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Sheryl Estrada

Sheryl Estrada

Fortune

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Why Exelon’s CFO is stepping into a new strategy role

As electricity demand surges, Exelon is giving its longtime CFO a bigger say in where the company places its biggest bets.

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Fortune

Sheryl Estrada

Why ‘equal weight’ S&P 500 funds are having a moment—and are up almost 16% this year alone

RSP has topped $100 billion in assets as it outpaces a cap-weighted S&P 500 that's exposed when Big Tech stumbles.

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Fortune

Sheryl Estrada

Nvidia CFO says about half of its data center business comes from customers beyond hyperscalers

Other customer segments are growing faster than the cloud giants that once dominated Nvidia's sales.

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Fortune

Sheryl Estrada

Intuit hits a record milestone of $20 billion in revenue—and sets the stage for a strategic pullback

CFO Sandeep Aujla calls it a “reset to reaccelerate”—Intuit is trading near-term revenue for a rebuilt customer-acquisition engine.

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Fortune

Sheryl Estrada

The S&P 500’s earnings surge looks incredible. Two companies explain why

The index is on track for its strongest earnings growth in years—but Alphabet and Amazon are doing much of the heavy lifting.

tuesday 3

Fortune

Sheryl Estrada

New York added 30,640 tech workers in 3 years, surpassing San Francisco as AI hiring surges

Wall Street's push to hire AI talent is fueling New York's rise, even as San Francisco keeps its title as the top overall tech market.

24.08.2026 20

Fortune

Sheryl Estrada

CFO turnover at America’s largest companies is on pace to hit 18.3%—the highest since the pandemic

The next generation of CFOs stepping in may be younger and less experienced.

21.08.2026 7

Fortune

Sheryl Estrada

Klarna wants its next CFO in New York. That’s a signal to Wall Street

Niclas Neglén is stepping down as finance chief, and the company's next CFO will need capital markets credibility, says a recruiting expert.

20.08.2026 10

Fortune

Sheryl Estrada

Home Depot’s $730 million tariff refund was largely offset by rising costs

Home Depot, Amazon and Walmart are taking very different approaches to the tariff refunds flowing back to retailers.

19.08.2026 7

Fortune

Sheryl Estrada

The finance skills that are becoming more and more critical in the AI age

Finance leads Heidrick & Struggles’ list of the 15 most in-demand skills amid the rapid rise of AI.

18.08.2026 10

Fortune

Sheryl Estrada

Cava CFO on growth, AI and why price hikes aren’t on the agenda

Tricia Tolivar explains how Cava is scaling to new markets.

17.08.2026 10

Fortune

Sheryl Estrada

OpenAI’s CFO insists AI won’t replace judgment

Sarah Friar's five steps for building an AI-native finance team, from access to accountability.

11.08.2026 9

Fortune

Sheryl Estrada

Boards are expanding the CFO’s mandate—with COO duties increasingly in the mix

Zillow expanded its CFO's role to include COO duties, and Zoetis created a similar combined role for its incoming finance chief.

10.08.2026 10

Fortune

Sheryl Estrada

ConocoPhillips’ Andy O’Brien steps up from CFO to CEO—the latest sign finance chiefs are winning more top jobs

Ryan Lance will retire as president and CEO on Sept. 1 and become executive chair of the board of directors.

07.08.2026 7

Fortune

Sheryl Estrada

Lumen reinvents itself as the fiber network behind AI and enterprise—from Anthropic to the Yankees

Lumen President and CFO Chris Stansbury discusses the company's strategic transformation.

06.08.2026 10

Fortune

Sheryl Estrada

What OpenAI’s finance team is becoming in the age of AI

A look at how OpenAI's finance department blends strategy, AI agents, and judgment.

05.08.2026 10

Fortune

Sheryl Estrada

JPMorgan Chase, Accenture and others are teaming up on a new venture to standardize how AI token use is measured

J.R. Storment, executive director of the Tokenomics Foundation, explains what finance chiefs should ask their tech counterparts before setting a...

