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Ashley Capoot wearing a CGM.

Ashley Capoot | CNBC

As it turns out, exercise is good for you. So is sleep, and unfortunately, so are vegetables. 

I’ve heard these health adages hundreds of times before, but they truly began to hit home for me this winter as I tested out a metabolic health platform from the startup Signos. In short, the company offers a subscription service that includes a small continuous glucose monitor (CGM), which you stick on your arm or abdomen, that sends that data to the Signos app which, in turn, aims to help you lose weight by keeping track of your blood sugar.

The subscription price varies depending on the plan you pick. A one-month plan starts at $449, but a 6-month plan starts at about $143 a month if you pay upfront. But services like this, once reserved for diabetics, may soon offer a whole new revenue stream for health companies. Dexcom, for example, recently received FDA clearance for its over-the-counter Stelo product, expected to launch this summer. Meanwhile, Signos competes with other firms like NutriSense, Veri and Levels.

I wanted to get a first-hand understanding of what these glucose monitors are like, so I gave Signos’ latest system, which uses a Dexcom G7 monitor, a try. Here’s what I learned.

Signos

Founded in 2018, Signos uses continuous glucose monitors, or CGMs, and an artificial intelligence-powered app to help people better understand their metabolisms. The company gives users personalized insights into how their bodies respond to specific foods and when they should exercise to get the best results for weight loss. 

Glucose is a type of sugar we receive from food, and it’s the body’s main source of energy. A CGM is a small sensor that pokes through the skin to track an individual’s blood glucose levels, or blood sugar levels, in real-time. The sensor is usually worn on the upper arm or abdomen, and it can wirelessly transmit data to a smartphone. 

CGMs are primarily used by people with diabetes since they can help patients get alerted to emergencies. But Signos’ CGM system is meant for average consumers, so it is not intended for diabetes management. Other companies like Abbott Laboratories are also launching consumer-facing CGM systems in the U.S. this year. 

Signos’ platform teaches users how their daily habits like diet, hydration, exercise, stress and sleep affect their glucose and can cause it to spike. 

Glucose spikes occur when the amount of sugar present in the bloodstream rapidly increases. This often happens after eating. In the short term, spikes can cause feelings of lethargy and fatigue, but high blood sugar can lead to more serious health problems like diabetes, heart disease and kidney disease over time, according to the Centers for Disease Control and Prevention

Everyone’s glucose levels are variable, so spikes and dips are inevitable, but Signos aims to help people reduce the intensity and frequency of their spikes. The company says that maintaining relatively stable glucose levels can help people improve the health of their metabolism, lose weight and ultimately reduce the risk of chronic disease. 

Getting set up

Woman with Signos wearable and app

Source: Signos

To get started with Signos, I had to take a quick questionnaire that asked me for some basic biological information and details about my medical history. I submitted my answers for review by an independent physician, and my CGM prescription was approved and began processing for shipment a few hours later.

After a couple of days, my kit arrived in a brown Signos box. It includes an instruction manual, the CGMs, alcohol wipes and athletic patches to put over the CGM once it’s applied. I followed the instructions in the manual and downloaded the Signos app, which prompted me to set up accounts with Signos and the CGM company Dexcom

Dexcom makes the CGMs that Signos uses, though Dexcom’s products are exclusively designed for patients diagnosed with diabetes. Signos is using Dexcom’s CGMs as part of a clinical study approved by an institutional review board designated by the U.S. Food and Drug Administration, which monitors biomedical research involving real people, Sharam Fouladgar-Mercer, Signos’ co-founder and CEO, told CNBC in October. 

Dexcom Ventures also backs Signos as an investor, and the firm participated in the $20 million funding round that Signos announced last fall.  

Signos’ platform works with Dexcom’s G6 CGM and the newer G7 CGM. I tested the platform using the G7, which Signos launched in January. The G6 and the G7 sensors last for 10 days, and I went through three G7s during my trial. 

Ashley Capoot wearing a CGM.

Ashley Capoot | CNBC

Once I had set up my accounts, it was time to put on my first sensor, which I was nervous about.

I’m generally fine around needles, though I tend to look away if I have to get a shot at the doctor’s office. The CGM’s needle is small – it looks like someone clicked a mechanical pencil a few times, for comparison – but I can’t say I was excited to stick it into my arm. 

Much to my relief, applying the sensor is easy and painless.

