Jay Goldberg
Senior Analyst, Semiconductors & Electronics with Seaport Research Partners. Discusses Intel’s quarterly earnings and outlook.
Best podcasts with Jay Goldberg
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Jul 24, 2025 • 36min
Trump Pushes Powell on Interest Rates as They Tour Fed Building
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.
May 28, 2025 • 42min
Nvidia Delivers Solid Earnings; Musk Distances Himself From DC
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.
