GoKawiilThis is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. Between the Stargate groundbreaking and the United Auto Workers strike, it was a newsy day in my home state of Michigan. Stock futures are lower this morning after a winning day on Wall Street. Here are five key things investors need to know to start the trading day:
1. Written in the stars
OpenAI CEO Sam Altman during a media tour of a Stargate AI data center in Abilene, Texas, Sept. 23, 2025. Bloomberg | Bloomberg | Getty Images
2. Testing patience
U.S. President Donald Trump speaks during a cabinet meeting in the Cabinet Room at the White House, in Washington, D.C., U.S., May 27, 2026. Evan Vucci | Reuters
President Donald Trump told CNBC's Eamon Javers yesterday that he "couldn't care less" if negotiations with Iran were over, amid reports that Tehran would halt talks with the U.S. due to Israeli attacks in Lebanon. Trump also said in the phone interview that the discussions "took too much time" and "started to get very boring." But later on Monday, the president posted on Truth Social that talks with Iran "are continuing, at a rapid pace." Trump also posted that he had a "very productive" call with Israeli Prime Minister Benjamin Netanyahu. Oil prices spiked yesterday, but Wall Street was unfazed. The three major indexes all climbed to new highs, propelled by Nvidia which surged 6% after announcing its entrance into the PC chip business. Follow live markets updates here.
Gabby Jones | Bloomberg | Getty Images
Anthropic said yesterday that it confidentially filed a prospectus with regulators for an IPO, a significant step for the buzzy AI startup as it prepares to go public. Anthropic's filing notably comes before that of its AI rival OpenAI, which CNBC reported last month is getting ready to confidentially file a draft of its own IPO prospectus. Meanwhile, SpaceX said in a filing yesterday that it is reserving as much as 5% of stock for sale in its upcoming IPO for "certain employees and persons." Those individuals will be "selected based on the discretion of our executive officers," the Elon Musk-led company said in the amended filing.
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4. On the rocks
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