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 · Anthropic Looks to Buy Decart for $6 Billion · 13 Aug 2026 podcast

You're saying the valuation doesn't matter, that's what I'm investing on.

If you're a bearer, you're a little bit more uh, you know, scrutinizing that figure.

So what th those goalposts are very important.

Bloomberg Tech · Palantir Surges as AI Demand Accelerates · 4 Aug 2026 podcast

Hey, Ed.

So it's the moment we've all been waiting for since June at least.

SpaceX will report its first quarterly earnings as a public company after the bell today.

So we know the stock is down from that 135 IPO price.

It's about 10% below, even though there's some green on the screen here today.

And so what we'll really be watching for after the bell today is what the company says, not only about what it saw in the quarter, but its forward guidance.

so much of SpaceX's valuation hinges on what it sees in the future.

One thing we'll be watching for in particular is what it says about AI.

Analysts on Wall Street have projected huge growth for its AI unit and see it taking up

80%, more than 80% of revenue over the next decade.

So we'll see what the company has to say about this, if that matches up and if these models change at all.

We'll also be watching for results from AMD.

And really what I'm curious about here is if the stock can keep its rally going.

So shares are up about 20% in the last week.

We saw some weakness in the semiconductor space in about a month prior.

And so AMD has a really high bar

set for it after its last earnings result it had solid projections and the stock rocketed to a record high so the setup here is super important we're going to be looking to see if it's made any market share in sort of its competition about with ai processing and nvidia that's what's top of mind at least for me what i'll be watching tonight thanks ed

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