The World Economic Forum is held for a week every January in Davos, Switzerland, and is the center of the world. This year, six portfolio company CEOs were interviewed on CNBC throughout the week. They discussed a wide range of topics, from artificial intelligence to America’s housing affordability crisis. Here’s what they had to say: 1. Amazon CEO Andy Jassy explained why it’s important to have your own custom silicon. “If you’re building a large inference business like we are and you want to have reasonable margins, you’re going to be at a structural disadvantage if you’re not pursuing your own custom AI silicon,” Jassy said Tuesday. Does that mean Jassy thinks Nvidia’s chips are too expensive? “There’s no denying that customers want better value for money. And if we’re going to be able to deploy AI as broadly as customers want and believe they should, the cost of inference has to come down. That’s why we pursued Trainium,” Amazon said on February 5. We will report earnings after the bell. 2. Salesforce CEO Marc Benioff touched on talk of AI cannibalizing enterprise software. “The growth rate of AI with Salesforce is incredible,” Benioff said on Tuesday. “We’re going to continue to do more.” Benioff also advocated for more AI-centric regulation. “You can’t just grow at all costs. There has to be some regulation,” Benioff said. “Funny thing is, tech companies hate regulation. All but one company hates regulation. They love Section 230, which basically says they’re not responsible.” “That’s something that probably needs to be reshaped, changed, changed.” Salesforce reports earnings late in the cycle, and its latest quarterly results won’t be released until March. 3. Cisco CEO Chuck Robbins talked about the AI boom and what will happen in 2026. “I think they’re obviously making very large investments, whether it’s hyperscalers, cloud providers, model builders, etc. And we work very closely with them and they give us a lot of requirements. A lot of these customers are so large that they have their own requirements and sometimes we design for them,” Robbins said Wednesday. “I think in the enterprise, we’re obviously seeing some pilot applications. We’re seeing a lot of things happening in customer service. We’re seeing a lot of applications in manufacturing. We’re seeing retailers putting agents on handheld devices for their store staff.” Cisco is expected to report earnings in mid-to-late February. According to Robbins, “The good news is that we are seen within enterprises as having robust, broad, global go-to-market capabilities, so many of these companies want to partner with us to bring these services to their enterprises. So that’s a positive thing.” 4. Honeywell CEO Vimal Kapur talked about how the company is convincing customers to use quantum computing solutions. “We need to educate people about this movement. I think some of the new technology trends are fads, there’s a bubble behind them, and then there’s real people. The difference is that Quantinum is owned by a publicly traded company called Honeywell, and that company is very responsible. Every statement is made with care. That’s how we’ve been trained, so we can’t overstate or understate it. So to your question, we’re working with big banks and big pharma to show them how the power works.” Quantum is also coming soon, to co-create software environments so they can share workloads. We are working with Nvidia,” Kapur said on Wednesday. Honeywell, which has taken the first steps to take Quantinuum public, will report earnings this Thursday. Last week, we booked some of Honeywell’s profits. 5. Wells Fargo CEO Charles Scharf shared his thoughts on President Donald Trump’s effort to cap credit card interest rates at 10% for one year. “We understand that because we’ve had products well below 10% for a long time, and I think we need to be very focused on what we’re trying to solve,” Schaaf said Thursday, ahead of his presidential address in Davos and an interview on CNBC. “What we don’t want is to introduce artificial price controls that could be harmful at a critical time for Americans who need credit.” Wells Fargo shares performed well last week, but suffered at the cost of failing to surprise Wall Street with its quarter and guidance. We booked profits ahead of time at Wells Fargo and Goldman Sachs to protect our margins, and I’m glad we did. 6. Goldman Sachs CEO David Solomon touched on the housing affordability crisis and the potential use of 401(k)s to finance home purchases. “It’s an interesting idea,” Solomon said Thursday. “We have to think carefully about the consequences of that and how we do that and how we make it work. Over the long term, homeownership has been a great source of savings and stability for Americans. I think anything we can do to accelerate that and make it more accessible is going to be a very positive thing.” Solomon cautioned about President Trump’s idea of banning large institutional investors from purchasing single-family homes, warning: “There are many different forms of institutional capital that buy homes in the United States, not just public companies. … There is also institutional capital formation that supports the accumulation of housing in the United States. … The bigger issue is the supply and availability of housing inventory.” Goldman shares soared after last week’s earnings, but have since trended lower. (The Jim Cramer Charitable Trust is long AMZN, CRM, CSCO, GS, HON, WFC. See here for a complete list of stocks.) As a subscriber to Jim Cramer’s CNBC Investment Club, you will receive trade alerts before Jim makes a trade. After Jim sends a trade alert, he waits 45 minutes before buying or selling stocks in his charitable trust’s portfolio. 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