The Signos app walked me through the process step by step, offering a one-minute video and a series of GIFs I could watch. I cleaned the back of my left arm with an alcohol wipe, placed the applicator there, pressed the button on the applicator and popped the CGM, needle and all, right onto my arm. The G7 is white, about the size of a quarter, and maybe half an inch thick.  

I paired the CGM to the Signos app by enabling Bluetooth and scanning the corresponding QR code on my applicator. Once the CGM was applied and paired to my app, I put a purple athletic patch on top to help protect the sensor from tugging, sweat and water. 

It took the sensor about 30 minutes to adjust to my body before it was warmed up and ready to go.

What’s good

I was worried that the CGM would be painful or cumbersome, but I forgot about it often, and it’s easy to wear normal clothes and jackets over it, even if they have tight sleeves. 

I experienced some sensitivity for a couple days when sleeping on my left side, particularly after changing out the sensor. My upper arm felt a little tender, like there was a light bruise. However, I chose to wear the CGM in the same place on my left arm each time, and I think I could have avoided that sensitivity if I had switched between my left arm and my right arm.

I had never seen or interpreted glucose data before, and I thought the Signos platform did a nice job explaining concepts and breaking them down. The app led me through a series of short articles and activities to get started, like how to log my meals and exercise. 

It also introduced me to the concept of my “optimal glucose range,” which is where Signos wants you to try and keep your glucose levels. Signos starts by setting the upper bound of the range at 120 mg/dL, and the lower bound at 80 mg/dL, but the app’s algorithm adjusts it based on your body’s patterns. My upper bound was eventually adjusted to 126 mg/dL, for instance. 

When you look at the Signos home page, you can see your real-time glucose reading, your glucose level graph (which includes a shaded area to indicate your optimal range), and the percentage of time you’ve spent in the range each day. This could be particularly beneficial for folks who may be prediabetic and want to keep an eye on their levels over time.

Once I got the hang of the basics, Signos prompted me with more activities and articles that helped me experiment and deepen my understanding of my blood sugar. For instance, one activity encouraged me to try exercising right after a meal, and when I did, I saw it drastically reduced the spike I was experiencing. 

Another activity had me try and guess what I thought my glucose levels were at different points throughout the day. I was surprised how quickly I began to understand the correlation between how I was feeling and my current reading. You can skip activities if you don’t want to do them, but on the whole, I found them interesting and useful.  

Signos also has registered dieticians on staff, and users can ask them questions via chat, email or through a phone consultation. I set up a meeting after my first week wearing a CGM, and I found it very helpful. I asked a bunch of questions about my data and the Signos app itself, and I also got some tips about what to try and work on next.

The Signos platform.

I knew the experience would be personalized, but I don’t think I’ve ever had this much specific insight into what is happening in my body. I found it fascinating to see how I responded to different foods, and there were some surprises.

I frequently eat instant oatmeal for breakfast, for example, and have always thought of it as a relatively healthy meal. But in actuality, I learned oatmeal causes my glucose to spike significantly. On Feb. 9, oatmeal raised my levels from 88 mg/dL to 167 mg/dL. So while it may be a great breakfast for some people, oatmeal isn’t necessarily the best choice for me. 

I was less surprised by my reactions to many other foods, but I still found it valuable to reinforce these concepts with data. Processed foods like chips and sweets caused large spikes in my levels, but fruits, vegetables and protein-rich meals had a much more gradual impact. I eat greek yogurt as a snack a lot, for instance, and I found that it hardly caused my levels to spike.  

It felt powerful to see how my body responded to nutritious food and it definitely made me more conscious of the choices I was making.   

Ashley Capoot wearing a CGM.

Ashley Capoot | CNBC

As it turns out, spikes in your blood sugar can be caused by a whole lot more than just food. That was news to me. In addition to logging meals and exercise, the Signos app has a “Tags” feature where you can write notes and select from a list of more than 60 different possible spike-causing culprits. Some of the options include stress, travel, medication, sickness, crying and even a hot shower. 

I learned that my glucose tends to spike while I’m writing a breaking news story (who knew!), and I spend less time in my optimal range when I’m feeling tired. I had a particularly stressful week at work in January, and looking back at my readings, I can definitely tell. 

I found it helpful to visualize how all sorts of different factors, some within my control and some not, could impact my blood sugar. It really drives home the idea that you are affected by the world around you.     

And for bonus points, the CGM is a great conversation starter. 

I found that my friends, family and colleagues were really interested in the device and what I was learning from it. Since it’s not all that common for the average person to wear CGMs yet, I think there was an element of novelty there. 

