What podcasts say about Carmen Reineke
Every statement, with the speaker, the exact quote and the moment it was said.
What Carmen Reineke has said on podcasts
77 statements · 37 positive · 28 negative · 1 mixed · 11 neutral
Webull shares fell 20%, their worst performance since April 2025.
“The stock is down 20% right now. This is the worst since April of last year, so April 2025.”
Open the episode · Webull Sinks, SpaceX Falls, Constellation Brands Slides on ‘Overly Cautious’ OutlookListen at 0:46
SpaceX plans to borrow $40 billion to purchase Nvidia chips.
“the company is in tax to borrow 40 billion. in both bank loans and investment grade debt to buy Nvidia chips”
Open the episode · Webull Sinks, SpaceX Falls, Constellation Brands Slides on ‘Overly Cautious’ OutlookListen at 1:49
SpaceX’s borrowing for Nvidia chips pushed its credit risk to a new high.
“That's pushed a measure of its credit risk to a fresh high.”
Open the episode · Webull Sinks, SpaceX Falls, Constellation Brands Slides on ‘Overly Cautious’ OutlookListen at 2:01
SpaceX stock had risen about 15% before investors took profits.
“since the stock was up about 15%”
Open the episode · Webull Sinks, SpaceX Falls, Constellation Brands Slides on ‘Overly Cautious’ OutlookListen at 2:20
Cooper Companies stock reached a 52-week low.
“52-week low here today on the stock.”
Open the episode · Cooper Tumbles, Macy's Sinks, American Eagle Drops as AE Brand Markdowns WeighListen at 1:13
Meta shares are down nearly 20% from their record high
“shares of Meta”
Open the episode · Meta Gains, Casey's Falls, ServiceTitan Tumbles After 2Q LossListen at 0:43
Casey’s General Store stock is down 17% intraday
“stock is down 17% right now”
Open the episode · Meta Gains, Casey's Falls, ServiceTitan Tumbles After 2Q LossListen at 2:03
ServiceTitan stock is down 30% intraday
“Stock is down 30% right now.”
Open the episode · Meta Gains, Casey's Falls, ServiceTitan Tumbles After 2Q LossListen at 2:49
SpaceX’s lockup expiration will release about 7% of outstanding shares
“about 7% more sort of total outstanding flow will come online for this stock”
Open the episode · SpaceX Rises, Qualcomm Gains, Roivant Climbs After Lung Drug Study Meets Main GoalListen at 0:52
Post-IPO lockup expirations can increase trading volatility
“This is something that for newly traded. companies after the IPO can sort of inject some volatility into the trading.”
Open the episode · SpaceX Rises, Qualcomm Gains, Roivant Climbs After Lung Drug Study Meets Main GoalListen at 0:57
The Nasdaq 100 rebalance could move SpaceX stock
“another thing that could potentially move SpaceX stock is the NASDAQ 100 rebalance later in the month”
Open the episode · SpaceX Rises, Qualcomm Gains, Roivant Climbs After Lung Drug Study Meets Main GoalListen at 1:06
Qualcomm signed Amazon as a data-center chip customer
“it signed a deal with Amazon as a data center chip customer”
Open the episode · SpaceX Rises, Qualcomm Gains, Roivant Climbs After Lung Drug Study Meets Main GoalListen at 1:33
The Qualcomm-Amazon chip deal will span multiple product generations
“this is a deal that will span multiple generations for Qualcomm”
Open the episode · SpaceX Rises, Qualcomm Gains, Roivant Climbs After Lung Drug Study Meets Main GoalListen at 1:44
Amazon can acquire up to $4 billion of Qualcomm shares
“this also gives Amazon the rate to acquire as much as... $4 billion in shares”
Open the episode · SpaceX Rises, Qualcomm Gains, Roivant Climbs After Lung Drug Study Meets Main GoalListen at 1:51
Positive earnings news is not consistently rewarded by markets.
“good news isn't always rewarded.”
Open the episode · Week Ahead: Oracle, Adobe, and Macy’sListen at 2:19
Adobe shares have risen 45 percent since late June.
“Shares are up 45% from the end of June.”
