Hydrogen Energy Opportunity - Baker Hughes 作为设备和技术供应商，在氢能源领域扮演关键角色，提供压缩机、涡轮机等设备 [1] - Baker Hughes 已经拥有氢能源燃气轮机和压缩技术，应用于 NEOM 等氢能源设施 [1] - 氢能源将成为未来能源结构的一部分 [2] - 沙特阿拉伯正在大力投资氢能源，预计将在氢能源扩张中发挥重要作用 [2] Market Outlook - 氢能源发展需要时间 [2]

that stunning call about Tim Cook. Longtime analyst Walter Pichek made it on this very network last night and it's been the talk of the town ever since. Let's bring in our resident expert reporter Steve Kovac along with star analyst Dan Ies of Wed Bush who is here with me at Post 9.Steve Kovac, you've been critical. You've been critical of Apple. You've been critical of their missteps in AI.You haven't and wouldn't of course in your role call for Tim Cook to be ousted. However, what do you think about Walte ...

What are your thoughts on what Walt Pichek had to say on on CNBC. Yes, Scott, I'm in alignment with uh Ives on this one. I think that yes, there is some validity to the conversation.We should at least be talking about it, right. Maybe it is time after a decade to talk about who's going to be uh next up. But I think that realistically with a CFO departing last year, a COO now stepping down this year, you can't just dismantle uh the executive ranks of an organization this large and not have any meaningful uh ...

Industry Outlook - The industry acknowledges short-term volatility [1] - The industry anticipates long-term energy demand to continue increasing [2] - The industry projects peak oil extending further into the 2030s [2] - The industry foresees a need for increased oil and gas production over the long term [2] Strategic Considerations - Despite short-term volatility, the industry views the long-term trends as positive [2]

CNBC's Scott Conn is in North Carolina with that part of the story. Hi again, Scott. Hi, Kelly.Yeah, one of those states is your home state of Virginia, which was of course our top state in 2024. It slips to number four this year. Doesn't take a rocket science to figure out why.And if that rocket scientist worked for the federal government, he or she may be out of work or about to be. And that's the issue in Virginia, a state that is so dependent on every big decision coming from across the PTOIC. 144,000 f ...

Leadership & Strategy - The report defends Tim Cook's leadership, highlighting his successful navigation of challenges and product launches like AirPods and Apple Watch [3][5][6] - The analysis suggests that concerns about Apple's innovation and strategic direction are premature, referencing past instances where Apple overcame similar doubts [2][3][4] - The report emphasizes the importance of Apple's vertically integrated structure, which requires careful development and tuning of hardware and software [14] AI & Technology - Apple may partner to leverage external AI technology, similar to its past partnerships with Google Search, instead of solely relying on in-house LLMs [7] - The report suggests that Apple has a history of catching up in software-driven shifts, indicating a potential for success in AI despite current challenges [7] - The analysis indicates that if Apple misses its second chance in AI, there will be real questions about its readiness [4][8] Supply Chain & Geopolitics - Apple began its diversification into India over a decade ago, and the report questions how to further accelerate this shift [10][11] - The report acknowledges the geopolitical challenges related to Apple's reliance on China and the need for strategic decisions regarding supply chain diversification [12][13]

Our next guest sees a shifting landscape in mega cap tech where the leaders of Yore are not necessarily the winners of tomorrow although there are still some that have staying power. Joining us now is Thomas Martin, senior portfolio manager at Globalt Investments. Thomas, it's great to see you.Let's start with a name like Netflix and a few others that you think are popping up as those that will become the leaders in the I guess we're calling it the AI race. Right. Well, um, thanks for having me on your prog ...

Josh Stein is the 76th governor of the state of North Carolina. First year in office, I think I got to break it to you. It doesn't get any easier from here.No, congratulations. We're really excited here in North Carolina. We We are open for business.Since January 1, we have announced more than $20 billion of investment producing over 23,000 jobs here in North Carolina. We're one of the third fastest growing state in the country. We have a solid growing economy, but it's all about our people.We have the most ...

Energy Market Outlook - OPEC's world oil outlook forecasts significant energy growth over the next 25 years, driven by a growing global population [1][2] - The report anticipates a 23% increase in energy demand due to population growth, projecting nearly 10 billion people on the planet in 25 years [1][2] - OPEC is bullish on renewables, predicting more growth in renewables than any other single form of energy over the next 25 years [2] - The report highlights the declining use of coal over the next 25 years [9] OPEC's Role and Influence - The report suggests that OPEC plays a crucial role in managing oil market volatility, preventing extreme price fluctuations [6] - Without OPEC as a swing producer, the oil market would experience wild boom-bust price volatility, impacting consumers, producers, and governments [6][8] Hydrogen Energy - Baker Hughes plays a critical role in providing equipment for hydrogen production, including compressors and turbines [3] - Saudi Arabia is investing heavily in hydrogen and is expected to play a significant role in its future expansion [3][4]

Let's get back to tariffs where our next guest says the latest moves, the new letters, the new rates signal some concerns about where the trade war is heading. Tobin Marcus is head of US policy and politics at Wolf Research. Tobin, what are you gleaning from this.Because markets are now I think we can say shrugging this off, right. Absolutely. I think the fact that nothing is actually happening for several more weeks is all the explanation that you need for markets continuing to ignore this for now.We've ha ...