This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Happy Wednesday. I've been craving birria since reading about the Mike's Red Tacos new franchising plan.Stock futures are higher this morning. The three major indexes all ended yesterday's session little changed.Here are five key things investors need to know to start the trading day:1. Delivery troublesThe logo and lettering of online retailer Amazon can be seen on the façade of Amazon Germany's headquarters. ...

Billionaires tend to know their way around an investment strategy, so when someone like “Shark Tank” star investor and all-around money expert Mark Cuban says to avoid a company, you might want to take stock. Case in point, he has been increasingly vocal about why he avoids investing in companies that depend heavily on Amazon for their sales. In fact, Cuban posted on X, “When I look at investing in companies, if you have any level of dependency on Amazon, it’s a negative.” Here are just a few reasons why ...

5,258,842+$14.58+5.06%$303.01[Enphase Energy][ENPH]• Vol: 6,112,270+$2.15+4.94%$45.64[New Pluto Global][PSKY]• Vol: 13,681,115+$0.51+4.94%$10.83## Top Losing Stocks[Genuine Parts][GPC]• Vol: 4,107,564-$21.4214.56%$125.74[Allegion][ALLE]• Vol: 2,285,641-$16.839.38%$162.67[Leidos] [LDOS]• Vol: 2,595,907-$14.778.38%$161.53[Vulcan Materials][VMC]• Vol: 2,068,251-$25.437.76%$302.22[FactSet Research Systems][FDS]• Vol: 1,453,434-$15.737.64%$190.06 Why Did Buffett Dump Amazon? - 24/7 Wall St.[S&P 5006,872.60 +0.30 ...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Good morning! Here's the latest in trending:AI moves: Meta (META) will deploy millions of Nvidia (NVDA) chips for its AI infrastructure. Meanwhile, Nvidia exited Arm Holdings (ARM).13F review: Warren Buffett's Berkshire Hathaway (BRK.B) reveals new bet on New York Times (NYT) and slashes Amazon (AMZN) stake.Trade deal: Japan is set to invest up to $36B in oil, gas and cri ...

Warren Buffett's Final Clues for Investors: What Berkshire Stock Moves Say - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Warren Buffett Just Left His Final Clues for Investors. What Berkshire's Stock Moves Say.By [Callum Keown]ShareResize ...

Markets have been volatile, with the S&P 500 ending 0.1 per cent higher on Tuesday after falling as much ‌as 0.9 per cent ⁠early in the ⁠session. The Nasdaq and the Dow also saw similar reversals. Wall Street's main indexes have been rocked this month by worries of disruption ​from rapidly improving AI tools that hit sectors from software to trucking.Broader AI-linked and megacap technology stocks had also lost ​ground as investors looked for stronger evidence the heavy investments in the technology were t ...

智通财经APP获悉，智能体商务(Agentic Commerce)正在兴起，人工智能聊天机器人将成为新的购物中 介，这将从根本上重塑零售业的权力结构、运营逻辑和利润分配，零售商必须立即适应这一变革，否则 将面临被淘汰的风险。 尽管目前尚处萌芽阶段，我们已正式步入智能体商务时代——届时，具备自主决策能力的人工智能聊天 机器人将成为商品挑选与采购的核心主导者。这一变革不仅有望重塑数字购物的底层逻辑，更将重构消 费者与商品、零售商与市场的交互范式。 事实上，围绕人工智能辅助购物的热议在九月骤然升温，源于OpenAI在其ChatGPT中发布了即时结账功 能。该功能支持美国消费者向ChatGPT提出寻物需求或寻求购物灵感。如同虚拟私人导购，人工智能引 擎会陈列一系列商品选项;若相关卖家已接入即时结账系统，顾客无需跳出聊天界面即可完成购买并安 排配送。 沃尔玛(WMT.US)、Etsy Inc(ETSY.US)和Shopify(SHOP.US)等零售商已签约入驻。Alphabet旗下的谷歌 (GOOGL.US)与微软(MSFT.US)亦允许用户在其人工智能工具内直接下单。 众多行业巨头正迅速行动，拥抱这股商业新浪潮。在家 ...

在"股神"沃伦·巴菲特卸任首席执行官之际，伯克希尔·哈撒韦再度减持了苹果和美国银行。 周二（2月17日）美股收盘后，伯克希尔向美国证券交易委员会（SEC）提交了截至2025年第四季 度末的持仓情况报告，即13F表格。 今年年初，格雷格·埃布尔（Greg Abel）正式接替巴菲特担任伯克希尔CEO。因此，这份表格也是 巴菲特在公司最后一个季度的布局。 文件显示，截至去年第四季度末，伯克希尔整体持仓规模为2740亿美元，较前一季度的2670亿美 元有所增加，前十大重仓股集中度为88.26%。 据数据平台Whalewisdom统计，与去年第三季度末相比，伯克希尔Q4增持了4个标的，减持9个标 的，新进1个标的（纽约时报）。 | Stock | History ↑ | Sector | Shares Held or | Market | % of | Previous | Rank | Change > in Shares | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | Principal Amt | Value | Portfoli ...

Market Overview - U.S. stock futures are trending higher, with S&P 500 futures up 0.6%, Nasdaq 100 futures up 0.7%, and Dow Jones Industrial Average futures up 0.5% [1] - This upward movement indicates a "dip-buying" mentality as investors balance concerns over AI valuations with a strong domestic economy and potential global trade shifts [2] Index Performance - Major market indexes are looking to build on gains, with S&P 500 near 6,843, Nasdaq Composite around 22,578, and Dow Jones Industrial Average near 49,553 [3] Sector Trends - The broader market is affected by a rotation out of software-as-a-service stocks due to AI disruption, while defensive sectors like Utilities and Health Care show strength [4] - Current trends suggest a potential return to growth-oriented sectors if economic data supports a "soft landing" narrative [4] Economic Catalysts - Focus is on the release of FOMC minutes at 2:00 PM ET, with traders looking for insights on interest rate cuts [5] - Economic data to be released at 8:30 AM ET includes January Building Permits (expected at 1.400M) and Durable Goods Orders, forecasted to show a 1.7% decline [6] Corporate News - Nvidia remains a key market bellwether, with premarket interest surrounding its $4.66 trillion valuation ahead of its earnings report on February 25 [7] - Paramount Global shares rose nearly 5% amid a bidding war, while Amazon seeks to recover from recent pressures [8] - General Mills stock fell 7% due to concerns over consumer sentiment, while Tesla and Meta Platforms see modest gains [9] International Developments - A $550 billion Japan-U.S. trade deal is expected to benefit American industrial stocks, enhancing domestic capital investment [10]

While Klarman was loading up on shares of e-commerce and cloud infrastructure service titan Amazon, he was sending shares of a trillion-dollar competitor to the chopping block.Nothing is more valuable on Wall Street than data -- and investors are rarely hurting for information that can guide their decision-making. Between earnings season and near-daily economic data releases, it's easy for something of importance to fall through the cracks.For example, Feb. 17 marked the deadline for institutional investors ...