Hints and tips:
...Kevin Walkush, a portfolio manager at Jensen Investment Management, said the company had “established the strongest beachhead” in the market for AI workplace assistants, with the new target of getting people...
...businesses, Boden also includes the voices of many women who have played a role in growing successful businesses, including venture capital investor June Angelides, skincare brand Child’s Farm founder Joanna Jensen...
...“It looks like AI will get monetised in the enterprise,” says Kevin Walkush, a portfolio manager at Jensen Investment Management....
...After reaching a deal on the US debt ceiling with President Joe Biden over the weekend, House Speaker Kevin McCarthy now has to quell a revolt from the Republican party....
...Smart reads The new king of Silicon Valley Jensen Huang has spent three decades building Nvidia into a semiconductor powerhouse....
...In the US, President Joe Biden has struck a deal with Kevin McCarthy, the Republican House of Representatives Speaker, that would avert a debt default looming in early June and bring relief to the global...
...Last Friday, Oklahoma governor Kevin Stitt announced the state had entered the largest economic development contract in its history for a $696mn incentive package signed into law at the start of March....
...“FTX was the pinnacle, the most beautiful girl in the class,” said Anders Kvamme Jensen, co-fund manager of the AKJ Digital Assets fund....
...And Anders Jensen, chief executive of Nordic Entertainment Group, says every streaming service has “caught the Netflix bug”....
...A local bank can have $2bn in assets, says Jensen, but take on a $30m commercial loan, with the Bank of North Dakota’s help....
...Last August, former Disney executive Kevin Mayer quit as TikTok chief executive just months into his tenure, citing changes in the political environment....
...Kevin Systrom, the founder of Instagram, has emerged as a candidate to run the restructured TikTok. Today’s Big Read has a blow-by-blow account of President Trump vs TikTok....
...Kevin Walkush at Jensen Investment Management, an Oracle shareholder, added that the TikTok and Oracle customer bases were “diametrically opposed”, while any cloud computing business that came from a deal...
...What cloud growth it had managed had come from “add-on services and applications” rather than its core business, said Kevin Walkush, a portfolio manager at Jensen Investment Management....
...“I think that Larry Page and Sergey Brin kind of stepped away from the business quite a while ago — this probably just formalises what has been going on,” said Kevin Walkush, a portfolio manager at Jensen...
...“The world’s changed a lot in the last 20 years,” said Kevin Walkush at Jensen Investment Management, an Apple investor. “Was it getting stale?...
...“What he’s done was teed up before him,” said Kevin Walkush of Jensen Investment Management, a long-term Microsoft shareholder....
...“There’s a massive network effect,” said Kevin Walkush, a portfolio manager at Jensen Investment Management, which owns shares in Google’s parent, Alphabet....
...These will be “high margin, incremental services that get added at low cost,” predicted Kevin Walkush, portfolio manager at Jensen Investment Management and a Microsoft shareholder....
...Kevin Walkush, a portfolio manager at Jensen Investment Management, forecast that Waymo could make even more money from the business Google knows best: guiding people around the internet....
...“There’s definitely a risk, and it goes up with the situation at Facebook,” said Kevin Walkush, manager of the Jensen Quality Growth Fund, which owns shares in Google parent Alphabet....
...According to June Jensen, director of the NPD Group UK, the retail sector has “responded to the threat from online beauty retailers by enhancing the in-store offering with expert advice, makeovers, events...
...Walkush, a portfolio manager at Jensen Investment Management....
...“It’s a bit of a head-scratcher for us and how they’re going to monetise it,” says Kevin Walkush, a portfolio manager of the Jensen Quality Growth Fund, a Microsoft shareholder....
...Once the first formation was set and held, the head organiser of the skydive – Kate Cooper-Jensen, from America – signalled with a streamer stashed up her sleeve....
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