WSJ's Take On the Week brings you the insights and analysis you need to get a leg up on the world of money and investing. We cut through the noise and dive into markets, the economy and finance. Join The Wall Street Journal's Telis Demos and Gunjan Banerji in conversation with the people closest to the hot topics in markets to get incisive analysis on the big trades, key players in finance and business news. The duo will bring actionable insights to a range of investors and business leaders while also entertaining a broader audience with lively, relatable conversations. Episodes drop Sundays.
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WSJ's Take On the Week brings you the insights and analysis you need to get a leg up on the world of money and investing. We cut through the noise and dive into markets, the economy and finance. Join The Wall Street Journal's Telis Demos and Gunjan Banerji in conversation with the people closest to the hot topics in markets to get incisive analysis on the big trades, key players in finance and business news. The duo will bring actionable insights to a range of investors and business leaders while also entertaining a broader audience with lively, relatable conversations. Episodes drop Sundays.
WSJ’s Take On the Year: Market Trends to Watch in 2026
WSJ's Take On the Week
33 minutes
2 days ago
WSJ’s Take On the Year: Market Trends to Watch in 2026
AI’s surge in demand for memory and storage drove some of 2025’s biggest stock market winners, including hard-drive makers Seagate Technology and Western Digital, and AI chip maker Micron Technology. Retail trading platform Robinhood also put up a blockbuster year and made its S&P 500 debut. And the bidding war by Netflix and Paramount for Warner Bros. Discovery propelled the entertainment giant into a top market performer.
Not all companies fared as well, with those tied to health care and consumer brands flagging through last year. A major reset of expectations in October cratered Fiserv’s stock, putting the payment processing company near the bottom of the barrel.
What awaits in the year ahead? For our first episode of 2026, co-host Telis Demos along with WSJ Heard on the Street Editor Aaron Back and Heard Columnist David Wainer tackle audience questions about what to expect for the year and offer their own predictions for investors and the U.S. economy.
This is WSJ’s Take On the Week where we cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.
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 the show at takeontheweek@wsj.com.
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
Flood of AI Bonds Adds to Pressure on MarketsAre Stock Analysts Useless?
For Trump, the Warner Megadeal Talks Are All About CNN
Runaway Insurance Costs Bring Back Talk of Price CapsAI Data Centers, Desperate for Electricity, Are Building Their Own Power Plants
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.Sign up for the WSJ's free Markets A.M. newsletter.
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WSJ's Take On the Week
WSJ's Take On the Week brings you the insights and analysis you need to get a leg up on the world of money and investing. We cut through the noise and dive into markets, the economy and finance. Join The Wall Street Journal's Telis Demos and Gunjan Banerji in conversation with the people closest to the hot topics in markets to get incisive analysis on the big trades, key players in finance and business news. The duo will bring actionable insights to a range of investors and business leaders while also entertaining a broader audience with lively, relatable conversations. Episodes drop Sundays.
