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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
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
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
The stock market's current bull rally could last for another 5 years, according to tech analyst Gene Munster. Munster said a new crop of AI companies will go public and drive a boom in the stock market. But Munster expects the stock market rally to morph into a bubble that eventually bursts. Instead, much of the upside that Gene sees inflating the stock market bubble will come from smaller AI-focused companies. AdvertisementAnd while Munster sees the stock market rally morphing into a bubble that comes to a painful end towards the end of the decade, that doesn't mean investors should avoid owning stocks.
Persons: Gene Munster, , we've, Munster, Munster's Organizations: Munster, Service, Deepwater Asset Management, CNBC, Microsoft, Apple, Google
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBiggest AI winners will come down to Meta and Google, says Deepwater Asset's MunsterGene Munster, Deepwater Asset Management, joins 'Squawk on the Street' to discuss which tech companies will be impacted most by AI, the kinds of companies growing from artificial intelligence, and more.
Persons: Munster Gene Munster Organizations: Google, Munster, Deepwater Asset Management
Apple looks kind of ridiculous right now
  + stars: | 2024-05-15 | by ( Jordan Hart | ) www.businessinsider.com   time to read: +3 min
download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Apple, though, has kept pretty quiet about its own AI ambitions so far — and it's increasingly obvious. "The buzz around AI, and specifically GenAI, has been so deafening that Apple is noticeable by omission," Dipanjan Chatterjee, vice president and principal analyst at Forrester, told Business Insider. Still, if the rumors about OpenAI or Gemini iPhone integration are true, this week's "strong announcements actually would bode well for Apple," William Kerwin, an analyst at Morningstar, said. AdvertisementThe analyst told BI that the new iPad rollout is simply an "appetizer to the real meat and potatoes" of Apple's AI strategy, expected to be announced at the WWDC in June.
Persons: , Sam Altman's, Google's, Dipanjan Chatterjee, Forrester, Chatterjee, Gene Munster, it'd, Apple's, bode, William Kerwin, Siri, Dan Ives Organizations: Service, Big Tech, Business, Apple, Conference, Google, Deepwater Asset Management, Morningstar, Microsoft
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
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
Instead of glaring too much at iPhone revenue, Wall Street chose to focus on the positive. Apple said iPhone sales suffered from a difficult comparison to last year, when sales were elevated after previous shortages. Annual iPhone revenue peaked in Apple's fiscal 2022. While Apple provided some guidance for total revenue, it avoided offering any sort of forecast for iPhone sales. "For the last couple of years we were doing $90 billion and now we're doing $110 billion," Maestri said on the call.
Persons: Tim Cook, Gene Munster, Munster, CNBC's, Apple, Luca Maestri, that's, Dow, Maestri, let's Organizations: Apple, Fifth, Wall, Wall Street, Android, Microsoft, Dow Jones Locations: New York City, There's
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
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDon't expect Amazon to be a major player in AI model wars in the next 3-5 years, says Doug ClintonDoug Clinton, Deepwater Asset Management partner and co-founder, joins 'Squawk Box' to discuss Amazon's quarterly earnings results, growth forecast, the company's AI strategy, and more.
Persons: Doug Clinton Doug Clinton Organizations: Deepwater Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDeepwater Asset Management only sees 3 to 7 large language model 'winners'Doug Clinton of Deepwater Asset Management thinks Google and Microsoft will be winners in consumer and enterprise AI services respectively, while many smaller providers will fall by the wayside.
Persons: Doug Clinton Organizations: Asset Management, Google, Microsoft
Netflix to stop reporting quarterly subs in Q1 2025
  + stars: | 2024-04-18 | 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 EmailNetflix to stop reporting quarterly subs in Q1 2025Gene Munster, Deepwater Asset Management, and Jamie Lumley, Third Bridge analyst, join 'Closing Bell Overtime' to talk Netflix earnings.
Persons: Gene Munster, Jamie Lumley, Third Organizations: Netflix, Deepwater Asset Management
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
download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read previewApple's decision to cut more than 600 employees in California speaks to the challenges facing the technology titan and affecting its stock price — and why analysts are divided over its outlook. At the same time, reports suggest Apple is looking into building robots that help people with household tasks. Related storiesWorries that Apple has lost its way have weighed on its stock price. Even so, Apple is a mainstay of many stock portfolios and unlikely to fall much further, Craig Johnson, chief market technician at Piper Sandler, told Bloomberg.
Persons: , Gene Munster, Dan Ives, Cook, Apple, Craig Johnson, Piper Sandler, Warren Buffett, they've, Johnson Organizations: Service, Apple, Business, Deepwater Asset Management, CNBC, Big Tech, Microsoft, Bloomberg, Berkshire Hathaway, Yahoo Finance Locations: California, China, Europe, Berkshire
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
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
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
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
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
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
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