Deepwater Asset Management

The Department of Justice’s antitrust lawsuit against Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) regarding its search business may not hurt Apple, Inc. (NASDAQ:AAPL), according to Deepwater Asset Management’s Gene Munster. What Happened: The DOJ has taken cudgels against Alphabet for...

Apple Inc. (NASDAQ:AAPL) could reduce its dependence on China in the coming decade, according to Gene Munster, the founder of Deepwater Asset Management. China’s Loss, India’s Gain: Munster believes Apple’s efforts could alleviate concerns among investors who...

SPAC King Chamath Palihapitiya weighed in on the ongoing United Auto Workers’ union strike that has crippled operations at the plants of Detroit’s Big Three, namely Ford Motor Co. (NYSE:F), General Motors Corp. (NYSE:GM) and Stellantis N.V. (NYSE:STLA). What Happened: “The unions...

Shares of Tesla, Inc. (NASDAQ:TSLA) rose in premarket trading on Friday following positive finishes in the past two sessions. The immediate catalyst that could be lifting the stock higher is the United Auto Workers’ union strike, which is impacting production at legacy automakers General...

The workers affiliated to the United Auto Workers union have gone on strike due to a lack of agreement between the parties by the Thursday, 11: 509 p.m. deadline. Against the backdrop, analysts singled out Tesla, Inc. (NASDAQ:TSLA) as one of the biggest beneficiaries of the standoff between the...

On the eve of Apple, Inc.'s (NASDAQ:AAPL) "Wonderlust" iPhone 15 launch event, Deepwater Asset Management Managing Partner Gene Munster shared his take on what to expect from the event. What Happened: The event may “fall flat” for some investors looking for a surprise new product or...

Apple, Inc. (NASDAQ:AAPL) faced a challenging week with the looming threat of competition from Huawei and a limited ban in China, just ahead of its much-anticipated “Wonderlust” iPhone 15 launch event. A Forgettable Week: Apple’s stock had been on an upward...

Apple, Inc. (NASDAQ:AAPL) stock lost 6.4% over two sessions this week before recovering on Friday, with much of the weakness attributable to China's decision to ban iPhones from government offices and companies that work closely with the government. Deepwater Asset Management's Gene Munster on...

Apple, Inc. (NASDAQ:AAPL) on Tuesday sent out invites for its Sept. 12 iPhone launch event, which goes with the tagline ‘Wonderlust." Deepwater Asset Management's co-founder and Managing Partner Gene Munster weighed in on the invite and what it signaled regarding the event. What Happened: The...

Nvidia Corp. (NASDAQ:NVDA) second-quarter results have left analysts short of adjectives to describe the chipmaker's superlative performance. What Happened: “I have never seen anything like this,” said Deepwater Asset Management co-founder Gene Munster. “Even Apple during the go-...

NVIDIA Corp (NASDAQ: NVDA) is set to report earnings next week in what one analyst is calling a make-or-break moment for the broader market.  What Happened: Tuesday on CNBC's "Squawk Box," Deepwater Asset Management's Gene Munster highlighted the...

Electric vehicle stocks went into a tailspin in the week that ended on Aug. 1, as the broader market wilted under the weight of inflation worries. Stocks also reacted to earnings news from the space. Here are the key events that happened in the EV space during the week: Tesla CFO Departure, Pepsi's...

As automakers and tech companies chase the holy grail of autonomous driving, an analyst said two companies will likely reap a windfall from the potential implementation and adoption. What Happened: Tesla, Inc. (NASDAQ:TSLA) and Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) are the two companies that...

Apple, Inc. (NASDAQ:AAPL) had a key legal victory as the Supreme Court ruled in favor of the company about its anti-steering rules, which prevent app developers from directing consumers to alternate payment methods. What Happened: Supreme Court Judge Elena Kagan on Wednesday declined to vacate a...

Apple, Inc. (NASDAQ:AAPL)’s third-quarter results Thursday failed to impress Wall Street, and the stock promptly reacted with a move to the downside. Here’s what the Street has to say. The Apple Analysts: Bernstein analyst Toni Sacconaghi maintained a Market Perform rating on Apple...