这是CNBC的《晨间快讯》（Morning Squawk）简报。欢迎 。
This is CNBC's Morning Squawk newsletter. here to receive future editions in your inbox.
周四愉快！CNBC的《中场报告》（Halftime Report）和《收盘钟声》（Closing Bell）今天都将从旧金山现场直播特别节目“美国的人工智能”（AI in America）。欢迎在CNBC或CNBC+上观看直播。
Happy Thursday. CNBC's "Halftime Report" and "Closing Bell" will both air live from San Francisco for special "AI in America" shows today. Watch live on CNBC or CNBC+.
今日早间，纳斯达克期货下跌。市场刚刚经历了一个艰难交易日，我们将在下文进行回顾。以下是投资者在开盘前需要了解的五个要点：
Nasdaq futures are lower this morning. The market is coming off a rough day, which we recap below. Here are five key things investors need to know to start the trading day:
- 人工智能的投资回报率本周开局平静，但昨日投资者因担忧人工智能领域过度支出，导致股市大幅下跌。标准普尔500指数和纳斯达克综合指数均下跌超过1%，创下两个多月以来的最差交易日。以下是您需要了解的情况：CoreWeave股价跌幅最大，单日下跌超过15%，为自2月份以来的最差表现。投资者日益担忧科技公司为支持其人工智能建设而过度借贷。该公司债务的收益率也大幅上升。
- ROI on AI After a quiet start to the week, investors sent stocks sliding in yesterday's session amid worries of artificial intelligence overspending. The S&P 500 and Nasdaq Composite each dropped more than 1%, marking their worst days in over two months. Here's what to know: CoreWeave shares led the way, dropping more than 15% for its worst day since February as investors grew concerned tech companies are borrowing too much to fund their AI build-outs. Yields on the company's debt also surged higher.
正如CNBC的Oliver Renick所报道，昨日CoreWeave的期权交易量激增，交易员大量买入“泡沫看跌期权”。戴尔（Dell）股价遭遇一年多以来最大的单日跌幅，带动一批数据中心设备股集体下跌。
As CNBC's Oliver Renick reports, options volume in CoreWeave jumped yesterday as traders loaded up on "bubble puts." Dell had its biggest one-day loss in more than a year, leading a group of data center equipment stocks into the red.
除了科技股，美国银行（Bank of America）的股价也因营收未达华尔街预期而下跌近5%。
Beyond tech, Bank of America shares lost almost 5% after revenue missed Wall Street's expectations.
但并非所有消息都是坏消息：伯克希尔·哈撒韦（Berkshire Hathaway）对Bending Spoons进行了3.3亿美元的投资，推动这家连续收购公司的股价飙升41%。伯克希尔的A类股已连续10个交易日上涨，这是自2018年以来的首次。
But it wasn't all bad news: Berkshire Hathaway made a $330 million investment in Bending Spoons, sending shares of the serial acquirer surging 41%. Berkshire's Class A shares are riding a 10-day winning streak for the first time since 2018.
今日盘前交易中，芯片股继续抛售，英伟达（Nvidia）下跌1.6%，超微（AMD）跌幅超过3%，美光（Micron）下跌4.5%。请在此处关注实时市场动态。
Chip stocks are continuing their sell-off in premarket trading this morning, with Nvidia dropping 1.6%, AMD shedding more than 3% and Micron declining 4.5%. Follow live market updates here.
- 通胀升温昨日公布的消费者价格指数（CPI）数据显示，12个月累计涨幅高于经济学家的预期，这主要归因于能源价格的飙升。
- Hot streak Yesterday's consumer price index data came in hotter than economists anticipated on a 12-month basis, largely thanks to surging energy prices.
根据CNBC的分析，这份报告标志着连续第66年年度CPI读数高于市场普遍接受的2%通胀目标。这是本世纪以来持续时间最长的一次。克利夫兰联邦储备银行行长贝丝·哈马克上周警告称，消费者可能开始将高通胀视为“生活常态”，这可能会对货币政策工具的有效性产生负面影响。
The report marked the 66th straight annual CPI reading above the widely accepted inflation target of 2%, according to a CNBC analysis. That's the longest such stretch in this century. Cleveland Federal Reserve President Beth Hammack warned last week consumers might be starting to accept high inflation as a "fact of life," which could have negative implications for the effectiveness of monetary policy tools.
