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September 11 2026 05:09 AM
BT150 zeitgeist: SaaS pricing, AI agent looming questions, organizational design
AI agents are having their moment and forcing CxOs to think through pricing models, where SaaS stands, cybersecurity and enterprise organizational design. ...
September 10 2026 01:09 PM
Oracle Q1 strong and so is capital expenditures
Oracle's fiscal first quarter results were better than expected as cloud infrastructure demand surged, but the company had negative free cash flow of nearly $5.4 billion. ...
September 10 2026 01:09 PM
Adobe reports solid Q3, tops 1 billion monthly active users
Adobe’s third quarter results handily topped estimates and the company said its AI-first annual recurring revenue was up 150% from a year ago. Incoming CEO Anil Chakravarthy walked...
September 10 2026 10:09 AM
Nvidia's supply chain integrates Palantir
Nvidia's supply chain will leverage Palantir as the two companies aim to expand sovereign AI and custom Nvidia Nemotron open models into more enterprises. ...
Insights News
September 30, 2026
Caterpillar's AI autonomy efforts accelerate, but domain knowledge drives returns
Caterpillar said its autonomous equipment efforts are accelerating, but the company is focused on using its domain knowledge as the differentiation as it trains models.
Larry Dignan
Insights News
October 5, 2026
CarMax aims to advance AI and bridge digital and store experiences
CarMax is leveraging Auros, which can now add human intelligence to AI and digital experiences.
Larry Dignan
Insights News
September 30, 2026
How Capital One evaluates, governs its AI agents
Capital One walked through how it is evaluating and governing AI agents in production at scale. The company built its own system architecture to wrangle its agents.
Larry Dignan
Insights News
October 2, 2026
McDonald’s strategy bets on AI, digital capabilities
McDonald's laid out its three year roadmap with a plan called McDonald's Next that includes a heavy dose of AI, an $8.5 billion investment in improvements and 250 basis points of restaurant efficiencies.
Larry Dignan
Insights News
July 26, 2026
How UnitedHealth Group sets its AI stack, targets 1,000 use cases
UnitedHealth Group has more than 1,000 AI use cases in play, key technology partnerships and a solid governance framework. The bet: AI returns on individual use cases can add up to millions of dollars and ultimately billions of dollars that UnitedHealth's scale.
Larry Dignan
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