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Search resuls for: "Deepwater's Gene Munster"


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In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAnalysts are going to have to raise their AWS growth estimates, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management, joins 'Fast Money' with updates on Amazon's investor call following Q3 earnings.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Analysts, Deepwater Asset Management
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoogle is investing more in AI but doing it 'judiciously', says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management, joins 'Fast Money' to talk Google and Microsoft quarterly earnings.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Google, Deepwater Asset Management, Microsoft
Instacart shares slumped nearly 11% in their second day of trading Wednesday, continuing a slide that began immediately after the stock hit the Nasdaq on Tuesday, and leaving it narrowly above its initial public offering price. On Monday, Instacart sold shares in its long-awaited IPO at $30 apiece. Trading under ticker symbol CART , the stock popped 40% to open at $42, but then sold off throughout the day to close at $33.70. Instacart's offering helped reignite a sleepy IPO market, which has been mostly closed since late 2021 as companies were plagued by inflationary pressures and rising interest rates. Analysts at Needham issued a hold rating on Instacart's stock in a Tuesday note.
Persons: Instacart, Uber, Gene Munster, CNBC's, Munster, it's, Needham Organizations: Nasdaq, Deepwater Asset Management
Deepwater's Gene Munster is betting on Uber over Instacart
  + stars: | 2023-09-19 | 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 is betting on Uber over InstacartGene Munster, Deepwater Asset Management managing partner, joins 'Closing Bell' to discuss Instacart as the company's stock pops on the first day of trade.
Persons: Deepwater's Gene Munster, Instacart Gene Munster Organizations: Deepwater's, Instacart, Deepwater Asset Management
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple event laid the foundation for Vision Pro demand, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management, joins 'Fast Money' to talk today's Apple event and what it means for the company moving forward.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Vision Pro, Deepwater Asset Management
'We are not in an AI bubble', says Deepwater's Gene Munster
  + stars: | 2023-09-05 | 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 Email'We are not in an AI bubble', says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management managing partner, joins 'Closing Bell Overtime' to talk the building AI hype and why he believes the market is not experiencing an AI bubble.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Deepwater Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia is strong now, but competition long-term could be a headwind: Deepwater's Gene MunsterCNBC's Jon Fortt and Steve Kovach join 'Power Lunch' with Deepwater's Gene Munster to discuss Nvidia after its blowout quarter.
Persons: Gene Munster, Jon Fortt, Steve Kovach, Deepwater's Gene Munster Organizations: Nvidia, Deepwater's
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTesla and Google will get the biggest tailwinds from autonomous vehicles: Deepwater's Gene MunsterGene Munster, Deepwater Asset Management managing director, GMU Professor Mary Cummings, and CNBC's Phil LeBeau join 'Power Lunch' to discuss autonomous vehicle as California Public Utility Commission hold a vote on the future of the car.
Persons: Tesla, Gene Munster Gene Munster, GMU, Mary Cummings, Phil LeBeau Organizations: Google, Deepwater Asset Management, California Public, Commission Locations: California
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoogle's 20 year lead in search will inform better A.I. decisions, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management, joins 'Fast Money' to talk Microsoft and Alphabet's quarterly earnings reports.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Deepwater Asset Management, Microsoft
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBull case for Amazon is that AWS numbers improve next quarter, says Deepwater's Gene MunsterGene Munster, Deepwater Management managing partner, joins 'Last Call' with reaction to Amazon CEO Andy Jassy's interview with CNBC.
Persons: Deepwater's Gene Munster Gene Munster, Andy Jassy's Organizations: Deepwater Management, CNBC
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple's Vision Pro is going to surprise investors, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management, joins 'Closing Bell' to discuss Apple setting to close above the historic $3 trillion mark.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Deepwater Asset Management
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe creator economy is expected to double in ad revenue by 2027, says Deepwater's Gene MunsterCNBC's Alex Sherman, Deepwater's Gene Munster, Needham's Laura Martin join 'The Exchange' to discuss legacy media brands struggling to compete with Netflix, Netflix's password sharing crackdown, and growth from user-generated content.
Persons: Deepwater's Gene Munster, Alex Sherman, Needham's Laura Martin Organizations: Netflix
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Eventually 10% of Apple's revenue' will come from the Vision Pro, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management managing partner, joins 'Fast Money' from Cupertino, CA to discuss Apple's new augmented reality headset the 'Vision Pro' and why investors should be optimistic.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Vision, Deepwater Asset Management Locations: Cupertino , CA
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple's VR rollout is a paradigm shift in how consumers do computing, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management managing partner, joins 'Halftime Report' to discuss Apple's Worldwide Developers Conference, the paradigm shift in consumer computing, and the use cases for Apple's virtual reality headset.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Deepwater Asset Management, Apple's, Conference
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Tesla stands above the rest when it comes to growth opportunities', says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management managing partner, joins 'Fast Money' to give his take on Tesla's annual shareholder meeting so far and what could be coming off Tesla's line in the future.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTwitter benefits people 'but doesn't have a great business behind it', says Deepwater's Gene MunsterBethany McLean, Vanity Fair contributing editor, and Gene Munster, Deepwater Management managing partner, joins CNBC's Julia Boorstin and Last Call to discuss Elon Musk's comments on Twitter, community moderation, and more.
Tesla investors should watch out for three key things at the upcoming shareholder meeting, Gene Munster said. He estimated a 70% chance that Musk could step down as CEO in the next year, which could spark a sell-off in Tesla stock. Munster, a long-time bull and follower of Tesla stock, outlined two potential positives for Tesla stock, though he noted a major leadership change that could result in a sell-off for investors. Musk stepping down as Tesla's leader could spark a sell-off in Tesla stock, Munster warned in a previous interview with CNBC, as Musk is inherently tied to the company's brand. That involved him selling off his own Tesla shares to fund his $400 billion purchase of the social media site, a move that angered Tesla investors.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoogle making search the starting point for its generative A.I. tools, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management, joins 'Power Lunch' to discuss big tech's battle for the A.I.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailElon Musk inspired Zuckerberg to reduce Meta's headcount, says Deepwater's Gene MunsterGene Munster of Deepwater Asset Management discusses reports that Meta will slow hiring and consider future layoffs. Hosted 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.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNetflix's password crackdown will be a short-term tailwind, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management managing partner, joins 'Power Lunch' to discuss the streaming wars and Netflix's fight for subscribers.
A TikTok ban is bound to happen eventually, according to Deepwater's Gene Munster. A ban could spell trouble for US stocks with business in China, which might retaliate. Munster predicted the Biden administration could allow TikTok to stay this year, in order to quell escalating tensions between the US and China. And while a TikTok ban initially seems like a positive for US rivals like Meta's Reels, the House committee showed a large concern over the app's addictiveness and its consequences on teen mental health. "When TikTok gets banned I think Meta will come back into the spotlight and have to answer the same questions that TikTok was asked."
Now let's see how the fast-moving banking turbulence impacts the highly sensitive US housing market. "It seems that home sales activity has bottomed out, and 2023 will be the turning point for the housing market," she said. While her long-term outlook on a housing rebound hasn't changed, mortgage rates look set to fall faster than previously expected, which could allow more Americans to enter the housing market. And looking ahead to the Fed's meeting next week, Evangelou expects policymakers to moderate their aggressive policy. In other news:The logo of Swiss bank Credit Suisse is seen at a branch office in Bern, Switzerland October 28, 2020.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTesla's most critical metric is gross margin guidance, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management, joins "Fast Money" to discuss Tesla earnings and the after-market action.
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