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Search resuls for: "Deepwater Asset"


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☆ Apple's annual investor day will focus on product developments
  + stars: | 2023-03-10 | 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's annual investor day will focus on product developments, business in ChinaDeepwater Asset Management's Gene Munster discusses what to expect from Apple's investor day.
☆ Jerome Powell's testimony could lay the groundwork for a sell-off in tech, says Deepwater's Munster
  + stars: | 2023-03-06 | 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 EmailJerome Powell's testimony could lay the groundwork for a sell-off in tech, says Deepwater's MunsterGene Munster, managing partner at Deepwater Asset Management, joins 'Squawk Box' to discuss what happens to tech stocks if Jerome Powell is hawkish in his upcoming comments, how Munster acts long-term towards tech stocks, and more.
☆ Investors should brace for a sell-off in tech stocks with Fed chair Powell set to deliver a hawkish message to lawmakers, Gene Munster says
  + stars: | 2023-03-06 | by ( Carla Mozée | ) www.businessinsider.com   time to read: +3 min
Tech stocks are vulnerable to a sell-off this week as Jerome Powell testifies to Congress, Gene Munster said. The first half of 2023 will likely be rough for tech stocks but further strength lies ahead later this year, Munster said. "[I] suspect that he's going to be pretty hawkish, and I suspect that that's going to kind of lay the groundwork for a sell-off in tech," Munster said. Munster said Powell is poised to "retreat to his fallback position" of a more hawkish tone on monetary policy. For tech stocks, the first half of the year is going to be a difficult, said Munster.
☆ Musk's plan for a cheap Tesla car is what fans hope to hear this week
  + stars: | 2023-02-27 | by ( Hyunjoo Jin | ) www.reuters.com   time to read: +4 min
This week, fans hope, he will explain what he has in mind - and perhaps how he can afford to build it. A recent Tesla engineering video showed a small car with typical Tesla curves that was assumed by company watchers to be a Model 2 sketch. Battery production also is an issue. Batteries are also likely to figure in Musk's plans for a "fully sustainable energy future" outside the car. He may also discuss solar power generation and battery energy storage - which he has said are two other pillars to a sustainable energy future.
☆ How big investors are playing the latest A.I. trend overtaking Wall Street
  + stars: | 2023-02-26 | by ( Samantha Subin | ) www.cnbc.com   time to read: +7 min
But not every company with AI in its title, or a stake in the race, may be worth investors' hard earned cash. Given these recent developments, many investors recommend staying long Microsoft, including Sid Choraria, a portfolio manager at SC Asia. Microsoft's AI developments and the reported blunder of Google's chatbot during a promotional video have fueled concerns in recent weeks that Alphabet may be losing the AI war . "Stay focused on Alphabet," he said, adding that more AI developments should create additional revenue opportunities. Integrating an AI tool into Alibaba's business and more AI content generation should improve efficiency and boost advertising effectiveness, he added.
☆ Unemployment numbers have a unique impact on tech stocks: Deepwater Asset's Gene Munster
  + stars: | 2023-02-24 | 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 EmailUnemployment numbers have a unique impact on tech stocks: Deepwater Asset's Gene MunsterGene Munster, managing partner at Deepwater Asset Management, joins 'Squawk Box' to discuss at what point Munster believes there's value in equity markets, if it's possible to bring down inflation with low unemployment, and more.
☆ The artificial intelligence war has Wall Street in a frenzy over Google, Microsoft, and anything related to bots
  + stars: | 2023-02-13 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +7 min
In case you missed it, last week Microsoft held an event that had the buzz of a Steve Jobs iPhone launch. Google Bard VS OpenAI ChatGPT displayed on Mobile with Openai and Google logo on screen seen in this photo illustration. In this two-horse race, Google certainly didn't do itself any favors in bumbling its own AI demo last week. But the battle will ultimately come down to Microsoft and Google, according to venture capitalist Vinod Khosla. Record highs for the stock market are within reach this year, according to Fundstrat.
☆ Gene Munster: Google's stock plunge was a sharp overreaction
  + stars: | 2023-02-09 | 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 EmailGene Munster: Google's stock plunge was a sharp overreactionGene Munster, managing partner at Deepwater Asset Management, joins 'Squawk Box' to discuss Google's AI chatbot calamity, what the AI race will ultimately look like, and more.
☆ Google vs. Microsoft: early ChatGPT investor sees a 2-horse AI race for 'the most critical technology for the planet'
  + stars: | 2023-02-09 | by ( Brian Evans | ) www.businessinsider.com   time to read: +3 min
"AI technology is probably the most critical technology for the planet in the next 20 years," VC investor Vinod Khosla said. "AI technology is probably the most critical technology for the planet in the next 20 years," Khosla told CNBC on Wednesday. He also noted that the generative AI technology behind so-called chatbots like ChatGPT and Google's Bard will recast search engines into "answer engines." Similarly, Bank of America said that while Microsoft emerged as the winner this week in AI, Google has several key long-term advantages. "One will have nimble OpenAI.
