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.

newest first · ▶ plays the moment

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

Free cash flow is also expected to be the smallest in nearly four years. voice-verified

And then on the flip side with some of the other companies, including Amazon and Alphabet, cloud sales. voice-verified

So how those cloud businesses are doing is going to be extremely important. voice-verified

Investors really want to see growth here. voice-verified

It's proof for the AI trend going forward. voice-verified

Bloomberg Tech · Nvidia’s Forecast Lifts AI Trade · 20 Nov 2025 podcast

It seems as though it offered some, well, relief, rally, but why are we fading it?

Well, I mean, we're really seeing like so goes NVIDIA, so goes the rest of the market.

And you're right.

This report was really overwhelmingly positive.

And, you know, we did see a share spike sort of immediately after, popped in after hours.

It was up this morning.

seem to be broadening out into other AI names.

But I think what we might be seeing now is just a little bit of fatigue.

I spoke to at least one investor that said they were actually surprised and thought the move was quite muted for how good the report was.

The revenue guidance was great, and then they even sort of doubled down in this $500 billion forecast and said they might do even better than that.

That's hugely bullish and shows that spending for AI is set to continue.

We could just be seeing some fatigue here, some shakeout.

NVIDIA shares are still up 40% this year.

And overall, the NASDAQ has done really well.

And valuations are high.

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