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 we could just see a little bit of thrashing here because of that.
Yeah, it was actually very broad-based, so we did see the Neoclouds move, like you mentioned, CoreWeave, Nebius were up after hours, but we even saw rival chip makers move, AMD was up, Broadcom was up, Marvell was up, Micron, the other hyperscalers, the Mag7 names, so Meta, Alphabet, Microsoft, although I think that's dipped into the red just now,
And Alphabet closed at another record high yesterday and was extending those gains as well.
So we did see some broad-based moves that seem to be linked to AI optimism and those AI names and just seeing a little bit of a turn there now.
Well, you make such a good point, which that there are all these other macro backdrop things happening that are really important and are also weighing on the market.
It's not just NVIDIA as much as we're focused on that.
So yes, they're going to need some AI reinvigoration.
I think everybody's also really watching if we're going to get more cuts from the Fed.
That's going to be really important.
And I think that maybe optimism is a little dull for the end of the year.
I've definitely heard people say that they're not expecting a Santa Claus rally, which we'll see.
It would be kind of a sad Christmas without one.
But it might be that just valuations are stretched.
Investors are looking to take some of their profits into the end of the year and then see what 2026 brings.
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