Jessica Inskip turns to A.I. for offensive trades and retail for defensive. For Nvidia (NVDA), she notes the company has cemented its place as A.I.'s foundation, while Alphabet's (GOOGL) focus on advancing A.I. initiatives will push the stock forward. Her trade in Walmart (WMT) hinges on the strength of the consumer discretionary sector. Rick Ducat looks at the technical trends for today's names.