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Search resuls for: "Gene Munster"


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☆ Here's what Apple CEO Tim Cook's visit to China means for the company and stock
  + stars: | 2023-03-27 | 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 EmailHere's what Apple CEO Tim Cook's visit to China means for the company and stockGene Munster, managing partner at Deepwater Asset Management, joins 'Squawk Box' to discuss Apple CEO Tim Cook's visit to China, what investors should do with Apple's stock, and more.
☆ A credit crunch could worsen the bank turmoil and commercial real estate could be next domino to fall
  + stars: | 2023-03-27 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +5 min
Odds are, commercial real estate is the next shoe to drop for the banking sector after this month's unrest. "Commercial real estate [is] widely seen as next shoe to drop as lending standards for CRE loans to tighten further," BofA's Michael Hartnett said. Regional banks have enormous exposure to commercial real estate loans. But this time around, it is commercial rather than residential real estate that may be in trouble. Are you worried about the impact of commercial real estate on the banking sector and the economy?
☆ Google Bard is here. Catch up on everything you need to know about the ChatGPT alternative.
  + stars: | 2023-03-25 | by ( Sindhu Sundar | ) www.businessinsider.com   time to read: +4 min
Google debuted its AI chatbot Bard this week with a nod to the unpredictability of AI chatbot responses. Bard works like OpenAI's ChatGPT and Microsoft's Bing chatbot, but can give multiple responses to a prompt. Google had also moved to reassure users this week that Bard "is not trained on Gmail data," according to a tweet. Here's how it worksGoogle's new Bard chatbot told an AI expert it was trained using Gmail data. Google asked staff to spend time teaching its Bard chatbot to write like a human.
☆ A TikTok ban is inevitable and that spells trouble for US stocks, Gene Munster says
  + stars: | 2023-03-24 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +2 min
A TikTok ban is bound to happen eventually, according to Deepwater's Gene Munster. A ban could spell trouble for US stocks with business in China, which might retaliate. Munster predicted the Biden administration could allow TikTok to stay this year, in order to quell escalating tensions between the US and China. And while a TikTok ban initially seems like a positive for US rivals like Meta's Reels, the House committee showed a large concern over the app's addictiveness and its consequences on teen mental health. "When TikTok gets banned I think Meta will come back into the spotlight and have to answer the same questions that TikTok was asked."
☆ 'TikTok ban coming,' says tech watcher Gene Munster
  + stars: | 2023-03-23 | by ( Melissa Lee | ) 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'TikTok ban coming,' says tech watcher Gene MunsterGene Munster, Deepwater Asset Management, digs in on what TikTok means for U.S. social media stocks. With CNBC's Melissa Lee and the Fast Money traders, Karen Finerman, Tim Seymour, Guy Adami and Dan Nathan.
☆ Netflix surges to best day of 2023 on password sharing crackdown in Canada
  + stars: | 2023-03-23 | by ( Melissa Lee | ) 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 surges to best day of 2023 on password sharing crackdown in CanadaGene Munster, Deepwater Asset Management, digs in on what TikTok means for U.S. social media stocks. With CNBC's Melissa Lee and the Fast Money traders, Karen Finerman, Tim Seymour, Guy Adami and Dan Nathan.
☆ The scrutiny on TikTok could be bad news for U.S. companies, Fast Money traders say
  + stars: | 2023-03-23 | by ( Jesse Pound | ) www.cnbc.com   time to read: +2 min
Potential government action against Chinese social media giant TikTok could result in backlash that damages U.S. companies, according to traders and guests on CNBC's " Fast Money ." TikTok CEO Shou Zi Chew testified before Congress on Thursday, taking heat from both sides of the aisle. Shortly before the TikTok hearing, a China Ministry of Commerce spokesperson said the country would "resolutely oppose" a forced sale, the Associated Press reported. But the companies in the crosshairs are clearly names like Starbucks , McDonald's , and Apple 's at the top of that list. As you watch this, you see there is a huge concern about the addictive aspects of short format video and social media.
☆ Silicon Valley Bank's failure might just spark a faster housing rebound
  + stars: | 2023-03-16 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +5 min
Now let's see how the fast-moving banking turbulence impacts the highly sensitive US housing market. "It seems that home sales activity has bottomed out, and 2023 will be the turning point for the housing market," she said. While her long-term outlook on a housing rebound hasn't changed, mortgage rates look set to fall faster than previously expected, which could allow more Americans to enter the housing market. And looking ahead to the Fed's meeting next week, Evangelou expects policymakers to moderate their aggressive policy. In other news:The logo of Swiss bank Credit Suisse is seen at a branch office in Bern, Switzerland October 28, 2020.
☆ Apple is probably the safest place to be when it comes to navigating the next 6 months: Gene Munster
  + stars: | 2023-03-15 | 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 EmailApple is probably the safest place to be when it comes to navigating the next 6 months: Gene MunsterGene Munster, managing partner at Deepwater Asset Management, joins 'Squawk Box' to discuss whether the recent news from the banking sector has changed Munster's tech outlook, Foxconn's recent warning on consumer electronic demand, and more.
☆ 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.
☆ Meta's cold war with Apple over privacy is coming to a critical moment
  + stars: | 2023-02-16 | by ( Paayal Zaveri | ) www.businessinsider.com   time to read: +6 min
Meta's ads unit will only recover if it continues to innovate so it doesn't need to track user data to sell ads. In 2021, Apple changed its iOS operating system to limit the abilities of apps to track user behavior. Apple CEO Tim Cook, for his part, has criticized Facebook's business model several times over the years, with Apple going so far as to declare privacy a "human right." It's clear from Meta's most recent earnings report, and its drive for efficiency and cost-cutting, that this cold war with Apple is taking its toll on the bottom line. "It's forced Meta to move so quickly to building the workarounds, not just to accommodate Apple's changes, but really where it sees the state of digital advertising data use going," Shmulik said.
☆ 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.
☆ 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.
☆ 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.
☆ The walls are closing in on Google. Here's what it needs to do to survive.
  + stars: | 2023-02-09 | by ( Paayal Zaveri | ) www.businessinsider.com   time to read: +7 min
Google needs to focus on building up its AI business while also keeping costs under control. Building up its AI business needs to be a top priorityThe events of the last few days show Microsoft and Google are clearly in an AI arms race — one that Google needs to win for its own sake. Google needs to double down on its own AI prowess right now, given the threat, Wall Street analysts said. However, they emphasize that Google needs to be thoughtful and show why its technology is better than OpenAI rather than being reactive. Maintaining efficiency while retaining an innovative cultureTo win in AI, however, Google needs to maintain its culture of innovation.
☆ 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.
☆ '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 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.
☆ 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 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.
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