Jim Covello has been Wall Street’s most consistent voice of AI doubt. Two years on, he asks:”when does the short term become the long term?”

Everything you need to know before you reach the office this morning.

In the meantime, BCG’s David Martin told Fotune, fear runs amok. “A sharing culture is incredibly important, but it’s not natural for fearful employees.”

There’s no doubt that 172,000 payrolls added in May blew past expectations. But you have to look closely at where they were added.

The hackers allegedly breached massive IBM cloud computing infrastructure that’s widely used by many parts of the U.S. government, including the military.

A coalition of investors managing $1.15 trillion is pressing Alphabet to explain how it monitors government use of its cloud and AI services.