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The Latest Breaking News from Deepwater Asset Management

Tim Cook's AI Reset Will Pay Off, Gene Munster Says— Predicts Apple's Top Mag 7 Performance

On Friday, Deepwater Asset Management's Gene Munster says Apple Inc.'s (NASDAQ:AAPL) sweeping leadership shake-up is a strategic reset designed to strengthen its position in artificial intelligence — and he believes the company's stock will lead the Magnificent 7 through spring.

Benzinga

Gene Munster Says Apple's AI Chief Was Probably Requested To 'Retire' By Tim Cook, As CEO Is 'Very Intense' About His Final Years

On Monday, Deepwater Asset Management's managing partner Gene Munster thinks Apple Inc. (NASDAQ:AAPL) CEO Tim Cook's drive to advance artificial intelligence is intensifying as longtime AI chief John Giannandrea plans to retire in spring 2026.

Benzinga

Gene Munster Says It Won't Be A 'Wearables Holiday' For Meta, Analyst Says Company's AI On Display Glasses Crushed By ChatGPT In Side-By-Side Test

On Wednesday, Deepwater Asset Management's Gene Munster said he still believes in Meta Platforms Inc.'s (NASDAQ:META) massive investment in Reality Labs, but a head-to-head test left him convinced the company's newest AI tools lag far behind ChatGPT.

Benzinga

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Nvidia Stock Dips In November, But Gene Munster Says Potential H200 Approval In China Could Supercharge Growth

Despite a sharp pullback in Nvidia Corp‘s (NASDAQ:NVDA) shares this month, a potential policy reversal on U.S. chip exports to China could dramatically boost the company's outlook, according to Deepwater Asset Management's Gene Munster.

Benzinga

Gene Munster Says Apple Scored 'Deal Of The Year' With $1 Billion Google Gemini Partnership For Siri — While Still Pocketing $20 Billion From Search

On Wednesday, Deepwater Asset Management's managing partner Gene Munster said that Apple Inc. (NASDAQ:AAPL) "scored deal of the year." His statement came after it was reported that Cupertino plans to pay $1 billion/year to Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google to help power Siri's much-awaited overhaul.

Benzinga

Gene Munster Says iPhone 17 Cycle Could Drive 8%+ Growth Through 2026 As Apple Stock Soars To All-Time High

On Monday, Apple Inc. (NASDAQ:AAPL) shares surged to a new all-time high after fresh data showed iPhone 17 outsold iPhone 16 by 14%, prompting Deepwater Asset Management's Gene Munster to predict stronger growth through 2026.

Benzinga

Gene Munster Calls $40 Billion Texas Data Center Involving Nvidia, xAI, Microsoft And BlackRock Proof That 'We're Still Early In AI'

On Wednesday, Deepwater Asset Management's managing partner Gene Munster said the $40 billion Texas-based data center project backed by Nvidia Corp. (NASDAQ:NVDA), Elon Musk's xAI, Microsoft Corp. (NASDAQ:MSFT) and BlackRock Inc. (NYSE:BLK) underscores the massive long-term potential of artificial intelligence.

Benzinga

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As Tesla Giga Texas Hits 500K Production Milestone, Gene Munster Says Automakers Would Be 'Praying' For AVs To Fail: 'Good News For...'

As Tesla Inc.'s (NASDAQ:TSLA) Gigafactory in Texas hit the milestone of 500,000 units produced, Deepwater Asset Management's investor Gene Munster says automakers are likely hoping for autonomous driving to fail.

Benzinga

Google Sends Clear Message To Investors Ahead Of Earnings: AI Isn't Killing Search — It's Making It Stronger, Says Gene Munster

As fears swirl about artificial intelligence upending Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google's dominance in search, Deepwater Asset Management's Gene Munster says the company is sending one message loud and clear — AI is boosting, not breaking, its core business.

Benzinga

Ross Gerber Says 'Winter Is Coming' For Tesla As $7,500 Federal EV Credit Ends; Gene Munster Says Traditional Automakers In An 'Awkward Position'

As the Federal EV Credit officially ended on Wednesday, October 1st, investors like Gerber Kawasaki's co-founder Ross Gerber and Deepwater Asset Management's investor Gene Munster weighed in on its impact on Tesla Inc. (NASDAQ:TSLA)

Benzinga

Apple iPhone 17 Demand Could Exceed Expectations: Gene Munster Says 'Upside Over The Next Year' Coming

Early demand indicators show strong lead times for the iPhone 17 from Apple Inc. (NASDAQ:AAPL). Deepwater Asset Management's Gene Munster highlights the strength of Apple's new smartphone, which could drive upside potential for the stock in the coming year.

