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Search resuls for: "Gene Munster"


25 mentions found


☆ Warren Buffett had a 'resounding endorsement' for Apple's investment case: Deepwater's Gene Munster
  + stars: | 2024-05-06 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWarren Buffett had a 'resounding endorsement' for Apple's investment case: Deepwater's Gene MunsterGene Munster, Deepwater Asset Management managing partner, joins 'Squawk Box' to discuss the state of AI technology, Warren Buffett's comments on AI and AI-related scams at the Berkshire Hathaway annual meeting, Berkshire's sale of Apple, and more.
Persons: Warren Buffett, Gene Munster Gene Munster, Warren Buffett's Organizations: Deepwater Asset Management, Berkshire Hathaway, Apple
☆ Apple is on board with AI, 'not just hype there's substance around it': Deepwater's Gene Munster
  + stars: | 2024-05-02 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple is on board with AI, 'not just hype there's substance around it': Deepwater's Gene MunsterGene Munster, Deepwater Asset Management, joins 'Fast Money' to talk Apple quarterly results and what to expect from the company moving forward.
Persons: Gene Munster Gene Munster Organizations: Deepwater Asset Management
☆ Apple's falling iPhone sales don't bother Wall Street so long as margins, buybacks are increasing
  + stars: | 2024-05-02 | by ( Kif Leswing | ) www.cnbc.com   time to read: +4 min
Instead of glaring too much at iPhone revenue, Wall Street chose to focus on the positive. Apple said iPhone sales suffered from a difficult comparison to last year, when sales were elevated after previous shortages. Annual iPhone revenue peaked in Apple's fiscal 2022. While Apple provided some guidance for total revenue, it avoided offering any sort of forecast for iPhone sales. "For the last couple of years we were doing $90 billion and now we're doing $110 billion," Maestri said on the call.
Persons: Tim Cook, Gene Munster, Munster, CNBC's, Apple, Luca Maestri, that's, Dow, Maestri, let's Organizations: Apple, Fifth, Wall, Wall Street, Android, Microsoft, Dow Jones Locations: New York City, There's
☆ Microsoft says cloud AI demand is exceeding supply even after 79% surge in capital spending
  + stars: | 2024-04-25 | by ( Jordan Novet | ) www.cnbc.com   time to read: +2 min
In its earnings report on Thursday, Microsoft said capital expenditures jumped 79% from a year earlier to $14 billion. "We do have demand that exceeds our supply by a bit," Microsoft CFO Amy Hood told analysts on the company's earnings call. During the fiscal third quarter, revenue in Microsoft's Azure cloud rose 31%, with 7 percentage points from AI. Microsoft intends "to scale to meet the growing demand signal for our cloud and AI products," she said. WATCH: Microsoft's capex increase for AI infrastructure is not a surprise, says Deepwater's Gene Munster
Persons: Amy Hood, Hood, Deepwater's Gene Munster Organizations: Microsoft, OpenAI, Nvidia, Amazon Web Services Locations: Bellevue , Washington
☆ Netflix to stop reporting quarterly subs in Q1 2025
  + stars: | 2024-04-18 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNetflix to stop reporting quarterly subs in Q1 2025Gene Munster, Deepwater Asset Management, and Jamie Lumley, Third Bridge analyst, join 'Closing Bell Overtime' to talk Netflix earnings.
Persons: Gene Munster, Jamie Lumley, Third Organizations: Netflix, Deepwater Asset Management
☆ Tesla is still a growth story, just 'not for the next year,' says Deepwater's Gene Munster
  + stars: | 2024-04-15 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTesla is still a growth story, just 'not for the next year,' says Deepwater's Gene MunsterHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.
Persons: Tesla, Deepwater's Gene Munster, Brian Sullivan, “ Organizations: CNBC
☆ Wall Street seems worried about Apple — and divided over its stock
  + stars: | 2024-04-05 | by ( Theron Mohamed | ) www.businessinsider.com   time to read: +4 min
download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read previewApple's decision to cut more than 600 employees in California speaks to the challenges facing the technology titan and affecting its stock price — and why analysts are divided over its outlook. At the same time, reports suggest Apple is looking into building robots that help people with household tasks. Related storiesWorries that Apple has lost its way have weighed on its stock price. Even so, Apple is a mainstay of many stock portfolios and unlikely to fall much further, Craig Johnson, chief market technician at Piper Sandler, told Bloomberg.
