Mackenzie Cigalos
CNBC reporter providing live coverage and details of Alphabet's quarterly results and conference call in the episode.
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Feb 4, 2026 • 44min
Alphabet Reports Results… And Pharma Stocks Diverge In Weight Loss Drug Race 2/4/26
Mackenzie Cigalos, CNBC reporter who breaks down Alphabet’s quarterly numbers and conference call. Jared Holtz, Mizuho healthcare sector specialist who analyzes Eli Lilly and Novo Nordisk results. They cover Alphabet’s big CapEx guide tied to AI infrastructure and its market implications. They also unpack diverging trajectories in the weight‑loss drug race and what that means for pricing and strategy.
Oct 31, 2025 • 44min
Amazon Soars and What Happens If SNAP Stops? 10/31/25
Mackenzie Cigalos, a tech reporter specializing in big tech earnings and AI trends, teams up with Ron Josie, an internet analyst at Citi, to dive into Amazon's record-high earnings. They discuss the implications of AWS's re-acceleration and the strength of retail amidst changing landscapes. The conversation shifts to pressing societal issues, like the imminent SNAP funding cutoff affecting millions, examining the potential ripple effects on various industries. Tune in for insights on market dynamics, tech advancements, and economic pressures.
