KPMG CEO Outlook: 53% of US CEOs Plan Reductions in Some Areas While 89% Expect to Add People

KPMG’s survey of 400 large-company CEOs shows cybercrime ahead of other risks, a shift toward redesigning roles for human and AI collaboration and mixed signals on headcount.
Wharton Survey: Managers Use AI Daily at Record Levels, but Excitement Is Fading

The first wave of a four-year study finds daily use up to 62% among managers and above while the share describing themselves as excited fell eight points to 51%.
Zuckerberg’s $100 Billion-Plus AI Bet Is About Owning the Whole Stack, Fortune Argues

Fortune ties Meta’s AI spending to years of friction with Apple and Google over platform limits, and to a push to control everything from data centers to agents.
Kroger to Cut About 3,000 Corporate Jobs as It Leans on AI, and an Analyst Doubts the Savings Will Be Large

The grocer’s CEO told employees technology is reshaping work. Fortune reports the cuts, the AI tools Kroger has described and what one retail analyst expects.
Xbox’s New CEO Asha Sharma Bets on Fewer Franchises, a Reworked Game Pass and Targeted AI

Fortune profiles the Microsoft executive who took over Xbox in February with no games background, and the turnaround plan she is pursuing.
Block, Amazon, Synopsys and Cloudflare Describe How They Are Reworking Their Organizations Around AI

At a Fortune summit panel, finance and operations leaders from four companies explained how they measure AI returns and where agents fit on the org chart.
Nonprofits See AI’s Promise, but Only 8% Have a Formal Roadmap

A Bridgespan and Nonprofit Technology Enterprise Network survey finds wide interest in AI and little structure, and Fortune profiles how five organizations are approaching it.
Databricks Plans an Abu Dhabi Office in February 2027 as Its Middle East Business Grows

Fortune’s Gulf Brief reports that the data and AI company will relocate a team of more than 60 and plans to more than double headcount in the region within a year.
Analysts See Slowing AI Revenue and Capex Growth, and Fortune Asks Whether the Boom Is Peaking

A Fortune newsletter gathers analyst notes showing flattening indicators across lab revenue, token pricing and hyperscaler capex, and reads them as a possible sign of a top.
Wall Street Asks Again Whether the Latest AI Bubble Warning Is Real, This Time Over CoreWeave Debt

Fortune’s weekend markets editor traces a string of earlier bubble scares, then lays out the new worry: whether trillions in AI spending will pay off.
