Meta-AMD chip deal, Wall Street’s AI angst, Trump’s State of the Union and more in Morning Squawk

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. I found yesterday’s snowfall to be quite idyllic, granted I didn’t actually step foot outside until it had stopped (don’t repeat that to my many colleagues who found themselves on shoveling duty). S&P 500 futures are little changed this morning […]

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Anthropic joins OpenAI in flagging ‘industrial-scale’ distillation campaigns by Chinese AI firms

The Anthropic logo displayed on the stage during the company’s Builder Summit in Bengaluru, India, on Monday, Feb. 16, 2026. Photographer: Samyukta Lakshmi/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images Anthropic on Monday accused three Chinese AI enterprises of engaging in coordinated campaigns to extract information from its model, making it the latest […]

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Identity Prioritization isn’t a Backlog Problem – It’s a Risk Math Problem

Most identity programs still prioritize work the way they prioritize IT tickets: by volume, loudness, or “what failed a control check.” That approach breaks the moment your environment stops being mostly-human and mostly-onboarded. In modern enterprises, identity risk is created by a compound of factors: control posture, hygiene, business context, and intent. Any one of […]

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Lazarus Group Uses Medusa Ransomware in Middle East and U.S. Healthcare Attacks

Ravie LakshmananFeb 24, 2026Threat Intelligence / Healthcare The North Korea-linked Lazarus Group (aka Diamond Sleet and Pompilus) has been observed using Medusa ransomware in an attack targeting an unnamed entity in the Middle East, according to a new report by the Symantec and Carbon Black Threat Hunter Team. Broadcom’s threat intelligence division said it also […]

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UnsolicitedBooker Targets Central Asian Telecoms With LuciDoor and MarsSnake Backdoors

The threat activity cluster known as UnsolicitedBooker has been observed targeting telecommunications companies in Kyrgyzstan and Tajikistan, marking a shift from prior attacks aimed at Saudi Arabian entities. The attacks involve the deployment of two distinct backdoors codenamed LuciDoor and MarsSnake, according to a report published by Positive Technologies last week. “The group used several […]

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Anthropic Says Chinese AI Firms Used 16 Million Claude Queries to Copy Model

Ravie LakshmananFeb 24, 2026Artificial Intelligence / Anthropic Anthropic on Monday said it identified “industrial-scale campaigns” mounted by three artificial intelligence (AI) companies, DeepSeek, Moonshot AI, and MiniMax, to illegally extract Claude’s capabilities to improve their own models. The distillation attacks generated over 16 million exchanges with its large language model (LLM) through about 24,000 fraudulent […]

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APT28 Targeted European Entities Using Webhook-Based Macro Malware

Ravie LakshmananFeb 23, 2026Malware / Threat Intelligence The Russia-linked state-sponsored threat actor tracked as APT28 has been attributed to a new campaign targeting specific entities in Western and Central Europe. The activity, per S2 Grupo’s LAB52 threat intelligence team, was active between September 2025 and January 2026. It has been codenamed Operation MacroMaze. “The campaign […]

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