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The Latest Breaking News from Gene Munster

Apple's iPhone 17 Lead Times Remain High: Gene Munster Says 'Data Reinforces The Optimism'

Demand for the iPhone 17 could help boost the stock price of Apple Inc (NASDAQ:AAPL) going forward. The big question is whether investors will be patient enough to wait for results from the September and December quarters to get a true picture of sales demand.

Benzinga

Gary Black Says Tesla Has 'Best Product,' Reiterates Importance Of Marketing For Elon Musk-Led EV Giant

Investor and managing director of the Future Fund LLC, Gary Black, has doubled down on his stance that Tesla Inc. (NASDAQ:TSLA) needs better marketing amid the launch of more affordable trim levels.

Benzinga

Tesla Under Fire—But Gene Munster Says NHTSA's Massive FSD Investigation Might Be The Best Thing To Happen To Elon Musk Yet

Deepwater Asset Management's investor Gene Munster thinks the ongoing NHTSA probe into Tesla Inc.'s (NASDAQ:TSLA) Full Self-Driving (FSD) system could prove to be beneficial for the EV giant.

Benzinga

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Gary Black Thinks Tesla's Brand Leverage Is 'Undeveloped,' Says Cheaper Model Needs To Have Marketing Benefit

Future Fund LLC's managing director, Gary Black, says that Tesla Inc.'s (NASDAQ:TSLA) brand leverage is underdeveloped amid affordable Model Y speculation.

Benzinga

Tesla Investors Should 'Throw Out' Q3 Delivery Numbers: Gene Munster Points To What's Really Key For EV Giant

Tesla Inc (NASDAQ:TSLA) beat analyst expectations for third-quarter deliveries thanks to a short-term surge in demand as the federal EV tax credit expired. Deepwater Asset Managing Partner and co-founder Gene Munster says investors should throw this figure out and throw the fourth-quarter delivery figure out as well.

Benzinga

Here's How Major Automakers Reacted To The End of The Federal EV Credit

As the Federal EV credit officially ended on September 30, following President Donald Trump's decision to roll back on EVs and emissions standards, here's a look at how automakers in the U.S. reacted to the end of the EV incentives.

Benzinga

App Store Revenue Jumps 10%, ICE Tracking Apps Purged, Federal Lawsuit And More: This Week In Appleverse

Apple Inc. (NASDAQ:AAPL) had a busy week with a series of events that could potentially impact the company’s future. Here’s a quick recap of the latest news surrounding the tech giant.

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Gene Munster Says Vision Pro Looks Like iPhone-Maker's Biggest Miss Since Newton: 'Apple's Push Will Deliver Glasses That Likely Outshine Meta's'

Apple Inc. (NASDAQ:AAPL) has reportedly paused work on a cheaper Vision Pro headset to focus on smart glasses development.

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

iPhone 17 Sales Surge, Tokyo Store Reopens And Foxconn Labor Issues: This Week In Appleverse

Apple Inc. (NASDAQ: AAPL) had a busy week, with several major developments that could significantly impact its future. Here’s a quick recap of the key stories that emerged over the weekend.

Benzinga

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

iPhone 17 Sales, Design Team Exodus, Foldable iPhone Production And More: This Week In Appleverse

Apple Inc. (NASDAQ:AAPL) had an eventful week, with major developments in its design team, iPhone 17 series sales, and the emergence of the iPhone 17 in Moscow despite a sales ban.

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

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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

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.

Benzinga

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."

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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

iPhone Price Hike, Siri AI Upgrades, Buffett Criticism And More: This Week In Appleverse

The week was packed with news, and we’ve got it all covered. Here’s a quick roundup of the top Apple stories you might have missed.

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.

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