Newsletters
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Cisco’s John Chambers lived through the dot-com crash. He says the AI bubble is harder to navigate
In today’s CEO Daily: Diane Brady interviews John Chambers, who knows bubbles, about the AI boom. The big leadership story: Kalshi and the SCOTUS case that could determine the future of gambling. The markets: Down in Europe as tanker attacks threaten a fragile ceasefire. Plus: All the news and watercooler chat from Fortune. Good morning.
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Meet the crypto guru to the Fortune 500
Good morning. Fortune 500 companies are already experimenting with blockchain but many CFOs are still hesitant to move real money on-chain. That topic came up in my conversation with Betsabe Botaitis, the new CFO of P2P.org, a company that helps large institutions earn returns from crypto assets. P2P provides the behind-the-scenes technology, such as like
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The first wave of bank earnings shows why ‘resilience’ is Wall Street’s favorite word
In today’s CEO Daily: Diane Brady looks for trends in U.S. bank earnings The big leadership story: Experts call for a ban on generative AI programs targeting students The markets: Large down across Asia Plus: All the news and watercooler chat from Fortune. Good morning. Jamie Dimon of JPMorgan Chase says the economy is resilient
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The startup Blackstone just backed to turn any exec’s data question into instant answers
Ethan Ding sees the last decade of SaaS as a historical glitch. “In 30 years, we’re going to look back and say ‘oh, remember that period of time where those crazy software companies were selling seats for 90 to 95% margins?’” he said. “We’ll look back on that the same way we look back on
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Anti-AI sentiment is on the rise—and it’s starting to turn violent
Hello and welcome to Eye on AI. It’s Beatrice Nolan here, filling in today for AI reporter Sharon Goldman. In this edition…OpenAI debuts its own highly-capable cybersecurity model…Anthropic launches Claude Opus 4.7…a startup wants to use AI to evaluate journalism in a way that freedom of the press advocates fear will chill reporting that relies
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Bank of America’s 18,000 financial advisors just got a new AI tool as the company posts a record quarter
Good morning. Bank of America posted its strongest earnings in nearly two decades, and CFO Alastair Borthwick says AI is becoming key to the bank’s performance. The bank reportedon Wednesday that Q1 2026 net income was $8.6 billion, with earnings per share up 25% to $1.11, which is the highest level in almost 20 years.
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Exclusive: Top crypto VCs like Paradigm and a16z see portfolio values shrink amid market downturn and distributions to investors
The biggest names in crypto venture weren’t immune to the sudden collapse in the digital asset market in 2025. Top outfits like Paradigm and Pantera Capital saw their assets under management shrink amid the downturn, according to previously unreported filings I obtained from the Securities and Exchange Commission. Cryptocurrencies are volatile, sometimes rocketing up in
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Forget the chatbot wars. Google DeepMind CEO Demis Hassabis is thinking about something far bigger
In today’s CEO Daily: Europe Editorial Director Kamal Ahmed reports on a conversation with Demis Hassabis. The big leadership story: Everyone’s anxious about AI—even founders. The markets: Mostly up as tech optimism returns. Plus: All the news and watercooler chat from Fortune. Good morning. Not every CEO will have a book written about them. But
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Why insurance giant Travelers’ CTO is placing fewer, bigger bets on AI
As a child growing up in Iran, Mojgan Lefebvre dreamed of becoming a doctor. But turbulent times in the Middle East nation led her to immigrate to the United States, where she took a pragmatic approach to planning for her future. The cost to study medicine felt too prohibitive, especially given that Lefebvre would fund
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Citi’s new CFO touts AI gains as bank posts record $24.6 billion revenue quarter: ‘This is not the spell-checker working better’
Good morning. Gonzalo Luchetti stepped into his first earnings spotlight as Citigroup’s chief financial officer on Tuesday, holding his debut media call ahead of the company’s Q1 2026 earnings. Citi notched its highest quarterly revenue in a decade, he said. Net income for Q1 2026 was approximately $5.8 billion, or $3.06 per share, beating a