5 Things to Know Before the Opening Bell 11/13/2025

Corporate and university leaders are wavering on public statements about the Israel-Hamas War. Yeshiva University President Rabbi Ari Berman has created a coalition and a statement of “truths” to help those leaders navigate and educate the campus movements making headlines. He underscores the importance of differentiating between Hamas and Palestinians. United Airlines reported better than expected third quarter results, but CEO Scott Kirby offered disappointing guidance for the fourth quarter. Kirby explains his outlook for the airline industry, how the Israel-Hamas War on the ground has disrupted air traffic, and the changes his lower-cost competitors are likely to make in the future. Plus, activist investor Carl Icahn has sued Illumina’s board of directors, and President Biden has touched down in Israel.  Scott Kirby - 11:18Ari Berman - 19:13 In this episode:Scott Kirby, @unitedPhil Lebeau, @LebeaucarnewsAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky 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.

18 Okt 202330min

President Biden is headed to the Middle East. Former Supreme Allied Commander of Nato Admiral James Stavridis discusses the explicit and implicit politics at play in the Presidential trip to Israel and Jordan. Guggenheim Partners Executive Chair Alan Schwartz discusses his outlook for recession and the greatest risks to the American economy. The last CEO of Bear Stearns also explains his concern for the federal budget. Plus, Choice Hotels has offered a nearly $8B deal to take over Wyndham Hotels and Resorts, and Rep. Jim Jordan (R-Oh.) is hoping for a favorable vote in the still-leaderless House today. Other stories Squawk is watching: Bitcoin’s bounce on a now-retracted CoinTelegraph report, and ‘remote work cities,’ just a pandemic pipe dream.  Alan Schwartz - 10:02Adm. James Stavridis - 21:17 In this episode:Andrew Ross Sorkin, @andrewrsorkinBecky 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.

17 Okt 202327min

As the Israel-Hamas War begins its second week, historian and economist Daniel Yergin considers the impact of a regional conflict on global energy markets. Harvard professor, author, and happiness expert Arthur Brooks weighs the pressures on America’s corporate and educational leaders to speak out on current events like the war, in light of recent calls to action from Apollo CEO Marc Rowan and Anti Defamation League CEO Jonathan Greenblatt. Brooks argues for a more conservative approach to public statements from the C suite. Plus, Taylor Swift’s Eras Tour concert film has already broken records, the US House of Representatives is still looking for a Speaker, and media analysts are eyeing activist shareholder Starboard Value’s stake in Rupert Murdoch’s News Corp.  Arthur Brooks - 10:21Daniel Yergin - 20:27 In this episode:Arthur Brooks, @arthurbrooksAndrew Ross Sorkin, @andrewrsorkinBecky 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.

16 Okt 202327min

After 22 months, Microsoft has closed its $69.5B acquisition of Activision Blizzard. So what now? Activision Blizzard CEO Bobby Kotick reflects on the long road to regulatory approval, and what’s next for gaming and for Activision-turned-Microsoft employees. After building Activision into the gaming giant it is today, Kotick considers his own next chapter and his legacy as CEO. And the White House is taking on junk fees. Consumer Financial Protection Bureau Director Rohit Chopra is co-leading the effort, and he explains what they are and how the administration is planning on curbing them. Plus, NBC’s Kelly Kobiella is in Jerusalem, reporting on the 1m+ Palestinians attempting to flee Gaza after the Israeli Defense Forces ordered an evacuation. In Washington DC, CNBC’s Emily Wilkins explains the House’s ongoing search for a Speaker, after Rep. Steve Scalise (R-LA) ended his bid for the position.  Rohit Chopra - 11:38Bobby Kotick - 22:19 In this episode:Kelly Cobiella, @KellyCobiellaEmily Wilkins, @emrwilkinsAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

13 Okt 202334min

How is Hamas funded? TRM Labs Head of Global Policy and former federal prosecutor Ari Redbord discusses how his company tracks Hamas fundraising on the blockchain, and how Israeli and US law enforcement are tracing terror financing on crypto networks. Plus, Apollo Global Management CEO Marc Rowan, a University of Pennsylvania alumni and Chairman of its Wharton School board, is urging fellow alumni to halt donations to the university. Rowan calls the university’s response to the Israel-Hamas War, in conjunction with the school’s controversial bookings at its Palestinian literary festival last month, ‘morally confused and bankrupt.’ He’s pushing back on what he says is the university’s failure to condemn antisemitism, and he is not alone in critiquing universities and corporations for their leadership on Hamas’s attack on Israel. Other business headlines of the day include CPI data, post-IPO Birkenstock, and the drama at the trial of Sam Bankman-Fried.  Ari Redbord - 18:14Marc Rowan - 27:18 In this episode:Kate Rooney, @Kr00neyRobert Frank, @robtfrankAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

12 Okt 202341min

Exxon Mobil has struck a $59.5 billion deal to acquire Pioneer Natural Resources in an all-stock merger. Pioneer Natural Resources CEO Scott Sheffield and Exxon Mobil CEO Darren Woods discuss how the deal came about, potential regulatory hurdles, and what role fossil fuels will play in our future. Incidents of religious-based hate and discrimination are on the rise as the fifth day of fighting in the Israel-Hamas War is underway. Anti-Defamation League CEO Jonathan Greenblatt explains why Fortune 500 CEOs should sign the ADL’s pledge to condemn antisemitism, and what American corporations can do to support their Jewish employees. Plus, Novo Nordisk stock is popping on more Ozempic success, Congress is seeking a new House Speaker, the White House wants to crack down on junk fees, and testimony at Sam Bankman-Fried’s trial illuminates the internal goings-on of FTX before its collapse.  Darren Woods and Scott Sheffield - 15:04Jonathan Greenblatt - 28:19In this episode:Jonathan Greenblatt, @JGreenblattADLAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

11 Okt 202338min

Founder of both the Tudor Investment and the Robin Hood Foundation Paul Tudor Jones shares his perspective on the economy and the markets, from interest rates and bond yields to equities prices and crypto. The billionaire hedge funder weighs in on America’s greatest geopolitical and economic challenges. Jones also explains Robin Hood’s work to support asylum seekers in NYC and highlights the nonprofit’s Investors Conference coming up on October 24-25th. Plus, we’re on the ground in Jerusalem with Jon Medved, founder and CEO of OurCrowd, which is one of Israel’s largest venture investing vehicles. The investor discusses Israeli sentiment and the flow of business amid the country’s war with Hamas. Paul Tudor Jones - 3:20Jon Medved - 34:53 In this episode:Paul Tudor Jones, @ptj_officialAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

10 Okt 202341min

Thousands have been killed and injured in the wake of Hamas’s surprise attack on Israel over the weekend. New York Times columnist Thomas Friedman considers reports that Iran played a role in the assault and weighs concerns of an expanded conflict involving Lebanon and Hezbollah. Friedman highlights how this conflict could impact Russia’s strategic objectives and the pipeline of U.S. military aid to Ukraine. Coauthor of “Startup Nation” and former political advisor Dan Senor offers the Wall Street view: how the conflict impacts Israel’s business ecosystem, and how multinational corporations with operations there will keep up business–or not. Plus, NBC’s Kelly Cobiella reports on the ground in Tel Aviv, and Again Capital Founder John Kilduff explains how the Israel-Hamas conflict affects the oil markets.  Kelly Cobiella - 3:47John Kilduff - 14:39Thomas Friedman - 19:08Dan Senor - 30:28 In this episode:Thomas Friedman, @tomfriedmanAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

9 Okt 202338min