Huawei secretly funds US research, sparking legal concerns and national security implications. Informatica CEO discusses cloud transition success. Businessweek story on Intel's $28 billion investment in Ohio chip capital. Cybersecurity insights ahead of RSA conference.
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Quick takeaways
Huawei secretly funds US research through independent foundation, including Harvard collaborations.
Informatica successfully transitions to cloud-centric model under CEO Amit Walia's leadership.
Intel invests $28 billion to establish Ohio as global chip capital, driving semiconductor industry growth.
Deep dives
AI and Electrical Grid Expansion: The Next Wave
Investment opportunities in AI and the expansion of the electrical grid are highlighted. Companies working on hardware, such as Super Micro and NVIDIA, are experiencing rapid growth. The need to build direct current grids to accommodate green energy and the challenges in developing a robust power grid are emphasized.
Energy Stocks Key Amid Geopolitical Tensions
Energy stocks are crucial amid geopolitical tensions in the Middle East and Ukraine. Concerns about potential incidents disrupting oil and gas production and supply are raised. Investments in major oil companies like Exxon and refiners like PSX and MPC are considered amid shifting energy dynamics.
Impact of EPA Rules on Power Generation
The implications of EPA rules on traditional power plants are discussed. Concerns about transitioning to green energy sources and limitations on traditional power plants are highlighted. The need for enhancing power generation capacity and the impact on energy firms is explored.
Energy Transition Challenges and Investment Opportunities
Challenges in transitioning to clean energy sources and the potential investment opportunities in the sector are analyzed. The role of LNG and the impacts of regulatory decisions on energy sector investments are considered. The significance of utilizing natural gas resources in a sustainable manner is stressed.
Promising Investment Avenues amidst Energy Industry Shifts
Amidst shifts in the energy industry, promising investment avenues are identified. The relevance of energy stocks in navigating geopolitical tensions and energy transition challenges is underlined. The potential for optimizing clean energy sources and addressing power generation constraints is discussed.
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News National Security Reporter Kate O'Keeffe discusses Huawei Technologies, the Chinese telecommunications giant blacklisted by the US, secretly funding cutting-edge research at American universities including Harvard through an independent Washington-based foundation. Informatica CEO Amit Walia talks about the company’s successful transition to a cloud-centric model. Bloomberg Businessweek Columnist Max Chafkin and Bloomberg News US Semiconductor Reporter Ian King provide the details of their Businessweek Magazine story Intel Is Spending $28 Billion to Make Ohio a Global Chip Capital. Wendy Thomas, CEO at Secureworks, discusses the business of cybersecurity ahead of the RSA conference next week. And we Drive to the Close with Louis Navellier, Founder and CIO at Navellier & Associates. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.