Jay Goldberg

Jordan Rochester, Head of FICC Strategy at Mizuho, analyzes the implications of Sanae Takaichi's expected rise as Japan's next prime minister and its potential impact on financial markets. Paul Donovan, Chief Economist at UBS, discusses how the U.S. government shutdown affects economic data reliability and the risks of permanent federal layoffs. Jay Goldberg, Senior Analyst at Seaport Research Partners, critiques the current AI-driven market enthusiasm, suggesting it may be bubble-like and highlighting the constraints on investment in AI infrastructure.

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.