CEOs and Thought Leaders

The latest interviews, profiles, and conversations with C-suite and other movers and shakers.

Why This Investing Pro Is Looking to Europe

"There's a bigger market, less competition," H. Cabot Lodge III, founder and senior managing director of Lodge Quai Capital Management, told Barron's editor at large Andy Serwer.

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Evan Greenberg’s Chubb Is a P&C Insurance ‘Masterpiece’

Evan Greenberg’s Chubb Is a P&C Insurance ‘Masterpiece’

Underwriting discipline has propelled the property and casualty insurer to No. 1 in industry profitability under Greenberg’s leadership.

1 minute read

Jane Fraser Set a New Course for Citigroup. It’s Working for Customers—and Investors.

Jane Fraser Set a New Course for Citigroup. It’s Working for Customers—and Investors.

Fraser’s is the 13th turnaround effort at the giant bank. It may be the first to succeed.

1 minute read

Tapestry’s Joanne Crevoiserat Built ‘Brand Love’ at Coach, and a Fan Club on Wall Street

Tapestry’s Joanne Crevoiserat Built ‘Brand Love’ at Coach, and a Fan Club on Wall Street

Coach is bagging hefty profits under retail veteran Crevoiserat as younger customers rediscover its craftsmanship.

1 minute read

James Dolan Is a Champion, Much Like His New York Knicks

James Dolan Is a Champion, Much Like His New York Knicks

The so-called Dolan discount evaporated as shares of Madison Square Garden Sports, Madison Square Garden Entertainment, and Sphere Entertainment took wing.

1 minute read

Delta Shares Are Flying With Ed Bastian in the Cockpit

Delta Shares Are Flying With Ed Bastian in the Cockpit

Under Bastian, employees get a generous cut of pretax profits. The move pays for itself in enhanced customer satisfaction.

1 minute read

Under Tim Cook, Apple’s Stock Soared More Than 2,000%. Investors Will Miss Him.

Under Tim Cook, Apple’s Stock Soared More Than 2,000%. Investors Will Miss Him.

Apple’s CEO is stepping down in September, and after 15 years of extraordinary leadership.

1 minute read

GE Aerospace Trades Like an AI Company. Credit Larry Culp’s Continuous Improvements.

GE Aerospace Trades Like an AI Company. Credit Larry Culp’s Continuous Improvements.

H. Lawrence Culp Jr. has run GE Aerospace since splitting up General Electric. His influence extends throughout the industry.

1 minute read

Dell Was a Leader in PCs. Now It Is a Giant in AI Infrastructure, Thanks to Its CEO.

Dell Was a Leader in PCs. Now It Is a Giant in AI Infrastructure, Thanks to Its CEO.

Michael Dell’s acquisition of EMC in 2016 laid the groundwork for Dell Technologies’ leadership in AI servers.

1 minute read

Ernie Herrman Made TJX a Shopping Destination. Now He’s Taking It Global.

Ernie Herrman Made TJX a Shopping Destination. Now He’s Taking It Global.

The off-price retailer has scored in the U.S., and boasts record earnings and rising same-store sales. Management is betting that the rest of the world loves bargains, too.

1 minute read

Jensen Huang’s Nvidia Is About to Break a Global Earnings Record. That’s No Accident.

Jensen Huang’s Nvidia Is About to Break a Global Earnings Record. That’s No Accident.

Nvidia’s co-founder and CEO has ensured that the company dominates in AI chips.

1 minute read

Amazon’s Andy Jassy Has Made AWS Into an AI Cash Cow

Amazon’s Andy Jassy Has Made AWS Into an AI Cash Cow

Jassy leaned into Amazon Web Services, the company’s cloud-computing business. That proved clutch.

1 minute read

A Software Glitch Nearly Sank CrowdStrike. This Boss Brought It Back from the Brink.

A Software Glitch Nearly Sank CrowdStrike. This Boss Brought It Back from the Brink.

