CNBC’s Morning Squawk flagged several technology and market items for investors Friday, led by early investor discussions around Anthropic, a sharp move in Workday shares and Apple’s latest U.S. manufacturing event. The most consequential AI item remains preliminary. CNBC reports that Anthropic Chief Financial Officer Krishna Rao is leading early meetings with potential investors ahead of what could become a major initial public offering. The discussions are still high level, according to CNBC’s David Faber, and have not included specific financials or a valuation. That distinction matters: the reported Anthropic meetings are not the same as a filed IPO plan or a priced fundraising round. Based on CNBC’s account, the company is testing or building investor relationships before any formal numbers are on the table. For public-market investors watching the AI application and model-company pipeline, the signal is that Anthropic is engaging with potential backers, but the economics remain undisclosed in the provided report. Apple added a more concrete operating update. CNBC reports that CEO Tim Cook opened a new manufacturing facility in Houston on Thursday. The site will produce Mac Minis and offer free training and classes, and Cook was joined by government officials including Commerce Secretary Howard Lutnick. Cook said Apple had spent hundreds of millions of dollars on the facility, according to CNBC. CNBC’s Kif Leswing and MacKenzie Sigalos also note that the event comes late in Cook’s tenure as chief executive and could preview how he continues engaging with policymakers on Apple’s behalf. That point should be read narrowly: the provided material says Cook is slated to keep corresponding with policymakers for the company, not that Apple has announced a broader leadership transition or new manufacturing strategy beyond the Houston facility. Workday was the sharpest public-market mover in the technology set. CNBC reports that Silver Lake is in talks to buy the human resources software provider, and Workday shares rose nearly 18% on Thursday, the company’s biggest one-day gain in 10 years. CNBC also says Workday and Silver Lake did not respond to requests for comment. The report lands against concerns that artificial intelligence could pressure Workday’s business model, according to CNBC’s Samantha Subin. The provided material does not spell out the terms of any possible deal, the status of the talks or whether a transaction is likely. For now, the verified fact pattern is limited to reported discussions, a major one-day stock reaction and no comment from the companies. Elsewhere in the same market brief, CNBC says Reddit was officially announced as the next addition to the S&P 500, prompting an early rally in the social media company’s shares. It also reports that stock futures were little changed Friday morning after a winning day on Wall Street. Outside tech, CNBC noted that a federal trade court upheld President Donald Trump’s removal of the de minimis exemption. The loophole had allowed goods valued below $800 to enter the United States tax-free, and CNBC reports that the three-judge panel said Trump had authority under the International Emergency Economic Powers Act. That ruling is relevant for investors tracking cross-border retail, logistics and e-commerce exposure, but the provided item does not include company-specific effects. Who benefits: Workday shareholders benefited immediately from the reported buyout talks, with CNBC citing a nearly 18% one-day stock gain. Apple also gets a visible domestic manufacturing event tied to Mac Mini production and training programs. Who's exposed: Investors chasing Workday on deal speculation are exposed to uncertainty because CNBC reports no confirmed transaction terms and no comment from Workday or Silver Lake. Anthropic watchers likewise have no valuation or financial details from the reported investor meetings.