This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Happy Wednesday. The restaurant reservation platform wars are heating up, and I'm wondering whether my fascination with this story is a sign that I eat out too often.Stock futures are higher this morning after a positive session yesterday.Here are five key things investors need to know to start the trading day:1. Trump's talkUS President Donald Trump, right, and US House Speaker Mike Johnson, a Republican from ...

In this articleWBDPSKYChairman & CEO Paramount David Ellison attends the UFC 324 event at T-Mobile Arena on January 24, 2026 in Las Vegas, Nevada. Jeff Bottari | Ufc | Getty ImagesA longtime Hollywood executive, Ellison has produced some massive hits at the box office, but his track record has been far from consistent. Where Netflix has a fraught relationship with theatrical releases — disrupting the traditional business and opting for years to prioritize streaming films for its subscribers — Ellison's prod ...

3. 美国总统特朗普在国会发表国情咨文演讲，用时108分钟，创历史之最；特朗普称，已从全球范围内 获得18万亿美元的资金承诺，美关税将依据其他法律条款继续维持有效。 (格隆汇) 美股时段值得关注的事件： 1. 美国三大股指期货小幅上涨，纳指期货涨0.39%，标普500指数期货、道指期货涨0.31%。 2. 欧股主要指数集体上涨，德国DAX指数涨0.28%，英国富时100指数涨0.93%，法国CAC指数涨 0.38%，欧洲斯托克50指数涨0.69%。 4. 穆迪首席经济学家拉响警报：市场与经济脱钩，一场大规模、全资产抛售将至。 5. 美国联邦住房金融局：房利美、房地美"非常有可能"今年上市，估值5000亿至7000亿美元。 6. 据报美英两国讨论民用核技术的合作，商讨联合举办聚变技术峰会。 7. 美国商务部：英伟达H200芯片对华出口因流程中设置的防护措施仍处于停滞状态。 8. 谷歌重押"铁空气电池"，宣称能提供长达100小时的稳定电力。 9. 派拉蒙收购报价加码至每股31美元，华纳兄弟：或优于奈飞现有方案。 10. 美国铝业寻求将其关闭或缩减规模的10个站点出售予数据中心产业。 11. Unity软件据报考虑 ...

Core Insights - Paramount has made a sweetened offer, indicating a strategic move to enhance its competitive position in the market [1] - The private equity sector is experiencing a correction, which may impact investment strategies and valuations across various industries [1] Group 1: Paramount's Offer - The company has increased its bid, reflecting a proactive approach to attract potential investors and stakeholders [1] - This move may signal a shift in the company's strategy to strengthen its market presence and financial performance [1] Group 2: Private Equity Correction - The private equity industry is undergoing a significant correction, which could lead to adjustments in deal-making and investment approaches [1] - This correction may create both challenges and opportunities for investors looking to navigate the changing landscape [1]

Group 1: Company Updates - Hengdian Film's stock price has deviated by over 20% in the last two trading days, indicating abnormal volatility, but the company confirms no undisclosed significant information exists [1] - Maiwei Co. plans to invest 50 million yuan in Wenzhou Chaoquan Venture Capital Partnership to expand its business scope and enhance competitiveness [2] - SMIC's application to issue shares for acquiring a 49% stake in SMIC North has been accepted by the Shanghai Stock Exchange, pending further approvals [3] - The Arnault family has increased its stake in LVMH to 50.01% of capital and 65.94% of voting rights [4] - Lenovo's infrastructure business reported over 30% year-on-year revenue growth in Q3, with significant increases in various segments, including a 300% rise in liquid cooling solutions [5] Group 2: Market Movements - Tongyuan Petroleum's stock price has increased by over 30% in two consecutive trading days, with no significant changes in its operational environment [6] - DoorDash is exiting four markets, including Qatar and Singapore, as part of a strategic review [8] - WiseTech Global plans to reduce its workforce by nearly 30% while leveraging AI for cost savings [11] Group 3: Investment and Financing - Wuliangye Group has acquired a stake in Sanjiang Huihai Financing Leasing Company, increasing its registered capital by approximately 60% [9] - Warner Bros. is considering a new acquisition offer from Paramount, which may surpass its existing agreement with Netflix [10]

