
Workday reported $9.55 billion in total revenue for fiscal 2026, a 13 % year‑over‑year increase, driven primarily by subscription growth. The fourth quarter delivered $2.53 billion in revenue, up 14.5 %, and left the company with $5.4 billion in cash. CEO Aneel Bhusri credited artificial‑intelligence initiatives, especially the new "agentic AI" platform, for accelerating sales. The firm added high‑profile clients such as Boston Children’s Hospital and Fruit of Loom while incurring $303 million in restructuring costs.

The container shipping sector is poised at a critical juncture in February 2026 as vessels tentatively resume the Red Sea corridor amid lingering military threats. At the same time, a deep structural oversupply of container ships is squeezing already fragile...
Australia’s January consumer price index is expected to rise 3.7% year‑over‑year, a slight dip from December’s 3.8%. The forecast includes a Trimmed Mean CPI of 3.3% YoY, unchanged from the prior month, highlighting persistent core inflation. The Reserve Bank of...

The European Union is reviewing its Arctic policy, and a tighter definition could unlock the Barents Sea’s estimated 22 trillion cubic feet of gas. Norway’s offshore fields could then supply 20‑30% of EU gas demand through 2050, offering a lower‑emission alternative...

Forvis Mazars reported $5.7 billion in global revenue for fiscal years 2024‑2025, marking an 11 % year‑over‑year increase. Audit and assurance contributed 45 % of the top‑line, while tax, advisory and outsourcing made up the remainder. The firm’s U.S. segment grew 4 % to...
Payments platform Stripe is reportedly exploring a purchase of PayPal or selected assets, according to Bloomberg. PayPal, valued at over $40 billion, saw its shares jump nearly 7% on the news, while Stripe itself carries a $159 billion valuation. The move comes...
Mentoring and Inspiring Women in Radio (MIW) released its 25th annual gender analysis, tracking female leadership in U.S. commercial radio. The study shows women holding 22 % of general‑manager roles nationwide, up from 15 % in 2004, and 24 % in the top‑100...

A security feature launch tweet by Claude wiped out $15B in cybersecurity stocks. AI is eating SaaS. Here’s what this means for the future of SaaS:
I've teamed up with the team at @MavenHQ to put together a series of LIVE workshops centered around the theme of "The AI-Native PM," featuring a stacked lineup of product leaders: @cohentomer @wes_kao @HamelHusain @petergyang @marilynika @talraviv @amankhan @HilaQu @ViableBen...
Northwood Space has appointed Zak Kirstein as chief revenue officer, promoting the executive who has been with the company for just over two years. Kirstein previously led the head of growth function and was instrumental in securing a $100 million Series B...
The dollar index rose modestly as a two‑week low yen boosted USD/JPY and stronger US consumer confidence lifted the greenback. Dec S&P composite‑20 home‑price data also outperformed expectations, while a rally in the yuan limited gains. The euro slipped on...
This is an incredibly thought-provoking global macro piece from @infraa_. If the gov't revenue decline from AI disruption of white collar workers isn't counter-balanced by taxation from AI productivity, we could be tip-toeing into a potential Sovereign Bond Implosion....
A security feature launch tweet by Claude wiped out $15B in cybersecurity stocks. AI is eating SaaS. Here’s what this means for the future of SaaS: Cybersecurity names like CrowdStrike, Palo Alto Networks, and Zscaler fell after Anthropic showed Claude...
In this episode, Dr. Jonathan explains why diversity and inclusion (D&I) initiatives are often the first to be cut during budget reviews, highlighting that finance teams target work perceived as discretionary. He identifies three red flags: lack of measurable outcomes,...
Aptean announced the acquisition of OpsVeda, an AI‑powered operations command center, to integrate with its recently acquired Logility supply‑chain platform. The deal adds a real‑time, agentic execution layer that bridges planning and execution, enabling continuous AI‑driven orchestration across the supply...
Aptean announced the launch of Paragon Route 360 on its AppCentral platform, delivering an AI‑native routing and scheduling solution for logistics teams. The software offers continuous schedules, an AI Routing Assistant that accepts natural‑language commands, and AI agents that automate...

