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☆ Microsoft says cloud AI demand is exceeding supply even after 79% surge in capital spending
  + stars: | 2024-04-25 | by ( Jordan Novet | ) www.cnbc.com   time to read: +2 min
In its earnings report on Thursday, Microsoft said capital expenditures jumped 79% from a year earlier to $14 billion. "We do have demand that exceeds our supply by a bit," Microsoft CFO Amy Hood told analysts on the company's earnings call. During the fiscal third quarter, revenue in Microsoft's Azure cloud rose 31%, with 7 percentage points from AI. Microsoft intends "to scale to meet the growing demand signal for our cloud and AI products," she said. WATCH: Microsoft's capex increase for AI infrastructure is not a surprise, says Deepwater's Gene Munster
Persons: Amy Hood, Hood, Deepwater's Gene Munster Organizations: Microsoft, OpenAI, Nvidia, Amazon Web Services Locations: Bellevue , Washington
☆ Tesla is still a growth story, just 'not for the next year,' says Deepwater's Gene Munster
  + 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 growth story, just 'not for the next year,' 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: Tesla, Deepwater's Gene Munster, Brian Sullivan, “ Organizations: CNBC
☆ 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
☆ The EU probe into Big Tech companies is 'effectively noise', says Deepwater's Gene Munster
  + stars: | 2024-03-26 | 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 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
☆ TikTok ban a 'measurable opportunity for Meta,' says Deepwater's Gene Munster
  + stars: | 2024-03-13 | 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 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
☆ Deepwater's Gene Munster lays out the bull case for Apple ahead of its AI rollout
  + stars: | 2024-03-05 | 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 EmailDeepwater's Gene Munster lays out the bull case for Apple ahead of its AI rolloutDeepwater's Gene Munster joins 'Fast Money' to talk the bull case for Apple after the stock's down day weighed on the tech sector.
Persons: Deepwater's Gene Munster, Gene Munster Organizations: Deepwater's, Apple
☆ Watch CNBC's full interview with Deepwater's Gene Munster
  + stars: | 2024-03-05 | 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 EmailWatch CNBC's full interview with Deepwater's Gene MunsterDeepwater's Gene Munster joins 'Fast Money' to talk the bull case for Apple after the stock's down day weighed on the tech sector.
Persons: Deepwater's Gene Munster, Gene Munster Organizations: Apple
☆ 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
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