He just announced a collaboration with the department of energy. They will be building seven new supercomputers here in the United States to advance the nation's uh technology specifically in the sciences and and physics etc. And this is something that we also heard from AMD earlier in the week. So really a lot of countries around the globe especially the US are trying to advance the technology with supercomputers which is a lot more complex than just your average GPU and AI system.The other bit of news too ...

Energy Policy & AI - The US aims to secure its position in the AI race by ensuring domestic energy production [1][2] - The Trump administration established the National Energy Dominance Council (NEDC) to boost power supply for AI development [2][3] - A key strategy involves lowering domestic energy prices and increasing energy supply for AI, alongside energy diplomacy efforts [4] - The current administration's energy policies are viewed as hindering AI development due to reliance on intermittent energy sources [6] - AI development requires consistent power supply (24/7/365) [6] US LNG Exports & European Energy Security - US LNG exports have increased by 25% in the first 10 months [8] - Increased US LNG exports to the EU are helping to displace Russian gas purchases, impacting Russia's war funding [8] - The EU is committed to stopping Russian oil and gas purchases and is accelerating its timeline [10] - Infrastructure development, particularly pipelines in Eastern Europe (North-South corridor), is crucial for increasing LNG exports [11][12] - Europe has allocated $750 billion for energy-related infrastructure, with 15% of NATO's 5% goal dedicated to infrastructure [13] Future Opportunities - Deals are being signed for the purchase of Alaska LNG upon completion of the Alaska LNG pipeline [14]

Company Focus & Drug Development - Cytokinetics is focused on muscle biology, particularly related to specialty heart disease, developing potential new medicines for cardiovascular conditions [3] - The company is developing a next-generation medicine that could potentially enter the same space as Bristol Myers' drug, with potential FDA approval later this year [5] - Cytokinetics has spent billions of dollars advancing a portfolio of potential medicines [8] - The company aims to expand the number of physicians comfortable prescribing these medicines for the benefit of more patients [6] - Cytokinetics is advancing a next-generation opportunity from the same research platform, hoping it will be available to patients later this year and dramatically expand the number of patients who could benefit [9] Financial Performance & Strategy - Fuego stock is up 60% in just the past three months [2] - Cytokinetics has raised primarily nonequity dilutive capital to reach its current position [12] - The company aims to set a high watermark for how it accesses and deploys capital, with a capital structure friendly to shareholders [12] - Cytokinetics' financial engineering has gone hand in hand with research and development over the past 25+ years [12] Partnerships & Commercialization - Bristol Myers is commercializing a medicine discovered in Cytokinetics' laboratories, which was the subject of a company they acquired [4] - Cytokinetics formed a company funded by venture capitalists that spun out of its laboratories and developed a medicine acquired by BMS [9]

Let's begin with more record highs for the macro markets. And we love being out west for many reasons. In one part though, because we get to speak in person to one of our favorite market gurus.That is Mike Co, chief strategist, open interest. pro, CNBC contributor, just general all-around great guy. Mike, it's good to see you on set or it's good to be here.I can't decide which is which. >> Oh, this is great. You didn't stop by though on your way to Napa.>> Oh, I had a blimp chasing me apparently. This is a ...

Hello, I'm Frank Holland, anchor of Robot Exchange. Every morning on the show, we have a stock pick. Today's pick came from Joseph Quinnland of BA.His pick, the consumer discretionary sector. The thesis is very simple. Based on research and anecdotal conversations, Joe believes the US consumer is just going to keep on spending.So again, today's pick is the consumer discretionary sector. Every morning on Worldwide Exchange, we have a stock pick. We have a lot of insights about the market.You can watch from 5 ...

Joining me now to discuss is JP Morgan's global chairman of investment banking and capital markets, Liz Meyers. Liz, thanks for being here. Yeah, >> great to be here.>> So, we saw the IPO window opening and then of course over the last 28 days, we've had this government shutdown. So, how would you characterize the pipeline now and just the overall sentiment around the capital markets. Well, I would say notwithstanding the this brief pause in things, the IPO market's been really vibrant and I think what's be ...

AI and Job Market - The Conference Board president and CEO Steve Odland discusses how investors should consider AI's risk to jobs [1] Economic Indicators - The discussion includes recent layoffs and other economic factors [1]

CNBC's Kristina Partsinevelos reports on news regarding Nvidia's GTC Conference. ...

This is all about building massive AI infrastructure. That is the constant theme here. Where are we going to generate the power uh the red tape that is involved with all of that and how they're going to mitigate that. And one of the most important aspects too, especially relevant to our network today given all the other news with Amazon and Cheg, how our general population is not going to be displaced because of AI efficiencies.People don't want to hear that their job is going to be cut. So I asked Jensen j ...

Joining us now is Paul McCully, former chief economist at PIMCO, currently an adjunct professor at Georgetown's Mcdana School of Business. Thank you both for being here for uh for commenting. Um I want to get your perspective, Paul, because Steve just outlined his survey where he said, I believe the numbers, and correct me if I'm wrong, Steve, 66% said the Fed should cut, but 92% believe they will cut.Y >> so that I mean that's a pretty big distinction. And how should we how should we kind of distill that. ...