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Deepwater's Gene Munster Gene Munster - 10 Doug Clinton Doug Clinton - 4 Gene Munster - 4 Deepwater's Gene Munster - 4 Brian Sullivan - 3 “ - 3 — - 2 Elon - 2
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Search resuls for: "Deepwater's"


25 mentions found


☆ Trump's victory is a positive for Big Tech on the regulatory front, says Deepwater's Gene Munster
  + stars: | 2024-11-06 | 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 EmailTrump's victory is a positive for Big Tech on the regulatory front, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management managing partner, joins 'Squawk Box' to discuss the impact of Trump's election victory on the tech sector, regulatory outlook, and more.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Big Tech, Deepwater Asset Management
☆ Apple is de-risked, says Deepwater's Doug Clinton
  + stars: | 2024-10-29 | 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 de-risked, says Deepwater's Doug ClintonDoug Clinton, Deepwater Asset Management managing partner, joins 'Closing Bell' to discuss the Alphabet ahead of earnings and the Big Tech sector outlook.
Persons: Doug Clinton Doug Clinton Organizations: Deepwater Asset Management, Big Locations: Big Tech
☆ One of the benefits of this iPhone cycle is the 'staged effect', says Deepwater's Gene Munster
  + stars: | 2024-10-16 | 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 EmailOne of the benefits of this iPhone cycle is the 'staged effect', says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management managing partner, joins 'Squawk Box' to discuss Apple's recent stock surge, iPhone sales outlook, and more.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Deepwater Asset Management
☆ Elon Musk's Robotaxi is still miles away from overtaking Uber and Waymo in the ride-hailing race
  + stars: | 2024-10-11 | by ( Shubhangi Goel | Beatrice Nolan | ) www.businessinsider.com   time to read: +6 min
AdvertisementIf Elon Musk can fully deliver on his plans to make Tesla's Robotaxi the new go-to mode of transport, he could bring an end to the ride-hailing economy as we know it. "Tesla's vehicles, sensors, and software will all need to be approved in any market they hope to enter. "Until Tesla robotaxis are transporting 100,000 paying customers a week around major American cities like Waymo does, Tesla Robotaxi is nothing more than the latest work of fiction to come out of the Warner Bros. "We also believe TSLA could struggle to scale fleet operations without offering access to demand via Uber/Lyft." Uber is already preparing for a future of electric cars and autonomous vehicles without Tesla's involvement.
Persons: BYD, —, Elon, aren't, Tesla, Uber, Musk, Jefferies, John Colantuoni, Paul Miller, Forrester, Dan O'Dowd, Waymo, I've, Gene Munster, Brian Baker, Matt Bryson, Dara Khosrowshahi, We're Organizations: Service, Warner Bros, Tesla, Warner Bros ., Asset, Jefferies, Tesla's, BYD, Aurora, AV Locations: Burbank , California
☆ Tesla's stock lower on Cybercab timing and no affordable model update, says Deepwater's Gene Munster
  + stars: | 2024-10-11 | 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's stock lower on Cybercab timing and no affordable model update, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management, joins 'Fast Money' to talk Tesla's robotaxi event and the stock reaction.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Deepwater Asset Management
☆ Amazon is becoming Big Tech's king of cash, and Wall Street wants a piece of it
  + stars: | 2024-10-09 | by ( Eugene Kim | ) www.businessinsider.com   time to read: +6 min
Amazon's cash balance is expected to reach almost $400 billion by 2027, far outpacing tech rivals. AdvertisementAmazon's ballooning cash balance is drawing Wall Street's attention. By 2027, Amazon is forecast to have almost $400 billion in cash, far outpacing its Big Tech rivals. Despite the "remarkable" growth in Amazon's cash balance, the company hasn't been as aggressive as other tech companies in rewarding shareholders, he noted. During an April call with analysts, Amazon CFO Brian Olsavsky addressed the question about shareholder returns.
