NCCapital

One of the biggest shifts we’re seeing with AI adoption right now is that the companies creating real value are not treating AI as a standalone tool or side project. In my conversations with customers just in the past few days, including teams at Dyson and Morgan Stanley, I’m reminded that the C-suite is now focused on implementation: picking the highest-value domains, rethinking workflows end-to-end, bringing employees into the process to innovate, and building new ways to measure impact in the AI era. Great to see the research from our Chief Economist Aaron "Ronnie" Chatterji in today’s Harvard Business Review, highlighting real examples of how customers like Lowe's Companies, Inc.’s are moving beyond experimentation to become truly AI-native businesses. "A vertical wall of demand." That's OpenAI for Business CFO Sarah Friar's exact words — today — pushing back on reports the company missed internal targets. "We feel like we're beating our plan at the highest level. How we get there often moves around period to period — because this is still a young business that is not perfectly forecastable." Translate that for your portfolio: → WSJ said OpenAI missed sales & user targets in 2026 → Anthropic gained ground in coding & enterprise → Oracle dropped 4.1% | CoreWeave fell 5.8% on the report → Nvidia slid 1.6% in its worst day in a month And yet — OpenAI's CFO says demand is a vertical wall.