Benzinga

Nvidia's $5 Billion Intel Bet Could Shape AI PC Era, Says Ming-Chi Kuo, As Gene Munster Calls 20% INTC Stock Surge 'Overreaction'

Analysts offered sharply different takes on Nvidia Corp.'s (NASDAQ:NVDA) $5 billion investment in Intel Corp. (NASDAQ:INTC), with TF Securities' Ming-Chi Kuo touting the partnership's potential to reshape the AI PC landscape while Deepwater Asset Management's Gene Munster cautioned that Intel's soaring stock reaction looked excessive.

Benzinga

Nvidia's Robotics Platform Is Becoming The 'De Facto Standard,' Says Gene Munster As Chipmaker Launches $3,499 'Robot Brain'

On Tuesday, Gene Munster, managing partner at Deepwater Asset Management, said Nvidia Corporation's (NASDAQ:NVDA) robotics platform is emerging as the "de facto standard" in the industry as the company launched its powerful Jetson AGX Thor chip, positioning robotics as a key growth driver ahead of its closely watched earnings report.

Benzinga

Deepwater's Doug Clinton Says Apple, Amazon's AI Stories Are Weak: From Nvidia To Meta, Here's What His AI Models Are A Fan Of

Doug Clinton, CEO of Intelligent Alpha and Co-founder of Deepwater Asset Management, believes Apple Inc. (NASDAQ:AAPL) and Amazon.com Inc. (NASDAQ:AMZN) are lagging in the artificial intelligence race compared to their tech giant peers.

Benzinga

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Benzinga

Gene Munster Says 'Never Bet Against Elon' — Musk Will Get What He Wants From Apple Without Lawsuit, 'Give It Two Weeks'

Investor Gene Munster of Deepwater Asset Management has said that Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk won't need to sue Apple Inc. (NASDAQ:AAPL) amid the Grok app store ranking row.

Benzinga

Apple's $100 Billion Manufacturing Push Likely Won't Raise Product Prices, Says Gene Munster — Made In USA iPhone Still Off The Table

Apple Inc.'s (NASDAQ:AAPL) latest $100 billion investment in U.S. manufacturing is unlikely to impact product pricing, according to Deepwater Asset Management's Gene Munster, who says iPhone assembly will continue to take place abroad.

Fortune

Tesla sells off after Elon Musk scraps his 2025 sales growth target and warns, ‘We could have a few rough quarters’

The Tesla CEO hosted an earnings call once more long on promises and short on specifics, especially regarding his month-old robotaxi service that has logged only 7,000 driverless miles.

Benzinga

Apple Investors Have Shockingly Low AI Expectations, Says Gene Munster — Siri Upgrade Rumors Alone Fueled A 2% Stock Jump

Apple Inc.'s (NASDAQ:AAPL) stock bump on Monday shows just how eagerly investors are waiting for signs that the company is serious about artificial intelligence, according to Deepwater Asset Management's Gene Munster.

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Benzinga

Siri Gets 'F' While OpenAI's ChatGPT Scores An 'A:' Gene Munster Says Here's What Apple Needs To Fix Before 2026 Launch To Stay Relevant In AI

Apple Inc.'s (NASDAQ:AAPL) Siri is far behind OpenAI's ChatGPT, according to a comparison conducted by Deepwater Asset Management, receiving an "F" while ChatGPT has scored an "A."

Benzinga

Amazon And Walmart Dominate Black Friday As Online Sales Soar 14.6%

Black Friday sales in the US saw contrasting trends between in-store and online shopping, with e-commerce dominating and AI chatbots driving website visits.

Benzinga

Amazon's Focus Shift To Black Friday From Cyber Monday Is Paying Off, Says Gene Munster: 'Small Changes To Profitability Can Have Measurable Impact To Earnings'

Amazon's shifted of focus from Cyber Monday to Black Friday for the second year in a row and is reaping the benefits of this move, according to Deepwater Asset Management's Gene Munster.

iMore

Apple to buy Peloton? Rumors swirl yet again as asset management firm predicts buyout to fuel growth of Apple Fitness Plus service and Watch accessories

Deepwater Asset Management predicts Apple will acquire Peloton in 2024 among the investment firm's annual predictions.

Zenger

Tesla Q2 Earnings: Analyst Unfazed By Auto Gross Margin Concerns

Gene Munster of Deepwater Asset Management expects improving margins in the back half of the year.

Zenger

Ford Worried About Tesla’s Cybertruck, Says Analyst After F-150 Lightning Price Slash: ‘Now Both Models Start At…’

Ford Motor Co. said it is cutting prices of F-150 Lightning pickup truck and investors reacted to news by sending the stock lower

Barchart

Can the Rally Continue for Meta Platforms?

After plunging more than -64% in 2022, shares of Meta Platforms (META ) are up +134% this year and are the second-best-performing mega-cap technology stock this year, behind Nvidia (NVDA ). Although Meta Platform’s share price has more than tripled from its 7-1/2 year low in November, its valuation is...

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