Carmen Reineke
Person
Carmen Reineke is a stocks reporter for Bloomberg News. She frequently appears on Bloomberg programs to discuss market trends and provide the Stock Movers Report.
What Carmen Reineke has said on podcasts
42 statements
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
Advanced Auto Parts’ second-quarter sales fell short of analyst estimates.
“second quarter sales fell short of analyst estimates”
Open the episode · Walmart Slides, Advance Auto Parts Drops, Coty Falls as It Warns of ‘Transition’ Year AheadListen at 2:26
Coty reported lower comparable sales and forecast a transition period this fiscal year.
“this company also reported a drop in comparable sales and forecast a transition period in the current fiscal year”
Open the episode · Walmart Slides, Advance Auto Parts Drops, Coty Falls as It Warns of ‘Transition’ Year AheadListen at 3:08
Coty’s stock has been under pressure through Wednesday’s close.
“this stock has been under pressure through Wednesday's close”
Open the episode · Walmart Slides, Advance Auto Parts Drops, Coty Falls as It Warns of ‘Transition’ Year AheadListen at 3:23
Amer Sports boosted guidance, driven particularly by growth in Salomon and Arc'teryx brands.
“the company boosted its guidance for the second time this year and it's driven particularly by growth at Salomon, Arcterics and Dark Teryx brands”
Open the episode · Amer Sports Rises, Amylyx Jumps, and Klarna Plunges as FY Guidance MissesListen at 1:22
Baidu is not meeting investor expectations for returns on its capital investment.
“Baidu not living up to the expectation there”
Open the episode · Fabrinet Declines, Baidu ADRs Fall, Klarna Sinks as Guide Cut Overshadows 2Q Rev BeatListen at 2:11
Klarna reduced its expected annual revenue.
“it cut its expectations for how much revenue it will generate generate in the year”
Open the episode · Fabrinet Declines, Baidu ADRs Fall, Klarna Sinks as Guide Cut Overshadows 2Q Rev BeatListen at 2:42
Klarna’s stock has fallen more than 60% since its IPO.
“This stock is down more than 60% since it IPO'd just over a year”
Open the episode · Amer Sports Rises, Amylyx Jumps, and Klarna Plunges as FY Guidance MissesListen at 2:48
StubHub missed analyst expectations and issued an underwhelming forecast.
“the company reported earnings that missed analyst expectations, especially their forecast underwhelmed”
Open the episode · Stubhub Drops, Cerebras Tumbles, Tapestry Slides as Guidance Underwhelms After Recent RallyListen at 0:49
Cerebras projected slower growth than investors anticipated.
“the company also reported earnings like tis the season they projected slower growth than investors anticipated”
Open the episode · Stubhub Drops, Cerebras Tumbles, Tapestry Slides as Guidance Underwhelms After Recent RallyListen at 1:28
Cerebras remains in the early stages of developing its novel chip design.
“This is a sign the company still in the early stages of its sort of novel chip design.”
Open the episode · Stubhub Drops, Cerebras Tumbles, Tapestry Slides as Guidance Underwhelms After Recent RallyListen at 1:36
Investors have rewarded companies demonstrating revenue generation from heavy capital expenditure.
“Investors have really rewarded the companies that show that they're able to drive revenue from sort of the heavy capex”
Open the episode · Stubhub Drops, Cerebras Tumbles, Tapestry Slides as Guidance Underwhelms After Recent RallyListen at 1:58
Tapestry's decline may reflect a buy-the-rumor, sell-the-news reaction.
“it could also just be sort of a buy. The rumor sell. The news situation here with Tapestry”
Open the episode · Stubhub Drops, Cerebras Tumbles, Tapestry Slides as Guidance Underwhelms After Recent RallyListen at 3:08
CoreWeave provided a solid revenue outlook.
“The company gave a solid revenue outlook.”
Open the episode · CoreWeave Soars, Super Micro Computer Jumps, Lumentum Rises After Strong Earnings ResultsListen at 1:27
CoreWeave’s outlook and backlog are lifting its stock.
“that's lifting that stock today”
Open the episode · CoreWeave Soars, Super Micro Computer Jumps, Lumentum Rises After Strong Earnings ResultsListen at 1:38
Super Micro provided a solid revenue forecast.
“The stock also gave a solid revenue forecast.”
Open the episode · CoreWeave Soars, Super Micro Computer Jumps, Lumentum Rises After Strong Earnings ResultsListen at 2:02
Super Micro exceeded analyst estimates.
“The topped analyst estimates.”
Open the episode · CoreWeave Soars, Super Micro Computer Jumps, Lumentum Rises After Strong Earnings ResultsListen at 2:05
Heavy capital spending benefits AI infrastructure companies.
“all of the money that we're spending all this heavy capex is benefiting sort of the AI companies on the other side of of the table there”
Open the episode · CoreWeave Soars, Super Micro Computer Jumps, Lumentum Rises After Strong Earnings ResultsListen at 2:09
Lumentum’s fourth-quarter results exceeded expectations.
“The the fourth quarter results beat expectations.”
Open the episode · CoreWeave Soars, Super Micro Computer Jumps, Lumentum Rises After Strong Earnings ResultsListen at 2:46
Lumentum’s outlook exceeded consensus expectations.
“Outlook was also above consensus.”
