Denny Fish

Denny Fish, Portfolio Manager at Janus Henderson Investors, delves into the latest tech trends and investment strategies. He discusses the alarming drop in Nasdaq valuations and shares insights on AI's transformative potential across industries. The acquisition of Dayforce by Thoma Bravo for $12.3 billion is explored, highlighting the evolving investment landscape. Fish also touches on the competition among tech giants like Google and Apple in integrating AI, while addressing the complexities of ROI in AI and SaaS projects.