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Ron Josey
Citi senior internet analyst who provided analysis of Alphabet's quarterly results and the impact of AI-driven capital spending on profit margins.
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Feb 5, 2026
• 37min
Risk Play: Sports Betting, Prediction Markets, & Super Bowl LX 2/5/26
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Contessa Brewer, CNBC reporter on sports betting and prediction markets. Senator Bernie Moreno, Ohio senator on banking and Fed oversight. Ron Josey, Citi internet analyst on AI-driven capex and earnings impact. They cover Alphabet’s AI spending and margins. They discuss Fed politics around Kevin Warsh and DOJ scrutiny. They report on prediction markets boosting Super Bowl wagers and related public-health and legal concerns.
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