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Watch CNBC's full interview with Special Envoy for Peace Missions Steve Witkoff
CNBC Television· 2025-06-25 20:54
So joining us now is someone who has been integral to helping broker the ceasefire and to negotiations that followed. With me now, Steve Whitoff, the president's assistant and special presidential envoy for peace missions. Steve, welcome to Overtime.And I do believe this is your first time on CNBC since you began serving in this administration. So welcome in that capacity as well. Thank you, Morgan.Thanks for having me. My pleasure to be here. So, so let's just start with how this ceasefire came together an ...
Trump thinks the Iran-Israel war is over
Bloomberg Television· 2025-06-25 19:54
We think it's over. I don't think they're going to be going back at each other. I don't think so.As you know, last weekend the United States successfully carried out a massive precision strike on Iran's nuclear enrichment facilities and it was very, very successful. It was called obliteration. No other military on earth could have done it.And now this incredible exercise of American strength has paved the way for peace with a historic ceasefire agreement late Monday. And uh we call it the 12-day war. Spoke ...
Trump on Israel-Iran ceasefire
CNBC Television· 2025-06-25 14:45
You just said you believe the conflict between Israel and Iran is over. What makes you so confident it is. And what do you do if it isn't.Because I dealt with both and they're both tired, exhausted. They fought very, very hard and very viciously, very violently. Uh, and they were both satisfied to go home and get out.And can it start again. I guess someday it can. It could maybe start soon.Uh I think a big telltale sign was when uh as you know Iran somewhat by not much violated the uh ceasefire and Israel h ...
Trump's U-Turn on China Buying Iranian Oil
Bloomberg Television· 2025-06-25 12:18
What's your take on the oil price situation right now. And are you concerned. I love it.It dropped almost ten dollars yesterday. I put out a statement, get it down, because a lot of people aren't able to do things when the energy goes down. You are going to have a lot less conflict.President Trump there speaking to reporters aboard Air Force One. And separately, the President has signaled he wants to keep oil flowing out of Iran. It's a stark departure from the earlier strategy of squeezing Iranian energy e ...
Wharton's Siegel Sees a Lot of Positives for Stocks
Bloomberg Television· 2025-06-25 11:41
Is the pain trade now to the up or to the downside. I think the tendency is definitely up that the trend is up. I mean, the you know, if the ceasefire holds, it looks good now.That's a that's a tremendous plus for the markets. I think, you know, all time highs for the S&P are virtually a foregone conclusion now and and further highs after after that. I mean, Powell was flexible.Clearly, Congress wants interest rates to go down and a number of Fed officials do. That could be a positive. I think they should g ...
Trump and Rutte Speak at NATO Summit in The Hague
Bloomberg Television· 2025-06-25 11:40
We're with them all the way. If you take a look at the numbers, we're with them. And they're very big things to announce.And I don't know if you've taken the vote or you're going to take the vote, but I've been asking them to go up to 5% for a number of years and they're going up to 5%. That's a big from 2%. And a lot of people didn't even pay the 2%.So I think it's going to be very big news that it is going to become very strong with us. And I appreciate doing it. Perhaps you want to jump.Yeah, absolutely. ...
Limited Damage to Iran's Atomic Sites; Fragile Ceasefire | Horizons Middle East & Africa 25/06/2025
Bloomberg Television· 2025-06-25 07:28
Early US intelligence findings suggest US airstrikes had a limited impact on Tehran's nuclear program. Also on the show: a fragile ceasefire between Iran and Israel appears to be holding; Jerome Powell faced questioning on Capitol Hill repeating that policymakers need not rush to adjust rates; President Trump says China can continue buying oil from Iran; Trump shared a private message from the NATO Secretary General praising his actions in Iran. Guests include: Omar Rahman, Middle East Council on Global Aff ...