Persons: —, Wall, Mark Mahaney, Mahaney, Evercore's Mahaney, hasn't, Mark Shmulik, Bernstein, Morgan Stanley, Gene Munster, Munster, Andy Jassy's, Brian Olsavsky, Jassy, Olsavsky, Deepwater's Munster Organizations: Service, P Global Market Intelligence, Microsoft, Amazon, Big Tech, Apple, Deepwater Asset Management, Federal Trade Commission, Meta
☆ Don't expect many details at next week's Tesla event, says Deepwater's Gene Munster
  + stars: | 2024-10-02 | 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 EmailDon't expect many details at next week's Tesla event, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management, joins 'Fast Money' to talk Tesla's disappointing deliveries, Tesla's upcoming robotaxi event, and more.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Deepwater Asset Management
☆ Meta has more innovation momentum than Apple, says Deepwater's Gene Munster
  + stars: | 2024-09-27 | 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 EmailMeta has more innovation momentum than Apple, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management managing partner, joins CNBC's Steve Kovach on 'Power Lunch' to discuss whether innovators or operators are better for companies, where Meta stands vs. Apple, and more.
Persons: Deepwater's Gene Munster Gene Munster, Steve Kovach Organizations: Meta, Apple, Deepwater Asset Management
☆ Apple's event was more about 'incremental updates' to AI vision, says Deepwater's Gene Munster
  + stars: | 2024-09-25 | 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 EmailApple's event was more about 'incremental updates' to AI vision, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management, joins CNBC's 'Closing Bell' to discuss outlooks on Apple, expectations for the company's AI strategy, and more.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Deepwater Asset Management
☆ The Apple iPhone can grow around 15% in fiscal 2025, says Deepwater's Gene Munster
  + stars: | 2024-09-23 | 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 Apple iPhone can grow around 15% in fiscal 2025, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management managing partner, joins 'Squawk Box' to discuss the state of the tech sector ahead of the opening bell on Monday.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Deepwater Asset Management
☆ Deepwater's Gene Munster on what iPhone 16 will mean for Apple
  + stars: | 2024-09-16 | 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 what iPhone 16 will mean for AppleGene Munster, Deepwater Asset Management managing partner, joins 'Squawk Box' to discuss Apple's iPhone revenue forecast, whether a new iPhone supercycle is imminent, and more.
Persons: Deepwater's Gene Munster, Apple Gene Munster Organizations: Deepwater's, Apple, Deepwater Asset Management
☆ Here's why Deepwater's Gene Munster is bullish on Alphabet
  + stars: | 2024-08-06 | 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 EmailHere's why Deepwater's Gene Munster is bullish on AlphabetGene Munster, managing partner at Deepwater Asset Management, joins Money Movers to discuss the news surrounding Google's antitrust lawsuit, how Wall Street gets past the company's investments, and much more.
Persons: Gene Munster Organizations: Deepwater Asset Management, Movers
☆ Potential Delta lawsuit not top of mind for Microsoft investors: Deepwater's Gene Munster
  + stars: | 2024-07-29 | 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 EmailPotential Delta lawsuit not top of mind for Microsoft investors: Deepwater's Gene MunsterGene Munster, Deepwater Asset Management, joins 'Fast Money' to talk Delta's possible lawsuit over the CrowdStrike meltdown, Microsoft earnings, and more.
Persons: Gene Munster Gene Munster Organizations: Microsoft, Deepwater Asset Management
☆ Nasdaq pullback is buying opportunity for companies spending on AI, says Deepwater's Gene Munster
  + stars: | 2024-07-25 | 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 EmailNasdaq pullback is buying opportunity for companies spending on AI, says Deepwater's Gene MunsterGene Munster, managing partner at Deepwater Asset Management, joins CNBC's 'The Exchange' to discuss market outlooks, how to play the Nasdaq pullback, and more.
Persons: Deepwater's Gene Munster Gene Organizations: Deepwater's Gene Munster Gene Munster, Deepwater Asset Management
☆ Deepwater's Doug Clinton names Alphabet as his favorite 'Mag 7' company
  + stars: | 2024-07-22 | 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 EmailDeepwater's Doug Clinton names Alphabet as his favorite 'Mag 7' companyDoug Clinton, Deepwater Asset Management, joins 'Closing Bell' to discuss the company's AI investments, capex concerns, and the tech sector.
