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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailElon Musk is Tesla's brand and 'needs to pull it together,' says Loup's Gene MunsterGene Munster, founder and managing partner at Loup Ventures, and Gordon Johnson, founder and CEO of GLJ Research, join CNBC's 'Squawk Box' to discuss how Elon Musk's controversial ownership of Twitter is hurting demand for Tesla cars.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTesla shares have long-term upside, says Loup Ventures' Gene MunsterLoup Ventures' Gene Munster on Tesla stock. With CNBC's Dominic Chu and the Fast Money traders, Tim Seymour, Courtney Garcia, Dan Nathan and Guy Adami.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors should buy the market once earnings come down, says Loup's Gene MunsterGene Munster, Loup founder and managing partner, joins CNBC's 'Squawk Box' to break down investing opportunities and strategies in the technology sector.
India is exploring options to bring some of Apple's iPad production to the country from China, according to two sources close to the Indian government. Apple announced earlier this year it had begun assembling its flagship iPhone 14 in southern India. The Wall Street Journal reported over the weekend that Apple is actively looking to shift production out of China to other countries in Asia, including India and Vietnam. Gene Munster at Loop Ventures estimates that 10% of iPhones are manufactured in India, but expects production to increase a slow pace. "I think Apple will add iPhone production to other countries outside of India and China in the next five years.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarkets entering phase where earnings matter most, says Loup's Gene MunsterGene Munster, founder and managing partner at Loup Ventures, joins CNBC's 'Squawk Box' to break down Federal Reserve Chair Jerome Powell's latest remarks and what they mean for technology stocks.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina shutdowns are not a concern for Apple's Tim Cook, says Loup's Gene MunsterGene Munster, founder and managing partner at Loup Ventures, joins CNBC's 'Squawk Box' to discuss Apple's supply chain woes amid emerging Chinese protests over the country's zero-Covid restrictions.
What the China protests mean for Apple
  + stars: | 2022-11-23 | by ( Melissa Lee | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhat the China protests mean for AppleLoup Ventures' Gene Munster on what the protests at Foxconn could mean for Apple manufacturing. With CNBC's Melissa Lee and the Fast Money traders, Tim Seymour, Guy Adami, Steve Grasso and Julie Biel.
Two market pros faced off on CNBC's " Street Signs Asia " on Thursday to make a case for and against buying the stock. Long-term investment story Veteran tech investor Gene Munster believes "there is no company like Amazon" when it comes to e-commerce and logistics. "We both know this has been the carrot that has been held out there forever when it comes to Amazon. It's not about revenue growth. Davidson, noted that Amazon is now a mature e-commerce company — one that requires $4.7 billion in incremental revenue just to post revenue growth of one-percentage point.
"He's probably going to spend more time on Twitter than any Tesla investor feels comfortable about." Sales of Musk's own Tesla shares - totaling $20 billion since he disclosed his Twitter stake - have added to the pressure. "I think he's finally reached a point where he's really challenging himself. 'MINIMAL TIME'The Tesla board has expressed concerns about Musk's commitment to SpaceX and several smaller companies. So I think Tesla would continue to do very well even if I was kidnapped by aliens or went back to my home planet maybe."
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis rally needs to be approached with some caution, says Loup's Gene MunsterGene Munster, Loup Venture Capital managing partner, joins 'The Exchange' to discuss the Big Tech rally, key names to watch and the FTX crypto scandal.
In this article META Follow your favorite stocks CREATE FREE ACCOUNTSofia Pitt using Meta Quest Pro Sofia PittI've been testing the new $1,500 Meta Quest Pro virtual reality headset since it launched on Oct. 25. In other words, the Meta Quest Pro is a very expensive experiment built to help figure out the use cases for the metaverse. Meta Quest Pro vs. Meta Quest 2: Design upgradesThe fit and design of the Meta Quest Pro are a huge upgrade compared with the Meta Quest 2 headset, which launched in 2020 under the name Oculus Quest 2. Meta Quest Pro. Painting VR on Meta Quest Pro Sofia PittThese experiences are not new or exclusive to the Pro.
The latest sale brings the total amount of Tesla stock sold by Musk since last November to about $36 billion - despite his having said earlier that he would sell no more of his shares. Tesla shares have fallen more than 50% since touching a record high on Nov. 4 of last year. With the latest sale of his Tesla stock, Musk "yet again loses more credibility with investors and his loyalists in a boy who cried wolf moment," Wedbush Securities analyst Dan Ives said. Analysts had expected Musk to sell more Tesla shares to finance the $44 billion Twitter deal, but it was not clear whether the sales were related to the Twitter acquisition. It is not clear whether all of the equity investors lived up to their equity commitment.
Meta clearly overbuilt its workforce, says Loup's Gene Munster
  + stars: | 2022-11-07 | 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 EmailMeta clearly overbuilt its workforce, says Loup's Gene MunsterGene Munster, founder and managing partner at Loup Ventures, joins CNBC's 'Squawk Box' to discuss shares of Meta as the company reportedly prepares large-scale layoffs.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch Loup's Gene Munster break down shares of Meta, Apple and TeslaGene Munster, founder and managing partner at Loup Ventures, joins CNBC's 'Squawk Box' to discuss shares of Meta as the company reportedly prepares large-scale layoffs. Munster also weighs in on shares of Apple, which warned that China's stringent Covid restrictions are hurting its iPhone production.