MasTec (MTZ) 2025 Conference Transcript
2025-06-24 15:55
Summary of MasTec's Conference Call Company Overview - **Company**: MasTec - **Industry**: Renewable Energy, Pipeline Construction, Power Delivery, Data Centers Key Points Renewable Energy Business - **Steady Demand**: Customers are maintaining steady activity levels, with projects extending into 2027, indicating strong underlying demand for renewable energy [3][4][5] - **Project Execution**: No significant delays or cancellations reported; customers are confident in moving projects forward despite uncertainties [5][6] - **Customer Relationships**: Emphasis on deepening relationships with customers to enhance project visibility and resource allocation [17][19][20] - **Operational Improvements**: Continuous improvement in execution and integration of services across the value chain, leading to better project outcomes and margin expansion opportunities [12][14][15][16] Pipeline Business - **Market Position**: MasTec has been a leading pipeline contractor, participating in major projects since 2015, with a positive shift in investor sentiment post-pandemic [23][24] - **Demand Drivers**: Increased demand for pipeline infrastructure due to capacity contractions and the need for additional gas-fired generation expected in 3-4 years [25][27][28] - **Proactive Customer Engagement**: Customers are engaging earlier about projects, indicating a multi-year demand opportunity [27][31] - **Margin Expectations**: Targeting high double-digit margins through resource efficiency and proactive project management [33][35] Power Delivery and Data Centers - **Project Capacity**: MasTec is positioned to handle additional large projects, focusing on quality over quantity in project selection [39][40] - **Data Center Opportunities**: Significant growth potential in data center services, with MasTec capable of providing a wide range of services, although not yet fully integrated into a dedicated P&L [47][52] Financial Health and Capital Allocation - **Balance Sheet Strength**: The company has a strong balance sheet, allowing for flexibility in capital allocation, including stock buybacks and strategic investments [53][54] - **Growth Priorities**: Focus on organic growth and complementary M&A with lower integration risks, while maintaining shareholder return strategies [54][55] Additional Insights - **Market Dynamics**: The pipeline industry is experiencing a shift in competition, with a mix of union and non-union capabilities, which may affect project execution strategies [36][38] - **Long-Term Outlook**: The company is optimistic about sustained growth in both the renewable and pipeline sectors, with ongoing dialogues with customers indicating a robust project pipeline [30][31][42] This summary encapsulates the key insights from MasTec's conference call, highlighting the company's strategic focus, market positioning, and financial health within the renewable energy and infrastructure sectors.
大厂十年提前退休:“一场必须展开的自我解放”
Hu Xiu· 2025-06-24 14:05
Group 1 - The article discusses the concept of FIRE (Financial Independence, Retire Early) and how it represents a new beginning rather than just a state of leisure [1][2] - Bella, who has worked in the internet industry for over ten years, shares her journey towards achieving FIRE, highlighting the importance of planning and execution [2][38] - The narrative contrasts the initial enjoyment of work with the later realization of its burdens, particularly in the context of the internet industry's evolution [6][12] Group 2 - Bella identifies two main factors contributing to her decision to leave her job: the relentless exploitation of personal time by large tech companies and the loss of meaningful engagement in her work [8][9] - The article emphasizes the societal shift in attitudes towards work, with many young people expressing a desire to escape the pressures of traditional employment [20][32] - Bella's experience reflects a broader trend of disillusionment among workers in high-pressure environments, leading to a reevaluation of work-life balance and personal fulfillment [35][36] Group 3 - Bella provides practical calculations for achieving financial independence, suggesting that a person needs approximately 1.18 million yuan to retire at 35 with a monthly expenditure of 5,000 yuan, assuming a 4% investment return [38][39] - For a more comfortable lifestyle with a monthly expenditure of 8,000 yuan, the required savings increase to 3.5 million yuan at a 5% return, or 4.8 million yuan at a 4% return [39][40] - The article highlights the importance of individual circumstances in determining financial needs for retirement, advocating for personalized planning [41][42]
Israel accuses Iran of breaking ceasefire announced by Trump
CNBC Television· 2025-06-24 11:00
>> Meantime Israel accusing Iran of violating a cease fire between the two countries. Israel saying it identified missiles launched from Iran. Now Iran denying it broke that agreement.This comes hours after President Trump posted online that, quote, the cease fire is now in effect. Please do not violate it, he said. The president leaving Washington this morning for a NATO summit in the Netherlands.Megan Cassella, joins us now with the latest from Washington, D. C. Good morning, guys.>> Good morning to a lot ...