What my post from December 2023 overlooked was the massive expansion in private credit. Private credit stepped in aggressively to fill financing gaps, refinance maturities, and provide bridge capital, delaying the "wall of maturities" many buyers were eager to capitalize on. Now...

WalkMe’s digital adoption platform now integrates with SAP SuccessFactors HCM to streamline AI rollout across HR functions. The solution delivers in‑app guidance, step‑by‑step tutorials, and real‑time support, helping employees build confidence with new AI tools. By embedding contextual help directly...

Blackstone’s global head of Strategic Partners, Perry, projected that 2026 will deliver a record year for private‑equity exits and secondary‑market volume. He explained that accelerated exit cashflows enable secondary buyers to bid higher prices, which in turn should entice more...
Cisco launched the AI Technical Practitioner (AITECH) certification, a role‑oriented credential that validates applied AI skills for infrastructure professionals. The 60‑minute 800‑110 exam covers generative AI, prompt engineering, ethics, security, data analysis, and workflow automation. AITECH targets network engineers, AIOps...

Banijay Rights CEO Cathy Payne says the European scripted market is grappling with a shrinking U.S. co‑production pipeline, forcing distributors to be more selective about financing risk. Buyers now demand projects anchored by recognizable on‑ and off‑screen talent and strong,...

The article urges marketers to shift from CPM and traditional CPA models to Cost‑Per‑Sale (CPS) pricing, leveraging AI‑driven personalization, real‑time A/B testing, and predictive analytics. Recent AI advances have improved conversion rate optimization, allowing campaigns to predict and deliver higher...

BAM Mutual announced the hiring of Philip Moos, a 30‑year municipal sales veteran from Wells Fargo, to bolster its municipal capital markets team. Moos will report to Bryan Baebler and focus on expanding BAM’s secondary‑market insurance business with institutional investors. The insurer currently...
Rhizome announced the election of artist‑designer Katherine Frazer and investor Jeannie Vu to its Board of Directors as the nonprofit enters its fourth decade. Frazer, an Apple product designer with a multidisciplinary art practice, brings expertise in user‑centered design and...
The guide outlines a disciplined engineering approach to embedding AI chatbots within existing applications, treating the bot as an interaction adapter rather than a core decision engine. It details a four‑layer architecture—client, backend orchestration, language processing, and data sources—plus a...
WPP Media has elevated Elliott Eldridge to Chief Strategy Officer and Laura Fell to Chief Planning Officer, effective immediately. The duo will oversee strategic and planning products across Mindshare’s national accounts, including Unilever, NAB, MG, Foxtel Group, the Australian Labor...

The EEOC and OPM released new guidance on February 11 2026 clarifying when telework qualifies as a reasonable accommodation under the ADA and Rehabilitation Act. The agency stresses that remote work is required only if it effectively enables participation in hiring, performance...
⚡️ Would Netflix Be Attacking Paramount’s Backers if They Were About to Walk Away? ⚡️ Everyone is asking us the same question: will @Netflix match if the @wbd Board determines @Paramount’s “revised proposal” from earlier today is a “Company Superior...
Capillary Technologies announced an all‑cash acquisition of Mastercard’s loyalty platform SessionM for $20 million, expected to close within six months. The deal brings SessionM’s AI‑driven loyalty and engagement tools and its enterprise client roster into Capillary’s portfolio, bolstering its presence in...
Intense work push. Kids stressed about a competition project. House looked like a tornado hit it. Family obligations stacked on top. Everything actually went… pretty well. Once it was over I crashed - and weirdly, instead of feeling relieved, I caught myself wondering: What’s the point...
$HELP adds former Pfizer CMO Dr. Freda Lewis-Hall to its board. Big pharma credibility bump. Now the pipeline has to earn it. https://t.co/CK7PsBE9B8

Enterprises have poured $30‑40 billion into generative AI, yet 95% see little measurable ROI, according to MIT NANDA’s 2025 report. The failure is attributed to reliability gaps as AI moves from conversational assistance to transaction approval and workflow automation. Quarrio introduced...