04.08.2026 7

Fortune

Sheryl Estrada

Aon’s CFO on the No. 1 risk keeping CEOs and finance chiefs up at night

For CEOs and CFOs, the risks aren't just growing—they're colliding.

03.08.2026 8

Fortune

Sheryl Estrada

Apple shows that AI winners don’t have to build the biggest models

A Fortune analysis looks at Apple's strategy of skipping the AI infrastructure arms race.

31.07.2026 10

Fortune

Sheryl Estrada

UPS CFO on the lessons learned from scaling back Amazon—and why the strategy is paying off

UPS is seeing margin gains, cost savings, and a clearer path to higher-value growth, says CFO Brian Dykes.

30.07.2026 10

Fortune

Sheryl Estrada

CFOs are hitting a ‘cost wall’ on AI

Accenture’s Chief AI and Data Officer Lan Guan warns that tokens are becoming AI’s hidden cost driver.

29.07.2026 10

Fortune

Sheryl Estrada

BNY skipped the ‘tokenmaxxing’ craze. Here’s what AI metrics it tracks instead

BNY CFO Dermot McDonogh says AI success is not measured by prompts burned or tokens consumed.

28.07.2026 30

Fortune

Sheryl Estrada

Capital One’s MLB partnership is turning fan experiences into long-term customer value

The company is using All-Star activations and cardholder-only MLB perks to deepen customer experience.

27.07.2026 10

Fortune

Sheryl Estrada

Capital One’s big bet on baseball—and why they think it can help win the credit card loyalty wars

By investing in fan experiences, local entrepreneurs, and long-season MLB sponsorships, Capital One aims to deepen cardholder engagement beyond...

25.07.2026 20

Fortune

Sheryl Estrada

Inside Larry Culp’s playbook for fixing GE

A new Fortune report offers a deep dive into GE’s transformation.

24.07.2026 10

Fortune

Sheryl Estrada

AI coding company Cursor, soon to be acquired by SpaceX, expands its CFO council

The council brings together finance leaders from tech-forward and legacy companies.

23.07.2026 30

Fortune

Sheryl Estrada

Beyond SpaceX: Why great IPOs depend on more than first-day demand

A Fortune report looks at the rules pros use to separate trillion‑dollar hype from durable public‑market returns.

22.07.2026 30

Fortune

Sheryl Estrada

Jersey Mike’s tests how far investors will stretch on restaurant IPO valuations

Jersey Mike’s is aiming for a near-$8 billion listing, testing investors’ appetite for franchise-driven growth.

21.07.2026 10

Fortune

Sheryl Estrada

Jersey Mike’s IPO valuation could reach eight times Sweetgreen’s market cap

Jersey Mike’s is targeting a valuation that would rank among the largest recent restaurant IPOs, highlighting the premium investors are placing on...

21.07.2026 20

Fortune

Sheryl Estrada

How CFOs can tell if AI is actually creating value

OpenAI CFO Sarah Friar offers an AI metric that may help finance chiefs separate hype from real value.

20.07.2026 10

Fortune

Sheryl Estrada

OpenAI’s CFO: 4 questions that reveal if your AI spend is paying off

Forget cost per token. Sarah Friar argues CFOs should judge AI by the work it actually completes.

17.07.2026 20

Fortune

Sheryl Estrada

Netflix stock hits a 52-week low after earnings—but analysts say investors are missing the bigger picture

There may be a growth story brewing at Netflix that the market is missing.

17.07.2026 10

Fortune

Sheryl Estrada

Morgan Stanley is riding high on the IPO boom with 70% of the top 100 unicorns in its pipeline, CFO says

Morgan Stanley is turning IPO relationships into recurring wealth revenue.

16.07.2026 30

Fortune

Sheryl Estrada

Bank of America’s AI bet is starting to pay off, its CFO says

AI‑enabled productivity, not just cost‑cutting, is showing up in the bank’s efficiency ratio and returns, CFO Alastair Borthwick says.

