AI Shifts to Ops, Budgets Rotate, Constraints Move Beyond Tech
📊⚡️The enterprise technology agenda just shifted again in a very fast-paced market: My latest @TheFuturumGroup 1H 2026 CIO & Tech Buyers Global Enterprise Decision Maker Survey reveals a set of structural changes happening inside enterprises right now. Across three quarterly waves of global CIOs and senior technology leaders, we see clear signals: AI has moved beyond experimentation and into operational strategy. Technology budgets aren’t shrinking: They’re rotating. Enterprise priorities are moving closer to where value is created. And the biggest constraint on digital transformation is no longer technology itself. The survey also shows where CIOs are now focusing their AI efforts, how enterprise platform spending is shifting, which parts of the technology stack are gaining momentum, and what leadership teams now see as the real barrier to progress. It also reveals a surprising reprioritization of long-standing IT concerns that dominated executive agendas for years. The result is a very different picture of enterprise technology leadership heading into 2026. If you want to understand where CIOs are actually placing their bets next, this is the dataset to watch. 1H 2026 CIO & Tech Buyers Global Enterprise Decision Maker Survey Watch this space: It’ll be released in the next days…
Open RAN Buzz Dominates MWC 2026 Conversations
MWC 2026: Here’s what people are saying about open RAN 🖇️https://t.co/C4S6nseYS7 🖇️ #openRAN #AI #MWC2026 https://t.co/mgewWl2Jtm
Chicago Investor Secures Third Multifamily Property in Year
In long-term bet, Chicago investor buys third multifamily property in city in less than a year https://t.co/6uKHH6SzQR
Gene Therapy Leaps: Base Editing, CAR‑astrocytes, iPSC Approval
stunning week in cell and gene therapy: in vivo base editing of PCSK9 delivered via LNP, w clinical data (Nat Med), preclinical POC of CAR-astrocytes engineered w AAV (Science) and of self-amplifying RNA delivered IM (also Science), Japan approves gene...
US Homebuilding Follows Demand, Halts at 120K Units
As a country, we simply don't ever build on a supply-first model; we only build based on our demand curve. This is why the builders pause when total completed units for sale just hit 120K, for decades https://t.co/S6RwyAA3hO
Iran’s Underground Missile Bases Exposed, Become Strategic Liabilities
"Iran’s Underground ‘Missile Cities’ Have Become One of Its Biggest Vulnerabilities" @WSJ The underground has advantages and disadvantages. #undergroundwarfare https://t.co/TgMup6jVwm Almost all of the dozens of missile bases are underground but have aboveground buildings, roads and entrances that make it possible to...
Disney Slashes Bundle Price 62% to Drive Q1 Growth
Disney is looking to crank up its streaming subscriber numbers for the first quarter of 2026 — introducing a 62% price discount on the ad-supported Disney+/Hulu bundle for a three-month period https://t.co/ThNJ10Kpe2 via @variety
Oil Spike Highlights Renewables' Growing Competitive Edge
The Middle East conflict is stress testing global energy. Bloomberg sees oil at $108 in a severe escalation. We have seen this before. The difference now is that solar and batteries are more cost competitive. Every fossil fuel spike strengthens the...
No Ships in Hormuz Strait: Explained Why
Why Are There No Ships in the Strait of Hormuz | March 5, 2026, Update Video: https://t.co/tcPFyfGeV8 https://t.co/Wgk4B6EEIp
Homeowners Cling to Low Rates, yet Many Still Move
Given this situation, millions of Americans could afford and even need to move, but they stay in homes they no longer want because they do not want to lose their low mortgage rates. Yet each quarter, people have given up...
Agentic AI Triggers 2026 CIO Platform Reset
My latest research: The Great CIO Platform Reset: Why Agentic AI Is Forcing a 2026 Reckoning | @TheFuturumGroup https://t.co/5nUzVNyJb8 https://t.co/mo0N1ROE2a
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Doesn’t look like $LLY and $NVO have much to worry about from $RHHBY obesity 🤷🏻♂️
Congress Urges NASA to Pick Private Station Developers by 2032
The ISS is now likely to fly through 2032, and Congress wants NASA to get moving on selecting two developers for private space stations. https://t.co/tsD0ZCfxnB
Project Helix: Xbox’s Next‑Gen Console Unifies Xbox and PC Gaming
Microsoft’s next-generation Xbox console is codenamed Project Helix. @asha_shar says it will “lead in performance and play your Xbox and PC games” https://t.co/bEXKW3W5P1
Early Draft Review Uncovers Fresh Views
Complex Systems this week is a tiny experiment: I did a read of a work-in-progress essay rather than the finished version with author's commentary. It's about secondary authentication/authorization, particularly for payments.
Tesla Wins FCC Nod for Ultra‑Wideband Wireless EV Charging
Tesla Secures FCC Approval for Ultra-Wideband #Wireless #EV Charging by @IntEngineering #Innovation #EmergingTech #Tech #Technology https://t.co/UWndlAbFZ1
Wuthering Heights Earns $200M, Modest Profit for Warner
Wuthering Heights just hit $200 million at the worldwide box office. A good number for a period drama, but the movie cost Warners about $85 million, so still not a big moneymaker for the studio.
