大家好，我是莱奥妮·基德，欢迎收听今天的《晨间快评》。CoreWeave今天为期货提供了顺风，带动了“新云”类股票上涨，同时英伟达的反弹也支撑了芯片板块。但这足以冲淡围绕AI交易的挥之不去的疑虑吗？
Hello, this is Leonie Kidd with today's edition of Morning Squawk. CoreWeave is providing the tailwind for futures today, helping lift neocloud stocks, while a rebound for Nvidia is also supporting the chip space. But is it enough to dull the lingering doubts around the AI trade?
正在发生：一线希望 CoreWeave股价在盘前交易中大涨，隔夜涨幅超过16%，此前这家“新云”公司公布第三季度营收激增168%。
Happening now: Silver linings CoreWeave shares are surging in premarket trading, up over 16% overnight, after the neocloud group posted a 168% spike in third-quarter revenue.
该公司还上调了2026年业绩指引，推动其他“新云”类股票走高。
The group also lifted its 2026 guidance, driving other neocloud stocks higher.
但要注意，该股较5月高点已下跌65%，仅过去一个月就蒸发了超过40%的市值。
But bear in mind that shares are down 65% from their May highs, losing over 40% of their value in the last month alone.
分析：Zack's首席股票策略师约翰·布兰克周三早些时候对CNBC表示，该股“跌得太惨了，你不得不相信还有更多价值”。“拐点”：Freedom Capital Markets的保罗·米克斯表示，他坚定看好CoreWeave，称利润率改善表明拐点已经到来。
Analysis: Zack's Chief Equity Strategist John Blank told CNBC early Wednesday that the shares are "so beaten up that you have to believe there is more value." "Inflection point": Freedom Capital Markets' Paul Meeks said he is steadfastly bullish on CoreWeave, saying improving margins signal the turning point is here.
接下来：《街头快评》将采访该公司CEO迈克尔·因特拉托。敬请收看该采访，CNBC独家首播。
Coming up: "Squawk on the Street" will speak with CEO Michael Intrator. Catch that interview, First on CNBC.
大幅波动：间谍丑闻 英伟达股价在盘前交易中延续涨势，上涨略超3%。这一走势也支撑了博通、AMD、英特尔和Nebius的上涨。以下是关键进展：英伟达董事会已聘请律师事务所Wachtell Lipton Rosen & Katz调查CEO黄仁勋，以及公司机密是否遭到泄露。
Big Movers: Spy scandal Nvidia shares are extending gains in premarket trading, up just over 3%. The move is also supporting gains for Broadcom, AMD, Intel and Nebius. Here are the key developments: Nvidia's board has hired law firm Wachtell Lipton Rosen & Katz to investigate CEO Jensen Huang and whether company secrets have been compromised.
参议员查尔斯·舒默指责总统唐纳德·特朗普以牺牲美国国家安全为代价为黄仁勋辩护，并援引媒体报道称，特朗普在一年多前就已听取了关于间谍指控的完整简报。
Sen. Charles Schumer has accused President Donald Trump of defending Huang at the expense of U.S. national security, citing press reports that Trump was briefed in full on the spy allegations more than a year ago.
CNBC的西玛·莫迪采访了英伟达内部消息人士，对方称黄仁勋周一走进该公司位于加州圣克拉拉的总部，与高层管理人员举行例行会议。
CNBC's Seema Mody spoke to sources within Nvidia who said Huang walked into the group's Santa Clara, California, headquarters on Monday to hold his regular meeting with top-level executives.
要了解那次会议的内部情况，请在CNBC.com阅读完整报道。
To go inside that meeting, read the full piece here on CNBC.com.
IPO：Anthropic预期 Anthropic正以每股70至78美元的价格区间发行8.25亿股。知情人士向CNBC透露，这家AI巨头计划于11月18日定价，11月19日开始交易。
IPO: Anthropic anticipation Anthropic is offering 825 million shares at a price range of $70-78 per Sources close to the deal told CNBC the AI titan is planning to price on November 18 and trade on November 19.
言辞要义：在IPO招股书中，Anthropic使用了“adverse”一词257次。
Words matter: In the IPO filing, Anthropic uses the word "adverse" 257 times.
私人市场：CNBC的Kate Rooney将报道，这对个人投资者来说是首次有机会购买一家其增长主要惠及私人市场参与者的公司股票。周二的修订版申报文件显示，散户投资者可能通过Robinhood、Schwab、Fidelity、SoFi和E*TRADE等平台获得约20%的发行股份。
Private markets: CNBC's Kate Rooney will be reporting on how this is the first chance for individual investors to buy into a company whose growth has largely benefited private-market players. Tuesday's amended filing says retail investors could receive roughly 20% of the offering through platforms including Robinhood, Schwab, Fidelity, SoFi and E*TRADE.
克雷默观点：Jim Cramer表示，Anthropic惊人的收入增长有助于证明其1万亿美元以上估值的合理性，而仅仅是IPO正在进行这一事实，就对科技和AI交易“利好”。
Cramer's view: Jim Cramer says Anthropic's stunning revenue growth helps justify the $1 trillion-plus valuation, and just the fact that the IPO is going ahead is "bullish for tech and the AI trade."
政治：弹劾遭反弹 众议院实际上已否决了一项弹劾国防部长皮特·赫格塞斯的尝试。
Politics: Impeachment pushback The House of Representatives has effectively voted down an attempt to impeach Defense Secretary Pete Hegseth.
众议院以211比204的投票通过了一项动议，将弹劾决议移交委员会，使其在民主党于1月接管之前几乎没有时间采取行动。
The House, by a 211-204 margin, approved a measure that will refer the impeachment resolution to a committee, leaving little time for it to be acted on before Democrats take over in January.
安全担忧：关于与伊朗战争的下一步行动存在疑问，此前有报道称，财政部长斯科特·贝森特因伊朗威胁其生命，已从华盛顿特区的住所搬到军事基地。
Security concerns: There are questions over the next steps in the war with Iran, amid reports that Treasury Secretary Scott Bessent moved from his Washington, D.C. home to a military base due to Iranian threats on his life.
冻结冲突：据伦敦大都会警察局称，一名美国士兵因涉嫌为俄罗斯从事间谍活动被捕。最后……代币化：股市的下一次演变 美国股市反复改变其底层机制，而资产本身——一股股票——基本保持不变。
Frozen conflict: An American soldier has been arrested on suspicion of spying for Russia, according to London's Metropolitan police. And Finally... Tokenization: The next evolution of the stock market The U.S. equity market has repeatedly changed its underlying mechanics while the asset itself — a share of stock — has remained largely the same.
交易从交易大厅和电话转向电子交易场所。结算周期被压缩。佣金降至零。零碎股份和在线券商扩大了散户参与度。下一次重大变革可能已经开始。.)λ.�那些ζτο那些�那些τττ..τ
Trading moved from floors and phone calls to electronic venues. Settlement cycles compressed. Commissions fell to zero. Fractional shares and online brokerages expanded retail participation. The next major change may already be underway. John Melloy edited this edition.