menu_open Columnists
Sheryl Estrada

Sheryl Estrada

Fortune

We use cookies to provide some features and experiences in QOSHE

More information  .  Close

Anthropic sets a $1.4 trillion IPO target, but bankers may already be aiming higher

Several tech giants are committing $26 billion alongside the offering.

yesterday 3

Fortune

Sheryl Estrada

Lumen CFO expects up to $1.5 billion from legacy copper amid pivot to AI connectivity

"Copper is worth more to us mined than operated," says Chris Stansbury, as Lumen moves to shut down about a quarter of its copper network by the end...

previous day 10

Fortune

Sheryl Estrada

Binance’s new CFO inherits a test that goes beyond the balance sheet

Days after a $6.3 billion hack, Justin Yek takes on his first CFO role at the world's largest crypto exchange.

monday 7

Fortune

Sheryl Estrada

Cava hit 500 restaurants ahead of schedule. Its CFO explains how it plans double in size by 2032

Cava's CFO Tricia Tolivar on reaching the halfway mark to 1,000 restaurants early.

06.11.2026 20

Fortune

Sheryl Estrada

Pfizer promotes its first female CFO as women’s share of top finance jobs slips

Cecile Guegan’s promotion comes as women’s share of global CFO appointments fell to 20% in the first three quarters of 2026.

05.11.2026 20

Fortune

Sheryl Estrada

The midterms won’t ease borrowing costs. Here’s what CFOs should do now

A former Fed bank examiner and two EY-Parthenon leaders explain how to stress-test investments, shore up liquidity and rethink AI spending.

04.11.2026 10

Fortune

Sheryl Estrada

Who pays for AI’s $2.6 trillion build-out? Look to corporate budgets

BCG estimates companies would cover $1.8 trillion a year by 2030.

03.11.2026 10

Fortune

Sheryl Estrada

S&P’s negative outlook on Meta underscores the risks of the AI spending boom

Meta's massive capital outlays are raising questions about when AI will pay off.

02.11.2026 10

Fortune

Sheryl Estrada

A prominent law firm is unraveling—but Palantir has an intriguing offer

Weil, Gotshal & Manges is preparing to wind down, leaving lawyers facing an uncertain future.

30.10.2026 9

Fortune

Sheryl Estrada

A prominent law firm is unraveling—but Palantir has an intriguing offer

Weil, Gotshal & Manges is preparing to wind down, leaving aspiring lawyers facing an uncertain future.

30.10.2026 9

Fortune

Sheryl Estrada

Fed Chair Kevin Warsh’s warning to AI investors: ‘Interest rates get in the cracks’

The AI spending boom is not immune to higher borrowing costs, Warsh says, as investors grow more selective about which projects to finance.

29.10.2026 30

Fortune

Sheryl Estrada

UPS CFO on the strategic overhaul behind a $22.9 billion quarter

Brian Dykes explains how a focus on higher-value customers is paying off as UPS prepares to hire 100,000 seasonal workers for the holiday rush.

28.10.2026 9

Fortune

Sheryl Estrada

As Anthropic’s IPO approaches, CFO Krishna Rao faces a defining test

Rao must turn surging revenue into durable returns while managing billions in computing commitments.

27.10.2026 10

Fortune

Sheryl Estrada

CFO pay jumps 66% at major industrial spinoffs

A CAP study finds median one-time transaction awards for CFOs were $1 million, separate from recurring compensation and recruitment packages.

26.10.2026 20

Fortune

Sheryl Estrada

Nasdaq CEO calls for a national strategy as global fraud losses reach $579B

As AI helps criminals scale scams, Adena Friedman says financial institutions, tech companies and law enforcement need to work together to stop fraud.

23.10.2026 40

Fortune

Sheryl Estrada

Meta’s CFO Susan Li has a new AI customer in mind: corporate America

Meta is betting its AI models, agents and business tools can help it break into the enterprise market.

