This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday. Guests at my home will be pleased to know that I, despite personal fascination, live outside the delivery radius of this shower water beer. Stock futures are little changed this morning. The market is coming off another winning session. Here are five key things investors need to know to start the trading day:
1. Hard power
Painted houses and residential apartment blocks overlooking the fjord in Nuuk, Greenland, on Monday, Nov. 3, 2025. Juliette Pavy | Bloomberg | Getty Images
2. Up and away
A specialist trader works, as a screen shows the trading information for Chevron Corporation, on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Jan. 5, 2026. Brendan McDermid | Reuters
3. Chips on the table
Jensen Huang, president and CEO of Nvidia, speaks during a Siemens keynote at CES 2026, an annual consumer electronics trade show, in Las Vegas, Nevada, U.S. Jan. 6, 2026. Steve Marcus | Reuters
Speaking of semiconductors: Nvidia CEO Jensen Huang said yesterday that there is "very high" demand in China for its H200 artificial intelligence chips. He said the company has restarted production of the chips and is ironing out final details on export licenses with the U.S. government, which has signal it would approve them. Speaking at the CES conference in Las Vegas, Huang said any H200 sales would be on top of Nvidia's $500 billion two-year forecast that it shared last year. Huang has previously estimated that the Chinese market could be worth $50 billion per year. Elsewhere at the conference, AMD CEO Lisa Su told CNBC that AI hasn't slowed hiring at her company. Su said that AMD, a Nvidia competitor, is instead placing priority on candidates who "truly embrace" the technology.
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4. Still a no
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