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July 29 2026 01:07 PM
Meta feels the AI squeeze in Q2
Meta's second quarter was mixed at best, the company's debt load surged and free cash flow tanked. ...
July 29 2026 01:07 PM
Microsoft Azure Q4 revenue surges 41%, tops $100 billion in annual revenue
Microsoft's fourth quarter earnings were better-than-expected, Azure revenue for fiscal 2026 topped $100 billion and net income was boosted by investments in OpenAI and Anthropic....
July 29 2026 11:07 AM
Cognizant aims to underwrite AI enterprise results
Cognizant is betting that the next chapter of AI adoption will revolve around harnesses, production value and model routing. ...
July 28 2026 04:07 PM
Hugging Face OpenAI attack postmortem points to lack of AI agent visibility
Hugging Face released the timeline and findings from its cyberattack carried out by a combination of OpenAI models. Perhaps the biggest takeaway is that there isn't enough visibili...
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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