Finally, it’s easy to take off the CGM when it expires. After the 10 days are up, you simply grab the adhesive and peel it off like a sticker.  

What’s bad

Signos’ user interface is easy to use, but some features were more intuitive than others. 

It took me a few days to learn how to input my sleep, for instance, because I couldn’t figure out how to log the hours correctly. It was also hard to gauge how much detail to use when logging my meals, as I tended to keep my entries to just a few words. I might have gotten more specific insights and fine-tuned my algorithm further if I had more guidance there. 

Additionally, it wasn’t always possible for me to engage with the platform’s alerts and activities, particularly during the work day. 

After eating a meal, I would often get a “Fast Rise” notification from my Signos app, which indicates that a glucose spike is occurring. The notification encourages users to engage in 20 to 30 minutes of “brisk walking” or 10 to 15 minutes of plyometrics, a form of high-intensity exercise, to help reduce the spike. I work in-person at CNBC’s newsroom three days a week, so this often wasn’t realistic for me to do. 

I asked about this notification when I met with the Signos dietitian, and she told me that any movement is beneficial, even if it’s just a quick walk up or down a flight of stairs. I tried to make sure to take a lap around the newsroom once I learned that, but I think it would have been helpful to know upfront, too. 

A “Fast Rise” notification on Signos.

Subscriptions to Signos are expensive, and for many users, CGMs are not covered by insurance yet. Customers who sign up for Signos can choose a one-month, three-month or six-month plan.

The steep price tag is definitely worth considering. According to its website, Signos said users who have been diagnosed with type 2 diabetes may be able to get the cost of the CGM covered by their insurer. But users who do not have type 2 diabetes may be out of luck. 

The company said some people may be able to use their Health Savings Account reimbursement funds to cover the Signos, but that it “is not responsible for reimbursement in any capacity,” according to the site.  

In other words, users who want to try and reduce the costs of the platform have to try and figure it out themselves. 

I also found myself checking the Signos app frequently, almost like it became another form of social media. This gave me some pause. 

I have been fortunate to have had a relatively positive relationship with food throughout my life, and I’m also not someone who experiences much health anxiety. Even so, I tried to be very conscious of my mindset and attitude toward the Signos platform. I treated Signos like a tool and a learning experience, and I really didn’t want to put too much emphasis on the numbers. 

I knew that approach would be best for me, and it worked well for the most part. However, I did catch myself feeling guilty about large spikes on a few occasions. 

As I noticed those feelings, and how often I was checking the app, I felt like it was pretty easy to see how the platform could end up being harmful for some users’ mental health, particularly if they’ve struggled with body image or eating disorders. 

Signos said all prospective members are asked about their medical history, including disordered eating, in their initial medical questionnaire. If someone is actively experiencing or in recovery from an eating disorder, Signos said the independent physician would not approve them for participation in the Signos program.

The company said it does not recommend any specific eating style, and there are metabolic health coaches on staff to help check in with users about how they feel. 

As with most things, I think trusting yourself is key here. If you don’t think accessing your metabolic data would be good for your mental health, then using a CGM is probably not a great idea. You can also always check in with your doctor to decide if the technology is right for you. 

Takeaways

The Signos experience really depends on you, the user. 

The app isn’t going to do the learning or make lifestyle changes for you, so if you aren’t willing to take the time to log your meals and complete activities, chances are you won’t get much out of the platform. 

As a young and relatively healthy individual, I wasn’t sure what to expect from Signos, but I learned a lot about how my body responds to my diet, sleep, exercise and stress. The CGM is like a little window into what goes on beneath the skin, and I think it’s easy to see why it’s a valuable tool. After just one month of use, I have a deeper understanding of why I feel sleepy, lethargic or energized.

I wouldn’t be surprised if I return to CGM systems at different stages of my life to better understand how I am responding to my nutrition and the world around me.  

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Op-ed: The fuel for the AI boom driving the markets is advertising. It is also an existential risk.

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Op-ed: The fuel for the AI boom driving the markets is advertising. It is also an existential risk.

Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025.

Kyle Grillot | Bloomberg | Getty Images

With OpenAI’s recent release of its AI browser, the historic level of capital expenditures being made in the current AI arms race may accelerate even further, if that is possible.

From the reciprocal, and some have said circular, nature of hundreds of billions in commitments in investment, tied to future chip purchases, to the extent to which GDP growth is reliant on this boom, some have said this is a bubble. A Harvard economist estimates 92% of US GDP growth in the first half of 2025 was due to investment in AI.

