In today’s CEO Daily: Diane Brady digs into Fortune‘s new Next to Lead list.

The big story: Today’s a quirky jobs day.

The markets: In the red globally.

Plus: All the news and watercooler chat from Fortune.

Good morning. Major technology shifts often spur the rise of a new generation of leaders. Satya Nadella’s track record in building Microsoft’s cloud business earned him the top job in 2014. Arvind Krishna’s early bet on cloud and AI made him an obvious choice to run IBM, as did Ginni Rometty’s reputation in disruptive technologies before him. Doug McMillon’s push for e-commerce proved pivotal in becoming CEO of Walmart and transforming the retailer while there. Go back to 1989 and a digital-first Stan Bergman was champing at the bit to transform Henry Schein.