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 ...

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 ...

Premarket Activity and FuturesU.S. stock futures are trending higher on Wednesday morning, February 18, 2026, as investors shake off recent volatility tied to artificial intelligence (AI) valuation concerns. As of the early morning hours, S&P 500 (SPX) futures have advanced 0.6%, while Nasdaq 100 (NDX) futures are leading the pack with a 0.7% gain. The Dow Jones Industrial Average (DJI) futures are also in positive territory, up 0.5%.This upward movement suggests a "dip-buying" mentality is taking hold foll ...

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 ...

根据这家初创公司近期最乐观的预测，Anthropic 预计在 2029 年之前，为在亚马逊、谷歌、微软的云服 务器上运行其 Claude AI，至少支付800 亿美元。而这几家科技巨头从 Anthropic 获利的方式不止一种： 如果它们的客户购买了 Anthropic 的 AI 服务，巨头们还能从中抽取收入分成。 这一收入来源正快速增长。根据公司披露信息，2024 年 Anthropic 仅向云服务商支付约130 万美元的 AI 销售分成。但据《The Information》对 Anthropic 最乐观的销售及营销支出预测（其中包含云服务商分 成）及过往支付记录的分析，这一金额在去年预计升至约3.6 亿美元，今年为19 亿美元，明年将达到64 亿美元。 这些分成能在一定程度上反映出 Anthropic 如何激励云合作伙伴向自身客户推广其 AI 服务，使其为己 所用。例如，微软已鼓励 Azure 云部门的销售人员推销 Anthropic 的 AI 模型，并表示这类销售额将与 微软自有软件、OpenAI 模型一样计入业绩指标。 作者：Sri Muppidi、Catherine Perloff 这类预估分成（ ...

雪佛龙(CVX.US)位列第五，持仓约1.3亿股，持仓市值约为198亿美元，占投资组合比例为7.24%，较上季度的持仓数量增加6.63%。 第六到第十大重仓股分别为：穆迪(MCO.US)、西方石油(OXY.US)、安达保险(CB.US)、卡夫亨氏(KHC.US)、谷歌(GOOGL.US)。其中，安达保险在第四季 度的持仓数量较上季度增加了9.31%。 | Stock | History | Sector | Shares Held or Principal | Market Value | | --- | --- | --- | --- | --- | | | | | Amt | | | AAPL | History | INFORMATION TECHNOLOGY | 227,917,808 | 61,961,73 | | AXP | History | FINANCE | 151,610,700 | 56,088,3 | | BAC | History. | FINANCE | 517,295,934 | 28,451,27 | | KO | History | CONSUMER STAPLES | 40 ...