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
So it's interesting that it's so cheap.
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Usually that entices investors to jump back into the stock.
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but we'll that remains to be seen.
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We'll see what happens in the after hours today.
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Yeah, it's true.
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So if everything goes according to plan and everyone reports around the same time that they did last quarter, we're gonna get the four biggest hyperscalers reporting earnings in 80 seconds.
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That's a gonna be a flurry of you know excitement activity on our desk, especially.
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And what we're really looking for here is how investors are reacting to the the numbers that come out right at you know when they report earnings at these headlines.
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Top of mind, I
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Obviously, are gonna be capital expenditures and then how those are balancing out with revenue growth from AI and cloud growth for the companies you know that have large cloud businesses.
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And there's so much at stake here.
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I mean, these are the some of the biggest, you know, stocks in the S P 500, and options data is showing that there's $750 billion of market value sort of on the line tonight as investors.
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You know, react to price swings.
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Yeah, I mean the thing that's been so interesting this year is we've seen a lot of breadth, right, coming back into the market.
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But I think last month or this past month has shown us overall that tech stocks are still up the most important part of the SP, and that's really what drove us back to record highs.
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There's just so much money in these stocks.
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So, you know, when we have so many reporting at once, there's the huge potential for
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Huge market moves because there's so much market value just represented in these companies.
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And it's not just the hyperscalers.
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You know, we have Qualcomm tonight as well, we'll get Broadcom in a few weeks.
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Showing 261–280 of 354 · page 14 of 18
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