The “Everything Rally”; Vaxxed, Masked, & Ready for Summer

The 5 things you need to know before the stock market opens today: Jeep-maker Stellantis has a new CFO, the CEO of British drugmaker GSK is stepping down, SEC Chair Paul Atkins is moving to fast track President Trump’s effort to shift the earnings report schedule for public companies, Vice President JD Vance has spoken publicly about TikTok, and Bad Bunny will headline this February’s Super Bowl halftime show.  Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

29 Syys 1min

President Trump has approved a TikTok deal; CNBC’s Eamon Javers, in Washington, and Eunice Yoon, in Beijing, discuss the geopolitics playing out through the social media platform’s business. A government shutdown is just days away, but Senator Ron Johnson (R-Wisconsin) explains his bipartisan plan to avert this and every future shutdown over federal funding. President Trump has announced new tariffs on chipmakers, trucks, and furniture, and former FBI Director James Comey has been indicted. Plus, veteran advertising executive Andrew Robertson, chairman of BBDO Worldwide, shares his perspective on creativity and innovation from his new book, “The Creative Shift.”  Sen. Ron  Johnson       24:07Andrew Robertson     38:02 In this episode:Ron Johnson, @SenRonJohnsonEunice Yoon, @onlyyoontvEamon Javers, @eamonjaversJoe Kernen, @JoeSquawk Becky Quick, @BeckyQuickKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

26 Syys 45min

The 5 things you need to know before the stock market opens today: President Trump has announced new tariffs on pharmaceuticals and trucks, and he’s suggested sharing that revenue with American farmers hit by other tariffs already in place.  Costco is working to offset costs of tariffs, Meta has announced pricing for ad-free options for its platforms in the UK, and Amazon is settling with the FTC after the regulator brought the tech giant to court over Amazon Prime membership cancellation complaints.  Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

26 Syys 2min

The White House warned federal agencies to prepare for mass firings if Congress does not reach a deal to fund the government by midnight on October 1st. CNBC’s Emily Wilkins describes the warning, and Sen. Jeanne Shaheen discusses the health care tax credits hanging in the balance. Kodiak Robotics begins trading on the Nasdaq today; CEO Don Brunette shares the future outlook for autonomous trucks.  The Trump Administration has slashed the price of the so-called Gold Card path to citizenship from $5million to $1million.  CNBC’s Robert Frank reports on the demand for this fast track.  And, the Department of Commerce has launched a national security investigation into imports of robotics and medical devices.  Sign up for Robert Frank’s Inside Wealth Newsletter! Sen. Jeanne Shaheen - 16:25Don Burnette -  26:01 In this episodeSen. Jeanne Shaheen, @SenatorShaheen Don Burnette, @don_burnetteEmily Wilkins, @emrwilkinsRobert Frank, @robtfrank__Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuickKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

25 Syys 35min

The FDA has approved the injectable version of Merck’s cancer therapy Keytruda. Merck CEO Robert Davis discusses the pricing of this drug and others with CNBC’s Angelica Peebles, Joe Kernen, Becky Quick, and Andrew Ross Sorkin. Davis also stands firm on the safety of vaccines and weighs in on the Trump administration’s agenda for health care. Jimmy Kimmel has returned to ABC’s airwaves. Puck’s Matt Belloni discusses the host’s temporary suspension, Kimmel’s response, and the contractual obligations of Disney’s affiliates Nexstar and Sinclair. Plus, the U.S. has barred Iran’s diplomats from shopping at wholesale stores like Costco without permission.  Matt Belloni - 15:12Robert Davis - 28:47 In this episodeMatt Belloni, @mattbelloniJoe Kernen, @JoeSquawk Becky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

24 Syys 40min

The 5 things you need to know before the stock market opens today:  Micron reporting quarterly results above analysts’ expectations due to the AI boom, President Trump cancels a meeting with the top Congressional Democrats ahead of a potential government shutdown, the Government Services Administration is looking to potentially re-hire hundreds of federal workers cut during Elon Musk’s DOGE cost-cutting campaign, Disney is raising the monthly price of streaming service Disney+, and fintech Stripe’s valuation has climbed above $106 billion.   Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

24 Syys 1min

From the CNBC and Boardroom’s Game Plan event, Andrew Ross Sorkin interviews tennis legend Roger Federer and his agent, Tony Godsick. Together, Federer and Godsick started the Laver Cup in 2017, a tournament to celebrate the new and veteran talent of the sport. In an extended interview, Federer discusses his brand partnerships with Nike, ON, Uniqlo, and Rolex, his court fashion, and the likelihood of a “seniors” tournament with fellow legend Rafael Nadal. Plus, Godsick explains the Laver Cup’s Perplexity sponsorship and the AI company’s vision for technology in tennis.  Roger Federer and Tony Godsick - 04:08 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

23 Syys 16min

Nvidia will invest $100B in OpenAI, a deal announcement that boosted chip stocks abroad. After nearly two decades at Disney, Kevin Mayer left to lead TikTok U.S. and serve as COO at its parent Bytedance in 2020. Three months later, amid concerns about Chinese influence and the CCP’s access to the platform’s data, Mayer left his role. Today, he discusses TikTok’s path forward in the U.S., as well as Disney’s decision to suspend and reinstate Jimmy Kimmel’s show on ABC. General Catalyst CEO Hemant Taneja believes it’s time for Silicon Valley to move away from its long-held “move fast and break things” attitude. The investor in Stripe, Snap, Anduril, and Airbnb is betting on intentional building in the fast-paced world of AI innovation. Plus, JPMorgan CEO Jamie Dimon is speaking out on the Trump administration’s proposed H-1B visa policy.Kevin Mayer - 21:32Hemant Taneja - 33:28 In this episode:Hemant Taneja, @htanejaJoe Kernen, @JoeSquawk  Becky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

23 Syys 41min