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Mackenzie Cigalos

Mentioned in 1 analyzed podcast episode across 1 show

Appears On

CNBC's "Fast Money"

Episode Appearances

CNBC's "Fast Money"

CNBC's "Fast Money" · May 5, 2026

Intel & Memory Stocks Surge… And Protagonist CEO On Drug Approval 5/5/26

“Reported on Anthropic's $200B Google Cloud commitment and implications for cloud backlog concentration”

AI Infrastructure Investment and Chip CompetitionCloud Computing Backlog Concentration RiskSemiconductor Market Diversification from NVIDIA