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☆ Apple needs its big AI moment
  + stars: | 2024-05-24 | by ( Jordan Hart | ) www.businessinsider.com   time to read: +4 min
That's made Apple's lack of a big generative AI announcement so far particularly noticeable. However, one big sign an announcement may be coming at WWDC was the unveiling of its M4 chip, which Apple described as an "outrageously powerful chip for AI." The CEO spoke of "big opportunities across our products" for generative AI and promised that Apple is "well positioned" to take on the space. "We think investors will take any generative AI announcement positively," Morningstar tech analyst William Kerwin said. We'd expect any new-gen AI announcement to see strong adoption when released."
Persons: —, they've, chatbot, That's, Dan Ives, Apple, Tim Cook, William Kerwin, Morningstar, Gene Munster, OpenAI, Siri, Ives, Deepwater's Munster, Kerwin Organizations: Service, Developers Conference, Microsoft, Google, Business, Wedbush Securities, Apple, iPad, Morningstar, Deepwater Asset Management, Bloomberg Locations: Cupertino , California, WWDC
☆ Nvidia's growth story will continue, says Deepwater's Gene Munster
  + stars: | 2024-05-23 | 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 EmailNvidia's growth story will continue, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management, joins 'Fast Money' to talk Nvidia's 'halo effect' on the markets.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Deepwater Asset Management
☆ Deepwater's Gene Munster says today was 'underwhelming' for Microsoft
  + stars: | 2024-05-21 | 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 EmailDeepwater's Gene Munster says today was 'underwhelming' for MicrosoftGene Munster, Deepwater Asset Management managing partner, joins 'Closing Bell' to discuss the AI trade and Microsoft's tech event.
Persons: Deepwater's Gene Munster, Microsoft Gene Munster Organizations: Deepwater's, Microsoft, Deepwater Asset Management
☆ Tesla isn't out of the woods yet when it comes to returning to growth, says Deepwater's Gene Munster
  + stars: | 2024-05-09 | 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 isn't out of the woods yet when it comes to returning to growth, 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
☆ Deepwater's Doug Clinton makes the bull case for Meta, says AI growth not overhyped
  + stars: | 2024-05-07 | 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 Doug Clinton makes the bull case for Meta, says AI growth not overhypedDoug Clinton, Deepwater Asset Management managing partner, joins 'Closing Bell' to discuss what's next for the AI trade and he makes the bull case for Meta.
Persons: Doug Clinton, what's Organizations: Meta, Deepwater Asset Management
☆ 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
☆ 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
☆ 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
☆ Tesla is still a great company, says Deepwater's Doug Clinton
  + 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 great company, says Deepwater's Doug ClintonDoug Clinton, Deepwater Asset Management managing partner and co-founder, joins ‘Squawk Box’ to discuss whether Tesla is losing the 'Magnificent 7' status, his take on other stocks from the group, and more.
Persons: Tesla, Doug Clinton Doug Clinton Organizations: Deepwater Asset Management
☆ 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
☆ 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
☆ 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 proves the AI bull market is not over, says Deepwater's Doug Clinton
  + stars: | 2024-02-23 | 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 EmailNvidia proves the AI bull market is not over, says Deepwater's Doug ClintonDoug Clinton, Deepwater Asset Management, joins 'Closing Bell' to discuss the tech playbook after Nvidia surges.
Persons: Doug Clinton Doug Clinton 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
☆ The 'Mag 7' will see a break and pullback, warns Deepwater's Doug Clinton
  + stars: | 2024-02-09 | 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 'Mag 7' will see a break and pullback, warns Deepwater's Doug ClintonDoug Clinton, Deepwater Asset Management managing partner, joins 'Closing Bell' to discuss the sustainability of mega cap gains.
Persons: Deepwater's Doug Clinton Doug Clinton Organizations: Deepwater Asset Management
☆ 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 stock can rise 50% over the next 2 years, says Deepwater's Munster
  + stars: | 2024-02-02 | 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 EmailMeta stock can rise 50% over the next 2 years, says Deepwater's MunsterFollowing Meta's results, Deepwater Asset Management's Gene Munster said the company's underlying metrics gave him confidence that "the absolute right move here is to continue to hold Meta shares."
Persons: Deepwater's Munster, Gene Munster Organizations: Meta
☆ Apple is officially part of the 'generative AI freight train', says Deepwater's Gene Munster
  + stars: | 2024-02-01 | 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 officially part of the 'generative AI freight train', says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management, joins 'Fast Money' to talk today's slate of tech earnings including Meta, Apple and Amazon.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Apple, Deepwater Asset Management
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