Jay Goldberg

Jay Goldberg, a Senior Analyst for Semiconductors & Electronics at Seaport Research Partners, discusses Nvidia's lukewarm revenue forecast, revealing concerns over a potential slowdown in AI spending. He notes that despite Nvidia's forecast aligning with Wall Street, analysts had higher expectations. The conversation highlights challenges in the Chinese market, the impact of tech giants increasing their capital expenditures, and how internal chip development by competitors could affect Nvidia's growth prospects in a rapidly evolving landscape.

Laura Martin, a Senior Analyst at Needham & Company, provides insights on Alphabet’s earnings and anticipates Apple's performance. Meanwhile, Jay Goldberg, a semiconductor expert from Seaport Research Partners, delves into Intel's struggles amid fierce competition. Ross Gerber, CEO of Gerber Kawasaki, discusses Tesla’s uncertain future as the company pivots towards robotics. The intriguing tensions unfold as President Trump and Fed Chairman Powell clash over interest rates and budget overruns during a Fed building tour, revealing their complex relationship.

Join Jay Goldberg, Senior Analyst at Seaport Research Partners, as he dissects Nvidia's optimistic earnings forecast amidst a Chinese market slowdown. He explains how Nvidia’s focus on AI infrastructure is transforming the economy, drawing parallels to the early internet boom. Meanwhile, Max Chafkin shares intriguing insights on Elon Musk's controversies involving political dynamics and his ventures like Dogecoin. The conversation touches on the implications of AI for job markets and navigates the evolving landscape of technology and investment.