In a recent interview with CNBC's Jim Cramer, Cummins CEO Jennifer Rumsey emphasized the importance of hydrogen in the company's strategy to address the challenges of converting renewable energy into practical fuel solutions and reducing carbon emissions. Rumsey highlighted the need for hydrogen as a means of storing and transporting renewable energy effectively, especially for heavy-duty vehicles like trucks that require sustainable energy sources. Cummins is actively investing in hydrogen engines and fuel cells as part of its HELM platform, aiming for higher efficiency, lower emissions, and the ability to utilize multiple fuels. Despite acknowledging that hydrogen technology is still in development and will take time to mature, Rumsey expressed confidence in advancing these technologies. Cummins' commitment to hydrogen solutions played a significant role in surpassing Wall Street's expectations, with the company reporting record revenue in the second quarter. The positive market response was evident as the company's stock reached a new 52-week high and closed with a notable 4.9% increase.