Open the episode · CoreWeave Soars, Super Micro Computer Jumps, Lumentum Rises After Strong Earnings ResultsListen at 2:49
Optoelectronic stocks have surged during the year.
“we've seen these optoelectric stocks really surged this year”
Open the episode · CoreWeave Soars, Super Micro Computer Jumps, Lumentum Rises After Strong Earnings ResultsListen at 2:52
Super Micro’s results are lifting HP and Dell shares.
“It's also lifting shares of HP and Dell”
Open the episode · Super Micro Soars, Pegasystems Slides, GE Vernova Drops as ‘Modest’ Guidance Boost DisappointsListen at 1:25
GE Vernova’s wind unit remains weak.
“there is still some weight, some weakness in the wind unit”
Open the episode · Super Micro Soars, Pegasystems Slides, GE Vernova Drops as ‘Modest’ Guidance Boost DisappointsListen at 3:19
SpaceX closed at approximately a $2.7 trillion market valuation.
“Closed it about a $2.7 trillion valuation.”
Open the episode · SpaceX Overtakes Amazon in Third Trading Day, Take-Two Soars, La-Z-Boy Rises After EarningsListen at 1:24
SpaceX briefly exceeded Microsoft in market value during the session.
“At that intraday high, it briefly eclipsed Microsoft in market value as well.”
Open the episode · SpaceX Overtakes Amazon in Third Trading Day, Take-Two Soars, La-Z-Boy Rises After EarningsListen at 1:38
SpaceX shares had risen on each of their first three trading days.
“Day three, perfect record up every day”
Open the episode · SpaceX Overtakes Amazon in Third Trading Day, Take-Two Soars, La-Z-Boy Rises After EarningsListen at 2:31
SpaceX shares rose 20%, extending a 19% prior-day rally.
“Shares up 20% today, extending Friday's 19% rally.”
Open the episode · SpaceX Jumps, Adaptive Biotechnologies Slides, Dave & Buster's LowerListen at 1:11
SpaceX gained $412 billion in market value.
“This added $412 billion in market value to this stock.”
Open the episode · SpaceX Jumps, Adaptive Biotechnologies Slides, Dave & Buster's LowerListen at 1:16
SpaceX is approaching Amazon's valuation.
“it's actually gaining ground, getting much closer to surpassing Amazon, which has about 2.7 trillion valuation.”
Open the episode · SpaceX Jumps, Adaptive Biotechnologies Slides, Dave & Buster's LowerListen at 1:26
SpaceX ended the day with a $2.5 trillion valuation.
“SpaceX ended the day at 2.5 trillion.”
Open the episode · SpaceX Jumps, Adaptive Biotechnologies Slides, Dave & Buster's LowerListen at 1:35
Short-position data for SpaceX should begin arriving within days.
“So I think data starts coming in in the next couple of days.”
Open the episode · SpaceX Jumps, Adaptive Biotechnologies Slides, Dave & Buster's LowerListen at 2:10
SpaceX has a low public float.
“Especially we have low float here.”
Open the episode · SpaceX Jumps, Adaptive Biotechnologies Slides, Dave & Buster's LowerListen at 2:16
Adaptive Biotechnologies shares fell about 6.4% aftermarket.
“shares are down about 6, 6.4% right now.”
Open the episode · SpaceX Jumps, Adaptive Biotechnologies Slides, Dave & Buster's LowerListen at 3:29
Adaptive Biotechnologies plans to offer $250 million in convertible senior notes.
“this company said it plans to offer 250 million convertible senior notes.”
Open the episode · SpaceX Jumps, Adaptive Biotechnologies Slides, Dave & Buster's LowerListen at 3:34
Dave & Buster's shares fell 4.3% after hours.
“shares are down 4.3% right now in after hours.”
Open the episode · SpaceX Jumps, Adaptive Biotechnologies Slides, Dave & Buster's LowerListen at 4:12
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.
6 episodes featuring Carmen Reineke
Stock Movers
Crypto stocks surge as Bitcoin rally sparks massive market momentum
This market shift highlights how deeply traditional equities and cryptocurrency platforms have become intertwined during major digital asset rallies.
Aug 21, 2026 · 4 min
Stock Movers
Major retail stocks slide as Walmart and Coty face market headwinds
Understanding these retail declines reveals the shifting consumer spending patterns and operational pressures reshaping major corporate forecasts.
Aug 20, 2026 · 6 min
Stock Movers
Amer Sports and Amylyx surge as Klarna plunges on missed expectations
Understanding these sharp corporate shifts highlights how clinical milestones and guidance adjustments rapidly redefine market winners and losers.
Aug 18, 2026 · 5 min
Stock Movers
AI demand boosts Super Micro while modest guidance drags GE Vernova down
This episode highlights the extreme premium the market currently places on AI growth and the severe penalties for companies that deliver even slightly disappointing outlooks.
Jul 22, 2026 · 5 min
Stock Movers
SpaceX valuation hits two point six five trillion to overtake Amazon
Major corporate acquisitions and highly anticipated product releases are reshaping the upper echelons of global market valuations.
Jun 16, 2026 · 6 min
Stock Movers
SpaceX value tops $2.4 trillion while biotech and retail stocks slide
The divergence between high-flying private aerospace valuations and struggling retail and biotech sectors highlights shifting investor risk appetites.
Jun 15, 2026 · 7 min