Ampere Analysis 发布的 2026 年体育行业六大趋势报告，指出在宏观环境疲软、电视市场结构性变革的背景下，体育行业的媒体版权、赞助模式、受众需求 等方面迎来深度调整，北美市场成为增长核心，欧洲市场则面临增长瓶颈与模式转型，新规也将重塑赛事商业布局，整体呈现出多元变革的态势。 综合型流媒体平台成为体育版权投资的核心驱动力，2026 年全球流媒体体育版权投资预计达 142 亿美元，其中 Netflix、亚马逊等综合型流媒体占比将升至 44%。这类平台因订阅增长放缓，将体育赛事作为拉动广告收入、获取新用户和留存订阅者的关键，不仅布局全球 / 区域版权，还注重独家赛事与本土化优 质赛事结合。而赛事方也针对性调整版权打包策略，如欧足联推出全球版权包，试图吸引流媒体平台并抬升版权价值。 直接面向消费者（DTC）的分发模式走向成熟，成为传统转播的补充而非替代。欧洲体育版权收入增长放缓，法甲因缺乏转播竞争推出 DTC 平台 Ligue 1+，虽初期用户增长良好，但短期难以替代传统转播收入；美国主流体育转播商则纷纷推出 DTC 流媒体平台，适配年轻群体线性电视观看量大幅下滑的趋 势，同时探索平台捆绑合作，应对转 ...

Core Insights - The discussion revolves around the increasing relevance of prediction markets in providing reliable information amidst a landscape of misinformation and uncertainty [3][4][22] - Prediction markets are posited as more accurate than traditional polling methods, particularly in forecasting election outcomes [4][19][22] - Concerns about market manipulation and insider trading are highlighted, indicating potential flaws in the reliability of prediction markets [5][21][23] Prediction Markets Overview - Companies like Cal Poly Market position themselves as trustworthy sources of truth in a world filled with misinformation [3] - Prediction markets have shown high accuracy in predicting election outcomes, especially for major races, outperforming traditional polls [4][19] - The accuracy of prediction markets is attributed to their method of aggregating information based on financial stakes rather than personal opinions [18][19] Market Regulation and Oversight - The Commodity Futures Trading Commission (CFTC) regulates prediction markets in the U.S., overseeing what contracts are permissible [9][23] - There is an ongoing debate about whether prediction markets should be classified as gambling, which would subject them to stricter regulations and taxation [24] - Current taxation for earnings from prediction markets is treated as regular income, unlike traditional gambling platforms [24] Market Dynamics and User Experience - KALSI operates under U.S. regulations, while Poly Market primarily functions overseas, leading to differences in market offerings and regulatory oversight [9][14] - The user interface of prediction markets is noted to be simpler and more user-friendly compared to traditional sports betting platforms, attracting users [15] - A significant portion of KALSI's activity is focused on sports betting, while Poly Market's U.S. operations are entirely sports-related [14] Case Studies and Examples - An example is provided where traders on Poly Market closely monitored a speech by Jerome Powell, demonstrating how specific words can influence market behavior [26][28] - The incident illustrates the challenges in determining factual outcomes in prediction markets, highlighting the potential for ambiguity [28]

