アンソロピックの投資家説明会、ワークデイ株価急騰など

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Happy Friday. Reddit was announced officially as the next addition to the S&P 500, prompting a rally for the social media stock in early trading.

Stock futures are little changed this morning. Wall Street is coming off a winning day.

Here are five key things investors need to know to start the trading day:

1. The tech trade

Andrey Rudakov | Bloomberg | Getty Images

Anthropic CFO Krishna Rao is leading early meetings with potential investors ahead of what could be a historic initial public offering. But the artificial intelligence startup’s discussions have been high level and notably didn’t include talks about specific financials or a valuation, sources told CNBC’s David Faber.

Here’s what else we’re following in AI:

• Competitor OpenAI said yesterday that revenue chief Denise Dresser was departing less than a year after joining.
• Databricks announced closing a $5 billion funding round at a $190 billion valuation yesterday to invest in enterprise AI.
• “Big Short” investor Steve Eisman said the overall AI boom has become dependent on the success of OpenAI and Anthropic, creating an “Achilles’ heel” for the story.
• Tech stocks lead the market higher yesterday and helped propel the S&P 500 above 7,800 for the first time ever.
• While the S&P 500 and Nasdaq Composite are on track to end another week up, the blue-chip Dow Jones Industrial Average is pacing for its fourth negative week of the last five.
• Follow live markets updates here.

2. Houston, we have an event

U.S. Secretary of Commerce Howard Lutnick cuts the ribbon alongside Apple’s CEO Tim Cook during the opening of Apple’s new Advanced Manufacturing Center (AMC) in Houston, Texas, U.S., August 13, 2026.

Georgina Mccartney | Reuters

Apple CEO Tim Cook opened a new manufacturing facility in Houston yesterday that will produce Mac Minis and offer free training and classes. Cook was joined by a cadre of government officials, most notably Secretary of Commerce Howard Lutnick.

Cook said the iPhone maker had spent hundreds of millions of dollars on the space. Lutnick said that Apple could “lead the charge for advanced manufacturing coming to America.”

As CNBC’s Kif Leswing and MacKenzie Sigalos note, the ribbon-cutting comes near the end of Cook’s tenure as CEO. Yesterday’s event could be a taste of what Cook’s future might look like, as he’s slated to continue corresponding with policymakers on behalf of the company.

3. Takeover talk

In an aerial view, a billboard advertising an artificial intelligence (AI) company is posted on Sept. 16, 2025 in San Francisco, California.

Justin Sullivan | Getty Images

Silver Lake is reportedly in talks to buy Workday. Shares of the human resources software provider surged nearly 18% yesterday, marking their biggest one-day gain in 10 years.

AS CNBC’s Samantha Subin writes, Workday’s stock has been under pressure amid concerns that AI could roil the California-based company’s business model. Workday and Silver Lake did not respond to CNBC’s request for comment.

A day prior, Wendy’s shares surged more than 14% following a report that Nelson Peltz’s Trian Fund Management was putting together a takeover bid. Peltz’s representatives did not respond to CNBC, while Wendy’s said it would “thoroughly review any proposal” from the fund.

4. Closing the loop

Workers erect scaffolding at the Kennedy Center in Washington, DC, US, on Friday, June 12, 2026.

Andrew Leyden | Bloomberg | Getty Images

A federal trade court upheld President Donald Trump’s removal of the “de minimis” loophole yesterday. The three-judge panel said that Trump had the power to axe the exemption under the International Emergency Economic Powers Act.

Under the loophole, goods valued at less than $800 had been imported into the U.S. tax free. Trump cheered the decision. Attorneys for the plaintiff did not respond to CNBC’s request for comment.

Meanwhile, Trump could also see his name back on the Kennedy Center. Its board of trustees voted to add his name back to the building’s facade, despite a judge shooting down a prior attempt.

5. Hot deal

A sign is posted in front of a Chili’s restaurant in Rohnert Park, California, on Dec. 13, 2024.

Justin Sullivan | Getty Images

Brinker International CEO Kevin Hochman sees a key ingredient in Chili’s recipe for success: it’s $10.99 campaign. In the offer, consumers get an entrée, chips and salsa and a non-alcoholic drink.

Hochman told CNBC’s Jim Cramer yesterday that the deal has been a bedrock of its low-priced offerings, which have been key to the chain’s rebound story. Hochman said consumers know they can get an “amazing value.” The company is focused on getting more diners into locations as a way to increase sales rather than raising prices, he said.

The Daily Dividend

Here’s some of stories we’d recommend making time for this weekend:

• An inside look at SK Hynix $720 billion AI-fueled buildout that’s taking over South Korea
• Why experts think Trump’s push for an MMR vaccine split won’t pan out
• Saudi Arabia ramps up oil exports through Mediterranean pipeline to avoid Red Sea attacks
• Trump says Karoline Leavitt resigning as White House press secretary
• What capital gains tax cuts on home sales could mean for owners
• Wisconsin, Michigan primaries expose limits of polls and prediction markets

—* CNBC’s David Faber, Ashley Capoot, Samantha Subin, Yun Li, Sean Conlon, Kif Leswing, MacKenzie Sigalos, Amelia Lucas, Kevin Breuninger, Dan Mangan, Jim Cramer and Alexa LoMonaco contributed to this report.*

*Fred Imbert edited this edition.*