"Trump’s Tariffs Are Adding Steel Mill Jobs, and Crushing American Factories" https://t.co/EdQKmnKPzv You guys will never believe this, but heavily taxing a vital manufacturing input isn't good for manufacturing. https://t.co/6IRvgAXzPH
Building my own AI personal assistant is hard but more fun than I could have imagined :)

Sage Hospitality Group announced Daniel del Olmo as its new president and chief executive officer, succeeding co‑founders Zack Neumeyer and Walter Isenberg. Del Olmo, who joined Sage in 2020 and most recently served as co‑CEO, will lead the company’s long‑term enterprise strategy....

EU sees the US easing impact of metals tariffs in the coming weeks https://t.co/qG2gkI6D64 via @AlbertoNardelli @europressos https://t.co/QmBgb5eFOv

GS: Consumer Confidence and Labor Differential Increase The survey’s measure of 12-month ahead inflation expectations edged down by 0.1pp to 5.5%. https://t.co/lrWMlf1pcR
Fresh Step partnered with Bumble and Best Friends Animal Society for a Valentine’s Day "Date Cats, Not Humans" campaign, encouraging single users to swipe for adoptable cats. The initiative covered adoption fees and offered free litter throughout February, resulting in...
The best way to go viral on Twitter right now: - Share AI Prompts to make jobs easier - Share more AI prompts to make more jobs easier
RT @VisionEdgeMktg 🔑 Make marketing indispensable. Stop reporting activities and start reporting outcomes. That's the difference between a cost center and a growth engine. https://t.co/ui8BN3gaHE #MarketingROI #Strategy #Leadership

Charter’s $34 billion merger with Cox, Verizon’s $20 billion purchase of Frontier, and Zayo’s $4.25 billion acquisition of Crown Castle’s fiber assets will be finalized in 2026, reshaping the U.S. Ethernet services market. The deals give each acquirer a substantially larger fiber footprint...
UBS’s Matt Mish lays out a scenario for credit involving “rapid, aggressive AI disruption.” US high yield, leveraged loan & private credit default rates could rise to 3–6%, 8–10%, & 14–15%, respectively: Mish. “Defaults could approach ~$420bn, w/losses of roughly...
Strong teams aren’t built by spreading venom, focusing on weaknesses, or dredging up animosity. Real leaders don’t feel strong by tearing down others.

The IRS Criminal Investigation (IRS‑CI) unit relied on Bank Secrecy Act (BSA) filings for 94% of its FY25 probes, conducting over 3.9 million searches. BSA data linked to 89% of cases, directly originating 11.7% of investigations. Tax‑related fraud investigations uncovered $2.9 billion...
There will be a weird generation of people who are really, really good at delegating, but at some point won't know what they should actually be delegating to all these systems. And then 10 years later, we'll magically rediscover the concept...
AI/R announced that its Llia AI agent for recruitment operations is now available in the Microsoft Marketplace. The solution integrates directly with Azure and other Microsoft services, allowing customers to deploy the agent with minimal friction. Llia uses large language...

Candidate fraud has surged as AI tools make resume spoofing, deep‑fake interviews, and credential fabrication increasingly accessible. Recruiters now juggle traditional talent matching with fraud detection, a shift highlighted in a round‑table hosted by Employ’s VP of Customer Success, Sara...

Lauren Demarte has been promoted to chief operating officer of GoDigital Music, becoming the company’s first COO. The appointment follows GoDigital’s recent $230 million financing round, which pushes total capital raised above $1 billion and coincides with a brand revamp that splits...

Addus Homecare reported a 33.3% year‑over‑year rise in adjusted EBITDA to $50.3 million in Q4 2025, driven by a 25.6% jump in total service revenue to $373.1 million. Hospice services generated roughly $70 million, representing 18.8% of quarterly revenue, with daily census climbing...
RT One bad AI release can undo months of trust. Treat agents like critical systems: identity, least privilege, data governance, and safety controls must be non-negotiable before going to production. #AIGovernance #DevOps @Star_CIO https://t.co/1tg10UmJNv