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The Latest Breaking News from Gene Munster

Analysts offer blunt take on DeepSeek AI panic

The new AI model has raised lots of eyebrows.

The Street

TikTok ban latest: Chinese app back after Trump promises to restore it but US redownloads not available

During his first administration, Trump pushed for a TikTok ban over national security concerns with China in 2020

The Independent UK

Uber Stock Slides Again. Investors' Robotaxi Fears Grow After GM Shuts Down Cruise.

Uber stock took another hit Wednesday from investors with robotaxi jitters after GM said it would shut down Cruise.

Investors Business Daily

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Uber, Lyft Stock Slide As Waymo's Miami Plan Reignites Robotaxi Fears

Uber stock tumbled in heavy volume as Waymo's Miami expansion reignited investors fears robotaxis will disrupt ride-hailing.

Investors Business Daily

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.

Benzinga

Tesla Proved the Bears Wrong, But Is It Too Late to Buy TSLA Stock Now?

Tesla stock rose almost 22% on Thursday, as it impressed markets with its Q3 earnings and guidance. Is it too late to buy TSLA stock now, or is there still steam left in the rally?

Barchart

Tesla fumbled the perfect opportunity to surprise its EV rivals

Tesla's robotaxi event showed off Musk's vision of the future, but failed to deliver on one key product promise.

The Street

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Tesla bears and bulls weigh in on Robotaxi event, analysts praise Ford, mull Stellantis

GS analysts think this division of the Blue Oval could be its biggest profit driver.

The Street

Can Elon Musk Take Tesla Stock Higher with the Robotaxi Event This Week?

Tesla will hold its robotaxi event on October 10 after having previously delayed the August unveiling. TSLA stock has recovered smartly from its April lows, but has struggled to stay on positive ground for the year. Can the unveiling of the robotaxi take Tesla stock even higher?

Barchart

Analyst revisits Apple stock price target after iPhone 16 launch

Apple is making a big bet that AI technologies will reverse the ongoing decline in iPhone sales.

The Street

Apple Likely To Pivot To Smart Glasses From Vision Pro

Apple is likely to pivot to mass-market AI wearables like smart glasses and smart ear buds, a longtime Apple analyst says.

Investors Business Daily

How High Will Apple Stock Go as 'Apple Intelligence' Lifts Sentiment?

Apple stock is soaring to record highs after last week's widely awaited WWDC. Here's how high analysts believe AAPL stock could go after unveiling its 'Apple Intelligence.'

Barchart

Apple's AI launch at WWDC could hinge on something it hates to do

Apple is set to unveil a host of new AI technologies later today in California. How users will access them remains a big question.

The Street

Are Investors in Denial About the AI Upside for Apple Stock?

Apple's AI game has not been much talked about... yet.

Barchart

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news in one place.

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Barchart

Apple or Nvidia: Which Is a Better AI Stock to Buy Now?

While Nvidia is the preeminent AI play, Apple is also playing catchup after seemingly losing out in round one. Is Apple a better AI stock to buy now after its recent underperformance?

Investors Business Daily

Apple's Big AI Reveal: Will The Game Plan Impress Wall Street?

Apple stock has lagged the market, hurt by its lack of a clear AI strategy. Company watchers hope for big news at its upcoming WWDC event.

Laptop

'I put the probability that we see a product in the next 5 years at slim to none.': Long-time Apple analyst pours cold water on Apple home robot speculation

Apple may be moving into the automated home appliance market after dropping the Apple Car concept, but not everyone is convinced.

The Street

Key analyst says latest Apple move would be a 'horror show'

Wedbush's Dan Ives doesn't support Apple's newest project.

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news in one place.

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The Street

Hedge fund manager says Tesla stock could 'go bust'

Shares of Tesla slumped even further after the company posted a decline in first-quarter delivery numbers.

The Guardian - UK

How much is Elon Musk to blame for Tesla sales slip?

Investor points finger at CEO’s antics on X, but analysts say ‘train wreck’ quarter more down to problems in China and with EV demand

The Street

Researcher has a warning about the future of the AI boom

Read this before you invest.

The Street

Top analyst explains why Tesla's latest strategy could bring in billions

Tesla just made a move that could add billions to its bottom line.

The Street

Tesla stock leaps as Elon Musk pushes key technology tied to profit boost

The Tesla CEO has long touted this new tech as a key profit driver.

The Street

Analysts say the DOJ suit against Apple will 'prove to be noise'

Shares of Apple took a 4% dip after the suit was filed.

Investors Business Daily

Apple's AI Focus Could Crimp Profit Margins, Analyst Says

Apple’s scramble to catch up to other tech firms in artificial intelligence likely will pressure its profit margins, an investment firm says.

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