Squawk Pod

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Johnson & Johnson’s Next Split & “1929” Hits Shelves 10/14/25 Oct 14, 2025

Show notes

Johnson & Johnson reported its latest earnings and announced a separation of its orthopedics business into a standalone company. CEO Joaquin Duato discusses the company’s next era, new warning labels for its multiple myeloma treatment Carvykti, and the future of J&J’s consumer. Then, it’s publication day for Andrew Ross Sorkin’s new book 1929, which details the stock market crash that reshaped American capitalism. Plus, China sanctions a South Korean shipbuilder accused of aiding the U.S., and President Trump weighs in on a two-state solution and rebuilding Gaza.

Joaquin Duato - 10:25

In this episode:

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Cameron Costa, @CameronCostaNY

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ceasefire in Gaza, Chips in America 10/13/25 Oct 13, 2025

Show notes

President Donald Trump has declared “the long and painful nightmare” in Gaza to be over in his address to the Israeli Parliament, the Knesset. Lead negotiator between Israel and Hezbollah under President Biden Amos Hochstein discusses the ceasefire terms, the future of the Middle East, and global oil prices. Meanwhile, chip stocks are rallying after the U.S. government deepened its financial ties to semiconductors. Former Intel CEO Pat Gelsinger weighs in on Washington’s stake in the company, the CHIPS Act, AI competition, and whether we are in an AI bubble. Plus, China vows retaliation against Trump’s 100% tariffs, and JPMorgan Chase is pledging $10 billion toward industries critical to U.S. national security.

Leslie Picker - 02:37

Pat Gelsinger - 19:06

Amos Hochstein - 36:47

In this episode:

Pat Gelsinger, @PGelsinger

Amos Hochstein, @amoshochstein

Leslie Picker, @LesliePicker

Eunice Yoon, @onlyyoontv

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Cameron Costa, @CameronCostaNY

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

5 Things to Know Before the Opening Bell 10/13/2025 Oct 13, 2025

Show notes

JPMorgan is launching a decade-long long strategy to invest in companies it considers crucial to U.S. interests, investment bank Jefferies says that its exposure to bankrupt auto parts maker First Brands Group is limited, China’s market regulator said Qualcomm did not properly disclose its acquisition of Autotalks, Disney’s Tron: Ares topped the box office this weekend, despite missing estimates, and Oscar-winning actor Diane Keaton has died at 79 years old.

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.

Shutdown, Startup and Peace in Gaza 10/10/25 Oct 10, 2025

Show notes

Amid a government shutdown, Congressman Mike Lawler (R-NY) explains his argument with House Minority Leader Hakeem Jeffries over the sticking point in the Capitol Hill stalemate: extending the Affordable Care Act tax credits. The Labor Department will bring some furloughed employees back to resume work on September’s Consumer Price Index data, though other data remains on hold during the shutdown. Chinese customs are beefing up scrutiny of semiconductor imports to ensure that local companies are not ordering Nvidia’s less powerful chips specifically engineered for China. Plus, two-year community college Campus is employing both AI and humans to tackle higher education debt and graduation rates. Campus founder Tade Oyerinde discusses his mission and his new acquisition of Sizzle with Sizzle’s founder and new Campus CTO, Jerome Pesenti.

Mike Lawler - 17:58

Tade Oyerinde & Jerome Pesenti - 32:44

In this episode:

Rep. Mike Lawler, @lawler4ny

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Katie 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.

5 Things to Know Before the Opening Bell 10/10/2025 Oct 10, 2025

Show notes

China is opening a probe in Qualcomm for allegedly violating antitrust laws, Levi Strauss reports higher profits despite tariff costs, Ford is backtracking on an electric vehicle tax credit program, President Trump is considering billionaire entrepreneur Jared Isaacman as next NASA head, and the Nobel Peace Prize has been awarded to Venezuelan opposition leader Maria Corina Machado.

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.

