Gunjan Banerji
speaker
560 appearances
12 recordings
1 series
first heard Apr 2018
last heard Nov 2024
Gunjan Banerji’s voice in public audio — every appearance, attributed to the second.
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Appearances
I'm Gunjan Banerjee, lead writer for markets here at The Wall Street Journal.
And for today's show, we're going to dive into big tech stocks and artificial intelligence.
And of course, what's been the splashiest event of earnings season, NVIDIA, which reports in just a few days.
We chatted with a really big AI bull, Dom Rizzo.
He's a tech portfolio manager at T. Rowe Price.
And he shared with us why he thinks AI is the biggest productivity enhancer since electricity.
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, we're 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?
You know, it's so interesting.
Throughout the week, the biggest question investors posed to me over the phone was, when will the volatility that we're seeing in treasuries in the bond market, when and if will that start to stir volatility in the stock market, right?
It is.
And investors are constantly making this calculation of, should I put my money in super safe treasuries and government bonds, or do I take a riskier bet and put it into the stock market?
Right.
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