Squawk Pod Walmart CEO Doug McMillon & Scott Jennings 12/9/25
Dec 9, 2025
Doug McMillon, the departing CEO of Walmart, discusses the company's historic switch to Nasdaq and its ambitious AI initiatives, like enhancing personalized shopping through 'Sparky.' He reflects on his tenure, stressing the need for constant evolution in retail. Joining him is Scott Jennings, a Republican strategist and author, who shares insights on the role of debate in American conservatism and the importance of cross-party dialogue. He raises concerns on political divisions but expresses optimism for resolution through engagement rather than conflict.
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Episode notes
Chip Sales Entwined With Security And Politics
- The administration's chip deal ties commercial sales to national-security and revenue conditions.
- Hosts note complexity: business deal benefits, national security concerns, and possible congressional limits.
Hostile Bid Texts And Deal Drama
- David Ellison texted David Zaslav claiming his $30-per-share bid and backing, then received no reply.
- Andrew and Joe discussed how that dynamic reflects a different type of buyer versus a corporate suitor like Netflix.
Listing Move Signals Tech Transformation
- Walmart moved to Nasdaq to be associated with a tech-forward brand and join the Nasdaq-100 index.
- Doug McMillon said the shift signals Walmart's progress in technology and AI transformation.
