MacKenzie Sigalos

Covering tech @CNBC | Former @CNN in Hong Kong & NY with @FareedZakaria & @AndersonCooper | DMs open

[MacKenzie Sigalos @KenzieSigalos]

Bitcoin halving complete! Went inside a geothermal-powered mine near Hell’s Gate, Kenya. Pretty much the closest you can get to having a tangible hold on #bitcoin.

[Power Lunch @PowerLunch]

Apple shares fall a day after Tim Cook's WWDC keynote. @KenzieSigalos reports. $AAPL
https://t.co/SMAZFExRjA

[Squawk on the Street @SquawkStreet]

Inside Alphabet's capex spending payoff: What investors need to know, from @KenzieSigalos $GOOGL https://t.co/NVmwXfvVrk

[CNBC's Fast Money @CNBCFastMoney]

#NEW: $META to partner with Broadcom to co-develop AI chips and Broadcom CEO Hock Tan will transition off Meta's board and move to advisor role

@KenzieSigalos reports: https://t.co/g0bIX55SL4

[Techmeme @Techmeme]

Apple expands its American Manufacturing Program, bringing in Bosch, Cirrus Logic, TDK, and Qnity Electronics to make components in the US for sale worldwide (@kenziesigalos / CNBC)

https://t.co/PXYZsqiNrE

https://t.co/O2nbGypYC9

📥 Send tips! https://t.co/wlNZvXuhJs

[Power Lunch @PowerLunch]

Apple announces its most affordable laptop ever. @KenzieSigalos will join us with more. $AAPL
https://t.co/bTzxpixoJ1

[CNBC Events @cnbcevents]

NEXT WEEK @galaxyhq's @novogratz joins the CNBC Digital Finance Forum to discuss the role of capital markets, where conviction is and isn’t forming, and how the future of money is being negotiated in real time. #CNBCDigitalFinance #crypto #DeFi

JOIN US: https://t.co/ishEELoDZn

[CNBC Events @cnbcevents]

FEB 10 👉 Join the first-ever CNBC Digital Finance Forum, convening industry leaders, innovators, and policymakers who will explore the evolving #DeFi ecosystem and share how Wall Street will capture its momentum.

REQUEST YOUR INVITE: https://t.co/ujivFurFFD
#CNBCDigitalFinance

[Squawk on the Street @SquawkStreet]

Strategy builds cash reserve and pauses Bitcoin purchases, ⁦@KenzieSigalos⁩ reports: https://t.co/CvHRJCKHo9

[Techmeme @Techmeme]

Coinbase is rolling out stock trading, more advanced trading tools, prediction markets via Kalshi, and more, amid a push to be a one-stop financial app (@kenziesigalos / CNBC)

https://t.co/7IEYrzP8pN

https://t.co/kGsEvMGZy8

📥 Send tips! https://t.co/wlNZvXuhJs

[Techmeme @Techmeme]

Block expects gross profit to increase in the mid-teens YoY through 2028, reaching ~$15.8B, with adjusted operating income growing ~30% YoY; XYZ closed up 7.56% (@kenziesigalos / CNBC)

https://t.co/CrITxqojJU

https://t.co/JqurbiVih2

📫 Subscribe: https://t.co/OyWeKSQRTe

[Techmeme @Techmeme]

Anthropic plans to spend $50B on a US infrastructure buildout, starting with data centers in Texas and New York in partnership with Fluidstack, opening in 2026 (@kenziesigalos / CNBC)

https://t.co/Ms7fnXi2SZ

https://t.co/f27k1ppPAi

📫 Subscribe: https://t.co/OyWeKSRpIM

[CNBC's Fast Money @CNBCFastMoney]

$AFRM shares spiking after exceeding Wall Street profit and revenue estimates. CNBC's @KenzieSigalos reports:

https://t.co/5QDhjFmY8a

[Techmeme @Techmeme]

Robinhood reports Q3 revenue up 100% YoY to $1.27B, vs. $1.19B est., transaction-based revenue up 129% to $730M, vs. $739M est., and net income up 271% to $556M (@kenziesigalos / CNBC)

https://t.co/pwb9Ou69xB

https://t.co/hP11mExhi8

📫 Subscribe: https://t.co/OyWeKSQRTe

[CNBC's Fast Money @CNBCFastMoney]

$AMD moving lower after hours despite a strong earnings report, with $AMZN also disclosing it dissolved its entire stake in the chipmaker.

@KenzieSigalos reports and @karenfinerman, Dan Nathan, @GuyAdami and @StocktonKatie trade it.
https://t.co/4angPh1PIo

[Techmeme @Techmeme]

As part of the AWS deal, OpenAI says it will immediately begin running workloads on AWS infrastructure, tapping hundreds of thousands of Nvidia GPUs in the US (@kenziesigalos / CNBC)

https://t.co/Vl5GFPCsAU

https://t.co/j3Klf5VOX5

📫 Subscribe: https://t.co/OyWeKSRpIM

[Techmeme @Techmeme]

Amazon opens Project Rainier, an $11B AI data center on 1,200 acres in Indiana that trains and runs Anthropic's AI models using 500K+ Amazon Trainium 2 chips (@kenziesigalos / CNBC)

https://t.co/msZTNn26zM

https://t.co/fZ7Cln5X5z

📫 Subscribe: https://t.co/OyWeKSQRTe

[MacKenzie Sigalos @KenzieSigalos]

Got an exclusive first look inside Amazon's new $11 billion AI data center megaproject in rural Indiana. Not an Nvidia GPU in site. It's powering Anthropic entirely on AWS chips: https://t.co/CTqN5UHS3G

[Techmeme @Techmeme]

Anthropic and Google officially announce their cloud partnership worth tens of billions, giving Anthropic access to 1M TPUs and 1 GW of capacity in 2026 (@kenziesigalos / CNBC)

https://t.co/CzcCCeXWTi

https://t.co/NKJ1jAC3zH

📫 Subscribe: https://t.co/OyWeKSRpIM

[Techmeme @Techmeme]

Broadcom closes up 9.88% following the announcement of its custom chip deal with OpenAI; its stock is up over 50% in 2025 after more than doubling in 2024 (@kenziesigalos / CNBC)

https://t.co/sWZQCmlauR

https://t.co/Q9q2k6HW98

📫 Subscribe: https://t.co/OyWeKSRpIM

[MacKenzie Sigalos @KenzieSigalos]

OpenAI confirms multi-year chip deal with Broadcom after 18 months of quiet collaboration — 10GW of custom AI infrastructure, no equity involved. Chips will be ~30% cheaper than Nvidia’s, with OpenAI controlling everything from design to full rack deployment: https://t.co/uv2YtykeC8