Janus Henderson Denny Fish co-manages the Janus Henderson Global Technology and Innovation Fund (JAGTX). His fund is up 136% since October 2022 vs. 81% for the S&P 500. Fish told Business Insider which stocks he's most bullish on right now. Before his portfolio management days, Denny Fish worked as a sales manager at Oracle. He saw the incredible demand for its software products as the dot-com boom flourished, an experience that would later inform his mindset as an investor: What was the next revol ...

D.A. Davidson cut the stock to neutral from buy, a move that follows product announcements earlier this week that failed to assuage concerns about the company’s position with artificial intelligence.“While we were initially excited about the prospects of Apple’s role in the AI ecosystem and potential major upgrade cycle, it has become clear to us that neither of those are likely to come to fruition in the near-term,” wrote analyst Gil Luria. The new products, including a thinner iPhone, “left us uninspired, ...

监管调查 - 美国联邦贸易委员会下令Alphabet旗下谷歌 OpenAI Meta等7家人工智能聊天机器人制造商提供其技术对儿童影响的信息 [1] - 调查涉及公司如何衡量测试和监控聊天机器人以及采取哪些措施限制儿童和青少年使用 [2] - 被调查企业包括谷歌 OpenAI Meta及其Instagram部门 Snap 马斯克的xAI以及Character Technologies [2] 行业监管背景 - 聊天机器人开发商面临日益严格的审查 涉及确保服务安全和防止用户从事危险行为 [3] - 根据美国法律 科技公司在未经父母许可情况下禁止收集13岁以下儿童数据 [4] - 国会多年来试图将保护范围扩大到更大年龄青少年 但目前尚未通过相关立法 [4] 法律程序 - 联邦贸易委员会依据6(b)授权进行调查 允许其发出传票进行市场研究 [5] - 信息收集虽用于研究目的 但调查结果可用于启动正式调查或协助现有调查 [6] - 自2023年以来 该机构一直在调查OpenAI的ChatGPT是否违反消费者保护法 [6] 行业风险事件 - 加州一名高中生父母起诉OpenAI 指控ChatGPT导致其子与家庭隔离并协助策划自杀 [3] - 该事件发生于4月 公司表示已向家属表示慰问并正在审查投诉内容 [3]

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PresentationUnknown Analyst Welcome, and thank you for standing by. I would like to inform all participants that this conference call as well as any Q&A may be recorded and made available to clients of JPMorgan, where a company is presenting any recording may also be posted on their website. Views and opinions expressed by any external speakers on this call are those of the speakers and not of JPMorgan. Parts of this conference call may also be reproduced in JPMorgan Research. If you have any objections, yo ...

Seeking Alpha's transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team ...

Engineering and maintenance services provider Legence raised $728 million in its U.S. initial public offering on Thursday, adding its name to the string of companies looking to go public amid heighten... ...

Seeking Alpha's transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team ...

PresentationPhillip LindsayVice President of Investor Relations I'm pleased to welcome you to this call regarding Technip Energies' announced acquisition of Ecovyst's Advanced Materials & Catalysts business, AM&C. We'll have 3 speakers on the call today: our CEO, Arnaud Pieton, who will discuss the strategic rationale for the transaction. This will be followed by our Chief Strategy and Sustainability Officer, Benjamin Lechuga, who will provide a detailed business overview. Finally, our CFO, Bruno Vibert, wi ...

PresentationPhillip LindsayVice President of Investor Relations I'm pleased to welcome you to this call regarding Technip Energies' announced acquisition of Ecovyst's Advanced Materials & Catalysts business, AM&C. We'll have 3 speakers on the call today: our CEO, Arnaud Pieton, who will discuss the strategic rationale for the transaction. This will be followed by our Chief Strategy and Sustainability Officer, Benjamin Lechuga, who will provide a detailed business overview. Finally, our CFO, Bruno Vibert, wi ...