Warren Buffett has been selling stocks and stockpiling cash. Amazon (NASDAQ: AMZN) is one of Buffett's smaller positions, and it wasn't his idea to buy it -- he said that one of Berkshire Hathaway's portfolio managers decided to buy it. It's been a valuable addition, up 127% over the past five years, which was around the time Buffett bought it...
Continue ReadingThe Janus Henderson Forty Fund returned 5.23% and the Russell 1000® Growth Index returned 3.19% for Q3 2024. Click here to read the full commentary...
Continue ReadingU.S. holiday shoppers have big plans to use small screens for a head start this year on Thanksgiving Day, and retailers have spent weeks priming them, touting pre-Black Friday online discounts for everything from TVs and toys to Bluetooth speakers. Shoppers have been lured by the convenience of apps that have made it much easier in recent years to make purchases from retailers' websites using mobile devices. "What we've always seen is this gap between shoppers looking and browsing from their phones, but then they go back to their computers and buy," said Caila Schwartz, director of consumer insights at Salesforce...
Continue ReadingAmazon (NASDAQ: AMZN) CEO Andy Jassy often predicts in his company's quarterly conference calls what he thinks will happen with the cloud market. Jassy will first note that at least 85% of global IT spending is still on-premises with the rest in the cloud. Interestingly, Jassy had a similar forecast in Amazon's latest quarterly call...
Continue ReadingThe Janus Henderson Concentrated Growth Managed Account Portfolio returned 4.87% (gross) for Q3 2024. Click here to read the full commentary...
Continue ReadingThe Janus Henderson Concentrated All Cap Growth Managed Account Portfolio returned 5.07% (gross) for Q3 2024. Click here to read the full commentary...
Continue ReadingIn fact, this company is increasingly encroaching on Nvidia's turf...
Continue ReadingWe recently published a list of 15 Trending AI Stocks on Latest News and Ratings. In this article, we are going to take a look at where Amazon.com, Inc. (NASDAQ:AMZN) stands against other trending AI stocks on latest news and ratings. When BlackRock, the investment titan with more than $10 trillion in assets under management, […]...
Continue ReadingStock selection in the healthcare and financials sectors contributed to relative performance, while stock selection in consumer discretionary and energy detracted...
Continue ReadingWe are positive on the U.S. economy and earnings and cautious on equity valuations in certain sectors...
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