Janus Henderson’s Jeremiah Buckley: Outlook on AI infrastructure is still strong

Janus Henderson’s Jeremiah Buckley: Outlook on AI infrastructure is still strong



Jeremiah Buckley, Janus Henderson Equities portfolio manager, joins CNBC’s ‘Squawk on the Street’ to discuss outlooks on tech, travel, and more.



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Expedia stock soars on recent quarter
Travel

Expedia stock soars on recent quarter

CNBC’s Contessa Brewer breaks down the latest earnings from Expedia. Source

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American adds Budapest, Prague and Buenos Aires flights for summer 2026
Travel

American adds Budapest, Prague and Buenos Aires flights for summer 2026

An American Airlines Boeing 787-9 Dreamliner lands at the Miami International Airport on December 10, 2021 in Miami, Florida. Joe Raedle | Getty Images American Airlines is reviving some of its pre-pandemic destinations like Prague and Budapest, Hungary, as international travel continues to hold up better than domestic demand. Other additions include its first-ever Dallas […]

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We’re upgrading our rating on Disney thanks to a misguided market reaction to earnings
Travel

We’re upgrading our rating on Disney thanks to a misguided market reaction to earnings

Disney shares are under pressure Wednesday after the entertainment giant reported mixed quarterly results. We think it’s an opportunity. Revenue in the three months ended June 28 increased 2% year over year to $23.65 billion, missing expectations of $23.73 billion, according to LSEG. Adjusted earnings per share (EPS) in the fiscal 2025 third quarter totaled […]

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