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 earnings from Johnson & Johnson, UnitedHealth Group and Abbott Laboratories won’t do much to save healthcare from its negative earnings growth expectations.

Then, Miriam and Telis are joined by Christine Short, head of research at Wall Street Horizon, which is part of the financial-services company TMX Group, to decode why analysts’ corporate earnings expectations are reaching exuberant highs. They ask: How are companies achieving such strong results without massive revenue growth, and are those gains sustainable?

Plus, Short explains how the AI buildout is reshaping corporate efficiency. They also discuss how companies like BJ’s Wholesale, FedEx and Nike are managing tariff refunds and what that has meant for consumers. They talk about what to expect from this week’s bank earnings, with JPMorgan, Goldman Sachs, Bank of America and others slated to report. Then the hosts examine the broader market’s health and what the Late Earnings Report Index, or LERI, which tracks when companies report later than expected, might be signaling about future volatility.

This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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

Honey, I Shrank the Cash Flow

Jet-Fuel Prices Have Plunged but Aren’t Resulting in Much Lower Fares

Meta Rakes It In, Yet Still Borrows Billions for AI

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.

Follow Miriam Gottfried here and Telis Demos here.

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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 spending for the AI buildout. They also look at how semiconductor players like Samsung, SK Hynix, and Micron are navigating the noise, and why even deep-pocketed tech titans like Meta are tapping the debt markets. They talk about how SpaceX’s bond sale reflects a broader trend of companies borrowing to fund AI infrastructure. Another strategy to fund AI? Cutting jobs. They break down the latest AI-fueled layoffs from Oracle, and whether this week’s U.S. jobs numbers will tell us anything about the state of AI job replacement. They examine the trend of corporate tech pivots, highlighting Allbirds’ radical shift to AI infrastructure and its rebranding as Smartbird.

Plus, Miriam and Telis are joined by health-tech analyst Stephanie Davis to assess whether consumer health companies make good public companies. They ask: Can health-tech wearables startups like Oura or Whoop be sustainable on their own, or are they better off absorbed by tech giants like Apple or Amazon? They break down consumer health companies’ failures of the past, including Fitbit’s meteoric rise and eventual acquisition by Google’s parent Alphabet. They also look at the broader "graveyard" of companies—from Peloton and GoPro to Roomba and Bird scooters—to see if any can replicate the rare, long-term success of a giant like Garmin.

Heads up, we’re taking a break next week! We’ll be back in your feeds July 12.

This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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

Crazy Rich Returns Lure Cabbies and Even Kids to Red-Hot Asian Markets

Oura Rings Maker Files Confidentially for IPO After $11 Billion Valuation

The Wearable Boom Is Real. The Investment Case Is Murkier

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.

Follow Miriam Gottfried here and Telis Demos here.

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In this week's episode of WSJ’s Take On the Week, we dig into Treasury Inflation Protected Securities, or TIPS! Our co-hosts Miriam Gottfried and Telis Demos are joined by Jill Cetina, finance professor at Texas A&M University and former official at the Federal Reserve Bank of Dallas and the Treasury Department. Together, they analyze the latest inflation data and what it could mean for TIPS if Federal Reserve Chair Kevin Warsh changes the CPI calculation.

Later, Cetina explains why shorter-duration TIPS ladders and I bonds offer better risk protection than long-dated bonds, and why heavy Treasury bill issuance threatens market stability.

This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, 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

These Bonds Offer a Rare Buying Opportunity

Inflation Was 3.4% in July, Down Slightly From the Previous Month - WSJ

The CPI and Inflation, Explained

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