Gene Munster

Nvidia AI Boom Just Beginning As Blackwell Gains Traction And Rubin Ultra Raises The Power Bar, Says Gene Munster: 'Investors Are Still Skeptical'

Tesla Takes Another Hit With Nvidia, GM Self-Driving Partnership

Tesla Investors Advised To Fasten Their Seatbelts As Analyst Expects March Deliveries To Take A Hit: It's Still 'Best-Positioned Company In Physical AI'

Tesla Takes Another Hit With Nvidia, GM Self-Driving Partnership

Tesla Investors Advised To Fasten Their Seatbelts As Analyst Expects March Deliveries To Take A Hit: It's Still 'Best-Positioned Company In Physical AI'

Elon Musk Expects Tesla Output To Double Over Next Couple Of Years, But Gene Munster Predicts Number To Drop Before A Surge In 2026

Cathie Wood Stands By 'Deflationary Boom' Call As Gene Munster Compares Market Turmoil To Dot-Com Bubble

Elon Musk Expects Tesla Output To Double Over Next Couple Of Years, But Gene Munster Predicts Number To Drop Before A Surge In 2026

Cathie Wood Stands By 'Deflationary Boom' Call As Gene Munster Compares Market Turmoil To Dot-Com Bubble

EXCLUSIVE: Apple iPhone 16e – A Smart Buy Or Overpriced? Here's What 34% Think

Amid Nvidia And Chinese AI Anxieties, Top Analyst Predicts Higher AI Infrastructure Demand Despite Market Jitters: 'The Market Is Overreacting To DeepSeek's Success'

Gene Munster Recent News

Mark Zuckerberg's $65 Billion AI Bet Benefits Nvidia And Other Players, Says Top Analyst, But Warns Market Bull Run Will 'End In A Spectacular Bubble Burst'

Deepwater Asset Management's Gene Munster says Meta Platform Inc.'s (NASDAQ: META) plans to invest up to $65 billion this year to expand its AI infrastructure will benefit Nvidia and other hardware players.

Biden Warns Of Musk, Bezos, Zuckerberg Oligarchy, But Is He To Blame? Mark Cuban Says President 'Pushed Them All Into The Arms Of Trump'

Mark Cuban supports Joe Biden's theory that there is a tech billionaire oligarchy, but says the president may be partially to blame.

Mark Zuckerberg's Jiu-Jitsu Training Has Transformed Meta's Leadership Strategy, Says Gene Munster

Mark Zuckerberg's jiu-jitsu training, which he began in 2020, has influenced his leadership style at Meta, according to Gene Munster.

Tesla's First Sales Drop Splits Wall Street: '2025 Will Be The Prove It Year'

Tesla investors share difference of opinions on what the Q4 delivery miss means for the short and long term.

Tesla Tops Nvidia And Apple In Innovation: Analyst Sees Significant Market Cap Upside For Elon Musk-Led EV Giant

Gene Munster, managing partner at Deepwater Asset Management, declared Tesla as the most innovative company surpassing tech giants like Apple, Google, and Nvidia. Tesla's stock surged by 84%, attributed to renewed confidence in autonomy and future robotics. It is compared to other companies with market caps exceeding $2 trillion and Munster believes it has room to grow. The 'We, Robot' event showcased Tesla's autonomous driving capabilities with no safety incidents. Cathie Wood sees Tesla as the largest AI project on Earth. Gary Black raised the price target to $380, citing the potential launch of a $25,000-$30,000 hatchback model. In China, Tesla's sales are also notable. Tesla's stock performance is attributed to renewed confidence in autonomy and future robotics.

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.

Google's Chrome Battle Goes Beyond The Browser: Gene Munster Outlines Wider Implications Of DOJ Going After The Search Giant

Gene Munster warns that regulatory challenges, including a potential Chrome spinout, could reduce Google's search market share, threatening its core revenue and AI initiatives, with Alphabet's stock already dropping over $120 billion in value.

Waymo Maybe Too Small For Alphabet Investors To Care About Today, But The Self-Driving Spinoff Could Be Valued At $850B By 2030, Says Gene Munster

Gene Munster, Managing Partner at Deepwater Asset Management, projects that Alphabet will spin out its autonomous driving unit Waymo within the next 2-4 years, potentially reaching a valuation between $350 billion and $850 billion by 2030.

