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June 03 2026 01:06 PM
CrowdStrike delivers strong Q1, ups outlook
CrowdStrike reported better-than-expected first quarter earnings, announced a 4-for-1 stock split and raised its outlook. ...
June 03 2026 08:06 AM
Why Microsoft AI's approach is right time, right place
Microsoft AI launched seven in-house foundation models at Microsoft Build 2026, but comparing benchmarks and the freedom the company has now that it's out of its OpenAI contract is...
June 02 2026 01:06 PM
Palo Alto Networks Q3 strong as CEO says Mythos boosted demand
Palo Alto Networks reported strong fiscal third quarter earnings growth and raised its outlook. CEO Nikesh Arora said Anthropic's Mythos model has boosted demand for cybersecurity....
June 02 2026 12:06 PM
Microsoft Build 2026: Windows, Rayfin, Fabric IQ and more
Microsoft at Build 2026 aimed to position itself as an end-to-end platform for building and operating agentic AI systems with a set of announcements on infrastructure, models, tool...
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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