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Amanda Gerut

Amanda Gerut

Fortune

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Supermicro CEO insists ‘no one’ beyond indicted employees were involved in alleged $2.5 billion smuggling scheme

CEO and Chairman Charles Liang said Supermicro’s relationship with vendors including Nvidia, AMD, Intel, and Broadcom was “strong” despite the...

05.05.2026 4

Fortune

Amanda Gerut

Supermicro’s co-founder allegedly smuggled $2.5 billion in Nvidia-chipped servers to China—now the whole company is under the microscope

The company will report financial results on Tuesday after disclosing it has launched an internal probe that could reshape its management and future...

05.05.2026 20

Fortune

Amanda Gerut

Meta just bumped its 2026 capex forecast up to as much as $145 billion for the AI boom—and investors flinched

CEO Mark Zuckerberg is planning to spend more on infrastructure in 2026 than Meta did in all of 2024 and 2025. Meta's stock fell 6% in after-hours...

29.04.2026 5

Fortune

Amanda Gerut

Microsoft, Meta, and Google just announced billions more in AI spending. Only Google convinced investors it’s paying off

Surging prices due to memory chip shortages have led to billions more in capital expenditures from Magnificent 7 companies—and many investors...

29.04.2026 4

Fortune

Amanda Gerut

CEOs got millions after boards ‘neutralized’ the impact of tariffs. Some won’t say what it was worth

An exclusive analysis found eight of 22 companies adjusted executive pay for tariff impacts. Some declined to disclose the dollar value of the...

29.04.2026 20

Fortune

Amanda Gerut

Mark Zuckerberg’s AI ambitions back in the spotlight as Meta execs begin ‘moonshot’ mission for $9.5 trillion valuation and massive payouts

The deepest tranche of options won’t fully pay off unless Meta becomes nearly twice the size of Nvidia.

28.04.2026 5

Fortune

Amanda Gerut

North Korean IT workers are stealing remote jobs and raking in billions—and Americans are helping them do it

“North Korean IT worker schemes would not be successful without U.S.-based facilitators,” wrote Assistant Attorney General John Eisenberg in an...

25.04.2026 20

Fortune

Amanda Gerut

Boards say the C-suite owns the AI strategy. The C-suite doesn’t agree

A new Pearl Meyer survey reveals that the AI bottleneck isn’t about technology. It’s a warning that some senior executive teams are struggling to...

22.04.2026 20

Fortune

Amanda Gerut

A secretive tycoon known as the ‘French Murdoch’ holds the key to Bill Ackman’s $64 billion bid for Universal Music Group

Vincent Bolloré keeps his cards close to his chest, and trying to guess what he’ll do is “very dangerous,” say analysts.

17.04.2026 20

Fortune

Amanda Gerut

Reed Hastings’s exit from $455 billion Netflix ‘had nothing to do with’ the failed Warner Bros. deal, says Ted Sarandos

Netflix’s stock price sank 9% in after-hours trading on Thursday.

16.04.2026 8

Fortune

Amanda Gerut

Warner Bros. CEO David Zaslav’s ‘extraordinary’ $887 million golden parachute gets ripped by proxy advisory firm ISS

ISS has recommended investors vote against Warner Bros. Discovery’s compensation proposal that would see executives collect $1.35 billion in...

08.04.2026 7

Fortune

Amanda Gerut

Supermicro launches internal probe after cofounder’s arrest on charges of $2.5 billion in chip smuggling

This is the Nvidia-allied server maker's third internal investigation since 2017.

07.04.2026 10

Fortune

Amanda Gerut

Supermicro soared because of $4 trillion Nvidia—but Jensen Huang can walk away any time he wants

Nvidia giving Supermicro the cold shoulder on GPUs could have a “devastating impact” on the hardware manufacturer, according to Bernstein analysts.

06.04.2026 10

Fortune

Amanda Gerut

‘Attempted corporate murder’ — Judge calls on Anthropic and Department of War to hash out dispute over supply chain risk

District Judge Rita Lin to issue a ruling on Anthropic’s legal challenge “in the next few days,” she said on Tuesday.

24.03.2026 8

Fortune

Amanda Gerut

Supermicro—accused of smuggling $2.5 billion in Nvidia chips and servers to China—has been here before, with Iran

Yih-Shyan “Wally” Liaw was arrested on Thursday and resigned his seat on the Super Micro Computer board on Friday.

23.03.2026 40

Fortune

Amanda Gerut

Supermicro’s co-founder was just arrested for allegedly smuggling $2.5 billion in GPUs to China

The arrest of board member Yih-Shyan “Wally” Liaw—who previously resigned following an accounting scandal in 2018—raises mounting questions...

