Summary
We examined the Q3 2025 earnings transcripts of eight leading Fortune 500 companies, including Bank of America, Capital One, Lowe’s, and Walmart, to see what those CEOs are saying about their AI investments, initiatives, and impact. We found broad adoption and diverse investments, some targeting operating efficiencies, many optimizing existing processes, and a handful signaling AI-fueled revenue opportunities. In this report, we let them tell the story. Every technology and business leader can borrow these stories to craft their own AI strategies.
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