In short
Squawk Pod Episode Summary: 5 Things to Know Before the Opening Bell (8/18/2025)
Episode Overview In this episode of Squawk Pod, co-hosts Becky Quick, Andrew Ross Sorkin, and Joe Kernen discuss five key updates essential for investors before the stock market opens. The insights cover significant developments in major companies and market trends.
Key Highlights
- Tesla Discounts in the UK
- Development: Tesla is reportedly offering discounts of up to 40% to car leasing companies in the UK.
- Reason: The price cuts are attributed to a surplus of inventory, leading to storage issues for the vehicles.
- Novo Nordisk's FDA Approval
- Development: Shares of Novo Nordisk rose after the FDA granted accelerated approval for its obesity drug, Wegovy, to treat a serious liver disease.
- Samsung's Market Share Growth
- Development: Samsung's smartphone shipments to the U.S. increased significantly in the second quarter, capturing 31% market share.
- Context: This increase comes at the expense of Apple, whose market share dropped from 56% to 49%.
- Foxconn's Joint Venture in the U.S.
- Development: Foxconn will operate a U.S. factory as part of a joint venture with SoftBank, OpenAI, and Oracle.
- Details: This factory will be focused on AI server production and is located in a former GM electric vehicle plant, which SoftBank is purchasing.
- Weekend Box Office Results
- Film Performance: The Warner Brothers horror film, "Weapons," topped the weekend box office with $25 million in its second weekend.
- Comparison: Disney's "Freaky Friday" came in second, earning about $14 million domestically.
- Discussion: The hosts discussed the film's surprise success and the unique blend of mystery and horror elements.
Additional Notes
- Discussion on Plot: There was a light-hearted conversation among the hosts about the plot of "Weapons," with differing opinions on its classification as horror or thriller.
- Planning for Future Segments: The hosts debated the structure of future segments, specifically regarding the 'five things' format and how to adapt it based on market activity.
- Mention of Upcoming Data: Quick noted that existing home sales data would be released on Thursday, emphasizing the importance of staying updated with economic indicators.
Conclusion The episode encapsulates critical market developments and highlights significant trends in technology, healthcare, and entertainment. The discussions reflect the dynamic nature of the stock market and the ongoing adaptations by major companies.
Stay tuned for more episodes of Squawk Pod for daily market insights and analysis.
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 Becky Quick, co-host of Squawk Box with Andrew Ross Sorkin and Joe Kernan and this is five Five things to know before the opening bell. Tesla is reportedly offering up to 40 % discounts to car leasing companies in the UK in an attempt to get more of its cars to motorists. The London Times says that the lower Tesla prices stem from a lack of storage space for the cars in the UK. Shares of Novo Nordisk are trading higher after the company's obesity drug, Wagovi, received accelerated approval from the FDA to treat a serious liver disease. Data shows that Samsung is taking market share from Apple in the United States.
0:40Smartphone market research firm Canalysys shows that shipments from Samsung to the U.S. surged in the second quarter. The company's market share rising from 23 percent all the way to 31 percent, while Apple's market share declined from 56 percent to 49 percent. Foxconn is going to be operating a U.S. factory owned by SoftBank in what could be the first manufacturing site in the Stargate venture. The AI server production plant is part of a joint venture with SoftBank, OpenAI and Oracle. SoftBank is buying the former GM electric vehicle plant from another company that we've known about, Foxconn, and is going to be supplying manufacturing gear.
1:19Foxconn is going to continue to run operations there. And weapons remaining number one at the weekend box office over the weekend. The Warner Brothers horror film earned$25 million in its second weekend. Disney's Freak Year Friday stayed on the second spot. It earned about$14 million domestically. Weapons came out of nowhere. Weapons is awesome. I didn't see it. It came out of nowhere, though. It surprised everybody. You know, you've got to suspend a lot of disbelief, and there's crazy stuff going on. You saw it. Oh, yeah. And in general, I loved it. It's a horror mystery? Like, the first 45 minutes seems like sort of just a mystery and a thriller.
1:57And, you know, see where the three of us were going to go. but Panopi's not a whore. And, you know, Scott said, no, it's not whore. It's just a cliffhanger. It's whore. After about 45 minutes, she would not have survived. She would not have survived what happened. Is it, what about five things in the squawk planner? What if we were to, does that? Combine the two? Well, doesn't that have some, five things in the, just you could do. What if there's not five things happening? Yeah, that's a problem. Well, how do we do it if five things to watch, if there's not five things? There's always five things to watch.
2:34But not five things in the planner. You're right. Okay. You know what we left out? It's better to have two anyway. We did leave something out of the Squawk planner. We did? Which one? I think Thursday we get existing home sales, and it wasn't in the Squawk planner. This is what you missed. You like that girl in the front of the cliff. Oh, oh, oh, oh. Oh, teacher, teacher. We'll be back later today with Squawk Pod, our daily podcast featuring the best of Squawk Box. Stay tuned to your feed wherever you get your podcasts and listen anytime.
From the publisher
The 5 things you need to know before the stock market opens today: Tesla is reportedly offering discounts to car leasing companies in the UK, Novo Nordisk received FDA approval for a liver disease treatment, Samsung’s phone shipments to the U.S. surged in the second quarter, tech company supplier Foxconn will operate a U.S. factory as a joint venture with Softbank, OpenAI, and Oracle, and the Warner Brothers horror film “Weapons” remained number one at the weekend box office.
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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