Gene Munster

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

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'

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

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'

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

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 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

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 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

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

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'

Gene Munster Recent News

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.

Apple Stock Reaction After iPhone Launch Sparks Portfolio Manager's Reflection: 'I May Be Wrong In The Short Term But...Will Be Back In The Long Run'

Apple's hardware launch event generated typical reaction from the stock but analysts are confident that things would change in the coming fiscal.

Microsoft Customers Reportedly Ditching Copilot AI Office Tools But Top Analyst Thinks It Is Just 'Growing Pains:' 'The Rub Against AI Is...'

Tech analyst Gene Munster defended Microsoft's Copilot AI office tools, attributing recent customer drop-offs to "growing pains" and expressing confidence in the product's long-term potential despite its current small user base.

Tech Bull Gene Munster Maintains AI Will Have 'Bigger Impact' On Humanity And Investing Than Internet Even As Nvidia's Market Cap Nosedives Nearly $300B, Dragging Nasdaq By Over 3%

Despite Nvidia's nearly $300 billion market cap loss and a 3.3% drop in the Nasdaq, Gene Munster remains optimistic about AI's long-term potential.

EXCLUSIVE: Apple's iPhone 16 Launch Will Be 'Disappointment Before The Excitement,' Gene Munster Says

Apple stock may not rise much with iPhone 16 launch due to high expectations, but analyst predicts strong growth after earnings with new AI features.

Apple, Nvidia Will Lead 3-To-5-Year Tech Bull Run, Analyst Says: 'I Am A Buyer Here'

Deepwater Asset Management's Gene Munster was asked Tuesday morning if he would buy, sell or hold big tech stocks at current levels. He emphatically recommended buying the Magnificent Seven, specifically highlighting Apple and NVIDIA as being positioned for significant upside over the coming years.

iPhone-Maker Will Be Reliant On ChatGPT-Parent, Google, And Meta For Delivering AI Features, Says Gene Munster: 'Apple Will Leverage Tech From OpenAI To Create New Devices, Like AirPods With Cameras'

Gene Munster thinks Apple may leverage OpenAI, Google and Meta for a significant portion of its AI functionalities.

Gene Munster Downgrades Estimates In Light Of 'EV Winter,' Sees Electric Vehicles Accounting For Just 25% Of New Car Sales In 2030

Deepwater Asset Management Managing Partner Gene Munster now expects electric vehicles to account for only 25% of new car sales in the U.S. in 2030, down from his earlier forecast of 50%.

Nvidia Slumps Nearly 5% In Premarket, Dragging Down Super Micro, Micron And Other Peers: What's Going On?

Nvidia's quarterly outperformance was less appreciated by the Street and the resultant weakness cast a cloud on the chip sector as a whole.

What Bears And Bulls Think On Nvidia Is Irrelevant, Says Gene Munster Because 'AI Will Be Bigger Than The Internet'

Gene Munster, managing partner at Deepwater Asset Management, shared insights on NVIDIA Corp. earnings and artificial intelligence potential on X. "The bears will say $NVDA earnings were good but not great," he wrote on Wednesday.

Nvidia's 'Hyperfocused' Investors Might Trigger Negative Stock Trend After Earnings, Says Gene Munster: Here's Why

As NVIDIA Corp prepares for its upcoming earnings report on Wednesday, Gene Munster, managing partner at Deepwater Asset Management, offers insights into the tech giant's future. Despite potential short-term setbacks, Munster foresees sustained growth for Nvidia through 2026.

Bad Tidings For Tesla And Its Peers? 'We're In The Dead Of The EV Winter,' Says Gene Munster, As He Expects Growth To Collapse From 50% In 2023 To 5% This Year

The EV industry is in a state of rut as multiple challenges, including waning demand and price cuts, weigh down.