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This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. Valentine's Day is still six months away, but as CNBC's Kai Nicol-Schwarz reports, Nvidia is already playing matchmaker. Stock futures are lower this morning after a positive session for all three major indexes. Here are five key things investors need to know to start the trading day:
1. Indebted
Scott Bessent, US treasury secretary, during the Faith & Freedom Coalition's "Road to Majority" conference in Washington, DC, US, on Friday, June 26, 2026. Daniel Heuer | Bloomberg | Getty Images
2. Cash back
A shopping cart sits in the parking lot of a Walmart store on May 13, 2026 in Chicago, Illinois. Scott Olson | Getty Images
Walmart beat analysts' quarterly revenue expectations and hiked its forecast for the full year this morning. But that didn't appear to satisfy investors: Shares of the retailer are down 6% before the bell. A 23% jump in global e-commerce sales boosted the retailer's second-quarter results, as well as a multibillion-dollar tariff refund. CFO John David Rainey told CNBC that the company is less than $100 million away from receiving the $2.9 billion tariff refund for which it was eligible. Walmart will use the repayment to lower its prices, he said. Hear more from Rainey when he joins CNBC's "Squawk on the Street" at 10 a.m. ET. Watch live on CNBC or CNBC+.
3. Save the date
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