# Jay Goldberg

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Music promoter Jay Goldberg

Phil interviews Jay Goldberg about the recent passing of Dolly Parton who passed away on Tuesday at the age of 80. Jay Goldberg of Jay Goldberg Events and Entertainment booked Parton for a few shows under his company. Goldberg tells WMBD’s “The Phil Luciano Show” that one of the first shows he bo…

‘Things Are Going to Get Crazier’: AI Debt Deluge Recalls 2007 Risks

Massive borrowing by artificial intelligence companies — some of it to fund their own customers — risks inflating a technology-sector bubble, according to Seaport Research Partners. “Things are going to get crazier,” Jay Goldberg, the firm’s senior analyst for semiconductors and electronics, tells …

EP 189: NVIDIA and Marvell Earnings, Hot Chips Hot Takes

Ben Bajarin and Jay Goldberg break down NVIDIA’s earnings, examining how supply constraints shape growth and rising component costs pressure margins. They discuss NVIDIA’s financing commitments to neoclouds and the risks of using its balance sheet to support the ecosystem. Marvell’s XPU-attach stra…

The Fed, Rate Hikes, and AI

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, September 16th, 2026 Featuring: 1) Steven Major, Global Macro Advisor at Tradition, talks about the case for …

Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure

In this episode of The Circuit, hosts Ben Bajarin n and Jay Goldberg speak with Mark Wade, CEO of IR Labs, and Jesse Leiter, VP of Capital Strategy and Investor Relations. The conversation focuses on the necessity of solving the interconnect bottleneck in large-scale AI data centers by transitionin…

The GLP-1 Bridge Program: Price Fixing vs. Free Market Healthcare

In this episode of the Health Policy Podcast, host Brian Hyde speaks with Jay Goldberg, North American Affairs Manager at the Consumer Choice Center, about the GLP-1 Bridge Program. While the program aims to make weight loss drugs like GLP-1s more affordable for Medicare and Medicaid recipients, Go…

Nvidia’s Record Buyback, SpaceX Starship Rocket, Graco CEO Interview 9/28/26

Stocks are dropping to start the new trading week as treasury yields are on the rise once again. Brian Sullivan and Kelly Evans bring the latest headlines and start off the show with Nvidia’s announcement to raise its share buyback plan a record $150 billion. Seaport Research Senior Analyst, Jay Go…

Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch

In this episode of The Circuit, Ben Bajarin and Jay Goldberg explore the evolving dynamics of the semiconductor memory market, consumer AI agents, and critical compute infrastructure. The hosts begin by analyzing the aggressive capacity expansions and yield improvements of Chinese memory providers …

Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook

In this episode of The Circuit, Ben Bajarin and Jay Goldberg unpack the shifting structural economics of the semiconductor and AI landscape. Following Micron’s latest earnings, they kick off with a deep-dive debate on whether the memory market has permanently raised its floor to $600B–$800B, or if …

Inside Nvidia’s $500B AI Financing Loop

Ed Elson is joined by Jay Goldberg to break down why Nvidia is partnering with Wall Street on a $500 billion AI financing package. Then, Tim Farrar returns to the show to unpack earnings from AST SpaceMobile and Rocket Lab, and how SpaceX’s IPO impacted the space industry. Finally, Ed shares his th…