In this article META MSFT Follow your favorite stocks CREATE FREE ACCOUNT Maskot | Digitalvision | Getty Images Since the debut of OpenAI's ChatGPT in 2022, and the subsequent AI revolution, workers across industries have been hit by sweeping layoffs . A new report published by IBM last week, however, shows that AI is also reshaping boardrooms and how CEOs make decisions. The report says 76% of th...
In this article META MSFT Follow your favorite stocks CREATE FREE ACCOUNT Maskot | Digitalvision | Getty Images Since the debut of OpenAI's ChatGPT in 2022, and the subsequent AI revolution, workers across industries have been hit by sweeping layoffs . A new report published by IBM last week, however, shows that AI is also reshaping boardrooms and how CEOs make decisions. The report says 76% of the more than 2,000 organizations surveyed have established a new executive office — that of the chief AI officer (CAIO) — up from 26% in 2025. Analysts and experts have expressed concerns over the possibility of a labor crisis arising from the proliferation of AI across the corporate sphere. "AI is driving what may be the largest organizational shift since the industrial and digital revolutions," Vivek Lath, partner at McKinsey & Company, told CNBC. The IBM report also found that AI was deepening the influence of one of the C-suite's most established portfolios, with 59% of respondents expecting the influence of the chief human resources officer (CHRO) to grow. Blurred lines As AI has matured, the question of its ownership in the boardroom has led to an increasingly confusing picture. The existing roster of tech-facing roles, like the chief technology officer, chief information officer and chief data officer, has often introduced ambiguity over AI responsibility at the executive level, according to Lian Jye Su, chief analyst from market research firm Omdia. So with the emergence of challenges specific to AI adoption — questions of infrastructure, governance, integration, and workflow modernization — firms have increasingly begun establishing a dedicated office in the CAIO to oversee AI transformations, Su said. This year alone, organizations like HSBC and Lloyds Banking Group have made the move to staff the role. But estimates of how many companies are appointing CAIOs vary widely. "Have we seen chief AI officers? Yes. Do I expect that to go mainstream? No, probably not," Jo...
JHVEPhoto/iStock Editorial via Getty Images CVS Health Corporation ( CVS ) is a stock that I have been bullish on for a long time, and it is one of my bigger holdings. And although I made solid profits from this investment (on paper and via dividend payments), I cannot deny that CVS is continuing to struggle, and the stock has been in a big correction for 11 years now. Additionally, I usually calc...
JHVEPhoto/iStock Editorial via Getty Images CVS Health Corporation ( CVS ) is a stock that I have been bullish on for a long time, and it is one of my bigger holdings. And although I made solid profits from this investment (on paper and via dividend payments), I cannot deny that CVS is continuing to struggle, and the stock has been in a big correction for 11 years now. Additionally, I usually calculated an intrinsic value clearly above the stock price. This includes my last article about CVS , which was published in September 2025. In the conclusion of this article, I wrote: In my opinion, CVS is still trading far below its intrinsic value. Of course, we should not ignore the risks and assume that a fair value of $225 is probably too optimistic. But I assume that the performance of the last few years spooked investors a little bit and therefore CVS' stock price is not representative of the business. Even with rather low growth rates and margins under pressure, I would still argue that an intrinsic value of $135 (my "realistic" calculation) is reasonable, therefore implying huge upside for the stock. Since the article was published, the stock increased about 13%, and when including dividends, the return was 16% - which is without doubt a solid return over 8 months and outperformed the S&P 500, which increased about 11.5%. But the stock is nowhere close to the calculated intrinsic value. In the following article, I will argue once again that CVS remains deeply undervalued. We will acknowledge the risks surrounding the business but also argue that even a struggling CVS should not trade for a lower stock price. Additionally, first-quarter results are promising and raised investor sentiment at least a little bit. Quarterly Results On May 6, 2026, CVS reported first-quarter results for fiscal 2026, and CVS beat analysts' estimates for earnings per share as well as revenue. Total revenue increased from $94,588 million in Q1/25 to $100,426 million in Q1/26, resulting in 6.2...