Persons: —, Gene Munster, Dan Ives, Cook, Apple, Craig Johnson, Piper Sandler, Warren Buffett, they've, Johnson Organizations: Service, Apple, Business, Deepwater Asset Management, CNBC, Big Tech, Microsoft, Bloomberg, Berkshire Hathaway, Yahoo Finance Locations: California, China, Europe, Berkshire
☆ Apple focusing on home robots over AI would be a 'horror show' for the company, Wedbush's Dan Ives says
  + stars: | 2024-04-05 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +3 min
download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read previewApple's recently announced foray into developing home robots could end up being a "horror show" for the company, according to Wedbush analyst Dan Ives. Ives thinks such a shift would be detrimental to Apple, which should instead be primarily focused on leaning into artificial intelligence. Even amid his concern around Apple's home robots, Ives remains bullish on the company's stock trajectory over the medium-term. But that projection hinges on Apple continuing to put its AI at the forefront of its priorities, the analysts suggested.
Persons: —, Dan Ives, Ives, Cook, Gene Munster, Munster, Apple Organizations: Service, CNBC, Bloomberg, Apple, Business, Department of Justice Locations: China, Cupertino
☆ Deepwater's Gene Munster shares his bull case for Tesla
  + stars: | 2024-04-02 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDeepwater's Gene Munster shares his bull case for TeslaGene Munster, Deepwater Asset Management, joins 'Fast Money' to explain his bull case for Tesla as the stock tumbles on disappointing Q1 deliveries.
Persons: Deepwater's Gene Munster, Tesla Gene Munster, Tesla Organizations: Deepwater's, Deepwater Asset Management
☆ Investors say underperforming Alphabet is a buying opportunity as it rights its AI missteps
  + stars: | 2024-03-31 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Alphabet needs to correct its artificial intelligence flubs and prove its monetization potential if it hopes to renew investors confidence. GOOGL YTD mountain Alphabet shares this year "There's uncertainty around the moat," said Jamie Meyers, an analyst at Laffer Tengler Investments. "It's an opportunity that is meaningfully underestimated by investors given everything that's happened," said Deepwater Asset Management's Gene Munster. Using the pullback as an opportunity Many investors, however, are finding the positive in Alphabet's recent troubles for their portfolios, and using the recent stock performance as a buying opportunity. Laffer Tengler's Meyers also noted that Alphabet's advantage in personal data, strong user base and dominant market position could give them and edge in AI once they correct their mistakes.
Persons: giant's, Jamie Meyers, It's, They're, Alphabet's, Gene Munster, OpenAI, Dan Hanson, Neuberger Berman, They've, Michael Sansoterra, they're, Hanna Howard, Brad Gerstner, CNBC's, Laffer Tengler's Meyers, Deepwater's Munster Organizations: Microsoft, Meta, Nvidia, Investments, Google, Investors, Silvant Locations: Munster
☆ The EU probe into Big Tech companies is 'effectively noise', says Deepwater's Gene Munster
  + stars: | 2024-03-26 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe EU probe into Big Tech companies is 'effectively noise', says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management managing partner, joins 'Squawk Box' to discuss the EU's investigation into Apple, Alphabet and Meta under the new 'Digital Markets Act' tech legislation, the potential impact on the Big Tech companies, Apple's stock performance, and more.
Persons: Deepwater's Gene Munster Gene Munster Organizations: EU, Big Tech, Deepwater Asset Management, Apple
☆ These are the 3 Apple patents analysts say could hit the production line
  + stars: | 2024-03-24 | by ( Aaron Mok | ) www.businessinsider.com   time to read: +5 min
Analysts predict which Apple patents are likely to become products. An Apple Watch with a camera, a hand wearable for the Vision Pro, and offline Siri may be possible. He identified three Apple patents he believes the company will likely make. AdvertisementThe patents Saini identified as "highly probable" include:1) An Apple Watch with a cameraApple's patent illustration of an Apple Watch with a camera. "Apple has been silently doing a lot of research on AI," analyst Saini said when asked about Apple's patents related to AI.