Persons: Doug Clinton Organizations: Deepwater Asset Management
☆ Still very bullish that we're in a 3-5 year tech bull market, says Deepwater's Gene Munster
  + stars: | 2024-07-18 | 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 EmailStill very bullish that we're in a 3-5 year tech bull market, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management managing partner, joins 'Squawk Box' to discuss the rotation out of tech, what to make of the latest pullback in the Nasdaq, and more.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Deepwater Asset Management, Nasdaq
☆ Deepwater's Gene Munster: Elon Musk's endorsement of Trump will help the autonomy push
  + stars: | 2024-07-15 | 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 EmailDeepwater's Gene Munster: Elon Musk's endorsement of Trump will help the autonomy pushHosted 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, Elon, Trump, Brian Sullivan, “ Organizations: Deepwater's, CNBC
☆ The bulls firmly have control of Tesla right now, says Deepwater's Doug Clinton
  + stars: | 2024-07-11 | 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 bulls firmly have control of Tesla right now, says Deepwater's Doug ClintonDoug Clinton, Deepwater Asset Management managing partner, joins 'Squawk Box' to discuss Tesla's stock turnaround, what's in the pipeline for the company, growth outlook, and more.
Persons: Doug Clinton Doug Clinton Organizations: Deepwater Asset Management
☆ Focus more on Tesla's growth rate over its market share, says Deepwater's Gene Munster
  + stars: | 2024-07-09 | 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 EmailFocus more on Tesla's growth rate over its market share, 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
☆ Deepwater's Gene Munster on why Google will win the AI arms race
  + stars: | 2024-07-05 | 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 EmailDeepwater's Gene Munster on why Google will win the AI arms raceGene Munster, Deepwater Asset Management managing partner, joins 'Squawk Box' to discuss the state of the AI arms race, why he believes Google will ultimately prevail in the AI race, and more.
Persons: Deepwater's Gene Munster, Gene Munster Organizations: Deepwater's, Google, Deepwater Asset Management
☆ Apple's AI features will create groundswell of demand, says Deepwater's Gene Munster
  + stars: | 2024-07-01 | 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's AI features will create groundswell of demand, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management, joins 'Closing Bell Overtime' to talk Apple's next moves with AI.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Deepwater Asset Management
☆ The tech drawdowns are healthy, says Deepwater's Doug Clinton
  + stars: | 2024-06-26 | 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 tech drawdowns are healthy, says Deepwater's Doug ClintonDoug Clinton, Deepwater Asset Management managing partner, joins 'Closing Bell' to discuss if he believes big tech is hitting a turning point.
Persons: Doug Clinton Doug Clinton Organizations: Deepwater Asset Management
☆ This is going to be a great week for AI investors, says Deepwater's Gene Munster
  + stars: | 2024-06-24 | 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 EmailThis is going to be a great week for AI investors, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management managing partner, joins 'Squawk Box' to discuss the state of the tech sector, what to make of the retreat of some tech and chip stocks from their record highs, and more.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Deepwater Asset Management
☆ The AI infrastructure build could still last several years, says Deepwater's Doug Clinton
  + stars: | 2024-06-17 | 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 EmailThe AI infrastructure build could still last several years, says Deepwater's Doug ClintonDoug Clinton, Deepwater Asset Management managing partner, joins 'Squawk Box' to discuss the state of the tech sector, state of the AI technology race, the divergence among hardware and software companies, and more.
Persons: Doug Clinton Doug Clinton Organizations: Deepwater Asset Management
☆ Investors started to do the math on Apple's AI news: Deepwater's Munster on delayed stock boost
  + stars: | 2024-06-14 | 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 EmailInvestors started to do the math on Apple's AI news: Deepwater's Munster on delayed stock boostHosted 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: Brian Sullivan, “ Organizations: Investors, Deepwater's, CNBC
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