22.10.2026 10

Fortune

Sheryl Estrada

More output isn’t better business: Workday’s CFO Zane Rowe on how finance chiefs should really measure AI

Zane Rowe discusses the company’s approach to AI agents, finance transformation, and measuring the impact of new technologies.

21.10.2026 10

Fortune

Sheryl Estrada

ServiceNow CFO: Overwork doesn’t make you a better leader

Gina Mastantuono joined Olympic champion Janet Evans and Deloitte’s Alicia Hatch to discuss how rest, resilience and decision-making under pressure...

20.10.2026 10

Fortune

Sheryl Estrada

How Boston Dynamics is turning robots into a real business

CFO Amanda McMaster explains how Spot found paying customers and why Hyundai's backing could help Atlas scale.

19.10.2026 10

Fortune

Sheryl Estrada

Anthropic’s IPO could be the biggest ever. Your AI budget helps explain why

An early Anthropic backer predicts the stock will trade at up to $2.4 trillion, Fortune reports.

16.10.2026 350

Fortune

Sheryl Estrada

Block, Amazon, Synopsys and Cloudflare are rethinking how work gets done with AI

Executives discuss how they're restructuring teams, managing AI costs and still working out how to measure the return.

15.10.2026 90

Fortune

Sheryl Estrada

How CFOs at Chevron, ServiceNow and Nasdaq decide which AI bets create value

Finance chiefs from energy, software and markets say AI has to compete for capital.

14.10.2026 350

Fortune

Sheryl Estrada

Centene CEO sees health care’s biggest AI opportunity beyond automation

Sarah London argues that AI’s greatest potential lies not in streamlining billing and paperwork.

13.10.2026 10

Fortune

Sheryl Estrada

McKinsey: Automation could absorb half of U.S. work hours by 2035. The bigger challenge is skills

Roughly 11 million workers may need new occupations, and many lack the skills or credentials to get there.

12.10.2026 40

Fortune

Sheryl Estrada

AI skills could mean bigger paychecks for finance talent

Employers are willing to pay more for new hires with AI expertise, but technical skills are only part of what finance leaders need.

09.10.2026 40

Fortune

Sheryl Estrada

AWS pricing team turns 18-tab Excel model into an AI chatbot to evaluate customer deals, CFO says

Amazon Web Services CFO John Felton says AI’s value goes beyond productivity gains to rethinking how work gets done.

08.10.2026 100

Fortune

Sheryl Estrada

Meet 10 finance leaders on Fortune’s Most Powerful Women Asia list

Finance chiefs at Huawei, ByteDance, and Sony are among the executives recognized in the 2026 ranking.

07.10.2026 30

Fortune

Sheryl Estrada

Chevron CFO Eimear Bonner built a 20-plus-year career at the company. Now she’ll run its core business

Bonner's path from petroleum engineer to technology chief and CFO has prepared her to lead oil, products and gas.

06.10.2026 70

Fortune

Sheryl Estrada

Booking Holdings spends nearly $9 billion a year to reach travelers. Its CFO explains how AI is changing trip planning

Ewout Steenbergen says the company is using AI to make travel more personalized and proactive.

05.10.2026 30

Fortune

Sheryl Estrada

HPE’s $1.2 billion order from Vultr puts its AI networking strategy to the test

HPE is betting that AI networking can turn surging demand into faster revenue growth and higher margins.

01.10.2026 30

Fortune

Sheryl Estrada

AI is giving CFOs a bigger slice of the C-suite, new IBM data shows

Jim Kavanaugh, IBM’s CFO and SVP of finance and operations, says AI is shifting CFOs from “guardians of stability” to “agents of transformation.”

30.09.2026 20

Fortune

Sheryl Estrada

83% of CFOs say U.S. stocks are overvalued, even as optimism about their companies rises

CFO confidence rebounds, but executives remain measured in their assessment of the broader economy.

29.09.2026 400

Fortune

Sheryl Estrada

Bank of America wants AI to do treasury’s grunt work

As AI takes over the manual side of treasury work, the job is shifting toward analysis, oversight, and judgment.

