Jake Silverman
Bloomberg Intelligence semiconductor analyst who recaps Micron's earnings and provides technical and market context for memory chip demand and AI-driven cycles.
Best podcasts with Jake Silverman
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Dec 18, 2025 • 22min
Trump Media Targets Nuclear Fusion Through Merger With TAE
Simon Casey, Managing Editor for Energy and Commodities at Bloomberg News, dives into Trump Media's surprising merger with TAE Technologies, exploring the future of nuclear fusion and the potential hurdles. Jake Silverman highlights Micron's strong earnings and the AI-driven demand impacting memory chip pricing. Poonam Goyal discusses activist investor Elliott Management's substantial stake in Lululemon and its leadership challenges, while Rachel Phua shares insights on Darden Restaurants' success amid changing consumer behavior and a resilient dining market.
Jun 27, 2024 • 40min
SCOTUS Abortion Ruling, Walgreens and Micron Earnings
Today, June Grasso analyzes the SCOTUS abortion ruling, Nathan Dean discusses its impact on the election, and Jake Silverman breaks down Micron earnings. Kate Richard talks about investing in oil and gas, and Jonathan Palmer discusses Walgreens earnings. Tim Craighead covers research on top companies for Q3.