Persons: Siri, —, Apple's, Ming, Chi Kuo, Anmol Saini, Saini, Gene Munster, Munster Organizations: Apple, Apple Watch, Vision, Service, GreyB, United States Patent, USPTO, Asset Management, Bloomberg, Google, US Department of Justice
☆ A TikTok ban could be terrible news for Apple and Tesla
  + stars: | 2024-03-15 | by ( Geoff Weiss | ) www.businessinsider.com   time to read: +4 min
China could retaliate against Apple and Tesla via brand damage campaigns or stifling local ops. AdvertisementA potential TikTok ban in the US could spell trouble for Apple, Tesla, and other American companies operating in China. And on Wednesday, China's foreign ministry warned TikTok ban attempts would "eventually backfire on the US." Deepwater Asset Management managing partner Gene Munster told Business Insider he believes a TikTok ban has a 25% chance of materializing. In a world where there is a TikTok ban, Munster said, "Chinese leadership could expand its anti-iPhone campaign beyond the government."
Persons: TikTok, —, Gene, Munster, Dan Ives, Tesla Organizations: Apple, Service, Asset Management, Gene Munster, Business, Wedbush Securities, BI, Wynn Resorts, Las Vegas Sands, Texas Instruments, IPG Photonics, Financial Times, Huawei Locations: China, United States, Las Vegas, Qualcomm, Munster, —
☆ TikTok ban a 'measurable opportunity for Meta,' says Deepwater's Gene Munster
  + stars: | 2024-03-13 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTikTok ban a 'measurable opportunity for Meta,' says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management, joins 'Fast Money' to discuss the repercussions and opportunities of a TikTok ban in the U.S.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Meta, Deepwater Asset Management Locations: U.S
☆ China is teaching the likes of Apple and Tesla a very painful business lesson
  + stars: | 2024-03-11 | by ( Hasan Chowdhury | Lina Batarags | ) www.businessinsider.com   time to read: +6 min
download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. In turn, sentiment toward Western business has soured. It's no wonder US companies that once banked on this being the "Chinese century" are having to learn a very painful lesson about doing business in China. According to The Wall Street Journal, a directive known as Document 79 is being ramped up to push out Western companies. AdvertisementHow Western companies respond will be closely watched, as China remains too valuable to lose a hold of.
Persons: —, Apple's, Tesla, Gene Munster, Wang Gang, Muster, BYD, It's, John Keeble, Li Qiang, Suzanne Clark Organizations: Service, Business, Research, Apple, Getty, Shanghai gigafactory, Bloomberg, China's Passenger Car Association, Deepwater Asset Management, Huawei, Volkswagen, Reuters, National People's Congress, Wall Street, US Chamber of Commerce Locations: China, Beijing, Shanghai
☆ The iPhone needs a revamp, and its sagging performance in China is proof
  + stars: | 2024-03-06 | by ( Hasan Chowdhury | Lina Batarags | ) www.businessinsider.com   time to read: +6 min
Read previewThe last thing Tim Cook needs this year is for the iPhone to give him a headache. Unfortunately for Apple, that task could be complicated as signs emerge that its workhorse gadget needs a revamp. In its most recent quarter, Apple generated almost $70 billion of its $119.6 billion total revenue from iPhone sales. China, Apple's most important international market, has started to sour on iPhones, bucking a trend of growth in other regions. Apple's AI efforts, led by ex-Googler and senior vice president John Giannandrea, could introduce several AI features to iPhones that offer an edge over Chinese competitors.
Persons: —, Tim Cook, Cook, Steve Jobs, Paul Sakuma, Will Wong, Wong, Wang Gang, Gene Munster, Munster, Dan Ives, John Giannandrea, Siri, Jobs Organizations: Service, Apple, Vision, Business, Macworld, Counterpoint Research, Vivo, Huawei, Wall Street Journal, IDC's, Devices, Research, Asset Management Locations: Cupertino, China, Greater China, Beijing, Singapore, IDC's Asia
☆ Deepwater's Gene Munster lays out the bull case for Apple ahead of its AI rollout
  + stars: | 2024-03-05 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDeepwater's Gene Munster lays out the bull case for Apple ahead of its AI rolloutDeepwater's Gene Munster joins 'Fast Money' to talk the bull case for Apple after the stock's down day weighed on the tech sector.
