Yahoo Finance, Davos: The World Economic Forum

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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

01/23/2025

HP CEO on AI and the future of work

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 min
01/23/2025

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 min
01/23/2025

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

12 min
01/23/2025

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 min
01/22/2025

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.

12 min
01/22/2025

Cisco CEO highlights the future of business amid AI innovation and political shifts

From the World Economic Forum in Davos, Cisco CEO Chuck Robbins offers a comprehensive look at how businesses are adapting to a rapidly changing global landscape. In an engaging discussion, Robbins reflects on the impact of U.S. tax reforms and regulatory changes, while also addressing the challenges posed by rising deficits and trade tensions, particularly with China. He dives into Cisco’s role in driving AI innovation, from providing the infrastructure behind next-gen AI applications to securing the future of digital networks. With a keen eye on both the geopolitical landscape and technological advancements, Robbins highlights how businesses can thrive by embracing growth while navigating political complexities. 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.

8 min
01/22/2025

Revitalizing Gap Inc.: CEO Richard Dickson on Global Strategy and Turnaround Efforts

Live from the 2025 World Economic Forum in Davos, Switzerland, Gap Inc. CEO Richard Dickson outlines the company’s turnaround strategy and global outlook. Key efforts include stabilizing operations, improving margins, and revitalizing brands (Gap, Old Navy, Athleta, Banana Republic) through disciplined financial management, reduced promotions, and a focus on better product design and marketing. "We’re performing while we transform—fixing the fundamentals to fuel the reinvigoration of our brands." – Richard Dickson, CEO of Gap Inc. Gap Inc., while primarily North America-focused, has a significant international presence in Europe, Asia, and Latin America, supported by a diversified supply chain with less than 10% reliance on China. Dickson emphasized the strength of keeping the company’s brand portfolio unified, leveraging shared resources like supply chains and real estate, and positioning the business for long-term growth despite past challenges. 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 min
01/22/2025

Ralph Lauren CEO says China tariffs could mean higher prices

As the World Economic Forum continues in Davos, Switzerland, Yahoo Finance Executive Editor Brian Sozzi is joined by Ralph Lauren (RL) CEO Patrice Louvet to talk about the impacts of US President Donald Trump's proposed tariffs on all imports from China. "We've diversified our sourcing pretty dramatically over the past seven [to] eight years," Louvet says, explaining, "We used to be very dependent on China. China was more than 50% of our sourcing today. It's a low single-digit [to] mid-single digit [today]." The CEO says, "What we've come to realize, and this is true for sourcing, but it's true for our overall approach as a company, diversification is critical ... For us, this ability to flex and to stay agile and nimble, I think, has served us pretty well and is going to continue to be a priority." Despite efforts to move its supply chain away from China, Louvet indicates Ralph Lauren relies on China for some products. "China has some unique expertise in certain categories for us. Some of our more sophisticated sweaters are made in China. Some of our more sophisticated footwear is made in China." 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.

15 min

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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