This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.

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

Nvidia

will invest as much as $100 billion in OpenAI, the two artificial intelligence giants announced yesterday. As CNBC’s MacKenzie Sigalos reports, the deal is the result of one-on-one negotiations between Nvidia’s Jensen Huang and OpenAI’s Sam Altman, as well as late-night calls and last-minute edits.

Here’s what to know: