Equities reporter @business, previously @cnbc & @businessinsider. Adjunct prof @newmarkjschool. @vassar and @newmarkjschool grad. she/her. opinions my own.
Manhattan, NY
Joined July 2011
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I’ve been thinking about today for months- the day after Christmas, when 2 unemployment insurance programs (PUA&PEUC) end if there isn’t another round of stimulus 1/X
Anthropic's S-1 filing yesterday was just what the AI trade needed after two weeks of jitters. More from me @markets bloomberg.com/news/articles/…
Carmen Reinicke retweeted
Seeing a lot of confusion around Anthropic. This is **strictly** an explanation using SEC regulation and IPO norms. Ant could make its S-1 public by early/mid of next week and still be public before Thanksgiving, in line with our previous reporting of a launch the week of Nov 9 and pricing the week after.
A lot of folks speculating that today is make or break for a pre-Thanksgiving IPO which is not the case
Carmen Reinicke retweeted
Nvidia has agreed to purchase artificial intelligence startup Hugging Face. The transaction is valued at about $13 billion. @csreinicke reports bloom.bg/4cutwcq
Happy Nvidia day! Tonight's earnings will be an important temperature check for the AI trade bloomberg.com/news/articles/…
Last week, SpaceX's first lockup keeping early investors from selling shares expired amid lots of concern an influx of stock would send the price lower. Instead, shares gained, passing a crucial test bloomberg.com/news/articles/…
Coming up after market close, $CRWV will report quarterly earnings. The neocloud's stock has slumped after its last five earnings reports bloomberg.com/news/articles/…
Carmen Reinicke retweeted
Story with @caroewilson
bloomberg.com/news/articles/…
Carmen Reinicke retweeted
$NVDA is now trading at the same *forward* PE ratio as it was in 2019. bloomberg.com/news/articles/…
Carmen Reinicke retweeted
SpaceX joins the Nasdaq 100 today. Wall Street's verdict? Buy. MS and GS are among the firms initiating coverage with buy-equivalent ratings -- arguing SPCX's long-term growth potential outweighs lingering concerns over profitability, execution & valuation
bloomberg.com/news/articles/…
Carmen Reinicke retweeted
SpaceX has started to lose momentum after its IPO. Those betting against the stock will soon face a different force: billions of dollars in mechanical buying. Aftermarket close Friday, SPCX will be added to Russell indexes. And soon, Nasdaq. W/ @luwangnyc
bloomberg.com/news/articles/…
Carmen Reinicke retweeted
Bloomberg's Carmen Reinicke explains the recent sell-off in technology equities, which originated from a local report about SK Hynix potentially slowing production of a key AI memory chip bloom.bg/4w2Ygs9
Carmen Reinicke retweeted
Congratulations to all the @nyknicks - one of the greatest NY teams of all-time. Their heroics, and the spirit they inspired in fans, will live on in hearts forever.
📸: @GettyImages
Carmen Reinicke retweeted
Our latest How To breaks down accredited investor status, which opens the door to private-market investments like hedge funds and private equity. Generally, investors qualify with a net worth above $1m (excluding their home) or annual income of ~$200,000. bloomberg.com/news/articles/…
Carmen Reinicke retweeted
Buried in the SpaceX frenzy were some weird ETF flows, notably in ARKK.
Turns out they're part of a pattern surrounding IPOs where big investors hijack ETFs to get synthetic exposure to the deal.
Billions of dollars in play. Story by @denitsa_tsekova bloomberg.com/news/articles/…
Carmen Reinicke retweeted
Several @business @BW colleagues and I have a big story out today: An inside look at the booming global peptide gold rush, a billion-dollar black market in experimental drugs that RFK Jr may soon make legal. Gift link: bloomberg.com/features/2026-…
A must-read from @isabelletanlee -leveraged bets on SpaceX generated more than $1 billion of trading volume on their first day @markets
bloomberg.com/news/articles/…
SpaceX's third day of trading is off to a solid start - stock gains pushed its market cap above Amazon's and briefly above Microsoft's, making it the fourth largest company in the world.
bloomberg.com/news/articles/…
Carmen Reinicke retweeted
SpaceX shares surged in premarket trade - on track to overtake Amazon as the fifth largest publicly traded company in the world. The premarket gain builds on a more than 40% jump across SpaceX’s first two sessions after its IPO @Subrat_Patnaik @csreinicke bloomberg.com/news/articles/…