Under co-founder and CEO George Kurtz, CrowdStrike moved past the crisis and strengthened its credibility as a cybersecurity provider.

1 minute read

MP Materials’ Litinsky Had a Mine and a Vision: to Secure a Rare Earths Supply in the U.S.

MP Materials’ Litinsky Had a Mine and a Vision: to Secure a Rare Earths Supply in the U.S.

The government became James Litinsky’s partner in MP last year, in a deal that sent the stock soaring.

1 minute read

Micron’s Sanjay Mehrotra Saw the Memory Bust. Now He’s Leading the Memory Boom.

Micron’s Sanjay Mehrotra Saw the Memory Bust. Now He’s Leading the Memory Boom.

Under Mehrotra, Micron has focused laser-like on enterprise-grade memory for data centers.

1 minute read

Satya Nadella Has Positioned Microsoft to Grow. Investors Are Missing the Point.

Satya Nadella Has Positioned Microsoft to Grow. Investors Are Missing the Point.

The stock is down this year, but sales and earnings are up by double digits under the longtime CEO.

1 minute read

Why Did Alphabet Become an AI Giant Under Sundar Pichai? Ask Gemini.

Why Did Alphabet Become an AI Giant Under Sundar Pichai? Ask Gemini.

Pichai oversaw a smooth transition from search dominance to AI mastery—and a doubling in the share price in the past year.

1 minute read

Casey’s Recent Inclusion in the S&P 500 Is a Vote of Confidence in Its CEO

Casey’s Recent Inclusion in the S&P 500 Is a Vote of Confidence in Its CEO

Darren Rebelez wants to win in fuel, convenience, and food at Casey’s General Stores.

1 minute read

Under Dave Ricks, Lilly Is Minting Money on GLP-1 Drugs and Spending It Wisely

Under Dave Ricks, Lilly Is Minting Money on GLP-1 Drugs and Spending It Wisely

Ricks has led a $50 billion manufacturing Marshall Plan in pharma to safeguard Lilly’s lead in obesity and diabetes treatments.

1 minute read

Goldman Sachs Is in Great Shape and Its Stock Has Soared. Thank David Solomon.

Goldman Sachs Is in Great Shape and Its Stock Has Soared. Thank David Solomon.

Solomon pulled the plug on consumer banking, and refocused the firm on its core strengths, a move that has paid off for investors.

1 minute read

Chip Maker AMD Has Become a Data-Center Powerhouse. It’s All Part of Lisa Su’s Plan.

Chip Maker AMD Has Become a Data-Center Powerhouse. It’s All Part of Lisa Su’s Plan.

Under Su, Advanced Micro Devices’ data-center sales are set to surpass rival Intel’s this year.

1 minute read

Broadcom Holds the Best AI Hand This Side of Nvidia, Thanks to CEO Hock Tan

Broadcom Holds the Best AI Hand This Side of Nvidia, Thanks to CEO Hock Tan

Tan’s tech juggernaut has been a gold mine for investors; the stock has returned 34,000% during his tenure.

1 minute read

Wendell Weeks’ Research Spending Has Paid Off for Corning Customers and Investors

Wendell Weeks’ Research Spending Has Paid Off for Corning Customers and Investors

Corning is an Innovator in glass. Weeks has retooled it for the AI era.

1 minute read

Darren Woods’ Game Plan at Exxon Mobil: Produce More Oil for Less Money

Darren Woods’ Game Plan at Exxon Mobil: Produce More Oil for Less Money

Woods’ efficiency drive has won over investors.

1 minute read

GameStop’s Ryan Cohen Is Ready to Talk About eBay. For Real.

GameStop’s Ryan Cohen Is Ready to Talk About eBay. For Real.

GameStop’s bid to buy eBay was loudly rejected by the company’s board. Ryan Cohen remains committed to the deal and says it will ultimately be up to shareholders.

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