Carmen Reinicke
Bloomberg News equities reporter covering U.S. stocks, with recent reporting and broadcast analysis focused on AI-linked market leaders including Nvidia, chip stocks, software, and the broader AI trade.
SpaceX Adds $500 Billion After First Lockup Expiry
Bloomberg’s Carmen Reinicke says SpaceX’s first post-IPO lockup expiry eased fears that newly tradeable insider shares would overwhelm demand: the stock rose 35% in five days, adding roughly $500 billion in market value. But she argues the event has not removed the prospect of volatility, with further scheduled share unlocks—including Elon Musk’s holdings in June 2027—still testing a valuation debate built heavily on Musk’s long-term targets.
Nvidia Earnings Become a Test of the AI Infrastructure Boom
Bloomberg Technology framed Nvidia’s earnings as a test of whether the company can keep turning AI infrastructure spending into growth, rather than simply whether demand remains strong. Ed Ludlow and Bloomberg reporters said investors were looking for reassurance on supply constraints, China exposure and Nvidia’s moat as workloads shift toward inference, while the same program treated SpaceX’s prospective IPO and SoftBank’s $65 billion OpenAI exposure as evidence that AI is driving larger bets across public markets, private capital and the chip supply chain.