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The Latest Breaking News from Gene Munster

Apple Stock Plummets as Insider Warns Siri AI Delay Could Push 'Real Version' to 2027 With EU and China Banned

Apple shares fell after WWDC 2026 as the long‑awaited Siri AI launch arrived with no firm release date and no immediate support in the EU or China, raising doubts over its AI strategy.

International Business Times UK

Apple debuts Siri AI at WWDC as Tim Cook prepares to hand over the reins

At WWDC 2026, Apple unveiled a rebuilt Siri, new AI photography tools, and a stand-alone assistant app in its most ambitious AI push to date.

Fortune

Elon Musk called Anthropic ‘evil’ 3 months ago. Now he’s taking $4 billion to become its landlord

“He who controls the data center, really does control the application of artificial intelligence right now.”

Fortune

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Wall Street is panicking about OpenAI. A veteran tech analyst says everyone's overreacting

Between the Wall Street Journal's report on what Sarah Friar said and the lawsuit by Elon Musk painting him as a liar, Sam Altman’s having a bad week.

Fortune

Gene Munster Backs Apple As Top Magnificent 7 Stock For Next Six Months: Here's 2 Reasons Why

When it comes to betting on which Magnificent Seven stock will outperform over the next six months, Deepwater Management Managing Partner Gene Munster has made his selection.

Benzinga

Apple Chip Chief Considers Exit, Tim Cook's AI Reset And More: This Week In Appleverse

It was a week of significant developments for Apple Inc. (NASDAQ:AAPL) and its rivals. The potential departure of a top executive, a strategic reset, a key legal appointment, and a foldable phone war were among the major stories.

Benzinga

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

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Apple Taps Meta's Legal Head Jennifer Newstead As General Counsel Amid Executive Shuffle

Apple Inc. (NASDAQ:AAPL) has appointed Meta Platforms‘ (NASDAQ:META) chief legal officer Jennifer Newstead as its new general counsel and senior vice president.

Benzinga

Gene Munster Thinks Investors Are Now In 'Show Me' State Even As AWS CEO Matt Garman Says Demand Is 'Skyrocketing'

Investors may be hearing some of the most bullish AI commentary yet, but Gene Munster says Wall Street is unmoved even as Amazon.com Inc. (NASDAQ:AMZN) insists demand for artificial intelligence (AI) infrastructure is "skyrocketing."

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

Jensen Huang Just Teased A Big 2025 Reveal For Friday — Just Months After Analysts Called Nvidia Robotics The 'De Facto' Standard

On Wednesday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang sparked new excitement around the company's robotics ambitions after teasing a major reveal set for Friday.

Benzinga

Dan Ives Calls Nvidia The 'Indisputable Rocky Balboa' Of AI And Gene Munster Agrees As The Jensen Huang-Led Tech Giant Faces Rare November Slump

Nvidia Corp. (NASDAQ:NVDA) might be facing fresh concerns, but analysts continue to say that it is the champion of the AI revolution.

Benzinga

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

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Benzinga

Dan Ives Says It Was The 'Most Bullish' Call, El Erian Calls Chipmaker's Earnings A 'Macro Event': Analysts Explode With Optimism On Nvidia

Leading analysts are beaming with optimism on NVIDIA Corp. (NASDAQ:NVDA) and the broader AI trade, following the company’s strong third-quarter performance on Wednesday.

Benzinga

Nvidia Earnings Are The 'Super Bowl' For The Entire Market, Could Trigger A Massive Shift: 'You're Going To Be Able To Hear A Pin Drop'

Nvidia Corp's (NASDAQ:NVDA) upcoming earnings are being billed as one of the most consequential market moments of the year.

Benzinga

Apple Drops The MLS Paywall — And Its Streaming Strategy Suddenly Makes A Lot More Sense

Apple Inc (NASDAQ:AAPL) is one of the smaller players in the streaming sector, but recent bets on live sports could be paying off for subscriber and advertising growth. A new change to its MLS soccer rights could help boost things even more.

Benzinga

Gene Munster Says Meta's New Display Glasses Deliver Impressive Tech But 'Not Much To Do,' Warning Mass Adoption Is Still Years Away

Gene Munster's latest hands-on review of Meta Platforms, Inc.'s (NASDAQ:META) new Display smart glasses suggests that while the technology dazzles at first glance, the device still lacks the everyday usefulness needed to win over mainstream consumers.

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Benzinga

Gene Munster Warns Nvidia Faces 'Catch-22' Ahead Of Earnings, But Remains Bullish: 'I Remain Positive On Shares'

Gene Munster says Nvidia Corp.'s (NASDAQ:NVDA) growth story remains intact despite short-term risks as investors brace for a "Catch-22" scenario around next week's earnings.

Benzinga

Ming-Chi Kuo Says Elon Musk's AI Chip Strategy Is No Bluff — Tesla's Plan To Build Its Own Fabs Marks A Major Shift Away From TSMC: Here's Why

On Sunday, TF International Securities analyst Ming-Chi Kuo said Elon Musk's remarks confirm that Tesla Inc.'s (NASDAQ:TSLA) move to build its own semiconductor production plants isn't just an ambition — it's a calculated step toward full control of its AI future.

Benzinga

Elon Musk's $1 Trillion Pay Package Gets Green Light — Critics Call It 'Oligarchy,' Supporters Hail 'Decisive Statement'

As Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk's trillion-dollar pay package received 75% approval from investors during the automaker's shareholder meeting, here's what investors and industry executives had to say.

Benzinga

Gene Munster Says Elon Musk Has Talked About Moving Away From Nvidia Before, But It's 'Proven Extremely Hard To Do' As Tesla Doubles Down On AI5 Chip

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk is ramping up efforts to build an in-house artificial intelligence chip, the AI5, but Gene Munster warns that moving away from Nvidia Corp. (NASDAQ:NVDA) has proven far more difficult than Musk's ambitious projections suggest.

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

Dan Ives Expects Elon Musk's $1 Trillion Pay Plan To Pass, Adam Jonas Warns Of Risks Ahead Of Tesla Vote

Ahead of Tesla Inc.'s (NASDAQ:TSLA) shareholder meeting, where the investors will vote on several key decisions, analysts remain divided in their predictions over CEO Elon Musk’s trillion-dollar pay package.

Benzinga

Gene Munster Says 'Little Changes' To The Margin Can Have Significant Impact On Amazon's Earnings And Its Valuation As Stock Pops After Hours

On Thursday, Amazon.com Inc. (NASDAQ:AMZN) surged 13.16% in after-hours trading after the company delivered third-quarter results that beat Wall Street expectations.

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