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

These reports coming up are going to be so important, and they're going to swing the entire market. voice-verified

So we're really just waiting to see what happens. voice-verified

I think it's an 80-second spread on Wednesday that we get four of the biggest companies in the AI story reporting. voice-verified

So it's going to be a really fun day. voice-verified

Bloomberg Tech · OpenAI Drops Exclusivity Deal with Microsoft · 27 Apr 2026 podcast

Yeah, it's really going to be a flurry of excitement, especially Wednesday after the bell. voice-verified

We get four of the biggest hyperscalers reporting. voice-verified

That's Alphabet, Microsoft, Amazon, and Meta Platforms. voice-verified

These companies are the biggest in the S&P 500. voice-verified

They've helped drive a lot of this rally that's gone back to record highs that we've seen voice-verified

in april and so these earnings are so important for the entire market and really what investors are going to be looking for is this balance between high capital expenditures on artificial intelligence infrastructure going forward and the return on that investment so the group that we're getting this week they're expected to spend more than voice-verified

$640 billion in 2026 on capital expenditures. voice-verified

That's up from more than $400 billion this year. voice-verified

So this is a huge jump voice-verified

money these companies are spending and investors are going to be watching for what the return on that investment is. voice-verified

Yeah, so there are a few line items that are going to be really important. voice-verified

One is cash flow, free cash flow. voice-verified

And there are some interesting facts to kind of dive into here. voice-verified

So for Amazon, for example, free cash flow is expected to be negative this quarter and potentially the widest since 2022, when what was happening then is that the company was investing a lot in warehouses to meet sort of demand that had been fueled by the pandemic. voice-verified

So that's something investors are going to be watching really closely. voice-verified

Meta's first quarter forecast voice-verified

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