HP Inc. CEO Enrique Lores spoke with Yahoo Finance at the World Economic Forum in Davos, detailing how AI is shaping the company’s products and the future of work. Lores called AI's impact on the future of work "a radical change", discussing how AI-powered PCs, printers, and conferencing systems are set to transform workflows and improve productivity. He also addressed the challenges of global supply chains, particularly tariffs, noting that HP has diversified manufacturing to reduce reliance on China. Lores emphasized that AI’s potential for cost savings, security, and efficiency is already having a significant impact, with AI printers hitting the market by the end of this year.
Listen as Yahoo Finance speaks with top business, government, and philanthropic leaders at the World Economic Forum's annual meeting in Davos, Switzerland.
Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.
--------
10:12
Stifel CEO says 'Unleashing' the US economy is key to solve the deficit
Stifel Financial (SF) CEO Ron Kruszewski and Yahoo Finance Executive Editor Brian Sozzi at the 2025 World Economic Forum in Davos, Switzerland, to talk about the macro issues impacting the investment banking firm, including geopolitical tensions and the growing US deficit.
Kruszewski says that tensions between the US and other global powers impact Stifel. "Anything that impacts global flows impacts US flows, and as a financial institution, we're at the fulcrum between savers and people who need capital. We don't want to see those tensions."
The CEO raises some macroeconomic concerns about the growing US debt. "We are the reserve currency of the world. That has a huge advantage. However, we should never take that for granted, and so that's the other warning, you have got to be careful, is that we don't just believe we can print money forever,"
"This is about unleashing the economic activity primarily in the United States, and growth always trumps these concerns [about the national deficit]."
Click here for more of Yahoo Finance's coverage from the World Economic Forum in Davos.
Listen as Yahoo Finance speaks with top business, government, and philanthropic leaders at the World Economic Forum's annual meeting in Davos, Switzerland.
Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com
--------
10:05
Honeywell CEO outlines his strategy to transform the business
Honeywell (HON) CEO Vimal Kapur sits down with Yahoo Finance Executive Editor Brian Sozzi at the 2025 World Economic Forum in Davos, Switzerland. Kapur discusses navigating running the company as it has been in the headlines amid activist investor pressure, spinning off its chemical segment, and its business structure.
"The biggest change I'm driving is how we make it a growth-oriented company, and part of that is how we transform our portfolio so that it naturally pivots toward end market products, which are growth-oriented, but also change our own capabilities on new product development innovation," Kapur tells Yahoo Finance.
Click here for more of Yahoo Finance's coverage from the World Economic Forum in Davos.
Listen as Yahoo Finance speaks with top business, government, and philanthropic leaders at the World Economic Forum's annual meeting in Davos, Switzerland.
Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com
--------
11:53
HPE CEO Antonio Neri on AI's Future and Infrastructure Leadership
At the World Economic Forum in Davos, Yahoo Finance interviewed Hewlett Packard Enterprise (HPE) CEO Antonio Neri about the rapid advancements in AI and the company's critical role in technological innovation.
Neri highlights the fast pace of AI development, from foundational models like ChatGPT to emerging technologies focused on reasoning and workflow orchestration.
He emphasizes the importance of trust, governance, and ethical principles in deploying AI, advocating for strong governance frameworks and a culture of responsibility.
Neri outlines HPE's contributions to AI infrastructure, including its energy-efficient liquid cooling technology, the El Capitan supercomputer, and partnerships with enterprises and NVIDIA.
While acknowledging the potential of AI to transform industries, Neri cautions against the hype and underscores the importance of responsible deployment.
Click here for more of Yahoo Finance's coverage from the World Economic Forum in Davos.
Listen as Yahoo Finance speaks with top business, government, and philanthropic leaders at the World Economic Forum's annual meeting in Davos, Switzerland.
Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.
--------
11:00
Carlyle Group Co-Founder and Baltimore Orioles owner on President Trump's return to the White House, MLB
The Carlyle Group (CG) co-founder David Rubenstein and Yahoo Finance Executive Editor Brian Sozzi sit down at the 2025 World Economic Forum in Davos, Switzerland, to discuss everything the US President Donald Trump's return to the White House to the MLB, and current market landscape.
"I think most business executives are reasonably optimistic. There may be some that aren't, but basically, new administrations always produce some optimism," Rubenstein says. He adds that in the business world, this optimism is driven by expectations of less antitrust regulation, less Securities and Exchange Commission (SEC) enforcement, and more crypto-friendly policies under the Trump administration.
Click here for more of Yahoo Finance's coverage from the World Economic Forum in Davos.
Listen as Yahoo Finance speaks with top business, government, and philanthropic leaders at the World Economic Forum's annual meeting in Davos, Switzerland.
Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.
About Yahoo Finance, Davos: The World Economic Forum
Yahoo Finance speaks with top business, government, and philanthropic leaders at the World Economic Forum's annual meeting in Davos, Switzerland.
Full coverage January 2025
Listen to Yahoo Finance, Davos: The World Economic Forum, The Prof G Pod with Scott Galloway and many other podcasts from around the world with the radio.net app
Ireland