Squawk Pod 5 Things to Know Before the Opening Bell 9/19/2025
Sep 19, 2025
Today’s market buzz includes a crucial House vote to fund the government until November. Nvidia makes headlines with a groundbreaking deal worth over $900 million with Enfabrica. Netskope celebrates a successful Wall Street debut, while homebuilder Lennar faces a decline in quarterly profits. Additionally, SoftBank's Vision Fund is planning staff layoffs amid its pivot towards AI. Stay tuned for more market insights!
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Short-Term Funding Vote Looms
- The House faces a tight vote to fund the government only through November 21st.
- Speaker Mike Johnson currently appears short of votes with just two legislative days left.
NVIDIA's Strategic Enfabrica Deal
- NVIDIA will pay over $900 million to license Enfabrica's technology and hire its CEO and staff.
- The acquisition ties NVIDIA chips together, strengthening its AI hardware stack.
Netskope's Strong IPO Debut
- Cybersecurity firm Netskope popped more than 18% in its Wall Street debut after pricing at $19.
- The stock closed around $22.50, signaling strong investor demand for cloud-security IPOs.