Carmen Reinicke
speaker
354 appearances
17 recordings
1 series
first heard Nov 2025
last heard 8 Sep
Carmen Reinicke’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 — 17 in all, peaking in Jun 2026 with 6.
Appearances
thanks, Riley.
Let's take a
look.
Look first at shares of Qualcomm, one of the top tech stock movers in the market today.
So the stock is having its best day in more than a month after signing up Amazon as a data center chip customer.
So this is a deal that'll span multiple generations and allow Amazon to buy four billion dollars of Qualcomm stock.
So we're seeing that higher today.
Shares of Amazon at the same time down about half a percent.
Let's go to SpaceX as well.
Everyone's watching this stock all the time and we're certainly no exception.
So a wave of buying set to hit here for SpaceX as the NASDAQ 100 rebalances later this month.
The reason for this is that the company will have a larger weighting in the index due to share lockups that have expired since it was added to the index shortly after its IPO.
So
Yeah, so we're seeing a lot of selling pressure here, and there's just so much caution, I think, baked into this space.
We've seen so much volatility in the AI trade overall, and NVIDIA is the kingmaker here, right?
So a seventh losing day, that's the longest streak, as you said, since 2022, heading into earnings on Wednesday.
People are worried here about peak earnings.
Memory costs are high.
NVIDIA's looking like it's not absorbing those, it's passing them on to customers.
There are big questions sort of outstanding about all of the financing that it's put into the market lately.
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