W
Ward Nye
Chairman, President and CEO of Martin Marietta Materials and a director at General Dynamics.
3
APPEARANCES
3
PODCASTS
012
DEC 30
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Sep 9, 2026
Morning Call 9/9/26
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32:16Morgan BrennanHOST
How, how big, how growing is the demand there? What does it mean for Martin Marietta?
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32:27Ward NyeGUEST
It's gonna be interesting to watch how that plays, because if we were looking at this several years ago, it was all about Northern Virginia.
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33:34Morgan BrennanHOST
Um, how does it speak to how your portfolio is changing as well? We're talking about copper at record highs, but we've been tracking so many different types of critical minerals and, and, and materials in general that are going into this industrial side of the economy.
10AM Hour: Warsh's Next Steps, A Bet On The Buildout, Pantry Profits & Meta's Cloud Ambitions 07/01/26
32:36
32:52
33:00
33:06
33:12
Leslie PickerHOST
How does this deal play a role in what we're seeing in terms of the AI infrastructure build-out, semiconductor fabrication? Is the timing meant to align with that, or do you think it will be just a piece of, of what you're hoping to achieve here?

Ward NyeGUEST
So if you look at this overall LeWast footprint, it tends to be Southern based, and so is ours.

Ward NyeGUEST
And to your point, what we're seeing in data centers is Texas now has literally turned into ground zero for that.

Ward NyeGUEST
And when we say ground zero, it's interesting because you're having to build them up from the ground, and that's exactly where we're playing.

Ward NyeGUEST
So what's happening in this is the Texas Department of Transportation has actually speced in lime as a product to help really underscore clay-rich soils to make them more prepared for either big, heavy infrastructure or for big, heavy data centers.
Mad Money w/ Jim Cramer 9/3/25
23:12
23:25
26:16
Jim CramerHOST
It's very clear from your Annals Day presentation that there are many, many levers that you have to do even better than you're doing now, and you are doing sensationally.

Ward NyeGUEST
And part of that's team, because if you don't have the right team, it doesn't work.
Jim CramerHOST
And one of the things I discovered was the best performing stock over the last 100 years Is Vulcan Materials your competitor? I mean, is it just a great business to be in? I mean, I don't know how much better they are than you.