by Touch Stone Publishers | May 28, 2026
Executive Summary The new Devon Energy’s first post-merger proxy, filed with the SEC on May 28, 2026, establishes the capital allocation framework that will govern the largest combined shale platform in the Delaware Basin: $8 billion in authorized share...
by Touch Stone Publishers | May 27, 2026
Sector Intelligence | AI First Culture Bank Regulators Just Updated Model Risk Management. Your AI Program Is Now Auditable. Interagency guidance resets expectations for model governance. Generative and agentic AI may be out of scope, but the evidence discipline is...
by Touch Stone Publishers | May 27, 2026
A new global report on enterprise AI landed last week with a number that deserves more attention than it has received: 43 percent of major AI initiatives at companies with over $1 billion in annual revenue are expected to fail. The HCLTech Enterprise AI Market Report...
by Touch Stone Publishers | May 26, 2026
Agentforce ARR at $800M Contradicts BofA’s Seat-Compression Thesis Before Tomorrow’s Q1 Print Excerpt: Bank of America’s $160 Underperform target on Salesforce rests on one claim: that AI agents will erode per-seat revenue before Agentforce can...
by Touch Stone Publishers | May 25, 2026
The Signal The FFIEC proposed the first revision to the CAMELS supervisory rating system in 30 years, filed in the Federal Register on May 19, 2026 (91 Fed. Reg. 29128). The core change: removal of “special consideration” language that has given the...
