Squawk on the Street

TikTok Deal Drama, Redoing Quarterly Reports, Musk’s $1B Boost 9/15/25

6 snips
Sep 15, 2025
U.S.-China trade talks heat up, with a possible TikTok deal on the horizon. Trump proposes companies shouldn't have to report quarterly, sparking debate about corporate governance. Meanwhile, Elon Musk's $1 billion Tesla stock purchase boosts confidence, igniting a market rally. The episode also touches on the Apple Watch's new health tech capabilities, ready to detect hypertension. Lastly, retail brands navigate complex turnarounds in a challenging market landscape, revealing insights into brand perception and investment strategies.
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INSIGHT

TikTok Framework Emerges In Trade Talks

  • U.S.-China trade talks in Europe produced progress and a potential TikTok framework was reported by Treasury officials.
  • The White House expects a leaders' call and signals a possible U.S.-controlled ownership path for TikTok.
ANECDOTE

Longrunning TikTok Drama And Potential Buyers

  • David Faber traced the TikTok saga back to August 2020 and said he has covered it for years.
  • He listed potential suitors like AppLovin, Amazon, Oracle, Silver Lake and others without knowing final structure.
INSIGHT

TikTok's Unique Advertising Power

  • Panelists emphasized TikTok's dominance as a media and targeted-ad platform shaping youth attention.
  • They highlighted its unique ad targeting value versus Instagram Reels and other channels.
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