Squawk Pod 5 Things to Know Before the Opening Bell 10/8/2025
Oct 8, 2025
SoftBank is making waves by acquiring the robotics division of ABB for $4 billion, signaling a strong interest in physical AI. Fed Governor Stephen Miran advocates for quicker interest rate cuts, backed by Treasury market trends. Intel is gearing up to unveil details about its new Panther Lake chip to boost investor confidence. Meanwhile, Amazon is stepping into healthcare by launching pharmacy kiosks in collaboration with One Medical in Los Angeles, showing its commitment to healthcare innovation.
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SoftBank Bets On Physical AI
- SoftBank is acquiring ABB's robotics arm, signaling a bet on physical AI as the next frontier.
- Masayoshi Son frames robotics as central to combining software intelligence with real-world actions.
Treasury Market Bolsters Case For Cuts
- New Fed Governor Stephen Miran argues the Treasury market supports a faster pace of rate cuts.
- He cites muted bond behavior since the Fed's recent 25 bp easing as evidence for cutting sooner.
Intel's Panther Lake Preview
- Intel plans to reveal technical details of its Panther Lake high-end PC chip to reassure investors.
- The chip represents Intel's first use of a next-generation manufacturing process.