☆ Tesla just ignited a price war in electric vehicles. Investors should see it as an opportunity
  + stars: | 2023-02-06 | by ( Carmen Reinicke | ) www.cnbc.com   time to read: +11 min
The event may have created a compelling entry point for investors who have been on the sidelines of the long-term shift to electric vehicles. Electric vehicles are becoming much more popular in the U.S. but still make up a small portion of automobiles on the roads. Cutting prices certainly caught the eye of consumers and boosted interest in Tesla vehicles, according to data from Edmunds. And, there are still issues with electric vehicles that make them impractical for large groups of consumers, said Mike Ward, an analyst at The Benchmark Company. There’s also a huge potential in firms that make batteries, key parts of electric vehicles that are also seeing surging share prices.
☆ Alphabet remains 'fabric of the internet' and will do great long, says Gene Munster
  + stars: | 2023-02-02 | 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 EmailAlphabet remains 'fabric of the internet' and will do great long, says Gene MunsterGene Munster, Deepwater Asset Management, joins CNBC's "Fast Money" to break down earnings from Alphabet, Amazon and Apple.
☆ Meta stock could jump 30% as Mark Zuckerberg sobers up on his metaverse ambitions and focuses on other initiatives, Gene Munster says
  + stars: | 2023-02-02 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +3 min
Meta stock could see a 30% upside as Mark Zuckerberg shows he's listening to investors, Gene Munster says. Despite the Meta CEO's ambitions in the metaverse, Zuckerberg promised investors a "year of efficiency." But Zuckerberg shifted his tone in Meta's latest earnings call, Munster noted. "It's as if Zuckerberg is just saying what investors want to hear," Munster said in an interview with CNBC on Thursday. Munster estimated that the firm's earnings would rise 17%, adding Meta and other FAANG stocks could see upside of around 30% in 2023.
☆ 'Dodged bullet': How 'Fast Money' traders are responding to Thursday's Big Tech earnings
  + stars: | 2023-02-02 | by ( Alex Harring | ) www.cnbc.com   time to read: +3 min
Big Tech stocks Amazon , Apple and Alphabet reported earnings Thursday night. "Ultimately, I think that this was a dodged bullet," Munster said on CNBC's " Fast Money ." "Apple is probably best positioned of the three to exceed the March quarter," Munster said. The company beat revenue expectations for the quarter , according to Refinitiv, but reported its slowest year of growth in its time as a public company. "When we look at the three tonight, Google was the one that had the highest growth rate relative to expectations," Munster said.
☆ Meta getting back on 'solid footing' after strong earnings, says tech analyst Gene Munster
  + stars: | 2023-02-01 | 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 getting back on 'solid footing' after strong earnings, says tech analyst Gene MunsterGene Munster, Deepwater Asset Mangement, joins CNBC's "Fast Money" to discuss Meta's recent earnings report and why its shares surged in after-market trading.
☆ 'One of the most important earnings calls in its history': Here's what Wall Street expects from Tesla's 4th-quarter earnings
  + stars: | 2023-01-25 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +5 min
Tesla is set to report fourth-quarter earnings after the market close on Wednesday after a rocky 2022. Investors are laser-focused on the company's profit guidance after it announced big price cuts. Here's what Wall Street expects to see from the electric vehicle maker's earnings report. Detailed below is what three Wall Street analysts expect from Tesla's fourth-quarter earnings report. JPMorgan: Price cuts 'may lead to negative earnings revisions in coming quarters.'
☆ Tesla's most critical metric is gross margin guidance, says Deepwater's Gene Munster
  + stars: | 2023-01-25 | 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 EmailTesla's most critical metric is gross margin guidance, says Deepwater's Gene MunsterGene Munster, Deepwater Asset Management, joins "Fast Money" to discuss Tesla earnings and the after-market action.
☆ Watch CNBC's full interview with Deepwater Asset's Gene Munster
  + stars: | 2023-01-23 | 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 Asset's Gene MunsterGene Munster from Deepwater Asset Management joins 'Squawk Box' to discuss what recent cost cuts could mean for technology stocks.
☆ Why Tesla investors may be playing with fire ahead of Wednesday's earnings
  + stars: | 2023-01-23 | 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 EmailWhy Tesla investors may be playing with fire ahead of Wednesday's earningsGene Munster, Deepwater Asset Management Managing Partner, joins CNBC's "Fast Money" to discuss what investors should expect from Tesla earnings.
☆ Gene Munster: There's another 15-20% of headcount reduction left for big tech in next 3-6 months
  + stars: | 2023-01-23 | 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 EmailGene Munster: There's another 15-20% of headcount reduction left for big tech in next 3-6 monthsGene Munster from Deepwater Asset Management joins 'Squawk Box' to discuss what recent cost cuts could mean for technology stocks.
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