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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
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia kicks off AI developers conference: Here's what investors can expectDoug Clinton, Deepwater Asset Management founder and managing partner, joins 'Squawk Box' to preview Nvidia's AI developers conference today, what to expect from the tech giant, and more.
Persons: Doug Clinton Organizations: Nvidia, Deepwater Asset Management
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,
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
London CNN —BP and an oil company owned by the United Arab Emirates have shelved talks to buy a 50% stake in Israel’s leading natural gas producer, judging the $2 billion deal too risky as the war in Gaza rages. “There can be no certainty that discussions will resume or that an agreement will be reached in the future, nor as to the terms of an agreement should one be reached,” NewMed Energy said. But the war has strained those ties, and the UAE has repeatedly called for an “immediate ceasefire” in Gaza. Separately, BP was one of six companies awarded licenses by Israel’s energy ministry in October to explore for natural gas off the country’s Mediterranean cost. Last month, they announced a joint venture to develop natural gas assets in Egypt.
Persons: Abu, Adnoc, NewMed Energy’s, Delek Organizations: London CNN, BP, United Arab Emirates, Energy, Starbucks, McDonald’s, KFC, NewMed Energy, Reuters, NewMed, Chevron Locations: Gaza, Tel Aviv, Israel, UAE, Egypt
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
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
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
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
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
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
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
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
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
"As we move to cloud and generative AI, it opens up massive total addressable markets, where security just has to be done a different way." Palo Alto Networks and CrowdStrike have already surged more than 25% each only six weeks into the new year after proving among the best performers in the Nasdaq-100 in 2023. But arguably, companies offering all-in-one solutions to mounting cybersecurity threats are viewed as sitting in the most advantageous position. PANW YTD mountain Palo Alto Networks in 2024. This leading position is one reason Deepwater Asset Management's Doug Clinton retains a stake in Crowdstrike, along with Palo Alto Networks, in the core fund that he manages.
Persons: Ted Mortonson, Baird, Mortonson, Peter Weed, Bernstein, Morgan Stanley, Hamza Fodderwala, Hendi Susanto, Doug Clinton, JPMorgan's Brian Essex, CRWD, Essex, Michael Bloom Organizations: MGM Resorts, Caesars Entertainment, Microsoft, Palo Alto Networks, Nasdaq, Gamco Locations: cyberattacks, Palo, Crowdstrike
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
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
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
Energy stocks have had a mixed start to the year as ongoing geopolitical uncertainties and fluctuating oil prices continue to affect the sector. One chief investment officer, however, sees potential in oil, naming one immediate and one longer-term investment opportunity. "It's [a] deepwater oil play, very long life there. "We think that there will be some players that will [be the] last folks standing in that game, and we think Petrobras will be one of those." Longer-term play A longer-term play on Jones' radar is Australian petroleum player Woodside Energy , which trades on the Australian and London Stock Exchanges as well as the Nasdaq.
Persons: Jevons Global's Kingsley Jones, CNBC's, Brazil –, Jones Organizations: Petrobras, New York Stock, Woodside Energy, London Stock Exchanges, Nasdaq, Santos Locations: Brazilian, Brazil, Europe, Woodside
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDeepwater’s Doug Clinton on Big Tech earnings: You have to give the best grade to MetaDoug Clinton, Deepwater Asset Management managing partner and co-founder, joins 'Squawk Box' to discuss the quarterly earnings results of Amazon, Meta and Apple, key takeaways from the Big Tech earnings, and more.
Persons: Doug Clinton Organizations: Big Tech, Deepwater Asset Management, Apple
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
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
On Monday, Alphabet closed at a market capitalization of $1.91 trillion, less than $100 billion away from a $2 trillion market cap and trailing Microsoft and Apple with market capitalizations last at $3.03 trillion and $2.91 trillion, respectively. Beyond Alphabet Alphabet is close to entering the $2 trillion club, but other prominent mega-cap tech companies are making progress, too. Amazon's market cap finished Monday at $1.64 trillion. The managing partner also sees Meta Platforms as a future $2 trillion market cap candidate. The maker of sophisticated graphics processing units reached a $1 trillion market cap for the first time only in 2023, when it climbed almost 240%.
Persons: Paul Meeks, Meeks, Merrill Lynch, bode, Gene Munster, Dan Ives, Ives, they're, Deepwater's Munster, Wedbush's Ives, Jensen Organizations: Microsoft, Apple, Merrill, Merrill Lynch Investment, Deepwater Asset Management, Amazon Web Services, Munster, Nvidia Locations: U.S
Apple has sold over 2.3 billion units of the iPhone and has over 1.5 billion active users, according to research from Demand Sage. Apple sold 1.4 million iPhones in 2007 with 80% of the sales coming in Q4. The company hit a major milestone — more than 50 million units sold — in 2011, with the help of the iPhone 4s. By 2015, Apple was selling over 200 million iPhone units yearly. I can't imagine a scenario where Samsung can build a suite of products that is going to disrupt the Apple ecosystem."
Persons: Steve Jobs, Asset's Gene Munster, Uber, Museum's Marc Weber, Apple Organizations: Apple, Demand, Nokia, Asset's, U.S, Samsung, International Data Corp, Android, Microsoft, Google Locations: Munster
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