But much more needs to be understood about the connection between the breakneck investment in AI and the business models that underpins the entire economy: the advertising technology (Ad Tech) industrial complex.

For the past 25 years the infrastructure of the internet has been engineered to extract advertising revenue. Search Engine Marketing, the advertising business model at the core of Google, is perhaps the greatest business model of all time. Meta’s advertising business, based on engagement and attribution, is a close second. And right behind both of these is Amazon’s advertising business, powered by its position as the largest online retailer. While a smaller portion of Amazon‘s topline, its highly profitable advertising business makes up a disproportionate percentage of Amazon’s profits. So much so that nearly every major retailer has spun up their own version of retail media networks, all driving significantly to the bottom lines and market capitalization of massive companies like Walmart, Kroger, Uber (and UberEats), Doordash and many more.

In fact, these platforms have been using AI to refine their advertising business models for years, in the form of algorithmic models that powered their search and recommendation engines, and to increase engagement and better predict purchase decision, seeking an ever-greater share of all commerce, not just what is typically thought of as “advertising.” These three multi-trillion-dollar market cap companies either
wholly, or substantially, derive their profits from advertising. And now they are using some portion of those historically profitable advertising revenues to fuel infrastructure investments at a level the world has not seen outside of War Time spending by governments.

But at the same time, the latest wave of AI has the potential to disrupt the very same trillions in market cap that is fueling it. AI will, without question, change how people search (Google), shop (Amazon) and are entertained (Meta). Answers delivered without clicking around the web. AI-assisted shopping. Infinite personalized content creation.

If AI represents such a potential existential risk, why are Google, Meta and Amazon such a huge part of the current arms race to invest in AI? The “moonshot” outcome of would be that achieving Artificial General Intelligence, or Super Intelligence, AI that can do anything a human can, but better, would unlock so much value that it would dwarf any investment.

But there is more immediate urgency to protect, or disrupt, the advertising business model fueling the trillions in market cap and hundreds of billions of current investment, before someone else does. While the seminal paper that launched this phase of AI, “Attention is All You Need” was written by mostly Google researchers, it was OpenAI and Microsoft, and now Grok as well, that launched the current AI arms race. And they are not remotely as dependent on the current advertising industrial complex. In fact,
Sam Altman has called the feeds of the major platforms using AI to maximize advertising dollars, “the first at-scale misaligned AIs.” He is clearly stating which businesses he believes OpenAI is trying to disrupt.

What comes next?

This time is different, but it also comes with different risks. The major difference with the current fever in infrastructure investment vs the dotcom bubble of 2000, is that in large part the companies funding it are among the most profitable companies in the world. And so far, there has not been indications of cracks in the business model of advertising that is both funding their investments, and their market capitalizations (along with so many massive companies people wouldn’t think about being in the advertising business).

But if AI does disrupt, or even break, the current advertising model, the shock to the economy and markets would be far greater than most could imagine.

Google, Meta and Amazon are still best positioned to create new business models, and as mentioned, have been using AI for far longer to support their advertising business models with great success.

However, fundamentally changing the way people interface with search, commerce and content online will require just that, entirely new revenue models, maybe, hopefully, some that are aligned, that are not advertising based. But whatever the model, perhaps it is helpful to consider that the justification in AI
infrastructure spending may not be to just unlock new revenue, but to protect the business models that make up a much more significant portion of the market capitalization of public companies than most people are aware.

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Pinterest plunges 20% after weak results as tariffs drag on ad revenue

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Pinterest plunges 20% after weak results as tariffs drag on ad revenue

Silas Stein | Picture Alliance | Getty Images

Pinterest shares plummeted 20% on Wednesday after lackluster third-quarter earnings as advertising took a hit from larger retailers dealing with tariffs.

The company posted a profit of 38 cents per share adj., while analysts polled by LSEG expected earnings of 42 cents per share. However, the platform’s revenue did meet analyst estimates of $1.05 billion.

“Tariff-related weakness showed up for the first time in our digital ads universe and will reinforce PINS’ lack of customer diversity for the bears and higher macro sensitivity,” RBC wrote in an analyst note.

Third-quarter sales in the U.S. and Canada came in at $786 million, lower than StreetAccount’s estimates of $799 million.

Pinterest finance chief Julia Donnelly said during the earnings call that the company faced “some pockets of moderating ad spend” in the two countries during the quarter due to unnamed “larger U.S. retailers” that faced pressure on their margins from tariff-related issues.

