MacKenzie Sigalos

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.

Apple announces its most affordable laptop ever. @KenzieSigalos will join us with more. $AAPL cnbc.com/2026/03/04/app…

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: bit.ly/4bnnfiJ

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: bit.ly/4pxsFeB #CNBCDigitalFinance

Strategy builds cash reserve and pauses Bitcoin purchases, ⁦@KenzieSigalos⁩ reports: cnbc.com/video/2025/12/…

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) cnbc.com/2025/12/17/coi… #a251217p47" target="_blank" rel="nofollow noopener">techmeme.com/251217/p47#a25… 📥 Send tips! techmeme.com/contact

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) cnbc.com/2025/11/19/blo… #a251119p56" target="_blank" rel="nofollow noopener">techmeme.com/251119/p56#a25… 📫 Subscribe: techmeme.com/newsletter?fro…

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) cnbc.com/2025/11/12/ant… #a251112p23" target="_blank" rel="nofollow noopener">techmeme.com/251112/p23#a25… 📫 Subscribe: techmeme.com/newsletter?fro…

$AFRM shares spiking after exceeding Wall Street profit and revenue estimates. CNBC's @KenzieSigalos reports: cnbc.com/video/2025/11/…

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) cnbc.com/2025/11/05/rob… #a251105p53" target="_blank" rel="nofollow noopener">techmeme.com/251105/p53#a25… 📫 Subscribe: techmeme.com/newsletter?fro…

$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. cnbc.com/video/2025/11/…

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) cnbc.com/2025/11/03/ope… #a251103p23" target="_blank" rel="nofollow noopener">techmeme.com/251103/p23#a25… 📫 Subscribe: techmeme.com/newsletter?fro…

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) cnbc.com/2025/10/29/ama… #a251029p35" target="_blank" rel="nofollow noopener">techmeme.com/251029/p35#a25… 📫 Subscribe: techmeme.com/newsletter?fro…

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: cnb.cx/43yNRIW

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) cnbc.com/2025/10/23/ant… #a251023p46" target="_blank" rel="nofollow noopener">techmeme.com/251023/p46#a25… 📫 Subscribe: techmeme.com/newsletter?fro…

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) cnbc.com/2025/10/13/ope… #a251013p35" target="_blank" rel="nofollow noopener">techmeme.com/251013/p35#a25… 📫 Subscribe: techmeme.com/newsletter?fro…

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: cnb.cx/3KLc0pf

A look at OpenAI's search for the sites of its Stargate data centers in the US; OpenAI has received 800+ applications since January and has 20 finalist sites (@kenziesigalos / CNBC) cnbc.com/2025/10/05/ope… #a251006p6" target="_blank" rel="nofollow noopener">techmeme.com/251006/p6#a251… 📫 Subscribe: techmeme.com/newsletter?fro…

Source: OpenAI authorized up to $10.3B in shares for sale, but only $6.6B was sold, which insiders see as a sign of staff confidence and strong investor demand (@kenziesigalos / CNBC) cnbc.com/2025/10/02/ope… #a251002p29" target="_blank" rel="nofollow noopener">techmeme.com/251002/p29#a25… 📫 Subscribe: techmeme.com/newsletter?fro…

More great reporting from @KenzieSigalos...on this historic week for @OpenAI, cementing its role as the central force in AI infrastructure while juggling significant financing challenges: cnbc.com/2025/09/26/ope…

Anthropic plans to triple its international workforce this year, and already, nearly 80% of Claude usage comes from outside the U.S. cnbc.com/2025/09/26/ant… (via @KenzieSigalos)