Gene Munster Says Elon Musk's DOGE Efficiency Plans Should Not Be Underestimated, But Warns 'It'll Likely Take Many Years' To Achieve $2 Trillion In Government Spending Cuts

Deepwater Asset Management’s managing partner Gene Munster has supported Tesla Inc. (NASDAQ:TSLA) and SpaceX CEO Elon Musk’s

Tesla Stock Has Spiked Over 60% Since Earnings, Gene Munster Says These 2 Key Catalysts Will Spur Future Growth For EV Giant

Tesla has witnessed a remarkable 63% surge in its stock value since the release of its earnings report in October. This significant growth is attributed to the company's delivery expansion and the potential of its autonomous driving technology, according to a prominent analyst.

As Tesla Market Capitalization Soars Past $1 Trillion, Dan Ives Calls Musk's Trump Bet 'Poker Move For The Ages: Gene Munster Say It Is 'More Than Just A Meme Stock'

Tesla's market cap soared past $1 trillion after President-elect Donald Trump's victory, boosted by investor confidence in Musk's political backing and potential policy benefits for the automaker.

Meta's Core Business 'Doing Great' With 19% Growth, AI Push Signals Search Monetization Ambitions, Says Gene Munster

Deepwater Asset Management's Managing Partner Gene Munster offered a detailed analysis of Meta's third-quarter performance, highlighting the company's strong core business and ambitious AI investments.

Google's Project Jarvis And Jeff Bezos-Backed Anthropic Are Just 'Scratching The Surface' Of Agentic Browsing Tech, Says Gene Munster

Gene Munster, managing partner at Deepwater Asset Management believes Alphabet Inc. subsidiary Google's reported Project Jarvis initiative signals a major advancement in artificial intelligence-powered web browsing capabilities, highlighting parallel developments from Jeff Bezos-backed Anthropic.

Tesla Bull Gene Munster Breaks Down EV Giant's Robotaxi Plans And Future Of Autonomy, Says It Could Save 'Tens Of Thousands Of Lives And Hundreds Of Billions Of Hours Per Year'

Gene Munster shared insights from Tesla's "We, Robot" event, highlighting the long-term potential of autonomous vehicles while acknowledging delayed progress and the substantial impact a nationwide Robotaxi fleet could have on Tesla's future revenue.

Gene Munster Predicts 'Bull Market Driven By AI' Amid TSMC's Stellar Performance

Munster took to X and emphasized the importance of focusing on the broader AI landscape rather than short-term fluctuations.

After ASML Rocks AI Hardware Names, Gene Munster Explains Why It's 'Overreaction:' 'AI Trade Is On Track'

ASML's lackluster guidance cut can't be squarely blamed on AI weakness, according to a tech venture capitalist.

Netflix Analyst Predicts Q3 Beat But Challenging 2025, Flags This As The Biggest Concern In Holding The Stock

Netflix shares have rallied along with their tech peers but a tech venture capitalist is worried about fundamentals going into the next year.

Nvidia Stock Surges As AI Dominance Fuels Long-Term Bull Run: Gene Munster Waves Green Flag

Nvidia has been on a rocket ride this year, with the stock up a jaw-dropping 179.86% year-to-date and 187.99% over the past year.

Tesla Analysts Rave Over Cybercab's Design, Cost Advantage, But Production Timeline Sparks Worry: 'Too Far Out For Skeptical Investors To Get On Board'

Tesla stock may be stuck in the recent depressed range, as investors may not see any near-term fundamental improvement from We, Robot event announcements.

Tesla's 'We, Robot' Event Will Likely Feature Robotaxi, $25K EV And Optimus Updates, Says Munster: Will Elon Musk Spring A Surprise With This Product Announcement?

Tesla's next-market moving catalyst is round the corner, and the analyst as well as the company's ardent fans are waiting with bated breath.

Tesla Robotaxi Event Might Have 3 Product Announcements But Will Likely Be Light On Details, Says Analyst: This Is What He Is 'Hyper-Focused' On

Deepwater Asset Management's Managing Partner Gene Munster expects three vehicles to be announced at Tesla's upcoming robotaxi event slated for Oct. 10.

Tesla Q3 Deliveries 'Step In The Right Direction': Analyst Says More 'Heavy Lifting' Needed From Elon Musk To Turn Growth Story Around

Tesla stock is falling after third-quarter deliveries were reported. Analysts see the data point being a small part of Tesla's October catalysts.

Tesla Could Report Slight Q3 Deliveries Miss Amid Musk's Political Controversies – Munster Explains Why It Won't Hurt The Stock

Tesla is staring at a trio of catalysts that could have a bearing on the stock recovery that is underway and one of them materializes as early as early next week.

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