Newsletters
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Wallet makers are the quiet backbone of the crypto industry. Now they want to be banks
In the midst of a riveting NBA and NHL playoff season, we’re hearing about unsung heroes—a term to describe players who are not flashy, but who make quiet contributions essential to a team’s success. If there’s such a thing as unsung heroes in the crypto world, it would be the wallet builders. These are the…
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Inside Trump’s vision of America as a shareholder in U.S. companies: ‘I should have asked for more’
In today’s CEO Daily: President Donald Trump talks to Fortune about his dealmaking philosophy. The big leadership story: The energy CEO taking on the sector’s dual demands: more power and lower bills. The markets: Mixed globally as Trump threatens Iran. Plus: All the news and watercooler chat from Fortune. Good morning. My colleague Alyson Shontell…
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Cerebras soars almost 70% by market close in a true blockbuster IPO
In 2024, Cerebras filed to go public. In 2025, the company withdrew its IPO. And yesterday, Cerebras hit the public markets, at long last. The chipmaker, which designs and manufactures AI inference chips, has long billed itself as an Nvidia challenger, and its first day stock pop certainly reflected Nvidia-mania: Cerebras shares rocketed 70% by…
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State Farm CEO is betting big on AI—and contemplating the company’s future in California
In today’s CEO Daily: Diane Brady interviews State Farm CEO John Farney on the tough economics of insurance. The big leadership story: What Cerebras’ mega debut means for more AI listings The markets: In the red as investors track developments out of Beijing. Plus: All the news and watercooler chat from Fortune. Good morning. State…
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The AI boom sidelined sustainability. Two researchers want to change that
Welcome to Eye on AI, with AI reporter Sharon Goldman. In today’s issue: A new effort to bring sustainability back into the AI conversation…Cerebras prices IPO above expected range…Anthropic is now courting small business owners…and court filing shows Sam Altman has an over $2 billion stake in companies that dealt with OpenAI. Over the past…
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Companies want battle-tested CFOs. There aren’t enough of them
Good morning. Globally, CFO hiring is starting to cool. But CFO retirement is fueling turnover. Those are some of the latest findings of leadership advisory firm Russell Reynolds Associates’ (RRA) Q1 2026 Global CFO Turnover Index. Based on moves in the S&P 500, FTSE 100, FTSE 250 and other major stock indexes, global CFO appointments…
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Boeing could be the biggest winner on Trump’s trip to Beijing
In today’s CEO Daily: Ticking through the high stakes of Trump’s trip to Beijing. The big leadership story: How Publicis chairman Maurice Lévy built Europe’s biggest tech conference. The markets: U.S. futures are up after a rally in tech stocks on Wednesday. Plus: All the news and watercooler chat from Fortune. Good morning. Whilefew expect…
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How HubSpot got all engineers to use AI without any mandates
Across Big Tech, Wall Street, and other major industries, employers have pushed their workforce to embrace artificial intelligence through a mix of tactics that go beyond mere nudging, including tracking how often they are logging into these workplace tools and linking annual performance reviews to AI usage. But at software-as-a-service company HubSpot, 100% of engineers…
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What Twilio’s CFO learned about management from spending nearly 20 years at GE
Good morning. Twilio CFO Aidan Viggiano brings an operator’s mindset to the finance role as the company moves through the middle-to-late stages of a turnaround. Twilio lets companies integrate voice, video, text, email, and other communication channels into their products. But Viggiano told me the company is evolving beyond its communications roots to make those…
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CEOs join Trump in China where AI will take priority over trade deals
In today’s CEO Daily: Fortune’s editorial director for Asia Lee Williamson takes the pulse in the region ahead of Trump’s bilateral meeting in Beijing. The big leadership story: ‘Tokenmaxxing’ at Amazon The markets: Up globally as investors await Trump-Xi talks. Plus: All the news and watercooler chat from Fortune. Good morning. Today all eyes are…