Progress in the Middle East & Roadblocks in DC 10/9/25 Oct 09, 2025

Show notes

Israel and Hamas have agreed to an exchange of hostages and prisoners that could lead to a ceasefire in Gaza. CNBC’s Eamon Javers reports on America’s role in brokering the deal, and Council on Foreign Relations President Michael Froman discusses the next stages of progress in the region. Stateside in Washington, the government shutdown continues. Senate Majority Leader John Thune (R-SD) shares his party’s willingness to discuss the Democrats’ health care demands–after the shutdown ends. House Minority Leader Hakeem Jeffries (D-NY) maintains that his party will stand firm on addressing American health care concerns. Plus, PepsiCo’s quarterly report beat estimates for earnings and revenue.

Sen. John Thune & Rep. Hakeem Jeffries - 17:22

Michael Froman - 44:47

In this episode:

Michael Froman, @MikeFroman

John Thune, @LeaderJohnThune

Hakeem Jeffries, @RepJeffries

Eamon Javers, @eamonjavers

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Katie 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.

Nvidia CEO Jensen Huang 10/8/25 Oct 08, 2025

Show notes

In an extended interview, Nvidia CEO Jensen Huang discusses the AI infrastructure landscape and his company’s investments in AI projects including OpenAI, xAI, and Coreweave. After leading the chipmaker for decades, Huang shares his perspective on the U.S. position in the AI arms race; China, he says, is not far behind. Plus, Huang weighs in on reports that Oracle is losing money on Nvidia chips, H-1B visas, and President Trump’s tech policies. In Washington, CNBC’s Emily Wilkins reports on the eighth day of the government shutdown.

Emily Wilkins - 04:53

Jensen Huang - 17:15

In this episode:

Emily Wilkins, @emrwilkins

Michael Santoli, @michaelsantoli

Becky Quick, @BeckyQuick

Katie 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.

5 Things to Know Before the Opening Bell 10/8/2025 Oct 08, 2025

Show notes

Softbank is buying the robotics arm of ABB for $4B, new Federal Reserve Governor Stephen Miran says his desire to lower interest rates is supported by the Treasury market, Intel is set to launch a new chip, the Trump Administration is considering canceling funding for clean energy projects and Amazon is launching pharmacy kiosks. Mike Santoli sits in today!

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.

Transportation Sec. Sean Duffy on the Shutdown’s Impact on Air Travel 10/7/25 Oct 07, 2025

Show notes

As the government shutdown enters its seventh day, all eyes are on the transportation sector. Transportation Secretary Sean Duffy joins to discuss how the shutdown is affecting air travel and the growing concerns among air traffic controllers. Meanwhile, CEOs are expressing greater confidence despite operating in an environment of constant uncertainty. Tim Walsh, KPMG U.S. chairman and CEO, breaks down findings from the firm’s latest survey of 400 executives. Plus, there’s more on the partnership between OpenAI and AMD, and Tesla is reportedly gearing up for a major announcement.

Emily Wilkins - 09:13

Sec. Sean Duffy - 18:18

Tim Walsh - 32:19

In this episode:

Sean Duffy, @SecDuffy

Robert Frank, @robtfrank

Michael Santoli, @michaelsantoli

Becky Quick, @BeckyQuick

Zach Vallese, @zachvallese

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Paul Tudor Jones Makes a Big Market Call 10/6/25 Oct 06, 2025

Show notes

Billionaire hedge fund manager Paul Tudor Jones says market conditions are primed for a powerful rally before the current bull market peaks. He compares today’s environment to the lead-up to the dot-com bubble in late 1999, marked by surging tech stocks and heightened speculation. Meanwhile, as the government shutdown enters its sixth day, White House National Economic Council Director Kevin Hassett discusses its economic impact and the status of U.S. trade negotiations. Plus, CNBC’s MacKenzie Sigalos covers OpenAI’s new partnership with chipmaker AMD, and Taylor Swift is bringing Swifties back to movie theaters.

MacKenzie Sigalos - 11:18

Kevin Hassett -19:34

Eamon Javers - 33:45

Paul Tudor Jones - 37:30

In this episode:

MacKenzie Sigalos, @KenzieSigalos

Eamon Javiers, @eamonjavers

Paul Tudor Jones, @ptj_official

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Zach Vallese, @zachvallese