In short
Squawk Pod Episode Summary: 5 Things to Know Before the Opening Bell (10/20/2025)
Podcast Overview Title: Squawk Pod Description: Daily highlights from CNBC’s flagship morning show, "Squawk Box," featuring discussions, interviews, and analysis. Hosted by Joe Kernen, Becky Quick, and Andrew Ross Sorkin, with insights from Senior Producer Katie Kramer.
Episode Details Title: 5 Things to Know Before the Opening Bell Date: October 20, 2025 Hosts: Joe Kernen, Becky Quick, Andrew Ross Sorkin
Key Takeaways
- Amazon Web Services Outage
- AWS experienced a significant outage affecting multiple high-profile sites, including:
- Disney+
- Perplexity
- Coinbase
- Snapchat
- Robinhood
- Major websites have begun to come back online after the disruption.
- Apple iPhone Sales Surge
- The latest generation of iPhones sold 14% more than previous models within the first 10 days of release in the U.S. and China.
- Data sourced from Counterpoint Research and reported by Bloomberg.
- U.S.-China Tensions
- China accused the U.S. of conducting a hacking campaign, specifically targeting the national time center.
- Allegations include evidence of infiltration traced back to 2022.
- Hologic's Stock Performance
- Shares of medical device company Hologic have risen.
- This surge is attributed to reports indicating that Blackstone and TPG are in advanced acquisition talks.
- Tesla CEO Pay Plan Controversy
- Proxy advisory firm ISS has recommended that Tesla shareholders oppose Elon Musk’s proposed pay plan, which could potentially grant him up to $1 trillion in stock if aggressive targets are met.
- Tesla has criticized ISS for overlooking fundamental investment and governance principles.
- Musk made light of the situation with a humorous remark about not liking ISS.
Host Interactions
- Joe Kernan's Commentary:
- Engages the audience with a humorous tone about taking notes.
- Encourages listeners to prepare to take notes and stay informed on the discussed topics.
- Andrew Ross Sorkin's Response:
- Participates in the banter, acknowledging the importance of note-taking for viewers.
Conclusion
- Reminder that a new episode of Squawk Pod will be available later in the day, providing more insights and highlights from "Squawk Box."
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Note: For further details and discussions, listeners are encouraged to subscribe to Squawk Pod for audio versions of the show’s highlights.
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Transcript
Automatic transcript. May contain errors.0:01Hi, I'm Joe Kernan, co-host of Squawk Box with Becky Quick and Andrew Ross Sorkin and this is five THINGS TO KNOW BEFORE THE OPENING BELL. SOME MAJOR WEBSITES COMING BACK ONLINE FINALLY FOLLOWING AN OVERNIGHT OUTTAGE FROM AMAZON WEBSERVICES, AWS. DISRUPTED SITES INCLUDED PERPLEXITY, SNAPCHAT, DISNEY PLUS, COINBASE AND ROBINHOOD. AND APPLE, NEWS ON APPLE, THE LATEST GENERATION OF IPHONES OUTSOLD THE PREVIOUS MODEL BY 14 % IN ITS FIRST 10 DAYS ON SALE IN THE U.S. AND CHINA. That's according to a Bloomberg report, citing data from counterpoint research. China is accusing the U.S. of a hacking campaign aimed at the country's national time center.
0:48China's state security ministry said it found evidence of infiltration from as far back as 2022. And finally, shares of medical device maker Whole Logic are higher. Reports say that Blackstone and TPG are in advanced talks to acquire the company. We're also watching the shares of Tesla proxy advisor ISS recommending investors vote against a pay plan for CEO Elon Musk that would grant him nearly a trillion dollars more in stock. IF THE COMPANY HITS AGGRESSIVE TARGETS IN A POST ON X WHICH IS OWNED BY MUSK, TESLA ACCUSED ISS OF MISSING FUNDAMENTAL POINTS OF INVESTING IN GOVERNANCE AND I SAW A FLIPPANT ELON MUSK POST THAT SAID I REALLY DON'T LIKE THIS ISIS.
1:38IS. IS. IS. IS. IS. IS. IS. ISS. Andrew, you remember the pen you had? I hope you still had it, because I've given you swap planner now. I'm giving you five things. I saw you feverish. I'm taking notes. I'm taking notes. Anything you say, Joe, as you know, I just sit with my pen and I take the notes, as most viewers should, as most viewers every morning should be sitting, waking up in the morning, getting their pen and paper out and taking the notes. Literally tens of dozens of people out there are probably doing that. Maybe less. We'll be back later today with an all-new Squawk Pod, our daily podcast featuring the best of Squawk Box.
2:24Check it out wherever you get your podcasts. Listen anytime.
From the publisher
Amazon Web Services suffered an overnight outage disrupting sites including Disney+, Perplexity, and Coinbase. Apple’s newest generation of iPhones has outsold previous models in its first 10 days on the market, China is accusing the U.S. of a hacking campaign, shares of Hologic were boosted by reports of a potential Blackstone and TPG takeover, and proxy advisory ISS is recommending Tesla shareholders vote against Elon Musk’s $1 trillion pay plan.
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.
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