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☆ 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
☆ We could have a new member of the $2 trillion market cap club this week
  + stars: | 2024-01-30 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
On Monday, Alphabet closed at a market capitalization of $1.91 trillion, less than $100 billion away from a $2 trillion market cap and trailing Microsoft and Apple with market capitalizations last at $3.03 trillion and $2.91 trillion, respectively. Beyond Alphabet Alphabet is close to entering the $2 trillion club, but other prominent mega-cap tech companies are making progress, too. Amazon's market cap finished Monday at $1.64 trillion. The managing partner also sees Meta Platforms as a future $2 trillion market cap candidate. The maker of sophisticated graphics processing units reached a $1 trillion market cap for the first time only in 2023, when it climbed almost 240%.
Persons: Paul Meeks, Meeks, Merrill Lynch, bode, Gene Munster, Dan Ives, Ives, they're, Deepwater's Munster, Wedbush's Ives, Jensen Organizations: Microsoft, Apple, Merrill, Merrill Lynch Investment, Deepwater Asset Management, Amazon Web Services, Munster, Nvidia Locations: U.S
☆ 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 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
☆ 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
☆ 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
☆ 'Great tailwind': Asset manager is bullish on this under-the-radar AI stock
  + stars: | 2023-10-13 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
But according to Deepwater Asset Management, there's one under-the-radar AI stock that will be essential for the long-term infrastructure rollout of artificial intelligence. "An under-the-radar AI stock is Vertiv," Doug Clinton, managing partner at Deepwater, told CNBC's "Street Signs Asia" last week. The company's specialty is graphics processing units, or GPUs, which have become the preferred chips for the large AI models that underpin generative AI software. "We think [Vertiv has] a great tailwind for the next three to five years as this AI hardware buildout continues," Clinton added. Alphabet Alphabet , which Clinton described as Deepwater's largest AI holding, has a "great catalyst" for the latter half of this year: the launch of its latest AI model Gemini.
Persons: Doug Clinton, CNBC's, Clinton, Kif Leswing Organizations: Nvidia, Microsoft, Asset Management, Deepwater, Deepwater Frontier Tech, Ark, Global, Robotics, Intelligence, Deepwater Frontier, Adobe, Unity Software Locations: U.S, LOUP, Netherlands, Taiwan, South Korea
☆ Earnings will be okay for big-cap tech, says Deepwater's Doug Clinton
  + stars: | 2023-10-09 | 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 EmailEarnings will be okay for big-cap tech, says Deepwater's Doug ClintonDoug Clinton, Deepwater Asset Management managing partner, joins 'Closing Bell' to discuss the state of big-cap tech stocks ahead of earnings season.
Persons: Doug Clinton Doug Clinton Organizations: Deepwater Asset Management
☆ Google is the 'Magnificent Seven' stock that has the best catalyst, says Deepwater's Doug Clinton
  + stars: | 2023-10-04 | 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 EmailGoogle is the 'Magnificent Seven' stock that has the best catalyst, says Deepwater's Doug ClintonDoug Clinton, Deepwater Asset Management managing partner, joins 'Squawk Box' to discuss latest market trends, the impact of 'higher for longer' interest rates on the 'Magnificent Seven' stocks, the impact of A.I. on the Big Tech, and more.
Persons: Doug Clinton Doug Clinton Organizations: Google, Deepwater Asset Management, Big Tech
☆ Microsoft technology chief says supply of Nvidia's AI chips is improving
  + stars: | 2023-09-27 | by ( Jordan Novet | ) www.cnbc.com   time to read: +3 min
"Demand was far exceeding the supply of GPU capacity that the whole ecosystem could produce," Scott told the Verge's Nilay Patel. Microsoft, like Google and other tech companies, has been quickly adding generative AI to its own products and selling the technology's capabilities to clients. Training and deploying the underlying AI models has mainly relied on Nvidia's GPUs, creating scarcity of supply. Nvidia expects to increase supply each quarter through next year, finance chief Colette Kress told analysts on last month's earnings call. Traffic to ChatGPT has declined month over month for three consecutive months, Similarweb said in a blog post.
Persons: Nilay Patel, Kevin Scott, Scott, OpenAi, we've, Patel, that's, Colette Kress, Similarweb, I'm, Doug Clinton Organizations: The Ritz, Carlton Laguna, Microsoft, Nvidia, Training, Qualcomm, PCs Locations: Dana Point , California, OpenAI
☆ Amazon's A.I. investment is a page out of the OpenAI-Microsoft playbook: Deepwater's Doug Clinton
  + stars: | 2023-09-25 | 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 A.I. investment is a page out of the OpenAI-Microsoft playbook: Deepwater's Doug ClintonDoug Clinton, Deepwater Asset Management managing partner and co-founder, joins 'Squawk Box' to discuss Amazon's investment in A.I. company Anthropic, what it means for the A.I. arms race, the state of the tech sector at large, and more.
Persons: Doug Clinton Doug Clinton Organizations: Microsoft, Deepwater Asset Management Locations: A.I
☆ 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
☆ We're on cusp of TikTok's creator economy and Netflix needs to address that: Deepwater's Munster
  + stars: | 2023-07-19 | 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 EmailWe're on cusp of TikTok's creator economy and Netflix needs to address that: Deepwater's MunsterGene Munster, Deepwater Asset Management, joins 'Fast Money' to talk Netflix earnings, the impact of the creator economy on Netflix and more.
Persons: Munster Gene Munster Organizations: Netflix, Munster, Deepwater Asset Management
☆ 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
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