Squawk Pod 5 Things to Know Before the Opening Bell 9/5/2025
Sep 5, 2025
President Trump is set to impose tariffs on semiconductor firms not producing in the U.S., stirring market debates. Starbucks is attracting bidders for its Chinese operations, sparking global interest. AI start-up Anthropic has decided to sever ties with Chinese majority-owned companies, signaling a shift in tech business relations. Additionally, the Trump Administration has scrapped a controversial plan regarding airline cancellations. PBS faces workforce reductions due to significant federal funding cuts, highlighting challenges in the media sector.
AI Snips
Chapters
Transcript
Episode notes
Tariff Pressure On Semiconductor Supply Chains
- President Trump warned of substantial tariffs on semiconductors if production doesn't move to the U.S..
- The comment singled out Apple but suggested broad pressure on chip supply chains.
High Valuations For Starbucks China Stakes
- Bidders value a chunk of Starbucks China at up to $5 billion, about 10x 2025 EBITDA.
- That suggests strong private interest and high multiples for Chinese consumer assets.
Anthropic Restricts Business With Chinese-Owned Firms
- Anthropic will stop doing business with companies majority owned by Chinese firms to limit military access.
- The move may cut its revenue by the low hundreds of millions of dollars.