Mackenzie Sigalos: latest market views

Summary

Mackenzie Sigalos is a CNBC correspondent covering technology, crypto and digital assets.

Chorus has 5 views from Mackenzie Sigalos across 5 episodes on CNBC Closing Bell and CNBC Fast Money since October 22, 2026. Their latest calls: bullish on Apple.

Where they stand

Their latest bullish or bearish call on each company.

• AppleBullish · October 22, 2026

What they talk about most

• Apple · 3
• Block · 1
• DoorDash · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• BlockUncertain

  Block's lending push raises credit risk; longer loans may mean more customers fail to repay.

  Block is stretching out its short-term loans and charging more for them. Sigalos says that should lift profit, but longer loans also mean more customers may not pay them back, and she calls this the bear case. She adds that Block has shared less detail on credit in past reports, and that Cash App user growth has been roughly flat for three quarters. She presents the credit concern as the main bear argument rather than a firm personal call.

  “Block is stretching out its short term loans and charging more for them. That should lift profit, but longer loans also means that more customers aren't going to pay them back, and that is the bear case here.”at 40:11

  CNBC Closing Bell: Closing Bell 11/3/26 · November 3, 2026

• DoorDashUncertain

  A DoorDash–Instacart combo could face antitrust questions, but the current administration makes approval easier.

  Bernstein modelled a combined DoorDash and Instacart, which would hold about 88% of US third-party delivery. That share raises the question of whether antitrust scrutiny comes into play. She says the timing is an advantage under the current administration. DoorDash is down 7% week to date and Instacart is up about 15.5% on deal news, with a possible close as soon as the next morning.

  “You've got Bernstein modeling what a combined Dash and Instacart might mean. They're looking at 88% market share in terms of those third party delivery services here in The US... certainly an advantage”at 31:24

  CNBC Closing Bell: Big Tech Earnings Put the Rally to the Test; Warsh’s Latest Fed Decision 10/28/26 · October 28, 2026

• AppleUncertain

  iPhone Duo demand is strong, but early display failures could become a reputational risk if they scale.

  The iPhone Duo's first full weekend showed strong demand: in-store inventory is essentially sold out across analyst-tracked markets, Bank of America sees roughly 91-day waits across configurations versus four days for the 18 Pro, and Apple is reportedly ramping Duo orders by about 30%. The first durability concern is an inner display problem affecting a small number of units, with failures near the hinge possibly tied to the hinge or how the screen folds around it. Scale is unclear, but if failures widen, it could hurt buyer confidence, existing supply and the ramp, which Apple's earnings call will address.

  “If the problem scales, I think that this is a real concern that it may prove a reputational risk to the iPhone duo.”at 45:49

  CNBC Closing Bell: Closing Bell Overtime: Markets Face a Big Week as AI Takes Center Stage 10/26/26 · October 26, 2026

• AppleUncertain

  Early iPhone Duo demand looks strong, but tough iPhone 17 comps loom for the December quarter.

  Walk-in iPhone Duo inventory sold out by 10AM, and the line at the New York store tripled overnight, with first-time buyers and Samsung and foldable users coming in. Sigalos calls these imperfect gauges of actual supply, to be refined by supply-chain checks next week. When Apple reports guidance for the December quarter, it faces very tough comps against the iPhone 17 super cycle, when iPhone revenue hit $85 billion, up 23%.

  “by 10AM today, so two hours after the doors open, they were out of that walk in inventory. ... But what I will say is that these are imperfect gauges of actual supply. ... That is when those very tough comps against the iPhone 17 super cycle begin.”at 44:28

  CNBC Closing Bell: Closing Bell Overtime: Markets Search for Opportunity After a Wild Week 10/23/26 · October 23, 2026

• AppleBullish

  Foldable iPhone demand looks strong, with production ramping and higher margins than the Pro Max.

  Sigalos says demand for the foldable iPhone looks strong. Carrier delivery windows are months ahead of Apple's late-January estimate, and Apple is ramping production. Her supply-chain source puts the 512GB Duo's margin near 55%, against about 45% for the 18 Pro Max, so the device earns more per unit even without mass-market volume. She reads the long delivery times as demand, not just short supply.

  “A lot of signs point to the fact that these late January delivery times are not just short supply. They're already ramping production.”at 44:43

  CNBC Fast Money: Tech Tumbles In Market Sell-Off… And Moderna’s Meltdown After Data Leak 10/22/26 · October 22, 2026

Shows

• CNBC Closing Bell · 4 episodes
• CNBC Fast Money · 1 episode