the week,

the show where we give you a leg up on the world of money and investing. That's the stuff that we

think and talk about every day here at the Wall Street Journal. And every week, we're going to

bring you into those conversations. They're going to be with insiders, they're going to be about

markets, economy, and finance. And for today's show, we're going to dive into big tech stocks and artificial intelligence,

and of course what's been the splashest event of earning season, Invidia, which reports in just a few days.

We chatted with a really big AI bull, Dom Rizzo.

He's a tech portfolio manager at Tiro Price, and he shared with us why he thinks

AI is the biggest productivity enhancer since electricity. Electricity, that's a big one.

I use that. I'd say so. And which companies specifically he thinks could be some of AI's

unexpected winners. You're going to hear that conversation in just a few minutes. Before that, though,

let's get to what's been happening in the news and in markets. There's been a ton going on with

crypto and we have some upcoming earnings from Target and Walmart. But first, for about two weeks

post the U.S. presidential election, and the Trump trade still seems to be on everyone's minds. Tell us, what do you think?

Do you think it's already losing steam? Well, first let's break down what is the Trump trade, right? The

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