In short
Squawk Pod - Episode Summary Episode Title: 5 Things to Know Before the Opening Bell 12/10/2025 Hosts: Joe Kernen, Becky Quick, Andrew Ross Sorkin Producer: Katie Kramer Podcast Description: Daily highlights from CNBC’s flagship morning show, “Squawk Box,” including news interviews, analysis, and discussions.
Episode Overview In this episode, Andrew Ross Sorkin presents five critical news updates to watch before the market opens. The highlights include significant developments in the media, tech, and pharmaceutical industries, signaling potential market movements.
Key Takeaways
- Warner Brothers Discovery
- Bidding War Potential:
- The price for Warner Brothers Discovery is expected to rise due to increased interest from Netflix and Paramount Skydance.
- Media investor Mario Gabelli indicates he may encourage clients to sell their Warner Brothers Discovery shares to Paramount, potentially igniting a bidding war.
- SK hynix
- U.S. Listing Consideration:
- SK hynix, a computer memory maker and Nvidia supplier, is contemplating listing shares in the U.S. market alongside its current trading in South Korea.
- Following this news, shares of SK hynix surged nearly 4%.
- Disney Board Nomination
- Jeff Williams to Disney Board:
- Disney has nominated Jeff Williams, the former Chief Operating Officer of Apple, to join its board, increasing the total number of board members to 11.
- Williams retired from Apple earlier in the year and brings significant tech experience to Disney.
- Eli Lilly Investment
- New Manufacturing Plant:
- Eli Lilly plans to invest $6 billion to construct a manufacturing facility in Alabama.
- The plant will focus on producing an experimental anti-obesity drug, among other medications.
- Delivery Hero Strategic Options
- Evaluation of Business Strategy:
- European company Delivery Hero is assessing its strategic options following a decline in stock value.
- Possible strategies include forming partnerships in certain markets and implementing capital allocation measures.
Additional Notes
- Future Content:
- The hosts will return later with an updated episode of Squawk Pod, featuring the best moments from “Squawk Box.”
Conclusion This episode of Squawk Pod highlights crucial developments that could impact the stock market, focusing on media acquisitions, tech nominations, significant pharmaceutical investments, and strategic evaluations by international companies.
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 Andrew Ross Sorkin, co-host of Squawk Box, and this is five things to know before today's opening bell. The price for Warner Brothers Discovery could head higher. Bloomberg now reporting that both Netflix and Paramount Skydance have signaled they have the ability to raise their bids for the media giant. Separately, longtime media investor Mario Gabelli telling Bloomberg he'll likely tender his clients' Warner Brothers Discovery shares to Paramount in an effort to spark a bidding war for Warner. Meantime, computer memory maker and video supplier SK Hanks is considering now listing its shares in the U.S.
0:37in addition to its current stock market home of South Korea. Shares jumping on the back of that news close to 4%. Meantime, Disney nominating former Apple executive Jeff Williams to join its board, which would expand to 11 members. Williams served as Apple's chief operating officer from 2015 until his retirement earlier this year. And drugmaker Eli Lilly is saying it's going to be spending$6 billion to build a manufacturing plant in Alabama. That's to help increase production of its experimental anti-obesity pill and other drugs. And European food delivery giant Hero saying that it's evaluating its strategic options.
1:13Those options include partnerships for some operations in some countries and some capital allocation measures, they're now saying, as well. we're gonna be back later today with an all-new squawk pod our daily podcast featuring the best of squawk box check it out wherever you get your podcast and listen anytime
From the publisher
The price of Warner Brothers Discovery could creep higher as both Paramount and Netflix ready to up their offers in a possible bidding war, computer memory maker and Nvidia supplier SK hynix is considering listing shares in the U.S., Disney is nominating former Apple executive Jeff Williams to join its board, Eli Lilly will spend $6 billion to build a manufacturing plant in Alabama, and European company Delivery Hero says its evaluating its strategic options after a stock slump.
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