9月份的生产者价格指数——用于追踪批发商通胀水平——以及零售销售数据预计将于今天上午发布。
September's producer price index — which tracks wholesaler inflation — and retail sales data are slated to be released this morning.
- 能源挑战说到能源价格：在中期选举临近之际，柴油价格依然居高不下。CNBC的加布里埃尔·科尔特斯报道称，尽管总统唐纳德·特朗普最近与俄罗斯达成了柴油协议，但分析师并不认为成本会很快下降。
- Tank challenges Speaking of energy prices: Diesel prices remain elevated in the run-up to the midterm election. CNBC's Gabriel Cortés reports that analysts don't expect costs to come down anytime soon, even with President Donald Trump's recent diesel deal with Russia.
乌克兰总统弗拉基米尔·泽连斯基也告诉《金融时报》，基辅将恢复对俄罗斯炼油厂的袭击，并称莫斯科并未遵守特朗普周日宣布的“能源停火”协议。这项提议的停火协议显然是试图降低柴油和石油价格的又一次尝试。
Ukrainian President Volodymyr Zelenskyy also told the Financial Times that Kyiv would resume attacks on Russian oil refineries, saying Moscow didn't hold up its end of the "energy ceasefire" Trump announced on Sunday. The proposed truce was another apparent attempt at lowering diesel and oil prices.
与此同时，昨天一艘集装箱船在霍尔木兹海峡沉没，而伊朗正在加大对商船的袭击力度，试图阻止通过该航道的原油出口。
Meanwhile, a container ship sank in the Strait of Hormuz yesterday as Iran ramps up attacks on commercial vessels in an effort to block crude exports in the passageway.
- 周三Netflix在一份被CNBC获得的备忘录中表示，将裁员约6%，相当于大约1000名员工。此次裁员主要影响该流媒体公司的产品、技术、法律和人力资源团队。
- Wednesday Netflix said in a memo obtained by CNBC that it will lay off around 6% of its workforce, which equates to about 1,000 employees. The cuts mainly impact the streamer's product, tech, legal and HR teams.
此次裁员发生在Netflix联合首席执行官泰德·萨兰多斯仅几周前表示这家流媒体巨头“增长速度没有我期望的那么快”之后。萨兰多斯和他的联合首席执行官格雷格·彼得斯在昨天发给员工的备忘录中写道：“我们的业务强劲且持续增长，并且我们仍有望实现全年的预测目标。”请做好标记：Netflix将于周二公布财报。
The layoffs come just a few weeks after Netflix co-CEO Ted Sarandos said that the streaming giant was "not growing as fast as I want." Sarandos and his co-CEO Greg Peters wrote in the memo to employees yesterday that "our business is strong and growing, and we remain on track to deliver our full year forecast." Mark your calendars: Netflix reports earnings on Tuesday.
- 良性债务？房贷和学生贷款通常被称作“良性债务”。在今晨发布的一系列文章中，CNBC的记者们探讨了这一术语的真正含义，以及人们在承担“良性债务”前应当思考哪些问题。
- Good debt? Mortgages and student loans have typically been dubbed "good debt." In a new series of articles out this morning, CNBC's reporters examine what that term actually means and what questions to consider before taking "good debt" on.
专家指出，这种看似积极的标签有时可能掩盖了借款人难以承受的风险。鉴于高等教育的实际价值正在发生变化，这一点对于大学生及其家长而言尤为重要。每日股息默克公司首席执行官罗布·戴维斯昨日对CNBC的安妮卡·金·康斯坦蒂诺表示，他预计该公司与莫德纳公司合作研发的突破性癌症疫苗的生产效率将逐步提升。
Experts warn that this rosy label can sometimes mask risk that borrowers may not be able to afford. That's an especially important question for college students and their parents, as the perceived benefits of higher education shift. The Daily Dividend Merck CEO Rob Davis told CNBC's Annika Kim Constantino yesterday that he expects manufacturing of the company's breakthrough cancer vaccine with Moderna to get faster over time.
凯莉·基廷协助完成了本期通讯的制作工作。约瑟芬·罗泽尔负责本期内容的编辑。
Caleigh Keating assisted in the production of this newsletter. Josephine Rozzelle edited this edition.