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 months

Recordings per month over the last 12 months — 17 in all, peaking in Jun 2026 with 6.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · 80 Seconds of Big Tech Earnings To Set Market’s Fate · 29 Apr 2026 podcast

And then tomorrow we have Apple. voice-verified

So these are the biggest companies in the S P 500. voice-verified

They're the most important names in the AI trade. voice-verified

And so they're very, very important. voice-verified

Bloomberg Tech · OpenAI Linked Stocks Fall on Report It Missed Targets · 28 Apr 2026 podcast

Yeah, I mean, I think we're seeing kind of any stock that's really linked to open AI under pressure this morning. voice-verified

And really the reason behind that is that there's concerns if they're not meeting these targets, are they going to be able to meet the sort of myriad of commitments that they've made with other companies through all the deals that they have? voice-verified

It's really bringing back those fears around circular financing that we saw kind of at the beginning of the year. voice-verified

And investors have maybe started to overlook a little bit as maybe they've shifted to looking voice-verified

at CapEx and return on investment for some of this AI spending. voice-verified

So we're seeing really broad-based pressure here. voice-verified

It's also important to note, I think, that OpenAI-linked stocks have underperformed those linked to Alphabet. voice-verified

So that's the other thing here. voice-verified

There's just more competition in this space overall that's putting pressure on OpenAI, and investors are really taking note of that. voice-verified

Yeah, definitely. voice-verified

I think investors were already looking at these reports coming up, especially all the hyperscalers on Wednesday with a high level of scrutiny. voice-verified

And I think this raises the bar, right? voice-verified

We're looking at CapEx. voice-verified

We want to see, I think that spending is still happening, but any pullback would be an issue. voice-verified

And then on the flip side, the return on investment, like what these companies are seeing from all this spending is just going to be paramount. voice-verified

exactly i mean we have a huge slate of reports that are coming up later this week i mean wednesday again we get the four biggest hyperscalers we get apple on thursday qualcomm's in the mix as well so there's so much money you know in the market coming from ai that's tied to ai and we're going to get results from these companies this week and investors have been reacting very strongly sort of pricing in either the very best case scenario or the very worst case scenario i think as we can see today with how the market these tech stocks are moving so voice-verified

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