Nuclear Energy Investment & Development - Brookfield is involved in an $80 billion investment into new nuclear plants in the United States [1] - The US government is buying $80 billion of nuclear plants from Brookfield and Westinghouse [4] - The first nuclear plant rebuild in South Carolina is expected to be operational by 2030 [5] - Future nuclear plant construction is estimated to take 6-8 years, with hopes of reducing the time through experience and supply chain improvements [6] - Nuclear energy is considered a clean, efficient, and safe baseload power source, essential for future energy needs [8] Public-Private Partnership & Government Support - The US government is backing the nuclear initiative to re-industrialize the business in America [3] - The current US government is focused on less regulation, more business, and lower taxes, supporting investments that re-industrialize American businesses [5] - The US government is financing the $80 billion nuclear plants [4] Energy Demand & Future Outlook - The energy use is expected to double, or potentially more than double, in the next 15 years [8][9] - All power sources, including solar, gas, nuclear, and hydro, are needed to meet the increasing energy demand [9] - Data centers are now consuming enormous amounts of power, with some customers requiring 1 gigawatt for a single data center, representing a $50 billion investment for an AI factory [11][12]

Sarah Eisen talked with Brookfield's Bruce Flatt at the FII conference in Riad and started by asking him about the deal. >> President Trump and uh Commerce Secretary Lutnik uh announced a number of deals uh for the Japanese fund to invest in the United States. And uh the one that we're involved in is uh an $80 billion investment into new nuclear plants in the United States.And uh we're super excited about this. And and probably the most important thing isn't the 80 billion, but we needed to have scale to be ...

Let's talk to uh Goldman Sachs's head of investment credit, Johnny Fine. Nice to have you back here at Post 9 to be here. Thanks for having 25.What else do you think we get in terms of a a sense as to where things stand for uh the year ahead. >> I think we'll get a reaffirmation that there'll be a cut again in December. I think you'll hear that in the press conference.I don't think there's anything that we've learned about the real economy or the labor market that changes the summary of economic projections ...

Let's begin in DC this morning. The president prepares to meet with China's president Xi. Our Aean Jabies in Washington with more as we continue to digest the news out of the Japanese meeting.Aean and the South Korean meeting. >> Yeah, good morning Carl. President Trump arrived in South Korea overnight and he met with President Lee of South Korea during the Apex summit there.He was presented with the nation's high honor medal for contributions to South Korean national security and given a replica of a histo ...

Carl, we were previously talking about the $4 trillion club and now Nvidia is the sole member of the $5 trillion club. President Trump telling reporters just uh overnight that he would bring up quote super duper Blackwell chips with President Xi in trade talks and that definitely helped the stock momentum today. But the stock really moved on revenue visibility.Yesterday, Nvidia's CEO pointed to $500 billion in cumulative data center revenue for 2025 and 2026. That number really surprised a lot of the street ...

Mohamed El-Erian, Allianz chief economic advisor, joins 'Squawk on the Street' to discuss the disparity between the AI trade and not, diffusion in AI and much more. ...

Welcome back. Less than a week to go until New York City's mayoral election. A number of well-known billionaires have thrown their money into the race, mostly in an effort to defeat the socialist Zoran Mandani.Uh, and the Democratic nominee, of course, as well. Same guy, Robert Frank's here with a look at some of those biggest backers. Yeah, it's interesting.This race has gotten very expensive and kind of national if you look at who's giving money because Pro Cuomo and anti-mom Donnie Pax have raised over $ ...

Let's get to Mackenzie Sagalos for a look at some of the biggest questions that investors may have. Morning, Mac. >> Hey, good morning, Carl.So, Alphabet is navigating two very different AI realities. One that's accelerating its cloud business and another that's challenging the foundation of its search dominance. Now, analysts are bullish on cloud with Google gaining momentum just as AWS loses some big deals to Alphabet.It's landed contracts worth tens of billions of dollars with Meta, OpenAI, and Anthropic ...

Welcome back. Some news uh on John Malone, the longtime chairman of course of uh Liberty Media, Liberty Global. He will be stepping down from both of those positions.Um according to sources, expecting the companies to confirm that as well. It' been reported by another publication this morning. I can confirm uh that Malone will be doing so.Not a huge surprise of course uh given he has been um devesting to a certain extent andor consolidating control positions and things of that nature for quite some time now ...

our backlog. Again, we've got a $600 billion dollars of backlog. So, our focus right now is in delivering airplanes, ramping up production, uh making sure those are highquality airplanes.We're getting great feedback from our customers. We delivered uh more airplanes by August of this year than we did all of last year. Uh this was a really good quarter for us, and we're going to stay focused on what we need to do to ramp up production and deliver on this really, really healthy backlog.And you have you have u ...