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0.000311036299765733 -0.000164666276346662 -0.000859923887587872 -0.0015368852459017 -0.00208577283372384 -0.000768076697892289 0.000768442622950745 -0.00151858899297431
Stock impact report

Janus Henderson Concentrated Growth Managed Account Q3 2025 Portfolio Review [Seeking Alpha]

Apple Inc. (AAPL) 
Last apple inc. earnings: 4/30 04:30 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.apple.com
Company Research Source: Seeking Alpha
Marvell has been a beneficiary of increasing demand for data infrastructure – primarily custom silicon – through its relationship with Amazon. Oracle reported strong second-quarter results and exceptional forward guidance, especially for its Oracle Cloud Infrastructure business. As one of the world's dominant chip manufacturers, TSMC is the leading supplier of graphic processing units for companies, such as NVIDIA, that are at the forefront of the AI buildout. ArLawKa AungTun/iStock via Getty Images The following segment was excerpted from the Janus Henderson Concentrated Growth Managed Account Q3 2025 Commentary. Portfolio review An underweight position in device and services company Apple ( AAPL ) detracted from relative performance, as the This article was written by Quick Insights AAPL's elevated valuation, ongoing uncertainty around iPhone sales, and delays in launching its conversational Siri AI assistant support maintaining an underweight stance. MRVL was e Show less Read more
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