Squawk Pod Emmys & Streamers, NY Politics, & TikTok’s Deadline 9/15/25
Sep 15, 2025
Phillip Swagel, the Director of the Congressional Budget Office, shares insights on the American economy, noting signs of weakening. He discusses the implications of inflation and job markets on policy decisions. The chat also dives into the aftermath of the Emmy Awards, highlighting how streamers are reshaping viewership. Plus, political dynamics in New York unfold as Governor Hochul endorses a mayoral candidate, and Nvidia faces regulatory hurdles in China affecting its market strategies.
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China Probes Nvidia Amid U.S.-China Chip Tensions
- China opened a preliminary anti-monopoly probe into NVIDIA and broader semiconductor investigations.
- Joe Kernen notes the measures follow U.S.-China tensions and recent U.S. entity list additions.
TikTok Divestiture Talks Remain Contentious
- TikTok’s owner ByteDance faced a U.S. divestiture deadline with technical terms still disputed.
- Andrew Ross Sorkin says Chinese negotiators misunderstood U.S. positions, complicating talks in Madrid.
Hochul’s Endorsement Shakes NYC Race
- Kathy Hochul endorsed Zohran Mamdani for NYC mayor, surprising hosts and prompting questions about party unity.
- Joe Kernen called it a 'fall in line' scenario and wondered how other Democrats will react.
