- In today’s CEO Daily: Diane Brady profiles Centene CEO Sarah London.
- The big leadership story: CFOs plan AI-related layoffs—but not as many as you might think.
- The markets: Up globally on reports of an Iran breakthrough
- Plus: All the news and watercooler chat from Fortune.
Good morning. Sarah London, the youngest-ever female CEO to run a Fortune 500 company, isn’t leading from a place of comfort. As federal cuts and new regulations reshape U.S. health care, the chief executive of Centene, the country’s biggest Medicaid insurer, is redefining what it means to innovate in a constrained environment. Her playbook is less about bold spending and more about disciplined reinvention; she’s streamlining operations, shedding noncore businesses, and using predictive algorithms to help manage care for vulnerable populations. At a moment when “the country is getting poorer and sicker,” as she puts it, London’s version of innovation is all about using technology to keep the social safety net intact. (You can read my full story on her here.)