15.07.2026 40

Fortune

Sheryl Estrada

SpaceX and Amazon look like tech twins—but their financials tell a very different story

A new Fortune report examines why investors are giving SpaceX an Amazon-style valuation.

14.07.2026 20

Fortune

Sheryl Estrada

Why corporate strategy is moving to the CFO’s office

At a recent McKinsey forum, most CFOs said the strategy function now reports to them.

13.07.2026 30

Fortune

Sheryl Estrada

Why the 2026 IPO boom is about to broaden beyond AI mega-deals

After SpaceX’s record IPO, investors are starting to eye new sectors.

11.07.2026 30

Fortune

Sheryl Estrada

Why companies are paying a premium for battle-tested CFOs—and Nike’s struggling turnaround shows what that costs

David Denton, Nike’s new CFO, is coming from Pfizer—underscoring how far companies will go to recruit proven top finance chiefs.

10.07.2026 30

Fortune

Sheryl Estrada

Companies still don’t know how to incorporate AI in a holistic way, says Wharton expert

The real bottleneck isn’t the models—it’s change management and whether leaders can bring people along to work with AI as a partner.

09.07.2026 10

Fortune

Sheryl Estrada

Thousands wrote to the SEC about quarterly reporting. A detailed letter came from Exxon’s CFO

Among thousands of public comments to the SEC, a small group of CFOs offered competing views on reporting frequency and disclosure burdens.

08.07.2026 10

Fortune

Sheryl Estrada

SK Hynix—which supplies memory chips to Nvidia—is about to test Wall Street’s appetite for the next wave of tech IPOs

The Korean memory giant’s nearly 8-fold stock surge and $28 billion U.S. listing will show how much AI optimism is still left in the market.

07.07.2026 30

Fortune

Sheryl Estrada

Microsoft’s Frontier push aims to turn AI spending into measurable returns

Microsoft is launching a $2.5 billion business unit that focuses on linking AI models, workflows and proprietary data.

06.07.2026 20

Fortune

Sheryl Estrada

Microsoft’s next big bet isn’t on a model but on becoming the Swiss Army knife of enterprise AI

The tech giant is investing $2.5 billion in a new business unit called Microsoft Frontier.

03.07.2026 20

Fortune

Sheryl Estrada

Why CFOs should pay attention to Open USD—the new stablecoin backed by more than 140 companies

A new stablecoin consortium aims to turn idle settlement cash into yield for banks and fintechs.

02.07.2026 40

Fortune

Sheryl Estrada

Cisco is rolling out AI agents to every single one of its 90,000 employees

CFO Mark Patterson is helping to lead the charge—and has an AI agent of his own.

01.07.2026 30

Fortune

Sheryl Estrada

Comcast’s split brings former CFO Michael Angelakis back as CEO

Comcast will spin off NBCUniversal and Sky into a standalone media company, underscoring how finance chiefs are increasingly being tapped for the top...

30.06.2026 50

Fortune

Sheryl Estrada

AI spending boom accelerates as Big Tech pours trillions into infrastructure

JPMorgan raised its AI capital spending forecast through 2030 as companies continue to expand AI infrastructure.

29.06.2026 20

Fortune

Sheryl Estrada

CFOs are bullish on their own companies—even as they turn bearish on the economy

Even as macro concerns deepen, CFOs are leaning into risk, reshaping talent, and betting on AI to drive company-specific gains.

26.06.2026 20

Fortune

Sheryl Estrada

Top CFOs warn AI success depends on training employees, not just buying technology

The CFOs of Hewlett Packard Enterprise, Prologis, Moody’s, and J.M. Smucker Company discuss how the role is evolving and why training employees on...

25.06.2026 20

Fortune

Sheryl Estrada

What bubble? JPMorgan says the $5.5 trillion AI capex explosion is profitable–for now

JPMorgan's midyear outlook argues the hyperscalers are profitable, the debt markets are holding, and the cycle has room to run.

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Fortune

Sheryl Estrada