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The Latest Breaking News from Gene Munster

Qualcomm's Entry Into The AI Race Splits Analysts: 'Still Early,' But The Stock's Rally Is A Potential 'Fade,' Says BoFA

Leading analysts are divided over Qualcomm Inc.‘s (NASDAQ:QCOM) entry into the AI chip market, aimed at challenging NVIDIA Corp.‘s (NASDAQ:NVDA) dominance in this multi-billion-dollar segment.

Benzinga

Weekend Tech Round-Up: Disney-Google Dispute, Major AWS Outage, Meta's AI Shake-Up And More…

The tech world was buzzing over the week with a series of intriguing developments. From a potential blackout of Disney-owned networks on YouTube TV to the impressive sales of Apple’s iPhone 17 in China, there was no shortage of news.

Benzinga

Tesla Co-Founder JB Straubel's Redwood Materials Secures $350 Million In Latest Funding Round

Redwood Materials, a battery recycling and energy storage startup based in Nevada, founded by JB Straubel, a Tesla Inc. (NASDAQ:TSLA) co-founder, raised over $350 million in its latest funding round. The company had previously raised $1 billion in Series D funding and is also backed by Nvidia Corp. (NASDAQ:NVDA).

Benzinga

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Tesla's Q3 Earnings Divide Analysts, But Dan Ives Says 'The Worst Is In The Rearview Mirror' For The 'Most Undervalued' Name In AI

Tesla Inc.'s (NASDAQ:TSLA) third-quarter results have sparked a range of reactions from Wall Street, with some analysts calling the report a turning point and others urging caution on near-term expectations.

Benzinga

ChatGPT Atlas 'Not 10x Better Than Chrome', Analyst Says — Browser Could Struggle to Win Over Chrome Users

Gene Munster asserts that Google will ultimately prevail in the AI race, even against rivals like OpenAI's new Atlas browser.

International Business Times UK

Gene Munster Says Google Will Be 'Fine' As OpenAI Will Find It Hard To Gain Market Share With New Atlas Browser For This Reason

On Tuesday, Gene Munster weighed in on OpenAI's launch of the ChatGPT Atlas browser, calling it promising but cautioning that Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google Chrome's dominance remains intact.

Benzinga

Gene Munster Says iPhone 17 Cycle Could Drive 8%+ Growth Through 2026 As Apple Stock Soars To All-Time High

On Monday, Apple Inc. (NASDAQ:AAPL) shares surged to a new all-time high after fresh data showed iPhone 17 outsold iPhone 16 by 14%, prompting Deepwater Asset Management's Gene Munster to predict stronger growth through 2026.

Benzinga

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Base iPhone 17 Sells Nearly Twice As Fast As iPhone 16 In China

Apple Inc.'s (NASDAQ:AAPL) iPhone 17 series outsold the iPhone 16 lineup by 14% in the first 10 days of sales across China and the U.S., Apple's two largest markets, according to Counterpoint Research's China and U.S. third-quarter 2025 Smartphone Sell-Out Tracker.

Benzinga

Weekend Round-Up: AI Takes Center Stage As Nvidia, Microsoft, Blackrock, Intel And Apple Make Big Moves

The past week has been a whirlwind of activity in the tech sector, with artificial intelligence (AI) taking center stage. From a $40 billion data center project to a new AI chip, the industry’s biggest players are making significant strides in AI development.

Benzinga

Elon Musk's Tesla Risks NHTSA Scrutiny With FSD V14.1.2's 'Mad Max' Update That Ignores Speed Limits

Tesla Inc. (NASDAQ:TSLA) could risk scrutiny from the National Highway Traffic Safety Administration (NHTSA) with the latest Full Self-Driving (FSD) V14.1.2 update.

Benzinga

Gene Munster Calls $40 Billion Texas Data Center Involving Nvidia, xAI, Microsoft And BlackRock Proof That 'We're Still Early In AI'

On Wednesday, Deepwater Asset Management's managing partner Gene Munster said the $40 billion Texas-based data center project backed by Nvidia Corp. (NASDAQ:NVDA), Elon Musk's xAI, Microsoft Corp. (NASDAQ:MSFT) and BlackRock Inc. (NYSE:BLK) underscores the massive long-term potential of artificial intelligence.

Benzinga

As Tesla Giga Texas Hits 500K Production Milestone, Gene Munster Says Automakers Would Be 'Praying' For AVs To Fail: 'Good News For...'

As Tesla Inc.'s (NASDAQ:TSLA) Gigafactory in Texas hit the milestone of 500,000 units produced, Deepwater Asset Management's investor Gene Munster says automakers are likely hoping for autonomous driving to fail.

Benzinga

Apple Ditches Plus Sign From Streaming Name, Sparking Confusion Among Consumers

If you subscribe to multiple streaming platforms, there's a good chance one of them has "plus" or "+" in its name. One of the streaming platforms is ditching the plus sign in a rebrand, a move that is sparking confusion with its other products.

Benzinga

Google Sends Clear Message To Investors Ahead Of Earnings: AI Isn't Killing Search — It's Making It Stronger, Says Gene Munster

As fears swirl about artificial intelligence upending Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google's dominance in search, Deepwater Asset Management's Gene Munster says the company is sending one message loud and clear — AI is boosting, not breaking, its core business.

Benzinga

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Benzinga

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

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.

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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.

Benzinga

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.

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