Persons: Deepwater's Gene Munster, Gene Munster Organizations: Deepwater's, Apple
☆ Watch CNBC's full interview with Deepwater's Gene Munster
  + stars: | 2024-03-05 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Deepwater's Gene MunsterDeepwater's Gene Munster joins 'Fast Money' to talk the bull case for Apple after the stock's down day weighed on the tech sector.
Persons: Deepwater's Gene Munster, Gene Munster Organizations: Apple
☆ Apple needs to do something big and Rivian might be the answer, says Deepwater's Gene Munster
  + stars: | 2024-02-27 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple needs to do something big and Rivian might be the answer, says Deepwater's Gene MunsterHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.
Persons: Deepwater's Gene Munster, Brian Sullivan, “ Organizations: Apple, CNBC
☆ Amazon's addition to the Dow doesn't answer questions around AI, says Deepwater's Gene Munster
  + stars: | 2024-02-26 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon's addition to the Dow doesn't answer questions around AI, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management managing partner, joins 'Squawk on the Street' to discuss if Amazon's appointment to the Dow is a needle-mover, what the company's doing in artificial intelligence, and much more.
Persons: Dow, Deepwater's Gene Munster Gene Munster Organizations: Deepwater Asset Management, Dow
☆ Nvidia has a 'competitive moat' that allows them to maintain its market share, investment firm says
  + stars: | 2024-02-22 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia has a 'competitive moat' that allows them to maintain its market share, investment firm saysGene Munster, managing partner at Deepwater Asset Management, says Nvidia has "a critical competitive moat that allows them to maintain its 60+% market share."
Persons: Gene Munster Organizations: Nvidia, Deepwater Asset Management
☆ $1,000+ price targets on Nvidia 'will prove to be conservative', says Deepwater's Gene Munster
  + stars: | 2024-02-22 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email$1,000+ price targets on Nvidia 'will prove to be conservative', says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management, joins 'Fast Money' to talk Nvidia soaring to new high after earnings.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Nvidia, Deepwater Asset Management
☆ AI could power the Nasdaq 2x higher in the next 2-3 years, says Deepwater's Gene Munster
  + stars: | 2024-02-14 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAI could power the Nasdaq 2x higher in the next 2-3 years, says Deepwater's Gene MunsterGene Munster, Deepwater Asse tManagement managing partner, joins 'Squawk Box' to discuss the latest market trends, the impact of hotter-than-expected CPI data on the tech sector, the state of headset wars between Apple and Meta, and more.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Nasdaq, Deepwater, Apple, Meta
☆ Deepwater's Gene Munster on why Apple, Meta and Google are the 'Three AI Amigos'
  + stars: | 2024-02-08 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDeepwater's Gene Munster on why Apple, Meta and Google are the 'Three AI Amigos'Gene Munster, Deepwater Asset Managemenet managing partner, joins 'Squawk Box' to discuss the latest tech stock trends ahead of the opening bell on Thursday.
Persons: Deepwater's Gene Munster, Gene Munster Organizations: Deepwater's, Apple, Meta, Google, Deepwater Asset
☆ Meta's stock could rise 50% in 2 years, pro says, as shares soar in premarket trade
  + stars: | 2024-02-02 | by ( Katrina Bishop | ) www.cnbc.com   time to read: +2 min
Meta stock has serious upside potential, according to Deepwater Asset Management's Gene Munster, who said things at the company were looking good and will "likely get better." Meta stock was up over 16% in premarket trade early Friday, after the tech giant reported better-than-expected results and announced its first-ever dividend payment. Asked whether Meta could potentially become a $700 stock, Munster said: "This is not a formal price target, but yes, I believe this can go up 50% over the next couple of years." META 1Y mountain Meta stock Munster's call follows fourth-quarter earnings that surprised both investors and analysts. "I think that things are good at Meta , but they will likely get better," he added.
Persons: Gene Munster, LSEG, Meta, Munster, —, Jonathan Vanian Organizations: Munster, Deepwater, Reality Labs, Apple, Vision, Meta
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