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
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.
he says about future forward demand is really important.
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.
he says about future forward demand is really important.
So we're seeing a rebound here.
As you just said, this snapped a seven-day losing streak for the stock.
It's worst since September 2022.
So that's before the whole AI boom took off.
And that route wiped more than $400 billion in market value from the stock.
So seeing a nice rebound today, it's leading the S&P 500 higher in terms of points.
It's leading the MAG7, leading other chip stocks higher.
So going into earnings tomorrow, it's really interesting to see this kind of setup.
Earnings hasn't been a positive catalyst for Nvidia shares for a few quarters now.
The last four out of five quarterly earnings report, the stock has actually fallen after results, even though the company continues to beat on revenue and give really solid forward guidances.
Showing 41–60 of 161 · page 3 of 9
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