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Search resuls for: "Deepwater's Gene Munster"


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☆ 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
☆ $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
☆ 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
☆ Deepwater's Gene Munster says Tesla revenue growth outlook 'most sobering I've seen'
  + stars: | 2024-01-24 | 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 says Tesla revenue growth outlook 'most sobering I've seen'Gene Munster, Deepwater, joins 'Fast Money' to talk Tesla's quarterly results miss and the stock's reaction.
Persons: Deepwater's Gene Munster, I've, Gene Munster Organizations: Deepwater's
☆ Amazon announces new AI chip as it deepens Nvidia relationship
  + stars: | 2023-11-28 | by ( Jordan Novet | ) www.cnbc.com   time to read: +4 min
It led to a shortage of Nvidia's chips as companies raced to incorporate similar generative AI technologies into their products. Amazon's own Trainium2 chips are built for training AI models, including the sort that AI chatbots like OpenAI's ChatGPT and its competitors run on. More than 50,000 AWS customers are already using Graviton chips, Amazon said. Finally, as part of its deepening relationship with Nvidia, AWS said it will operate more than 16,000 Nvidia GH200 Grace Hopper Superchips, which contain Nvidia GPUs and Nvidia's Arm-based general-purpose processors. AWS didn't announce release dates for virtual-machine instances with Nvidia H200 chips, nor instances relying on its Trainium2 silicon.
Persons: Maia, Grace Hopper Superchips, Deepwater's Gene Munster Organizations: Services, Nvidia, Microsoft, Big, Intel, AMD, AWS Locations: Las Vegas, Graviton
☆ Microsoft will have a great position in AI in the long term, says Deepwater's Gene Munster
  + stars: | 2023-11-15 | 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 EmailMicrosoft will have a great position in AI in the long term, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management managing partner, and CNBC’s Steve Kovach join 'The Exchange' to discuss Microsoft's new AI chips, the company's outlook on China, and more.
Persons: Deepwater's Gene Munster Gene Munster, Steve Kovach Organizations: Microsoft, Deepwater Asset Management Locations: China
☆ Microsoft is fine avoiding China as U.S. considers national security implications, CEO Satya Nadella says
  + stars: | 2023-11-15 | by ( Jordan Novet | ) www.cnbc.com   time to read: +3 min
Microsoft is not focused on China as a domestic market, though the company has notable Chinese customers with operations outside the world's second most-populous country, CEO Satya Nadella said on Wednesday. "A lot of the Chinese multinationals operating outside of China are our bigger AI customers, perhaps." Microsoft provides artificial intelligence services to electric vehicle maker Li Auto and consumer electronics company Xiaomi, among others. Still, Nadella acknowledged on Wednesday that the U.S. government has important restrictions to follow when it comes to doing business in China. The U.S government uses Microsoft Azure cloud services and Microsoft 365 productivity apps.
Persons: Satya Nadella, Nadella, CNBC's Jon Fortt, Li, Nadella's, Joe Biden, Xi Jinping, Meta's, Bing, Deepwater's Gene Munster Organizations: Microsoft, Microsoft's Ignite, Li Auto, U.S, . Commerce Department, Meta's Facebook, Baidu, USG, LinkedIn Locations: China, Seattle, San Francisco, Bing, Beijing, United States, U.S, Europe, Asia
☆ TSMC could be the eighth company added to the Magnificent 7 says Deepwater's Gene Munster
  + stars: | 2023-11-14 | 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 EmailTSMC could be the eighth company added to the Magnificent 7 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: CNBC
☆ Apple has a China problem when it comes to phone sales, says Deepwater's Gene Munster
  + stars: | 2023-10-30 | 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 has a China problem when it comes to phone sales, 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 Locations: China
☆ Analysts are going to have to raise their AWS growth estimates, says Deepwater's Gene Munster
  + stars: | 2023-10-26 | 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 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
☆ Google is investing more in AI but doing it 'judiciously', says Deepwater's Gene Munster
  + stars: | 2023-10-24 | 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 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's 11% plunge on second day of trading wipes out almost all of its IPO gains
  + stars: | 2023-09-20 | by ( Ashley Capoot | ) www.cnbc.com   time to read: +2 min
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
☆ Apple event laid the foundation for Vision Pro demand, says Deepwater's Gene Munster
  + stars: | 2023-09-12 | 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 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
☆ Nvidia is strong now, but competition long-term could be a headwind: Deepwater's Gene Munster
  + stars: | 2023-08-24 | 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 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
☆ Tesla and Google will get the biggest tailwinds from autonomous vehicles: Deepwater's Gene Munster
  + stars: | 2023-08-10 | 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 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
☆ Google's 20 year lead in search will inform better A.I. decisions, says Deepwater's Gene Munster
  + stars: | 2023-07-25 | 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 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
☆ Bull case for Amazon is that AWS numbers improve next quarter, says Deepwater's Gene Munster
  + stars: | 2023-07-06 | 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 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
☆ Apple's Vision Pro is going to surprise investors, says Deepwater's Gene Munster
  + stars: | 2023-06-30 | 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'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
☆ The creator economy is expected to double in ad revenue by 2027, says Deepwater's Gene Munster
  + stars: | 2023-06-26 | 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 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
☆ 'Eventually 10% of Apple's revenue' will come from the Vision Pro, says Deepwater's Gene Munster
  + stars: | 2023-06-05 | 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'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
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