Discover how Amazon leverages AI to boost employee productivity, achieve 11% sales growth, and reduce stock-based compensation. Read more here...
Continue ReadingThe Janus Henderson Concentrated Growth Managed Account Portfolio returned 2.44% (gross) and the Russell 1000® Growth Index returned 7.07%. Click here to read the full commentary...
Continue ReadingThe Janus Henderson Concentrated All Cap Growth Managed Account Portfolio returned 3.34% (gross) and the Russell 3000® Growth Index returned 6.82%. Click here to read more...
Continue ReadingAmazon's growth is driven by AI-related cloud demand and ad revenue, with AWS and advertising becoming major profit contributors. Read why AMZN stock is a Buy...
Continue ReadingAmazon's improved cost structure and financial flexibility have led to a huge increase in operating income. Read why I keep my Buy rating for AMZN stock...
Continue ReadingRoku faces competitive pressures from Comcast, Xumo and Walmart, while maintaining growth potential. See why we are bullish on ROKU stock currently...
Continue ReadingThe Janus Henderson Global Technology And Innovation Fund returned 3.20% and the S&P 500® Index returned 2.41%. Click here to read the full commentary...
Continue ReadingDiscover why AMZN stock soared after Q4 earnings and how tariffs could impact competitors' costs. Explore what's next for its stock performance. Read the full report here...
Continue ReadingAdobe stock downgraded to 'hold' as FY25 guidance signals slowing growth...
Continue ReadingThe Fund returned 0.07% and the S&P 500® Index returned 2.41%. The Bloomberg U.S. Aggregate Bond Index returned -3.06%. The Balanced Index returned 0.21%...
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