Amazon expands ad-free music, podcasts for Prime members
  + stars: | 2022-11-01 | by ( Annie Palmer | ) www.cnbc.com   time to read: +2 min
The Logo of music streaming platform and online music store Amazon Music is displayed on a smartphone on December 14, 2018 in Berlin, Germany. Amazon is expanding its selection of ad-free music and podcasts for Prime members, the latest effort to sweeten the perks offered in its mainstay subscription program. Amazon is significantly boosting its music library available to Prime subscribers to 100 million songs, up from 2 million, the company announced Tuesday. The new Prime podcast and music perks are likely to ratchet up competition with Spotify and Apple's Apple Music. "When Amazon Music first launched for Prime members, we offered an ad-free catalog of 2 million songs, which was completely unique at the time," said Steve Boom, VP of Amazon Music, in a statement.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSome tech companies are having trouble navigating this economy, says WSJ's Gunjan BanerjiGene Munster, Loup founder and managing partner, and Gunjan Banerji, Wall Street Journal markets and investing reporter, join CNBC's 'Squawk Box' to weigh in on Apple's earnings beat and what it means for other recent disappointing tech earnings reports.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis feels like an overreaction to Amazon earnings, says Loup's Gene MunsterLoup Ventures' Gene Munster reacts to Amazon and Apple earnings. With CNBC's Melissa Lee and the Fast Money traders, Tim Seymour, Karen Finerman, Dan Nathan and Guy Adami.
Crypto winter is hurting Google's ad empire
  + stars: | 2022-10-25 | by ( Ari Levy | ) www.cnbc.com   time to read: +2 min
A cryptocurrency price crash and the onset of a new so-called "crypto winter" has left many companies in the industry facing a liquidity crisis. Google's overall ad growth of 6% in the quarter was the weakest for any period since 2013, other than one quarter at the beginning of the pandemic. CEO Sundar Pichai said the "challenging macro climate" is having an impact on Google's ad business. Schindler referenced the crypto pullback twice, but he didn't provide any additional color or specifics. Additionally, Coinbase will move data-related applications to Google's cloud infrastructure from Amazon Web Services, which the company has relied on for years.
Loup's Gene Munster breaks down Alphabet earnings
  + stars: | 2022-10-25 | by ( Melissa Lee | ) 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 EmailLoup's Gene Munster breaks down Alphabet earningsLoup Ventures' Gene Munster breaks down earnings from Alphabet. With CNBC's Melissa Lee and the Fast Money traders, Bonawyn Eison, Dan Nathan, Guy Adami and Julie Biel.
Schatz of Heritage Capital looks for what he calls "high-flier" or "second-tier" technology stocks severely battered this year but pushing higher. Playing defense When looking outside of big tech, investors may also want to consider looking out for more defense-focused names. His picks include IBM, which trades at just 14 times forward earnings and offers a sticky revenue base. Schatz of Heritage Capital looks for what he calls "high-flier" or "second-tier" technology stocks severely battered this year but pushing higher. His picks include IBM, which trades at just 14 times forward earnings and offers a sticky revenue base.
REUTERS/Shannon Stapleton/File PhotoThe Silicon Valley automaker sells a $15,000 software add-on called “Full Self-Driving” (FSD) which enables its vehicles to change lanes and park autonomously. That complements its standard “Autopilot” feature which enables cars to steer, accelerate and brake within their lanes without driver intervention. A completely autonomous vehicle would require regulatory approval. “It’s a separate matter as to will it have regulatory approval. It won’t have regulatory approval at that time,” he added.
REUTERS/Shannon Stapleton/File PhotoThe Silicon Valley automaker sells a $15,000 software add-on called “Full Self-Driving” (FSD) which enables its vehicles to change lanes and park autonomously. A highly autonomous vehicle would require regulatory approval in California, for example. “It’s a separate matter as to will it have regulatory approval. It won’t have regulatory approval at that time,” he added. The California Department of Motor Vehicles (DMV) on Thursday said it “has an ongoing review of the intended design and technological capabilities of Tesla vehicles,” without elaborating further.
Gene Munster breaks down Tesla earnings
  + stars: | 2022-10-19 | by ( Melissa Lee | ) 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 EmailGene Munster breaks down Tesla earningsLoup Ventures' Gene Munster on Tesla earnings ahead of the call. With CNBC's Brian Sullivan and the Fast Money traders, Tim Seymour, Karen Finerman, Bonawyn Eison and Carter Worth.
Elon Musk sees elements of a recession in China and Europe and says that the U.S. Federal Reserve is raising interest rates by too much. But when asked on Tesla's third-quarter earnings call on Wednesday how his electric car company will fare in a potential recession, the world's wealthiest person expressed little concern. "To be frank, we're very pedal to the metal come rain or shine," Musk said in response to an analyst's question. "The long-term potential for Twitter is an order of magnitude greater than its current value," Musk said. WATCH: Gene Munster breaks down Tesla earnings
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMeta's Horizon World active user expectations are a clear disappointment, says Loup's MunsterGene Munster, founder and managing partner at Loup Ventures joins 'Squawk Box' to discuss if Munster is one of the 200,000 users of Meta's Horizon Worlds, when Meta can meet its metaverse expectations, and more.
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