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The Latest Breaking News from Gene Munster

Nvidia's $100 Billion Bet On OpenAI The 'Latest Salvo' In The Big Tech Arms Race, Says Gene Munster: 'Bumps Up the Bar' For The Rest

Deep Water Asset Management Managing Partner Gene Munster said on Monday that Nvidia Corp.’s (NASDAQ:NVDA) multi-billion-dollar commitment to OpenAI marks a pivotal moment in the AI arms race, one that escalates things to a whole new level.

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.

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Larry Ellison Topples Elon Musk As World's Richest, Then Loses $34 Billion In Days As Oracle-OpenAI Deal Sparks Market Doubts

Oracle (NYSE:ORCL) co-founder Larry Ellison‘s net worth plummeted by $34 billion after briefly surpassing Tesla‘s (NASDAQ:TSLA) Elon Musk as the world’s richest person last week.

Benzinga

Meta Stock Gains After Unveiling New Ray-Bans. Wall Street Sees Bright Future For AI Glasses.

Meta stock analysts expect the company can help growth the market for AI-powered smart glasses.

Investors Business Daily

Munster Says Meta Will 'Get Heat' For AI Glasses Demo Glitches But Praises Mark Zuckerberg For 'Doing It Live' At Connect 2025: Here's What Happened

On Wednesday, at Meta Platforms, Inc.'s (NASDAQ:META) Connect 2025 event, Mark Zuckerberg's live demos of new AI-powered glasses stumbled twice onstage, prompting analyst Gene Munster to warn of backlash while applauding the CEO's willingness to showcase products in real time.

Benzinga

Gene Munster Says Meta's $65 Billion AR/VR Bet Shows Hardware, Software, AI Integration Is 'Really Hard,' Giving Apple More Time On AI

On Wednesday, Gene Munster said Meta Platforms Inc.'s (NASDAQ:META) Connect 2025 keynote underscored the challenges of combining hardware, software and AI — and that Apple Inc. (NASDAQ:AAPL) has more breathing room than investors think.

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Meta Unveils $499 Oakley Vanguard And $799 Ray-Ban Display Smart Glasses At Connect 2025: Gene Munster Says 'Best Bang For The Buck'

On Wednesday, Meta Platforms Inc. (NASDAQ:META) unveiled two new smart glasses at its Connect 2025 event, introducing the $499 Oakley Meta Vanguard for athletes and the $799 Ray-Ban Display with built-in AR features, earning praise from investor Gene Munster as the "best bang for the buck."

Benzinga

Gene Munster Calls Liquid Glass iOS 26 And iPhone 17 Hardware Refresh 'Good News' For Apple's Growth In FY 26

Apple Inc. (NASDAQ:AAPL) is entering what analysts describe as its biggest iPhone upgrade cycle in more than a decade, with Gene Munster highlighting iOS 26 and the iPhone 17 hardware refresh as catalysts for stronger-than-expected demand.

Benzinga

Gene Munster Says iPhone Cycle Is Off To A 'Solid Start,' Cites Data From Chinese Retail Giant To Underscore Optimism

Apple Inc.'s (NASDAQ:AAPL) iPhone 17 launch appears to be gaining momentum, with analyst Gene Munster noting that pre-orders on China's JD.com Inc. (NASDAQ:JD) have surpassed last year's iPhone 16 levels, excluding the delayed iPhone Air model.

Benzinga

Thinnest iPhone Ever, Longest Battery: Enough To Spark A Supercycle For Apple? — Daniel Newman Has Doubts

On Tuesday, Apple Inc.'s (NASDAQ:AAPL) "Awe Dropping" event drew a mix of enthusiasm and skepticism from analysts, who praised the company's camera upgrades and thinner designs but questioned whether the iPhone 17 lineup offers enough innovation to ignite investor excitement.

Benzinga

Morgan Stanley Says Elon Musk's $1 Trillion Package Is A 'Good Deal' For Tesla Investors

Morgan Stanley's investor and Tesla Inc. (NASDAQ:TSLA) bull Adam Jonas thinks CEO Elon Musk's new $1 trillion compensation package is positive news for the EV giant's shareholders and investors.

Benzinga

Gene Munster Thinks Elon Musk Should Combine Tesla With xAI To Achieve 'Fairy Tale' Ending With $8.5 Trillion Market Cap

Deepwater Asset Management's co-founder Gene Munster thinks that Elon Musk should combine Tesla Inc. (NASDAQ:TSLA) with his artificial intelligence company xAI to achieve the $8.5 trillion market capitalization target for the EV giant.

Benzinga

Apple's AI Story Could Finally Take Off, Says Gene Munster, As Siri Gets Google-Powered Upgrade — Is The Bar About To Be Raised?

Apple Inc. (NASDAQ:AAPL) could finally be able to move past the limbo it has been in terms of AI growth, according to Gene Munster.

Benzinga

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Google Ruling A 'Huge Win' For Big Tech, Says Dan Ives, Munster Labels Regulator's Bark 'Bigger' Than Bite — Alphabet Stock Soars After Hours

Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) surged in after-hours trading after a federal judge ruled the company will not have to divest its Chrome browser or Android operating system in a landmark antitrust case, prompting praise from Wall Street analysts and sharp criticism from Sen. Elizabeth Warren (D-Mass.).

Investors Business Daily

Apple's 'Invisible' AI Strategy Weighs On Its Stock. What Worries Wall Street.

Apple stock has stumbled as the tech giant badly lags in the artificial intelligence megatrend. Can the iPhone maker turn things around?

Benzinga

Stock Market Today: Nvidia Drags Down Nasdaq Futures, Dow Trades Higher—Dollar General, Dell, Best Buy In Focus (UPDATED)

Editor’s Note: The future prices of benchmark tracking ETFs, the lede, and the latest economic releases were updated in the story.

Benzinga

Nvidia Stock Slips Over 3% After Q2 Report — Gene Munster Says Street's Underestimating Company, Dan Ives Notes Demand For AI Chips 'Not Slowing Down

On Wednesday, Nvidia Corporation (NASDAQ:NVDA) reported better-than-expected second-quarter results. Still, shares dipped in after-hours trading as Wall Street analysts said investors may be missing the chipmaker's longer-term AI growth story.

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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

Nvidia Q2 Preview: 'Saying This Is The Most Important Stock In The World Is An Understatement' (CORRECTED)

CORRECTION: Nvidia’s stock price in the price action section was incorrect. It has been corrected/updated.

Benzinga

Dan Ives Predicts 'Flex The Muscles' Nvidia Earnings Moment And Gene Munster Bets On Robotics Boom Amid Q3 Guidance Skepticism

Nvidia Corp. (NASDAQ:NVDA) is set to report earnings on Aug. 27, and while some analysts warn its outlook for the next quarter could fall short of lofty expectations, bullish voices like Wedbush's Dan Ives and Deepwater's Gene Munster say the AI powerhouse is only getting started.

Benzinga

Apple Earnings In Focus After Streaming Price Increase: Gene Munster Says This 'Will Be Apple's Growth Playbook'

Tech giant Apple Inc (NASDAQ:AAPL) recently announced a price increase for its streaming customers, taking its AppleTV+ subscriptions from $9.99 per month to $12.99 per month, its first price increase since 2023.

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

OpenAI CEO Sam Altman Reveals 'Sci-Fi' AI Companion Vision With Ex-Apple Design Chief Jony Ive To Replace Smartphones

OpenAI CEO Sam Altman detailed his vision for an artificial intelligence companion device during a recent podcast appearance, describing plans for “ambiently aware” hardware that could fundamentally change how users interact with technology beyond traditional smartphones.

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.

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