Has AI turned heel? So far this month, software-as-a-service stocks have become more like “dis-service” names. Their once stalwart high-margin, high-ARR business models are quickly being rethought as AI further infiltrates the corporate enterprise landscape.Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My ...

PresentationThank you all for waiting. We will now begin the press briefing on AI-driven development that will transform system development. The first presenter is Mr. Hideto Okada, Head of AI Strategy and Business Development Unit, Fujitsu Limited.Hideto Okada Hello, everyone. Today, we are pleased to announce the completion of a new technology that will transform the entire system development process. This achievement is the fruit of our efforts over the past year built through repeated trial and era. Fuj ...

PresentationWith us, we have Ghislain Houle and Jamie Lockwood. Ghislain is the CFO. Jamie is newly appointed IR, so congrats on the new seat. And I'll turn it over to Ghislain who has some opening comments.Ghislain HouleExecutive VP & CFO Well, thanks, Ari, and thanks for the ones being here in the room taking interest in our great company and people on webcast listening in. It's always nice, Ari, to come to Florida at this time of year, especially when you come to Montreal. I think the weather has been qu ...

PresentationBonnie HerzogGoldman Sachs Group, Inc., Research Division Good morning, everyone. So, it's a pleasure to welcome PepsiCo back to CAGNY this year. Joining us today, we have Chairman and CEO, Ramon Laguarta; and Executive VP and CFO, Steve Schmitt. Also, please join me in thanking them for providing us with all of the amazing snacks and beverages today. So PepsiCo is the world's largest convenience food and beverage companies with more than $90 billion in revenue. PepsiCo is on a transformation jo ...

Core Viewpoint - Twist Biosciences is discussing a license agreement for its B-Body bispecific technology platform during a conference call, indicating a strategic move to enhance its product offerings and market position [1][2]. Group 1: Company Overview - The conference call features key executives including Dr. Emily Leproust (CEO), Adam Laponis (CFO), Dr. Patrick Finn (President and COO), and Dr. Colby Souders (CSO), highlighting the leadership team's involvement in the company's strategic initiatives [3]. - The press release regarding the license agreement was made available on the company's website, demonstrating transparency and communication with stakeholders [2]. Group 2: Conference Call Details - The call is being recorded and will be archived in the Investors section of the company's website for two weeks, ensuring that interested parties can access the information later [3]. - Participants are encouraged to limit their questions to one during the Q&A session, promoting an orderly discussion [3].

Company Overview - InMode Ltd. is an Israeli-based company specializing in medical aesthetics, providing platforms and technology for both minimally invasive and non-invasive procedures [1] - The company offers 12 platforms that deliver a variety of treatments, including radio-frequency (RF) micro-needling [1] Investment Philosophy - The investment approach emphasizes the importance of compounding, dividend reinvesting, and patient investing through various market conditions to achieve wealth creation [1] - The strategy includes a mix of steady accumulation of high-quality assets along with high-risk/high-reward opportunities and transformative technologies [1] Academic Background - The individual associated with the analysis has over 20 years of teaching experience at the college/university level and holds a PhD from Brunel University [1]

Core Insights - The session is part of Citi's 2026 Virtual Oncology Leadership Summit, featuring discussions with various companies in the oncology sector [1][2] - IDEAYA's senior management team, including CFOs Josh Bleharski and Michael White, and CMO Darrin Beaupre, is highlighted for their participation in the summit [2] Company Overview - IDEAYA is represented by key executives who are available for questions from the audience, indicating an open communication approach [2] - The summit includes a variety of companies, suggesting a diverse representation within the oncology industry [1]

Core Viewpoint - The article discusses the author's experiences and insights related to investing in optical and laser companies, specifically mentioning Lumentum Holdings and Ciena, while emphasizing a personal background in engineering and a focus on technology stocks [1]. Group 1 - The author has written about several optical and laser companies, including Lumentum Holdings and Ciena, indicating a sustained interest in this sector [1]. - The author has a background as a Merchant Seaman and has developed a strong interest in investing over the last 15 years, learning from various sources [1]. - The author expresses a preference for technology stocks due to an engineering background, suggesting a technical perspective on investment choices [1].

Company Overview - Leidos is a company valued at approximately $17.5 billion to $18 billion, employing around 48,000 individuals, primarily serving the U.S. government in federal IT, national security, intelligence, health, and veterans health sectors [3] Market Dynamics - The current market environment is dynamic, presenting numerous opportunities for Leidos, which the company is excited about [2] Strategic Focus - Leidos has a significant presence not only in the U.S. but also in Australia and the U.K., indicating a broad international strategy [3]

Group 1 - The article discusses the importance of enabling Javascript and cookies in browsers to prevent access issues [1] - It highlights that users with ad-blockers may face restrictions when trying to access content [1]