Strategy
SpaceX’s AI spend spooks investors
Rockets! Robots! Mass accelerators! SpaceX’s first earnings call strikes a sci-fi note.
Capital Allocation
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Uncover the most important trends and news in capital allocation for modern finance leadership. We provide rigorous analysis and timely updates to keep you informed on industry changes.
Strategy
Global IT spending will reach nearly $6.4T in 2026, Gartner says
Time for some watercooler chat with your IT folks.
Strategy
Massive AI capex shift sends IBM revenues tumbling
CEO says Big blue’s customers are buying more memory chips and less software and mainframes.
Strategy
Behind the CFO’s capital strategy mandate
A good finance chief has to balance “cash needs with the market dynamics,” one CFO says.
Strategy
Inside Robinhood’s capital allocation framework
CFO Shiv Verma explains how he ensures the company balances core business concerns and long-term investment.
Strategy
How to think about your AI investments
The capital being allocated is best thought of as a long-term productivity booster.
Strategy
How to form a smart capital allocation strategy
It’s all about knowing where to spend, and monitoring returns.
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