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U.S. Companies Focus on “Disciplined Execution” in AI Rollout

BMO’s latest BMO Business Outlook shows U.S. companies cautiously optimistic amid greater clarity on interest rates, policy direction and capital conditions and business leaders shifting from “wait-and-see” to disciplined execution, particularly on artificial intelligence implementation and capital allocation. Companies are moving beyond pilots and experimentation toward practical deployment of AI and automation to streamline operations, improve productivity and redeploy resources toward higher-value opportunities.

“We’re seeing a clear shift from ‘wait-and-see’ to disciplined execution,” said Tony Sciarrino, head, BMO Commercial Bank, U.S. “In this environment, the winners won’t be the companies that take the most risk—they’ll be the ones that allocate capital well, protect margins, and put technology to work in ways that measurably improve productivity.”

BMO’s Business Outlook notes the U.S. economy has meaningful supports in 2026, including AI-driven business investment. At the same time, though, risks remain elevated around trade policy, inflation dynamics and geopolitics.

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About Paul Bubny

Paul Bubny serves as Senior Content Director for Connect Commercial Real Estate, a role to which he brings 16-plus years’ experience covering the commercial real estate industry and 30-plus years in business-to-business journalism. In this capacity, he oversees daily operations while also reporting on both local/regional markets and national trends, covering individual transactions across all property types, as well as delving into broader subject matter. He produces 7-10 daily news stories per day and works with the Connect team and clients to develop longer-form content, ranging from Q&As to thought-leadership pieces. Prior to joining Connect, Paul was Managing Editor for both Real Estate Forum and GlobeSt.com at American Lawyer Media, where he oversaw operations at both publications while also producing daily news and feature-length articles. His tenure in B2B publishing stretches back into the print era, and he has served as Editor in Chief on four national trade publications. Since 1999, Paul has volunteered as the newsletter editor of passenger rail advocacy groups (one national, one local).

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