19.03.2026 30

Fortune

Amanda Gerut

Fortune Brands new CEO never officially worked a day—but he’ll get $18.4 million after a massive leadership shakeup

The son-in-law of activist billionaire Nelson Peltz triggered the shakeup—and now he's getting a board seat and a say in who runs the company next

18.03.2026 10

Fortune

Amanda Gerut

Boards protected CEO bonuses as tariffs threatened business. Now, as Iran disrupts trade, CEOs may get more protection

An exclusive analysis of 50 companies found CEOs in the lowest-performing tier still collected 87% of their target bonuses last year—and boards may...

17.03.2026 30

Fortune

Amanda Gerut

Oracle blows investors away with 22% ‘hyper growth’—but cash flow crunches to negative $24.7 billion

Free cash flow at the enterprise software giant has tumbled over the past year as the company races to spend $50 billion on AI.

10.03.2026 10

Fortune

Amanda Gerut

Oracle is under pressure from more than $100 billion in debt and massive layoffs as it pushes ahead with Larry Ellison’s 3-step transformation

The Larry Ellison-led software giant is remaking its cloud infrastructure to rival Amazon and Microsoft.

09.03.2026 10

Fortune

Amanda Gerut

Google, Meta and the AI ‘hyperscalers’ are on a $1 trillion borrowing binge after years of printing cash. Here’s why Big Tech’s pivot to debt matters

Alphabet, Amazon, Meta, Microsoft, and Oracle are spending billions to fund the AI buildout—but overinvestment risk means there will be “winners...

07.03.2026 60

Fortune

Amanda Gerut

Warren Buffett complained for decades that boosting profits by excluding exec stock comp was ‘cynical’—Nvidia just surprised Wall Street and agreed

The AI chipmaker will score brownie points with Wall Street by making the change, without incurring much downside. Nvidia's competitors won't be so...

04.03.2026 40

Fortune

Amanda Gerut

Cyber retaliation from Iran is a problem for U.S. companies — ‘It’s in the hands of a 19-year-old hacker in a Telegram room,’ ex-NSA operative says

The bigger threat to U.S. companies may not be a data breach, but a coordinated campaign designed to make your employees stop trusting everything they...

02.03.2026 30

Fortune

Amanda Gerut

What AI bubble? Nvidia posts record $68 billion quarterly revenue and $78 billion forecast, as Jensen Huang cites ‘skyrocketing’ adoption of agents

Nvidia just released Q4 and FY 2026 results showing another blowout, beating guidance on nearly every metric.

26.02.2026 20

Fortune

Amanda Gerut

Trump announces 401(k) for all: ‘We will match your contribution with up to $1,000 each year’

Trump also pressured lawmakers to formally prohibit insider trading among legislators, shortly after mentioning Nancy Pelosi's name.

25.02.2026 60

Fortune

Amanda Gerut

Troubled Nvidia ally Supermicro pledged to hire a new CFO ‘immediately.’ That was 14 months ago.

“No one wants this job,” Cowen Partners search firm president Shawn Cole said.

20.02.2026 30

Fortune

Amanda Gerut

With Figma stock down 80% post-IPO, investors cheer solid customer growth, ties to Anthropic and OpenAI

The design collaboration platform has shed 80% of its stock value since its 2025 IPO, trading at $23 a share amid a brutal sector-wide rout in SaaS...

19.02.2026 20

Fortune

Amanda Gerut

A widow lost $39,000, her house, and six dogs after a scam. ‘If the story wasn’t so horrible, people wouldn’t pay attention’

Americans are being defrauded out of billions through an epidemic of romance and investment schemes and it can happen to anybody, authorities warn.

14.02.2026 30

Fortune

Amanda Gerut

Workday shed $40 billion in value. Founder Aneel Bhusri is back with a $139 million bet he can turn it around

Workday's compensation plan for its new CEO underscores how much of an uphill fight SaaS companies have in the face of AI.

13.02.2026 150

Fortune

Amanda Gerut

Alphabet plans to double capex spending to a possible $185 billion—but it’s keeping CEO Sundar Pichai up at night

Alphabet revealed a staggering increase in infrastructure investments that will see it nearly double the $91.4 billion it spent last year, according...

05.02.2026 20

Fortune

Amanda Gerut

Disney’s new CEO Josh D’Amaro stands to make $45 million but he’ll also get something priceless—a ‘clean break’ with Bob Iger

Disney’s new CEO is getting something that could be a major factor in his success: clarity about who's in charge.

04.02.2026 20

Fortune

Amanda Gerut

Elon Musk’s SpaceX buys xAI in stunning deal valued at $1.25 trillion ahead of looming IPO

“My estimate is that within 2 to 3 years, the lowest cost way to generate AI compute will be in space,” Musk wrote in a post on SpaceX’s website...

03.02.2026 40

Fortune

Amanda Gerut

$14 trillion asset manager BlackRock unveils its newest weapon in Wall Street ‘alts’ talent war: profit sharing from private markets

The world’s largest asset manager is fighting to keep talent from leaving for rivals like Apollo, Blackstone, Goldman Sachs, and KKR.

