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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 Munster and former Ford CEO Mark FieldsHosted 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, Mark Fields, Brian Sullivan, Organizations: Ford, CNBC
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
Tesla breaks longest winning streak since mid-June
  + stars: | 2024-07-12 | 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 EmailTesla breaks longest winning streak since mid-JuneGene Munster, Deepwater Asset Management managing partner, joins 'Squawk on the Street' to discuss Tesla's lowest week, plans for the company's play in autonomous driving, and more.
Persons: Tesla, Gene Munster Organizations: Deepwater Asset Management
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
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
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 new OS18 also brings a calculator app to the iPad — a feature the device never had. The app looks a lot like the iconic orange and white calculator users have long seen on the iPhone. Math Notes will automatically be accessible in the preexisting Notes app. New calculator feature revealed at Apple WWDC 2024. Apple's calculator seems less impressive than OpenAI's GPT-4o, which can look at a math problem and verbally talk the user through the solution step-by-step.
Persons: , iPads, Apple, Gene Munster Organizations: Service, Conference, Apple Intelligence, Business, Apple, Big Tech, Deepwater Asset Management
Read previewTech watchers expecting a sweeping partnership announcement between Apple and OpenAI were probably disappointed on Monday. The Cupertino-based giant unveiled its generative AI strategy, "Apple Intelligence," during its keynote presentation at this year's Worldwide Developers Conference. very happy to be partnering with apple to integrate chatgpt into their devices later this year! AdvertisementAside from poaching talent and working with external partners like OpenAI, Apple has also worked with TSMC to make AI chips for its data centers. Making chips would go a long way toward securing Apple's AI supremacy since, unlike most companies, it would not have to rely completely on chip giant Nvidia.
Persons: , Mark Gurman, OpenAI, Apple, Craig Federighi, Federighi, Sam Altman didn't, Altman, — Sam Altman, Siri, John Giannandrea, TSMC, Gene Munster, Apple didn't Organizations: Service, Apple, Apple Intelligence, Business, Microsoft, Meta, Nvidia, Financial Times, BI Locations: Cupertino
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailToday is Apple's biggest day since 2007, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management, joins 'Fast Money' to talk the outcome of Apple's WWDC.
Persons: Deepwater's Gene Munster Gene Munster Organizations: Deepwater Asset Management
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
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTesla isn't out of the woods yet when it comes to returning to growth, 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
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 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
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
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
download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read previewApple's recently announced foray into developing home robots could end up being a "horror show" for the company, according to Wedbush analyst Dan Ives. Ives thinks such a shift would be detrimental to Apple, which should instead be primarily focused on leaning into artificial intelligence. Even amid his concern around Apple's home robots, Ives remains bullish on the company's stock trajectory over the medium-term. But that projection hinges on Apple continuing to put its AI at the forefront of its priorities, the analysts suggested.
Persons: , Dan Ives, Ives, Cook, Gene Munster, Munster, Apple Organizations: Service, CNBC, Bloomberg, Apple, Business, Department of Justice Locations: China, Cupertino
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
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