Gene Munster

Apple Inc.'s (NASDAQ:AAPL) stock bump on Monday shows just how eagerly investors are waiting for signs that the company is serious about artificial intelligence, according to Deepwater Asset Management's Gene Munster. What Happened: Shares of Apple rose 2.03% on Monday — outperforming the broader...

NVIDIA Corp (NASDAQ:NVDA) stock surged 44% in the previous three months while the PHLX Semiconductor Sector Index (SOX), which Nvidia is part of, gained 29.41% during the period. The stock is currently trading near its 52-week high of $158.71. Also Read: Microsoft’s Next-Gen AI Chip Still...

Apple Inc.'s (NASDAQ:AAPL) Siri is far behind OpenAI's ChatGPT, according to a comparison conducted by Deepwater Asset Management, receiving an "F" while ChatGPT has scored an "A." What Happened: On Friday, Deepwater Asset Management's managing partner, Gene Munster, shared the results of the test...

Deepwater’s Gene Munster, a prominent tech analyst, has shared his insights on Apple Inc.‘s (NASDAQ:AAPL) upcoming Worldwide Developers Conference (WWDC) and the company’s future in artificial intelligence (AI). What Happened: In a post on X on Tuesday, Munster suggested that the...

CNBC’s Jim Cramer has weighed in on Nvidia Corp.‘s (NASDAQ:NVDA) recent pre-market dip, attributing its slight decline to the influence of “meme money” rather than significant institutional selling. What Happened: In a post on X on Friday, Cramer expressed his disappointment...

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...

Nvidia Corporation’s (NASDAQ:NVDA) blockbuster quarter has drawn reactions from top investors, with Ross Gerber slamming U.S. policy on China. At the same time, Deepwater Asset Management's Gene Munster has urged Wall Street to focus on the chipmaker's explosive AI growth. What Happened:...

President Donald Trump has reignited trade tensions by demanding that Apple Inc. (NASDAQ:AAPL) produce its iPhones domestically if the devices are to be sold in the United States. In a post on Truth Social Friday, the former president warned that iPhones manufactured abroad—specifically in India—...

Gene Munster, Managing Partner at Deepwater Asset Management, warned Wednesday that OpenAI represents the first serious competitive threat to Apple Inc. (NASDAQ:AAPL) in two decades following the artificial intelligence company’s $6.5 billion acquisition of former Apple design chief Jony Ive...

Perplexity AI CEO Aravind Srinivas believes search giant Google is currently at its most vulnerable since its founding over two decades ago, caught between its legacy dominance in search advertising and the fast-moving disruption of AI-native search. What Happened: During the Sohn Investment...

On Tuesday, Deepwater Asset Management's managing partner, Gene Munster, noted that Elon Musk's AI enterprise xAI's plans for a massive investment could result in Nvidia Corporation (NASDAQ:NVDA) as the biggest beneficiary.  What Happened: In a post on X, formerly Twitter, Munster highlighted...

Alphabet Inc.’s (NASDAQ:GOOG) (NASDAQ:GOOGL) annual developer conference, Google I/O 2025, will kick off tomorrow, May 20, and run through May 21 at the Shoreline Amphitheater in Mountain View, California. On Monday, one top analyst said the stakes couldn't be higher for the company's future...

Tesla Inc. (NASDAQ:TSLA) shares have surged 46% since late April, adding $350 billion in market capitalization despite expected delivery declines, according to Gene Munster, Managing Partner at Deepwater Asset Management. What Happened: Munster attributes 65% of the rally to two key factors: better...

According to a leading fund manager and venture capitalist, Google-parent Alphabet Inc.’s (NASDAQ:GOOGL) (NASDAQ:GOOG) search dominance is facing mounting challenges, with a high-profile antitrust lawsuit, and emerging technologies that are reshaping consumer behaviours. What Happened: On...

Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google is at a critical juncture in its evolution, with industry experts like Gene Munster questioning whether the tech giant can adapt to the AI-driven future or risk being left behind like eBay Inc. (NASDAQ:EBAY). What Happened: During Alphabet's first...