来源：芝麻AI 一、国际新闻 美国期货与期权市场交易员正押注美联储降息周期将持续至2027年，与担保隔夜融资利率（SOFR）挂 钩的期货价差深度倒挂，反映市场对长期货币宽松的预期。美联储理事莉萨·库克警告，美联储或无法 有效应对人工智能（AI）普及引发的失业率上升，市场认为AI除推动数据中心建设及能源需求外，本 质具有通缩效应，促使长期美债反弹[1]。 周二美股三大指数收涨，道指涨0.76%，纳指涨1.04%，标普500指数涨0.77%；大型科技股普涨，AMD 涨超8%，英特尔涨超5%，甲骨文涨超3%，苹果、特斯拉、奈飞涨超2%，亚马逊、微软涨超1%[2]。 纳斯达克中国金龙指数同步收涨1.36%，嘉楠科技涨15.90%，Tims中国涨8.57%，世纪互联涨6.68%，小 鹏汽车涨6.69%[3]。 大宗商品市场方面，黄金价格日内波动显著，现货黄金先后失守5130美元/盎司（日内跌0.33%）、5110 美元/盎司（日内跌2.26%）、5100美元/盎司（日内跌2.49%），随后反弹突破5150美元/盎司（日内涨 0.18%）[4][5][6][7]；纽约期金则失守5150美元/盎司（日内跌0.51%）、51 ...

大疆起诉美国联邦通信委员会 近日，有网友报料，其在购买厦门至宜兴返程票时，凌晨3点才收到候补成功通知，因熟睡未及时查 看，醒来时列车已发车，近1700元车票无法全额退款。当事人承认自身存在疏忽，此前成功购票后候补 订单会自动取消，此次未及时取消候补，自己负有一定责任。但她认为，凌晨3点收到通知，距离发车 仅5小时，未能及时查看信息情有可原，且两张车票行程高度重叠，系统未进行有效拦截，近1700元损 失全部由个人承担，让她难以接受。 针对候补机制与退改规则问题，12306工作人员表示，旅客购票后应及时取消冗余候补，系统将按规则 处理行程冲突问题，发车后未乘车的车票仅可改签，手续费及差价按相关规定执行。（新京报） 油价迎来年内第三次上涨 据央视财经，记者2月24日从国家发展改革委了解到，2月24日24时国内成品油零售调价将开启上调窗 口。据国家发展改革委价格监测中心监测，本轮成品油调价周期内（2月3日—2月23日）国际油价震荡 上行。2月24日24时起，国内汽、柴油零售限价每吨分别上调175元、170元。全国平均来看：92号汽 油、95号汽油、0号柴油分别上调0.14元、0.15元、0.14元。记者算了笔账，用9 ...

Group 1: Market Overview - The Federal Reserve speakers expressed caution over inflation, impacting expectations for future rate cuts and affecting two-year Treasury yields [1][12] - The Japanese Prime Minister's comments on potential rate hikes have led to a weakening of the yen, which is the most significant decline among G10 currencies [2] - The NASDAQ saw a recovery in tech stocks, with AMD being a notable winner due to Meta's announcement of a significant investment in the company [3][65] Group 2: Sector Performance - Software stocks are experiencing a rally, particularly after a livestream by Anthropic that framed AI as a collaborator rather than a disruptor, boosting stocks like Salesforce by 6% [5][17] - Despite the rally, software stocks remain in a bear market, with significant declines in application stocks like DocuSign and Workday, which were downgraded by analysts [6][18] - The healthcare sector is under pressure ahead of the State of the Union address, with insurers like UnitedHealth and Humana facing scrutiny [4][41] Group 3: Company-Specific Developments - AMD's stock rose over 9% following Meta's announcement of a multi-billion dollar investment in chips and stock [3][84] - Workday reported earnings that were above estimates, but the stock has been down 39% year-to-date, indicating ongoing challenges in the software sector [86] - The CEO of Saks Global discussed the company's recovery efforts post-bankruptcy, highlighting a 29% increase in receipts compared to the previous year [30][31] Group 4: Investment Trends - Investors are becoming more discerning, focusing on companies with resilient business models and proven cash flow generation capabilities [7][9] - The concept of "halo stocks," which are heavy assets with low obsolescence, is gaining traction, with companies like ASML and Corning seeing significant gains [6][69] - There is a notable shift in investor sentiment towards quality and value, with a record start to the year in ETF flows, indicating a tactical approach to portfolio positioning [15][16]