Mackenzie Sigalos

Mackenzie Cigalos, a Silicon Valley correspondent for CNBC, discusses the recent rollout of GPT-5 and its implications for the enterprise AI market. She highlights the mixed reactions from users, particularly its 'cold personality,' but emphasizes its rising appeal among businesses for advanced coding. The conversation also explores the competitive rivalry between OpenAI and Anthropic as they vie for lucrative enterprise contracts, painting a fascinating picture of the evolving AI landscape.

MacKenzie Sigalos, CNBC reporter tracking Big Tech AI spending and data-center deals. She breaks down huge data center financing by Microsoft, Alphabet and Meta. Short takes on Alphabet lending to Anthropic, Meta funding power for Hyperion, and how gas prices and rising CapEx worry investors.

Join CNBC's MacKenzie Sigalos, a tech and AI reporter breaking down the OpenAI-AMD partnership that could shake up chip supply. Hear Kevin Hassett, former Director of the National Economic Council, discuss the ongoing government shutdown's GDP impact and its implications for trade. Finally, billionaire hedge fund manager Paul Tudor Jones shares his macro market insights, comparing today's economy to the dot-com bubble of 1999, highlighting potential investment winners, and warning of risks in the current rally.

Mackenzie Segalos, a Silicon Valley correspondent, discusses the recent antitrust ruling allowing Google to retain its Chrome browser. This decision bolsters Google's market dominance and could spark a wave of acquisitions in the AI sector. Segalos explores how this affects companies like Apple, enhancing their negotiating power and potential partnerships. The conversation delves into the competitive landscape, examining how major players like OpenAI are responding to these changes while focusing on innovation in the rapidly evolving AI market.

Mackenzie Sigalos, a tech reporter renowned for her insights on AI developments, provides an on-the-ground update from OpenAI's Dev Day, highlighting new initiatives and hardware ambitions. Osung Kwan, Wells Fargo's Chief Equity Strategist, shares his earnings preview, backed by a machine-learning model predicting market performance driven by AI and semiconductors. The guests dive into market volatility, AMD's stock movement, and discuss retail weaknesses while reflecting on broader economic trends.

Mackenzie Sigalos, a journalist covering business, finance, and technology, discusses the buzz around OpenAI's potential $500 billion valuation tied to an employee share sale. She highlights the fast-paced negotiations and who might benefit the most. The conversation dives into how this valuation compares to tech giants and how the changing financial landscape impacts employees under the two-year hold rule. Sigalos also touches on OpenAI’s transition to a public benefit corporation and its ongoing partnerships, particularly with Microsoft.

Mackenzie Sigalos, tech and markets reporter who covered Block and SpaceX, and Tony Pasquariello, Goldman Sachs head of global hedge fund coverage, discuss market nervousness. They cover big tech moves, AI-driven layoffs and CapEx trends. Conversation touches on private credit risks, valuation caution, and where capital is flowing in a tense market.

Mackenzie Sigalos, tech reporter tracking Gemini, Google Cloud, and capex tradeoffs. Christina Partsinevelos, semiconductor watcher focused on AMD results and execution. Seema Modi, markets reporter covering heavy short interest and software stock moves. They debate tech selling, AI platform rivalries, Alphabet’s AI and cloud preview, and market rotation pressures in brief, punchy conversations.

Mackenzie Sigalos, a crypto reporter, dives into the latest Bitcoin price movements, covering ETF flows and sell-offs that are shaking the market. Leslie Picker, a Wall Street expert, sheds light on the recent merges in private credit funds like Blue Owl and how investors are responding to these shifts. The discussion also explores whether increasing private credit issues could signal systemic risks. Tune in for insights on navigating today’s volatile financial landscape!

Joining the discussion is Mackenzie Sigalos, a savvy tech reporter who dives into the fierce rivalry between Elon Musk and Sam Altman. They unravel the significance of OpenAI's recent hiring of Mike Liberatore, the former xAI CFO, as a strategic move amid escalating tensions. The conversation explores how this shift could reshape the AI landscape, impacting salaries and talent dynamics. With the stakes so high, the battle for top-tier talent in AI has never been more intense!