Deepwater Asset Management

Chipmaker Nvidia Corp.’s (NASDAQ:NVDA) better-than-expected first-quarter earnings resulted in a spike in the stock, but leading analysts and fund managers believe the market’s reaction didn’t go far enough. What Happened: On Thursday, Gene Munster, Managing Partner of Deepwater...

Deepwater Asset Management managing partner Gene Munster highlighted five key takeaways from NVIDIA Corp.‘s (NASDAQ:NVDA) recent keynote presentation, emphasizing that the artificial intelligence buildout remains in its early stages despite investor skepticism. What Happened: CEO Jensen Huang...

Tesla, Inc. (NASDAQ:TSLA) took another hit on Tuesday when NVIDIA Corp. (NASDAQ:NVDA) and General Motors Co. (NYSE:GM) announced they will partner on self-driving vehicles.  What To Know: Nvidia CEO Jensen Huang announced the GM partnership, which will include robotics, in-vehicle hardware for...

Deepwater Asset Management’s Gene Munster says Meta Platform Inc.’s (NASDAQ:META) plans to invest up to $65 billion this year to expand its AI infrastructure will benefit Nvidia Corp. (NASDAQ:NVDA) and other hardware players. What Happened: Meta CEO Mark Zuckerberg on Friday outlined...

Amazon.com Inc. (NASDAQ:AMZN) has shifted its focus from Cyber Monday to Black Friday for the second year in a row and is reaping the benefits of this move, according to Deepwater Asset Management's Gene Munster. This strategic pivot aligns with Amazon’s tradition of creating...

Gene Munster, Managing Partner at Deepwater Asset Management, projects that Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOGL) will spin out its autonomous driving unit Waymo within the next 2-4 years, potentially reaching a valuation between $350 billion and $850 billion by 2030. What Happened: In a...

Tesla Inc. (NASDAQ:TSLA) has witnessed a remarkable 63% surge in its stock value since the release of its earnings report in October. This significant growth is attributed to the company’s delivery expansion and the potential of its autonomous driving technology, according to a prominent...

Gene Munster, managing partner at Deepwater Asset Management believes Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) subsidiary Google‘s reported Project Jarvis initiative signals a major advancement in artificial intelligence-powered web browsing capabilities, highlighting parallel developments...

Nvidia Corp (NASDAQ:NVDA) has been on a rocket ride this year, with the stock up a jaw-dropping 179.86% year-to-date and 187.99% over the past year. But if Gene Munster is to be believed, Nvidia is only getting started. In the midst of Tesla’s highly anticipated Robotaxi event, Munster had a...

Deepwater Asset Management’s Managing Partner Gene Munster expects three vehicles to be announced at Tesla Inc‘s (NASDAQ:TSLA) upcoming robotaxi event slated for Oct. 10. What Happened: Munster said in an appearance on CNBC on Wednesday that he expects the EV giant to announce a...

Tesla Inc (NASDAQ:TSLA) analysts and experts highlighted the importance of the company's third-quarter deliveries, while they also pointed to other October catalysts that include full quarterly financial results and the company's highly anticipated Robotaxi Day on Oct. 10. What Happened: Tesla...

Apple Inc. (NASDAQ:AAPL) shares may not rise very much when the tech giant debuts the iPhone 16 on Monday because much of the anticipation is already baked into the stock, but the new phone should give some legs to the stock over the next year, according to a tech expert. "I think the announcement...

Deepwater Asset Management Managing Partner Gene Munster now expects electric vehicles to account for only 25% of new car sales in the U.S. in 2030, down from his earlier forecast of 50%. What Happened: “We're updating our US EV market forecast to reflect the EV Winter,” Munster said on...

Gene Munster, managing partner at Deepwater Asset Management, shared insights on NVIDIA Corp. (NASDAQ:NVDA) earnings and artificial intelligence potential on X. “The bears will say $NVDA earnings were good but not great,” he wrote on Wednesday. What Happened: According to Munster, bears...

As NVIDIA Corp (NASDAQ:NVDA) prepares for its upcoming earnings report on Wednesday, Gene Munster, managing partner at Deepwater Asset Management, offers insights into the tech giant’s future. Despite potential short-term setbacks, Munster foresees sustained growth for Nvidia through 2026....