5 Things to Know Before the Opening Bell 11/7/2025 - Squawk Pod

Summary3 min read

Squawk Pod – 5 Things to Know Before the Opening Bell (11/7/2025)

Podcast: Squawk Pod
Host: Andrew Ross Sorkin (co-host of Squawk Box, CNBC)
Date: November 7, 2025
Episode: Five Things to Know Before the Opening Bell

Episode Overview

This edition of Squawk Pod is a succinct roundup of the top stories and market movers shaping the day ahead on Wall Street, as selected by Andrew Ross Sorkin. With a special focus on earnings reports, stock movements, and major company updates, the episode aims to arm listeners with actionable insights before the opening bell.

Key Discussion Points & Insights

1. Take-Two Interactive Falls on GTA 6 Delay

Timestamp: 01:05
Take-Two Interactive, the publisher behind the hugely anticipated Grand Theft Auto 6, saw its stock drop following news of a further delay to the game's release.
- “Shares of video game maker Take-Two Interactive falling after the company said its upcoming Grand Theft Auto 6 would be delayed again. It was initially scheduled for release this fall, but has now faced multiple delays.” — Andrew Sorkin (01:09)
Implication: Investors expressed clear disappointment, highlighting the impact blockbuster titles can have on publisher performance and share price volatility.

2. Airbnb Shares Rise on Upbeat Guidance

Timestamp: 01:22
Airbnb’s shares climbed in pre-market trading following a mixed third-quarter earnings report, buoyed by robust revenue guidance for upcoming quarters.
- “Airbnb shares rising after the company reported mixed third quarter results and upbeat revenue guidance” — Andrew Sorkin (01:20)
Insight: Despite mixed results, optimism about future revenues is swaying investor sentiment positively.

3. Affirm Jumps, Block Drops in FinTech Divergence

Timestamp: 01:27
Affirm, the buy-now-pay-later fintech, posted better-than-expected earnings and revenue, spurring notable stock gains.
- “Shares of fintech Affirm jumping after the company beat earnings and revenue expectations. We’re actually seeing a lot of movement on that stock.” — Andrew Sorkin (01:25)
In contrast, Block (formerly Square) shares plunged as the company missed both top and bottom line expectations for the fourth consecutive quarter.
- “Shares of fellow fintech Block much lower. Company missed both earnings and revenue expectations for the fourth straight quarter.” — Andrew Sorkin (01:30)
Takeaway: The disparity between two high-profile fintechs underlines the current volatility and differentiation among digital finance platforms.

4. Ford Considers Discontinuing EV F-150 Lightning

Timestamp: 01:38
Reports suggest Ford is evaluating whether to discontinue its electric F-150 pickup due to waning demand and the expiration of supportive government tax credits.
- “Ford reportedly considering discontinuing the electric version of its F-150 pickup truck. EV sales are expected to decline further following expiration of government tax credits.” — Andrew Sorkin (01:36)
Market Context: Potentially signals headwinds for the broader electric vehicle market as policy support wanes.

Notable Quotes

“Shares of video game maker Take-Two Interactive falling after the company said its upcoming Grand Theft Auto 6 would be delayed again.”
— Andrew Sorkin (01:09)
“Airbnb shares rising after the company reported mixed third quarter results and upbeat revenue guidance.”
— Andrew Sorkin (01:20)
“Shares of fintech Affirm jumping after the company beat earnings and revenue expectations. We’re actually seeing a lot of movement on that stock.”
— Andrew Sorkin (01:25)
“Shares of fellow fintech Block much lower. Company missed both earnings and revenue expectations for the fourth straight quarter.”
— Andrew Sorkin (01:30)
“Ford reportedly considering discontinuing the electric version of its F-150 pickup truck."
— Andrew Sorkin (01:36)

Timestamps – Key Segments

01:05 – Take-Two Interactive news; GTA 6 delay and stock movement
01:20 – Airbnb earnings and guidance reaction
01:25 – Affirm’s earnings beat and share jump; Block’s continuing earnings slump
01:36 – Ford and potential discontinuation of the F-150 Lightning EV

Summary

Andrew Sorkin breezes through a high-impact set of news—ranging from gaming industry disappointments to fintech divergence, and signals of trouble in the EV sector. The episode provides a rapid-fire but informative update that prepares listeners for the major market narratives as trading opens.

Original Tone: Informative, fast-paced, and market-centric—delivered in the straightforward CNBC style.

For further details and deeper discussions, tune in to the full Squawk Box broadcast on CNBC or find more from the Squawk Pod series.

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Transcript4 lines

[00:00]
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[00:30]
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[01:02]
C
Hi, I'm Andrew Sorkin, co host of Squawk Box and this is five things to know before today's opening bell. Shares of video game maker Take two Interactive falling after the company said its upcoming Grand Theft Auto 6 would be delayed again. It was initially scheduled for release this fall, but has now faced multiple delays. Meantime, Airbnb shares rising after the company reported mixed third quarter results and upbeat revenue guidance and shares of FinTech for a firm jumping after the company beat earnings and revenue expectations. We're actually seeing a lot of movement on that stock. Meantime shares a fellow fintech block much lower. Company missed both earnings and revenue expectations for the fourth straight quarter and Ford reportedly considering discontinuing the electric version of its F150 pickup truck. EV sales are expected to decline further following the expiration of government tax credits. We're going to be back later today with an all new Squawk Pod, our daily podcast featuring the best of Squawk box. Check it out wherever you get your podcasts and listen anytime.
[02:12]
B
Trading at Schwab is powered by Ameritrade Unlocking the power of thinkorswim, the award winning trading platforms loaded with features that let you dive deeper into the market. You can visualize your trades in a new light on thinkorswim desktop with robust charting and analysis tools all while you uncover new opportunities with up to the minute market news and insights. ThinkOrSwim is available on desktop, web and mobile to meet you where you are so you never miss a thing. It's built by the trading obsessed to help you trade brilliantly. Learn more@schwab.com trading.