Open the episode · Week Ahead: Oracle, Adobe, and Macy’sListen at 2:55
Adobe earnings may sustain the recent share-price rally.
“earnings are going to be really important here to kind of keep this rally potentially going.”
Open the episode · Week Ahead: Oracle, Adobe, and Macy’sListen at 3:05
Investors seek evidence that software companies can integrate AI beneficially.
“people are really looking for proof that these companies can integrate AI and it can help them instead of disrupt their business.”
Open the episode · Week Ahead: Oracle, Adobe, and Macy’sListen at 3:47
Strong Macy’s results could reverse its decline, while negative reactions could trigger further selling.
“solid results could maybe reverse some of this decline, while if there is sort of a negative reaction, we could see more selling ahead.”
Open the episode · Week Ahead: Oracle, Adobe, and Macy’sListen at 5:02
Macy’s forward guidance will be important for investors.
“what they say about that forward guidance is going to be really important.”
Open the episode · Week Ahead: Oracle, Adobe, and Macy’sListen at 5:45
Snowflake has bucked the broader software-sector volatility trend.
“this is one of the few software companies that's really sort of bucked the trend.”
Open the episode · Snowflake Jumps, Hewlett Packard Slides, and Ultragenyx Sinks as Rare Disorder Drug Fails Late Stage TrialListen at 1:06
Snowflake is showing solid results without apparent AI-disruption fears.
“So Snowflake really showing solid, solid results and no fears here, at least, of AI disruption.”
Open the episode · Snowflake Jumps, Hewlett Packard Slides, and Ultragenyx Sinks as Rare Disorder Drug Fails Late Stage TrialListen at 1:17
Bitcoin is on track for its strongest weekly gain in over three years.
“Bitcoin is having its best. It's on track for its best weekly gain in more than three years.”
Open the episode · Strategy Jumps, Ross Stores Climbs, and Broadcom Rises as it Seeks More Than $60 Billion in Latest AI Debt DealListen at 1:16
Bitcoin’s rally is lifting cryptocurrency-linked stocks including Strategy, Mara, Coinbase, and Robinhood.
“So lifting shares here of strategy as well as other stocks including Mara Holdings, Coinbase and Robinhood Markets.”
Open the episode · Strategy Jumps, Ross Stores Climbs, and Broadcom Rises as it Seeks More Than $60 Billion in Latest AI Debt DealListen at 1:22
Ross Stores raised its full-year earnings-per-share forecast.
“the company just sort of a discount retailer, had earnings. It boosted its earnings per share forecast for the full year.”
Open the episode · Strategy Jumps, Ross Stores Climbs, and Broadcom Rises as it Seeks More Than $60 Billion in Latest AI Debt DealListen at 1:41
Broadcom is discussing over $60 billion of debt financing for an AI chip deal.
“the company is in talk talks with a group of lenders to raise more than 60 billion in debt for an AI chip financing deal”
Open the episode · Strategy Jumps, Ross Stores Climbs, and Broadcom Rises as it Seeks More Than $60 Billion in Latest AI Debt DealListen at 2:25
AI buildout requires substantial capital intensity to provide needed compute.
“We just know there's so much sort of capital intensity needed for the level of compute needed here.”
Open the episode · Strategy Jumps, Ross Stores Climbs, and Broadcom Rises as it Seeks More Than $60 Billion in Latest AI Debt DealListen at 2:40
Walmart’s pharmacy business faced mostly pricing pressure.
“there was mostly pricing pressure in the pharmacy business”
Open the episode · Walmart Slides, Advance Auto Parts Drops, Coty Falls as It Warns of ‘Transition’ Year AheadListen at 1:22
Walmart reported its slowest growth rate in six years.
“this was also the slowest rate of growth that they reported in the last six years”
Open the episode · Walmart Slides, Advance Auto Parts Drops, Coty Falls as It Warns of ‘Transition’ Year AheadListen at 1:31
Walmart is viewed as a bellwether of consumer sentiment.
“Walmart's really looked at is sort of a bellwether of, of of sentiment”
Open the episode · Walmart Slides, Advance Auto Parts Drops, Coty Falls as It Warns of ‘Transition’ Year AheadListen at 1:44
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.