Donnelly added that the company expects these trends to continue with the addition of a new tariff from President Donald Trump that will impact the home furnishings category.

Several banks lowered their price targets following the earnings report, pointing to increasing competition from larger social platforms like Instagram and TikTok and concerns over macro headwinds.

Citi analyst Ronald Josey noted that the company’s international monetization could “plateau or decelerate faster than expected.”

However, 81% of analysts still maintained an outperform or buy rating.

Read more CNBC tech news

JPMorgan remained overweight on the stock despite lowering its price target, as the company leans into more artificial intelligence initiatives.

“We recognize that near-term macro pressure & PINS’s outsized exposure to big retailers & home furnishings may keep the shares range-bound near-term, but we remain constructive on PINS’ user growth, deepening engagement, & overall monetization potential,” JPMorgan’s Doug Anmuth wrote.

The company also issued a weak fourth-quarter forecast, expecting revenue to come between $1.31 billion and $1.34 billion. The midpoint of that range, $1.325 billion, missed Wall Street’s projections of $1.34 billion.

“I did not think they were nearly as negative on the holiday season as people are making it out,” CNBC’s Jim Cramer said Wednesday on “Squawk on the Street.” “They are very muted. [CEO] Bill Ready is not a guy that likes to talk his books up.”

Rosenblatt analyst Barton Crockett downgraded shares to neutral from buy, citing concerns for how the company will be able to compete against the surging growth of chatbot capabilities.

“Chatbots are not meaningfully in Pinterest’s space today,” Crockett wrote. “Google has a comparable service, Mixboard, that seems more a test than a meaningful push. But it is absolutely likely, we believe, that as chatbots ramp up advertising and content for consumers with commercial intent, that Pinterest’s wheelhouse will become their wheelhouse.”

Bank of America analyst Justin Post noted that while revenues fell short, the company is continuing to post steady growth and is in “the early stages of realizing AI-driven gains.”

Ready said in the earnings call that the company is working to integrate more AI throughout the platform, including a new feature that will curate personalized boards for users. Pinterest also rolled out an AI-powered personal shopping assistant at the end of October.

“Our investments in AI and product innovation are paying off,” Ready said in a statement. “We’ve become a leader in visual search and have effectively turned our platform into an AI-powered shopping assistant for 600 million consumers.”

Cramer's Mad Dash: Pinterest

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Armis raises $435 million, valuing cybersecurity startup at $6.1 billion

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Armis raises 5 million, valuing cybersecurity startup at .1 billion

Armis CEO Yevgeny Dibrov and CTO Nadir Izrael.

Courtesy: Armis

Cybersecurity startup Armis has raised $435 million in a funding round that values the company at $6.1 billion.

“The need for what Armis is doing and what we are building, in this cyber exposure management and security platform, is just increasing,” CEO and co-founder Yevgeny Dibrov told CNBC. There’s “very unique and huge demand right now, and we are continuing to grow.”

Goldman Sachs Alternatives’ growth equity fund anchored the investment, with participation from CapitalG, a venture arm of Alphabet. The security firm brought on Evolution Equity Partners as a new investor.

Armis helps businesses secure and manage internet-connected devices and protect them against cyber threats. The company chose Goldman’s growth fund due to its strong track record helping companies accelerate growth toward initial public offerings, Dibrov said.

“This is the partner for us to go to the next stage and continue to build here a real generational business to get to the Hall of Fame of cyber and SaaS businesses,” he said.

In September, Bloomberg reported that the company was exploring as much as seven stake offers. Dibrov told CNBC the funding round was an outcome of those talks.

Founded in 2016, Armis in August said it surpassed $300 million in annual recurring revenues. The California-based company achieved that milestone less than a year after topping $200 million in ARR.

Armis raised $200 million in an October 2024 funding round with General Catalyst and Alkeon Capital. Previous backers have included Sequioa Capital and Bain Capital Ventures. Armis also raised $100 million in a secondary offering in July.

Dibrov said Armis is aiming for an IPO at the end of 2026 or early 2027, but he said he’s in no rush and is waiting on “market conditions.” The company’s primary goal is to hit $1 billion in annual recurring revenue, he said.

“Going public will be before that,” he said.

WATCH: Tech meets policy: Cybersecurity collaboration necessary in the era AI, says Google engineer

Tech meets policy: Cybersecurity collaboration necessary in the era AI, says Google engineer

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