28.09.2026 70

Fortune

Sheryl Estrada

Fed’s Tom Barkin, a former McKinsey CFO, says the ‘AI Apocalypse’ hasn’t arrived

The Richmond Fed president says companies are investing heavily in AI to boost productivity, but strong earnings are keeping them from making deep...

25.09.2026 80

Fortune

Sheryl Estrada

McDonald’s bets $8.5 billion on a productivity makeover across more than 46,000 restaurants

McDonald's plan leans on existing restaurants to drive growth as unit expansion slows.

24.09.2026 60

Fortune

Sheryl Estrada

McKinsey: Cheaper AI models, bigger AI bills

McKinsey experts explain why per-token savings aren't reaching the bottom line, and what leaders should track instead of cost per token.

23.09.2026 40

Fortune

Sheryl Estrada

In midterm years, October is usually the best month for stocks, with gains 73.7% of the time

Since 1950, September has been the weakest month of a midterm year, and October and November the strongest. Strategists say the setup, so far, still...

23.09.2026 200

Fortune

Sheryl Estrada

From $2 billion to $112 billion in annual profit: How Apple transformed its business

Apple’s financial evolution reveals the foundation CEO John Ternus inherits as he begins the company’s next chapter.

22.09.2026 100

Fortune

Sheryl Estrada

Warren Buffett’s last lesson as chair: Culture and capital require different guardians

Buffett’s separates Berkshire’s operating authority from its cultural stewardship.

21.09.2026 20

Fortune

Sheryl Estrada

AT&T CFO Pascal Desroches reflects on a nearly 40-year finance career before retiring

Desroches shares the lessons behind AT&T's $150 billion network bet, a hard dividend call, and why he says he never hesitated.

18.09.2026 30

Fortune

Sheryl Estrada

When it comes to rate hikes, CFOs aren’t counting on a ‘one-and-done’

Columbia economist Yiming Ma says the real risk isn't the hike itself, but treating it as an isolated event.

17.09.2026 100

Fortune

Sheryl Estrada

Finance is the most dominant sector by revenue, new Fortune 500 Europe list shows

The finance sector also accounts for 40% of profit and 14% of the workforce across the Fortune 500 Europe.

16.09.2026 100

Fortune

Sheryl Estrada

Coca-Cola to invest $10 billion in U.S. growth through 2030, says CFO

CFO John Murphy discussed the findings of a new study and what's driving the company's next phase of investment.

15.09.2026 30

Fortune

Sheryl Estrada

OpenAI’s IPO wait grows longer as AI safety fears mount

CEO Sam Altman tells Fortune the company won't rush to go public.

14.09.2026 100

Fortune

Sheryl Estrada

A four-time Fortune 500 CFO makes a huge career bet—on joining Polymarket

Warren Jenson was hired as finance chief amid the company's $1 billion raise and a maze of regulatory risk.

11.09.2026 100

Fortune

Sheryl Estrada

Disney CFO says this one sector is critical for driving customer lifetime value: ‘It’s just on fire’

Hugh Johnston also revealed where the company is drawing hard lines on spending.

10.09.2026 30

Fortune

Sheryl Estrada

AI is rewriting the entry-level finance job

Hiring hasn't stopped, but how junior finance staff learn the job is changing fast.

09.09.2026 20

Fortune

Sheryl Estrada

Exclusive: AI startup Sapien raises at $180M valuation to help companies find what’s really driving profit

The startup is betting AI can help CFOs go beyond reporting what happened to uncover why financial performance changed.

08.09.2026 150

Fortune

Sheryl Estrada

Nvidia’s $13 billion Hugging Face bet reveals Jensen Huang’s vision for the next AI battleground

The chipmaker's latest deal shows it is spending big on strategic positioning.

04.09.2026 40

Fortune

Sheryl Estrada

Charter CFO’s move to Blackstone-Google AI venture signals where finance talent is flowing

Fischer's exit after nearly a decade at Charter marks a bet on AI infrastructure over legacy cable.

03.09.2026 30

Fortune

Sheryl Estrada