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
And investors really just want to hear more about what the future is of the artificial intelligence trade.
There are, I think, more and more concerns coming online that, you know, this could be the peak.
I mean, it's such a huge deal, right?
So Nvidia is still the largest stock in the S&P 500.
In the NASDAQ, it's the largest stock in the market.
It commands a major amount of weight and how it moves can move the entire market.
The thing that's really interesting here is that earnings have not been a positive catalyst for Nvidia stock for quite some time.
So you think it's the last
four out of five earnings reports, the shares have actually fallen after results, even though they've been strong.
What investors are really looking at is the sentiment around this report.
What CEO Jensen Wang says about the market going forward, if they're seeing demand, financing questions are going to come in.
I'm sure there'll be questions around these price hikes as well.
So a lot of that sentiment, it's really what is the next wave of the artificial intelligence trend?
That's what's going to be most important for investors coming up.
And it's going to affect
other parts of the AI infrastructure trade as well.
You know, we're seeing the memory stocks falling today as well.
Those are the biggest laggards on the S&P and the NASDAQ.
That's really important.
Yep, it's something that we're gonna just keep seeing, potentially adding pressure to this stock.
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