30.01.2026 10

Fortune

Amanda Gerut

Microsoft demand backlog doubles to $625 billion thanks to OpenAI, but hefty spending and slower revenue growth spook investors

Future revenues in the form of RPO rose 110% on the back of a $250 billion commitment from OpenAI, but Azure growth slowed to 39% in the second...

29.01.2026 20

Fortune

Amanda Gerut

Defense companies like RTX and Anduril are feeling the heat on pay and stock buybacks after Trump’s executive order

The nation's largest aerospace and defense company has drawn the president’s ire for being “the least responsive to the needs of the Department of...

13.01.2026 10

Fortune

Amanda Gerut

Consumers lost $12.5 billion to fraud last year, and AI-powered scams are set to explode in 2026, Experian warns

The consumer credit bureau predicts a fraud “tipping point” this year as more people rely on agents for shopping and deepfake employee schemes...

13.01.2026 40

Fortune

Amanda Gerut

How JPMorgan CEO Jamie Dimon notched $770 million in gains for his work in 2025

Dimon has accumulated a lot of equity through his compensation plan, personal purchases, and via a 2021 special award.

07.01.2026 30

Fortune

Amanda Gerut

CEO of $90 billion Waste Management hauled trash and went to 1 a.m. safety briefings—‘It’s not always just dollars and cents’

Jim Fish took his father-in-law’s advice and attended early-morning safety meetings to meet with workers, ride in truck cabs, and talk about...

03.01.2026 50

Fortune

Amanda Gerut

Behind glam luxury brands Michael Kors and Jimmy Choo lurks a troubled holding company losing millions

Capri CEO John Idol’s fashion powerhouse of Michael Kors, Versace and Jimmy Choo was supposed to rival LVMH. Seven years in, the company lost $1...

02.01.2026 30

Fortune

Amanda Gerut

Feds are hunting teenage hacking groups like ‘Scattered Spider’ who have targeted $1 trillion worth of the Fortune 500 since 2022

Rogue teens have attacked some 120 companies—including Nike, Chick-fil-A, Instacart, and News Corporation—often posing as IT staff.

01.01.2026 20

Fortune

Amanda Gerut

The fastest athletes in the world can botch a baton pass if trust isn’t there—and the same is true of AI, Blackbaud exec says

“It’s not about only running fast, but also having trust along the way,” said chief product officer Sudip Datta.

12.12.2025 20

Fortune

Amanda Gerut

The race to deploy an AI workforce faces one important trust gap: What happens when an agent goes rogue?

There’s a great deal of enthusiasm around AI agents, but as panelists discussed at Fortune's Brainstorm AI, there are still a lot of questions too.

12.12.2025 20

Fortune

Amanda Gerut

Actress Natasha Lyonne dropped out of NYU and watched movies instead. Now, she’s helping to shape the future of AI

“We are the ones who are deciding what this use is going to be and how we choose to use it,”” Lyonne told Fortune’s Brainstorm AI audience in...

10.12.2025 10

Fortune

Amanda Gerut

5 VCs sounds off on the AI question du jour

Who better to ask about a bubble than a group who will collectively deploy anywhere from tens to hundreds of millions of dollars over the next decade...

10.12.2025 20

Fortune

Amanda Gerut

Amazon’s new Alexa aims to detangle household chaos, like who fed the dog and the name of that restaurant everyone wanted to try

This is a “classic fight in my house,” said Panos Panay, SVP of devices and services at Amazon.

09.12.2025 30

Fortune

Amanda Gerut

Amazon robotaxi service Zoox to start charging for rides in 2026, with ‘laser focus’ on transporting people, not deliveries, says cofounder

Jesse Levinson, Zoox cofounder and CTO, said the robotaxi service needs several more years before it can operate at a scale where the business is...

09.12.2025 20

Fortune

Amanda Gerut

The $50 billion burgeoning sector betting on your nostalgia for classic American brands

Brand management companies are gobbling up beloved brands from Martha Stewart to Dockers—but views are split on whether they are saviors or vampires.

30.11.2025 20

Fortune

Amanda Gerut

The $124 trillion Great Wealth Transfer won’t be a ‘big bang’ warns Northwestern Mutual CEO Tim Gerend

Women live longer than men, and wealth will transfer across spouses before it moves from baby boomers to the next generation.

30.11.2025 20

Fortune

Amanda Gerut

Silicon Valley sets its sights on building the perfect baby

Tech-savvy parents to be are using IVF and screening embryos to build families in ways that were unimaginable a few short years ago.

29.11.2025 20

Fortune

Amanda Gerut

The CEO of $12 billion Ryder System caught a massive strategic blind spot after a simple question from someone in office supplies

A question about market share triggered a major aha moment for the leader of one of the largest trucking fleets in North America.

28.11.2025 20

Fortune

Amanda Gerut