Jake Silverman
Bloomberg Intelligence semiconductor analyst who provides research and analysis on memory markets, capital spending, and AI-driven demand dynamics.
Best podcasts with Jake Silverman
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9 snips
Mar 19, 2026 • 20min
Micron’s Capital Spending Growth Overshadows Booming Sales
Ira Jersey, US interest-rate strategist tracking Fed moves. Lee Klaskow, transport and shipping analyst on parcel carriers and FedEx. Michael Halen, restaurant and foodservice analyst watching comps and commodity pressures. Jake Silverman, semiconductor analyst focused on memory markets, AI-driven demand, and Micron’s capex vs. cycle debate. They dive into Fed policy, freight trends, restaurant margins, and memory industry dynamics.
