Squawk Pod 5 Things to Know Before the Opening Bell 11/5/2025
Nov 5, 2025
AMD surprises with strong earnings and upbeat guidance, while Pinterest feels the heat after a disappointing report. Rivian's unexpected gross profit boosts its shares and confidence in the EV market. Apollo's withdrawal from taking Papa John’s private sends shockwaves through its stock. In politics, Trump renominates Jared Isaacman to lead NASA, rekindling interest after a previous nomination pause. These hot topics highlight shifting market dynamics and ongoing drama in both corporate and political arenas.
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Politics Influences High-Level Nominations
- President Trump renominated Jared Isaacman to run NASA after previously withdrawing the nomination amid a spat with Elon Musk.
- Political dynamics and personal relationships can directly affect high-level nominations and agency leadership choices.
Buyout Withdrawal Hits Papa John's Stock
- Reuters reported Apollo withdrew its offer to take Papa John's private, which followed a 10% share drop the prior day.
- Withdrawal of buyout interest can quickly depress a company's stock beyond initial trading reactions.
Surprise Gross Profit Bolsters Rivian
- Rivian posted a smaller-than-expected adjusted loss and surprisingly reported a $24 million gross profit.
- Beating loss and revenue estimates can lift EV stocks even before sustained profitability arrives.