Squawk Pod 5 Things to Know Before the Opening Bell 10/13/2025
Oct 13, 2025
JPMorgan unveils a bold, decade-long investment strategy focusing on key U.S. companies. Jefferies reassures investors with news of limited losses from bankrupt auto parts maker First Brands Group. In China, Qualcomm faces scrutiny for not properly disclosing its acquisition of Autotalks. Disney's Tron: Ares surprisingly tops the weekend box office, despite missing expectations. The podcast also pays tribute to the late Oscar-winner Diane Keaton, reflecting on her impact in Hollywood.
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Jefferies' Limited Hit From First Brands
- Jefferies reports limited exposure to bankrupt First Brands and says potential losses would be readily affordable.
- The disclosure still pressured Jefferies' stock, showing market sensitivity to funds' receivables linked to bankrupt companies.
J.P. Morgan's Decade-Long Strategic Push
- J.P. Morgan will pursue a decade-long strategy to finance and take direct stakes in firms deemed critical to U.S. interests.
- This indicates a shift toward more active, strategic investing by major banks in national-priority industries.
Qualcomm's Disclosure Misstep In China
- China's market regulator said Qualcomm admitted it failed to notify the country about acquiring Autotalks in June.
- That admission came days after China opened an antitrust probe into Qualcomm, highlighting regulatory scrutiny risks for cross-border deals.