Carmen Reinecke

Michael Intrator, CEO of CoreWeave, shares insights on the company's earnings and a significant data center delay impacting operations. He discusses efforts to diversify supply chains and maintain partnerships, emphasizing reliability despite setbacks. Additionally, Carmen Reinecke, a Bloomberg equities reporter, analyzes market sentiment surrounding tech stocks and hyperscaler capex. The conversation delves into investor fears over AI valuations and the ongoing influence of NVIDIA in the tech landscape.

Ian King, a Bloomberg semiconductor reporter, shares insights on Nvidia's upcoming earnings, highlighting key metrics and semiconductor demand. Carmen Reineke, a US equities reporter, discusses Nvidia's significant role in the AI market and what investors expect for guidance and market sentiment. They analyze how Nvidia's performance may impact broader indices and investor confidence, along with the implications of CEO Jensen Huang's comments at the US-Saudi Investment Forum regarding AI advancements and infrastructure needs.

Carmen Reinecke, a Bloomberg News equities reporter, brings her expertise to the discussion on the volatile energy market. She highlights Constellation Energy's significant stock drop due to a new plan aimed at addressing rising utility costs and supporting data centers. Meanwhile, GE Vernova sees gains as analysts predict it will benefit from the changes. The conversation also touches on the extended sell-offs of Fannie Mae and Freddie Mac shares, linking them to policy uncertainties and draws an interesting parallel to the gambling and prediction markets.

Carmen Reineke, an equities reporter and deputy team leader for U.S. equities at Bloomberg, dives into the latest market shifts. She discusses Ulta's impressive Q3 results, leading to a raised sales outlook, signaling consumer confidence in cosmetics spending. Carmen also highlights HPE's disappointing AI server sales forecast, spooking investors. Additionally, she explores Praxis Precision's small-cap volatility after positive drug study news and delves into SoFi's ambitious $1.5 billion share sale as it pivots its business strategy.

In this engaging discussion, Carmen Reinecke, an equities reporter from Bloomberg News, unpacks Nvidia's impressive $65 billion revenue forecast, alleviating fears about AI spending. She highlights Block's optimistic profit growth projections and the integration of its Cash App and Square services. Additionally, they delve into Alphabet's stock surge, driven by rave reviews for its Gemini AI model, signaling a strong position in tech. Reinecke's insights provide a dynamic overview of the market's reactions to these major players.