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The Latest Breaking News from Gene Munster

Gary Black Says SpaceX's Volatility Proves He Was ‘Correctly Cautious’ on SPCX Stock

Investor Gary Black of The Future Fund LLC reiterated his cautious stance on Elon Musk-led Space Exploration Technologies Corp.‘s (NASDAQ:SPCX) stock, arguing its valuation remains difficult to justify despite enthusiasm from Musk supporters.

Benzinga

Can Apple's incoming CEO bring back the product design mojo of the Steve Jobs era?

With more than half of Apple’s revenue still tied to the iPhone, former insiders say Ternus must give designers more influence as the company searches for its next breakthrough.

Fortune

Intel CEO Lip-Bu Tan Warns AI Supply Crunch Won't Ease: Shortages Will 'Persist for the Foreseeable Future'

Intel Corp (NASDAQ:INTC) reported better-than-expected second-quarter results on Thursday, but warned that supply constraints across the AI ecosystem remain severe, with shortages expected to persist for the foreseeable future.

Benzinga

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Intel Earnings Spark Bullish Reactions as Jim Cramer Calls 'Intel's the One,' Gene Munster Says Investors Can 'Sleep Well at Night'

Intel Corp (NASDAQ:INTC) drew praise from market commentators on Thursday after posting second-quarter results that topped estimates, with investors and analysts focusing on the company’s AI-driven demand, higher capital spending plans and long-term foundry roadmap.

Benzinga

Gene Munster Raises Odds of Tesla-SpaceX Tie-Up After Elon Musk Says 'There's More and More Overlap'

Tesla Inc.’s (NASDAQ:TSLA) latest earnings call made Deepwater Asset Management‘s Gene Munster even more bullish on a future combination with Space Exploration Technologies Corp. (NASDAQ:SPCX), prompting him to raise his bets to 90%.

Benzinga

Tesla Q2 Preview: Could This Be ‘The One That Helps Turn Things Around’?

Electric vehicle giant Tesla Inc (NASDAQ:TSLA) could highlight its progress in robotaxis, FSD and humanoid robots when the company reports second-quarter financial results Wednesday after market close.

Benzinga

AAPL, HPQ, SNDK, WDC: Gene Munster Says 'Memory Hog' AI Will Trigger a Massive 2027 Upgrade Cycle

Deepwater Management Managing Partner Gene Munster predicts a major enterprise and consumer hardware refresh cycle beginning in 2027, driven by resource-intensive artificial intelligence applications that demand far greater memory capacity.

Benzinga

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Gene Munster Says New Siri AI Makes It Feel 'Like Having a New Phone,' Ming-Chi Kuo Says Stock Rally Was Expected as Apple Stock Touches Record High

On Wednesday, Apple Inc. (NASDAQ:AAPL) shares surged to a record high after investors welcomed the company’s new Siri AI beta and progress on Apple Intelligence, with prominent analysts Gene Munster and Ming-Chi Kuo saying the rally reflects growing confidence in Apple’s AI strategy.

Benzinga

Ross Gerber Says Tesla's Stock Decline Renews Focus on Other Challenges for Elon Musk: 'They Make Just 3 Models'

Although Tesla Inc.‘s (NASDAQ:TSLA) second-quarter delivery figures massively exceeded Wall Street estimates, the EV giant’s stock sharply declined despite the positive sales milestone and investor Ross Gerber thinks that is the least of Tesla’s problems.

Benzinga

Tesla Stock Falls After 'Monster Delivery Number,' Gene Munster Knows The Reasons Why

Tesla Inc (NASDAQ:TSLA) shares fell Thursday despite topping estimates for second-quarter deliveries, and Deepwater Asset Management’s Gene Munster explained why.

Benzinga

Gary Black Sees 'Renewed Optimism' for Tesla, Rivian as Q2 Deliveries Loom, Gene Munster Says FSD Is Key

Investor Gary Black of The Future Fund LLC has said that Tesla Inc. (NASDAQ:TSLA) and Rivian Automotive Inc. (NASDAQ:RIVN) second-quarter 2026 delivery figures could exceed expectations due to surging gas costs.

Benzinga

Bernie Sanders Slams Tim Cook After Apple Raises Prices Despite $112 Billion Profit: 'Unacceptable'

Senator Bernie Sanders criticises Apple CEO Tim Cook for raising Mac and iPad prices despite the company's $112 billion profit, calling it 'corporate greed' and 'unacceptable'.

International Business Times UK

AI Memory Boom Backfires on Apple: Stock Drops Nearly 5% After Mac and iPad Price Hikes

Apple raised prices on Macs and iPads as memory costs surge, sending shares lower and raising concerns over AI-driven supply pressures.

International Business Times UK

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

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Fortune

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

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.

Benzinga

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.

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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

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.

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