Carmen Reinecke
speaker
161 appearances
12 recordings
2 series
first heard Nov 2025
last heard 9 Sep
Carmen Reinecke’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 12 in all, peaking in Aug 2026 with 5.
Appearances
So looking at where the stock is today, quite an amazing report from Nvidia.
Shares are up 7.5% right now.
This is on track for its best day since...
february and something that we're monitoring here is that if nvidia goes up just a little bit more it actually could overtake microsoft's record for most market value added in a day so microsoft on july 30th after its own earnings added more than or nearly 450 billion dollars in market cap in one day nvidia's a little bit under that right now and why are we having this incredible stock reaction it's all about this revenue guidance so the company said that in fiscal
28.
So that's next year for Nvidia.
It expects revenue to grow 70 percent.
That's more than the 45 percent it had said previously.
And it is exactly what investors wanted to hear.
It really calmed concerns about an AI bubble and it also sort of overshadowed fears about circular financing.
And this was actually also a little bit of a conservative guidance.
They said that they actually could see revenue growing even more if they have access to all of the supplies that they needed.
So
hugely bullish report from nvidia and we're seeing the stock react in kind today
There are a few key things investors are really looking at in this report.
They want to know more about sort of the circular financing woes that NVIDIA has like, you know, given even more money sort of to this ecosystem.
They want to hear about gross margins if those uh can continue to stay high, especially given higher input costs.
And then they want to hear what Jensen has to say.
I mean, he is still considered sort of the the king, the pope of AI, and what
he says about future forward demand is really important.
Showing 21–40 of 161 · page 2 of 9
← Previous
Next →