Fluence Delivers 600MWh BESS Enclosures Ahead of Schedule
Fluence completes ahead-of-schedule delivery of all enclosures to 600MWh BESS in Australia #energysky -- via Energy Storage News: https://t.co/jqxtRVrdmj
Target Allocates $2B to AI, Signaling Strategic Priority
Target fuels AI in $2B spending plan | @CIOdive https://t.co/bz9LR1PLOB More evidence that companies view AI as absolutely strategic to their future growth.
Pentagon Seeks $12 B to Revive F‑35 Readiness
We break on F-35 readiness rates: The Pentagon needs an additional $12 billion through 2031 to boost declining readiness rates of the F-35 fighter, program officials have told congressional auditors. https://t.co/pSWFdAbhzt
Travel Booking Thrives on APIs, Not Browser Demos
booking travel is the classic browser agent demo, but APIs make more sense here companies like @duffelhq and @selfbookhq are good for this. the latter seems to have leaned into AI based on their site, but their X account is inactive
Modern CIOs Prioritize Transparency Over Control to Build Trust
#CIOChat Q4: Endgame: Modern CIOs are shifting from control to credibility: Transparency, shared roadmaps, product operating models, and visible tradeoffs. What current or new practices are working for you to build durable trust between IT and the business today? https://t.co/pO7J5Oaktf
Self‑amplifying RNA Could Protect Future Heart‑attack Patients
Will we give a shot of protective, self-amplifying RNA in patients with a heart attack in the future? @ScienceMagazine an intriguing innovation https://t.co/FcJme1ElyU https://t.co/lABFRkR3qg
Coal Demand Splits; Warrior Met Poised for Rebound
Macro: coal demand bifurcates—metallurgical firm, thermal pressured. Key factors: Warrior Met's Q4 strength; Peabody's diversified mix. Risks: regulation, China slowdown. Trade: Buy Warrior Met on pullback. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Align Stakeholders with Governance Amid Competing Priorities
#CIOChat Q2: Realities force tradeoffs. Product teams, business units, and leadership all expect priority. What governance, transparency, or portfolio practices have helped you keep stakeholders aligned when “everything” can’t be top priority? https://t.co/4w0YiIJOHF
Fund the Trust, or Probate Defeats It
My biggest estate planning tip when it comes to trusts? Fund the trust. So someone can pay thousands of dollars to draft a beautiful trust document and still end up with a full probate estate. Creating a trust is only half...
Trust Gaps Emerge When Stakeholders Feel Ignored
#CIOChat Q1: Trust is the invisible operating system of IT. When stakeholders feel ignored, often due to massive backlogs and the reality that not every request can match their priority, where does the trust gap typically begin in your org?...
Fewer Employees, Higher Margins: Insights From Mark Christopher
Less Employees, with higher Margins. No, this isn't some clickbait conversation, it's a deep dive with 𝐌𝐚𝐫𝐤 𝐂𝐡𝐫𝐢𝐬𝐭𝐨𝐩𝐡𝐞𝐫 from 𝘋𝘕 𝘚𝘰𝘭𝘶𝘵𝘪𝘰𝘯𝘴 𝘈𝘮𝘦𝘳𝘪𝘤𝘢. Stream now: 🔗 https://t.co/SH156ufiMs 📽️ https://t.co/Vty5kHtzA0 🔗 https://t.co/DmYp21N5Kv https://t.co/x6sVGfThRM
War's Ripple: Beyond Russia-Ukraine, Global Complexity Unfolds
There is a lot to be learned from markets following the Russia-Ukraine invasion, except this conflict is larger and more complex. Russia (140M ppl) invaded Ukraine (40M ppl). This conflict involves more countries, supply chains, resources and critical geography.
Trump Reshuffles Noem, Avoids Disgruntled Ex‑officials
secy of homeland security kristi noem sacked but given a new post (a la mike waltz). learning from his first term, president trump really doesn’t want jilted formers causing trouble.
IRS Alerts: New Tax Scams Evolving Beyond Phishing
From phishing emails to bogus tax credits, the IRS warns that scammers keep changing tactics. Here’s what you should know about the most common tax scams now. https://t.co/0ciX8gUJKy
Bipartisan Bill Targets Bad Tax Preparers, Stops Short of Regulation
Most paid preparers aren’t subject to any licensing or competency standards. A new bipartisan bill would tighten enforcement against bad preparers, but it stops short of regulating the industry. https://t.co/J8Bz2tVSPF
Atlanta Condos Plunge 25%, Buyers Find Bargains
Atlanta condo down 25% from peak value. Seller taking $40k loss. And now listed at pre-pandemic pricing. The condo market in many cities is getting smoked right now. (with some decent buying opportunities starting to show up). In this case - the HOA fee is...
