In short
Squawk Pod Episode Notes: 5 Things to Know Before the Opening Bell (9/24/2025)
Podcast Information
- Podcast Title: Squawk Pod
- Podcast Description: Daily curation of top moments from CNBC’s "Squawk Box," featuring news, interviews, and analysis.
- Hosts: Joe Kernen, Becky Quick, Andrew Ross Sorkin
- Episode Release Date: September 24, 2025
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Episode Summary In this episode, Andrew Ross Sorkin highlights five critical news items that investors and listeners should know before the stock market opens.
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Key Points
- Micron's Quarterly Results
- Performance: Micron reported quarterly results exceeding analysts' expectations.
- Forecast: Issued a strong forecast for the current quarter.
- Context: Benefiting significantly from the AI boom due to increased demand for high-tech memory, particularly for chips like NVIDIA.
- President Trump's Canceled Meeting
- Event: President Trump cancels a planned meeting with top Congressional Democrats.
- Reason: Discussions were centered around federal government funding.
- Implication: Potential government shutdown looming at the end of the month unless a spending deal is reached.
- Rehiring of Federal Employees
- Agency Involved: General Services Administration (GSA).
- Action: GSA considering rehiring hundreds of federal workers who were laid off during Elon Musk's cost-cutting campaign related to DOGE.
- Current Status: Affected employees have been on paid leave for approximately seven months.
- Disney+ Price Increase
- Change: Disney is increasing the subscription prices for its streaming service.
- Ad-free Version: New price will be $19/month (up by $3).
- Ad-supported Version: New price will be $12/month (up by $2).
- Stripe's Valuation Surge
- Company: Private fintech company Stripe.
- New Valuation: Reported valuation exceeds $106 billion, surpassing its previous high of $95 billion from 2021.
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Conclusion The episode encapsulates significant developments in technology, politics, media, and finance, providing listeners with essential insights to navigate the market landscape.
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Additional Information
- For more insights, listeners are encouraged to check out the full Squawk Pod available on various podcast platforms.
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Note: This episode of Squawk Pod serves as a quick briefing for investors and interested parties, emphasizing major market movers and political events that may impact economic conditions.
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. Computer memory and storage maker Micron reporting results above analyst expectations and issuing a solid forecast for the current quarter. Micron has become one of the beneficiaries of the AI boom, as chips like NVIDIA require increasing amounts of high-tech memory. Meantime, President Trump canceling a planned meeting with the top two Democrats in Congress over funding for the federal government. Government said to shut down at the end of this month unless a spending deal is reached.
0:33And the Associated Press reporting that the government's General Services Administration, or GSA, looking to rehire potentially hundreds of federal employees who lost their jobs in Elon Musk's Doge cost-cutting campaign. Because of that Doge push, some of those workers have essentially been on paid vacation for seven months. Disney raising the price of its Disney Plus streaming service. The ad-free version will cost$19 per month. That's up by$3. The ad-supported version will rise by$2 to$12 per month. And the valuation for private fintech company Stripe now has reportedly climbed above$106 billion.
1:12The new valuation passes the previous high of$95 billion back in 2021. We're going to 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 podcasts and listen anytime. You
From the publisher
The 5 things you need to know before the stock market opens today: Micron reporting quarterly results above analysts’ expectations due to the AI boom, President Trump cancels a meeting with the top Congressional Democrats ahead of a potential government shutdown, the Government Services Administration is looking to potentially re-hire hundreds of federal workers cut during Elon Musk’s DOGE cost-cutting campaign, Disney is raising the monthly price of streaming service Disney+, and fintech Stripe’s valuation has climbed above $106 billion.
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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