companies founded by Glenn Curtiss, the father of naval aviation, and the Wright brothers, who so famously made the first flight. Joining us now on set exclusively is Curtiss-Wright chair and CEO Lynn Bamford. This is her first broadcast interview in the role, and it's so good to have you here.Welcome. >> Thank you very much for having me here. It's my pleasure to get to talk a little bit more about Curtiss-Wright and share it with your audience.>> So I just mentioned it's almost century old company, but yo ...

Core Viewpoint - The renewable energy market is expected to grow significantly, providing opportunities for companies like Nio, Plug Power, and Cameco, despite the challenges in distinguishing successful players in this fragmented market [2][3]. Group 1: Nio (Electric Vehicle Market) - Nio is a prominent Chinese electric vehicle (EV) manufacturer expanding into Europe, known for its battery-swapping technology [5][6]. - From 2020 to 2024, Nio's annual deliveries increased over fivefold, with revenue growing at a compound annual growth rate (CAGR) of 42%, and the number of battery-swapping stations rising from 155 to 3,445 [6]. - Analysts project Nio's revenue will grow at a CAGR of 26% from 2024 to 2027, driven by market share growth in China and Europe [7]. Group 2: Plug Power (Hydrogen Market) - Plug Power is the largest pure play hydrogen charging and storage company, providing fuel cells and charging stations, with major clients like Amazon and Walmart [8]. - In 2024, Plug Power's revenue fell by 29% due to macroeconomic challenges and tough comparisons from previous acquisitions [9]. - Analysts expect Plug Power's revenue to grow at a CAGR of 30% from 2024 to 2027, supported by a new $1.66 billion loan guarantee from the U.S. Department of Energy [10][11]. Group 3: Cameco (Nuclear Market) - Cameco is the second-largest uranium miner globally, responsible for about 17% of the world's uranium production in 2024 [12]. - The company's revenue grew at a CAGR of 29% from 2021 to 2024, with adjusted EBITDA surging at a CAGR of 206%, driven by rising uranium prices and the resumption of mining operations [14]. - Analysts forecast Cameco's revenue will grow at a CAGR of 8% from 2024 to 2027, with adjusted EBITDA increasing at a CAGR of 16% [15][16].

Core Insights - Bureau Veritas is expanding its presence in Cybersecurity, Nuclear, and Transition Services through three targeted acquisitions, enhancing its portfolio in high-growth markets [1][2]. Group 1: Acquisitions Overview - The company has signed an agreement to acquire Dornier Hinneburg in Germany, which will strengthen its capabilities in the nuclear sector, focusing on technical advisory services and radiation protection related to decommissioning nuclear facilities. This subsidiary generated €14 million in revenue in 2024 and employs 108 experts [5]. - Bureau Veritas is acquiring the Institute For Cyber Risk (IFCR) in Denmark to establish a foothold in the Nordic cybersecurity market. IFCR specializes in Governance, Risk, and Compliance (GRC), offensive security, and cybersecurity training, generating €3 million in revenue in 2024 with a team of 25 skilled professionals [5]. - The acquisition of EcoPlus in South Korea will enhance Bureau Veritas' sustainability consulting services, particularly in Life Cycle Assessment (LCA) certification. EcoPlus is a growing startup with approximately €1 million in revenue and integrates 12 skilled engineers [5]. Group 2: Strategic Intent - These acquisitions align with Bureau Veritas' LEAP I 28 strategy, which focuses on a targeted portfolio approach to accelerate growth and create new strongholds in high-growth markets [2][5]. - The company aims to expand its geographical footprint and deliver greater value to customers in specialized fields through these strategic moves [2].

Investment and Economic Development in Pennsylvania - Pennsylvania is positioned at the center of the energy revolution with the second largest energy production in the US and fourth largest natural gas reserves globally [2][3] - A summit in Pennsylvania resulted in $92 billion of investment announcements, including $36 billion in data centers and $50 billion in energy infrastructure and production [4] - The United Arab Emirates committed to investing $140 billion (1.4 trillion) in the United States over the next ten years, suggesting further investment potential beyond the initial $92 billion [7][8] Energy Sector Transformation - Pennsylvania is undergoing a transition from coal to natural gas, with investments in transmission and distribution infrastructure [4][5] - Westinghouse Corporation plans to build ten nuclear reactors over the next ten years, signaling a rebirth of nuclear power in the United States [13] - Pennsylvania is embracing nuclear power, with existing facilities like Three Mile Island being refurbished and new modular reactors being considered [15][16] Policy and Regulatory Environment - Permitting reform at both the federal and state levels is crucial for energy infrastructure development [10][11] - The speaker supports all forms of energy, including hydro, but emphasizes the need for consistent baseload power from sources like natural gas and nuclear, as opposed to intermittent sources like wind and solar [18][20] - The speaker opposes subsidies for clean energy alternatives, arguing they contribute to inflation and that the market should drive innovation [19][20] Economic Outlook and Federal Reserve - The speaker believes worries about inflation resulting from tariffs are not materializing and hopes for a future rate cut [24] - The speaker acknowledges that higher interest rates are a struggle for working families and that addressing this is part of delivering on promises to them [25]

New satellite images taken in the days after the US strikes in Iran show new activity at the site of one of the attacks. New access roads, construction equipment, and vehicles have been seen at the Fordo nuclear site. That is the one the president insisted was obliterated.Joining us now, staff writer for the Atlantic, Michael Sheerer, and Rick Stangle, who's still with us. Rick, um, can we put that much stock into access roads and and trucks and and and engagement with that site from satellite images. You c ...

CNN Exclusive: Early US intel suggests American strikes did not destroy Iran's nuclear sites and likely only set the program back by months, sources say. https://t.co/fnFgt5Yxj9 ...

All right, let's do calls of the day. Caterpillar target to 414 from 396. Truis reiterates that as a buy.Weiss, you own the stock. Yeah, again for me it's a hedge against a heavy heavy tech portfolio and growth portfolio. Uh we got some good news today on the nuclear plant that's uh going to be built in New York if they get approvals.So obviously that'll help Caterpillar. So I I think that with the reshoring on of America, which has been going on now for a number of years, it'll help them quite a bit. They' ...

President Trump addresses the nation after the U.S. attacks three Iranian nuclear sites—Fordow, Natanz and Isfahan—which form the core of Iran’s nuclear infrastructure. Photo: ...

Geopolitical Impact - The United States' action against Iran's nuclear facilities is considered a history-altering decision [1] - The action is perceived as demonstrating strength, potentially leading to peace in the Middle East [2] - The operation is named "Operation Rising Line," with Israel playing a significant role [1] International Relations - The United States is seen as acting unilaterally, accomplishing what no other nation could [1] - The action is framed as preventing Iran from acquiring dangerous weapons [1] - The alliance between the United States and Israel is described as unshakable [3]

All of us are trying to get our head around the various nuclear facilities and sites uh within Iran. But let's just talk about the damage leveled at the Isvahan facility. There have also been attacks on Natans as well.How much of a setback does this constitute for Iran's nuclear ambitions. Well, it's a very serious one. Uh everybody likes to talk about uranium enrichment.That's the back end of the nuclear fuel cycle. But what people have to understand is this is a vast industrial enterprise involving dozens ...