Honored with ISCEA Top 10 Influencer Award
Thank you very much, @ISCEA - International Supply Chain Education Alliance, for honouring me with the ISCEA Top 10 Influencer Award 👉 https://t.co/M2FGbFLBge Congratulations to respected thought leaders Yossi Sheffi, @RaduPalamariu , @Lora Cecere, Richard Wilding OBE (Professor), @mvollmer1 ....
Oil Spikes, yet Inflation Expectations Stay Flat.
Oil prices are surging, but inflation expectations aren't moving. Bond markets still pricing in a world that may no longer exist. 🔒 Members-Only https://t.co/6C4VK744Ql
Find Burnt‑Out Profitable Owners Ready to Seller‑Finance
There are businesses generating $600K profit right now with owners who: • Haven’t had a holiday in 3 years • Have no succession plan • Would seller-finance the whole deal just to escape You just need to know how to find them and what...
Avoid Annington Bonds Amid Repayment Shock Risk
Macro: credit litigation; GLAS sues Annington for £1.56bn over 2032–2051 bonds. Key: issuer rejects acceleration. Risk: repayment shock, guarantor strain. Trading insight: avoid Annington bonds. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Erdoğan Faces US‑backed Kurdish Arms Amid PKK Talks
While the CIA arms Iranian Kurds in Iraq, Turkey is in the middle of disarmament talks with the PKK. I wonder what Erdoğan thinks about the latest US entanglement with the Kurds? https://t.co/iaq2Xp2XeS
First 100 Hours Cost $3.7B, Mostly Unbudgeted
"The first 100 hours (H+100) of the operation are estimated to cost $3.7 billion, or $891.4 million each day. Some of these costs are already budgeted, but most ($3.5 billion) are not." -- @CSIS https://t.co/CXMXCNY8DQ
Free Weekly Chapters on Building AI‑Native Service Firms
🚨 BOOK ALERT -- Sign Up Now for *Free* Access ! 🚀 📚"Building AI-Native Professional Services Firms: Strategy, Economics, and Execution" 📖 By Daniel Katz, Michael Bommarito & Jillian Bommarito 🔥 🔥We’re releasing this book as a serialized book — full chapters...
AI's Rapid Gains Silence Skeptics, Reveal Overperformance Risk
The rapid advancement in models and agentic tools in the past 30 days has silenced most AI bubble bears. The pace of spending is being matched by performance and productivity improvement showing the structural risk is not AI lacking value...
Railroads Target Trucking Share Amid Tight Capacity
Railroads wanting to win back share from trucking. May explain why intermodal rates haven't moved off the floor, while truckload rates surge. https://t.co/3TM3rE2uEI
Iran's War Rhetoric Ignored After Defeat by Israel
“Iran: We are “Waiting” [and ready] for U.S. Ground Evasion.” @FoxNews unlikely, but bookmark as the example of delusional and irrational in war. Iran was dominated by Israel in June 2025. And now faces the greatest military on earth,...
Oil Signals Calm Iran Conflict, Stocks Set to Rise
Jim Cramer says the oil market is signaling the Iran war won't spiral, and that's bullish for stocks, per CNBC 🤦🏻♂️
Daily Battles Against Iran‑trained Proxies and Relentless Bomb Attacks
Yes, we faced Iran trained (Quds force and others sent from Iran) proxies, road side bombs/IEDs/EFPs daily - and even truck bombs (IRAMs) like my unit was hit by.
Avoid All 8 IPOs: Market Conditions Signal
My Final Decision for All IPO : Avoid ❌ So, Out of 8 IPO - I personally asked to avoid all 8 IPO 🥲 It was best decision as per market conditions and situation. 🔴 Because, all of these IPO listed -ve @champ_trader
Ukraine's F‑16s Face Sidewinder Shortage Amid Middle East Demand
Ukrainian F-16s Had Only A Handful Of Sidewinder Missiles Available: Report The conflict in the Middle East is now also driving up the demand for and increasing scarcity of various kinds air-defense effectors. https://t.co/620olFVNxb
US ISR Support to Ukraine Raises Escalation Risks
Last March, the New York Times wrote that the US was supplying detailed ISR (Intelligence, Surveillance, Reconnaissance) to Ukraine so that Ukraine could more effectively kill Russian targets (with US-made weapons.) We appear to be approaching dangerous territory. https://t.co/aBoGhQCU2x
States Pilot Agentic AI to Revolutionize Government Services
A report from the National Association of State CIOs outlines how states are beginning to explore ways to use agentic AI across state agencies in ways that could transform how government work gets done and how citizens interact with government. https://t.co/6cNwEmicvl...
UK Coal Use Hits 400‑year Low, Emissions Drop 2.4%
NEW ANALYSIS: UK emissions fell 2.4% in 2025 as coal fell to a 400-year low. Incredibly, we used less coal last year than than in 1600, when Queen Elizabeth I was on the throne and Shakespeare was writing Hamlet. All the...