The Latest Breaking News from Gene Munster

Gene Munster Thinks Investors Are Now In 'Show Me' State Even As AWS CEO Matt Garman Says Demand Is 'Skyrocketing'

Investors may be hearing some of the most bullish AI commentary yet, but Gene Munster says Wall Street is unmoved even as Amazon.com Inc. (NASDAQ:AMZN) insists demand for artificial intelligence (AI) infrastructure is "skyrocketing."

Benzinga · Dec 5, 2025

Gene Munster Says Apple's AI Chief Was Probably Requested To 'Retire' By Tim Cook, As CEO Is 'Very Intense' About His Final Years

On Monday, Deepwater Asset Management's managing partner Gene Munster thinks Apple Inc. (NASDAQ:AAPL) CEO Tim Cook's drive to advance artificial intelligence is intensifying as longtime AI chief John Giannandrea plans to retire in spring 2026.

Benzinga · Dec 2, 2025

Gene Munster Says It Won't Be A 'Wearables Holiday' For Meta, Analyst Says Company's AI On Display Glasses Crushed By ChatGPT In Side-By-Side Test

On Wednesday, Deepwater Asset Management's Gene Munster said he still believes in Meta Platforms Inc.'s (NASDAQ:META) massive investment in Reality Labs, but a head-to-head test left him convinced the company's newest AI tools lag far behind ChatGPT.

Benzinga · Nov 27, 2025

Nvidia Earnings Are The 'Super Bowl' For The Entire Market, Could Trigger A Massive Shift: 'You're Going To Be Able To Hear A Pin Drop'

Nvidia Corp's (NASDAQ:NVDA) upcoming earnings are being billed as one of the most consequential market moments of the year.

Benzinga · Nov 18, 2025

Apple Drops The MLS Paywall — And Its Streaming Strategy Suddenly Makes A Lot More Sense

Apple Inc (NASDAQ:AAPL) is one of the smaller players in the streaming sector, but recent bets on live sports could be paying off for subscriber and advertising growth. A new change to its MLS soccer rights could help boost things even more.

Benzinga · Nov 14, 2025

Gene Munster Says Meta's New Display Glasses Deliver Impressive Tech But 'Not Much To Do,' Warning Mass Adoption Is Still Years Away

Gene Munster's latest hands-on review of Meta Platforms, Inc.'s (NASDAQ:META) new Display smart glasses suggests that while the technology dazzles at first glance, the device still lacks the everyday usefulness needed to win over mainstream consumers.

Benzinga · Nov 14, 2025

Gene Munster Warns Nvidia Faces 'Catch-22' Ahead Of Earnings, But Remains Bullish: 'I Remain Positive On Shares'

Gene Munster says Nvidia Corp.'s (NASDAQ:NVDA) growth story remains intact despite short-term risks as investors brace for a "Catch-22" scenario around next week's earnings.

Benzinga · Nov 13, 2025

Ming-Chi Kuo Says Elon Musk's AI Chip Strategy Is No Bluff — Tesla's Plan To Build Its Own Fabs Marks A Major Shift Away From TSMC: Here's Why

On Sunday, TF International Securities analyst Ming-Chi Kuo said Elon Musk's remarks confirm that Tesla Inc.'s (NASDAQ:TSLA) move to build its own semiconductor production plants isn't just an ambition — it's a calculated step toward full control of its AI future.

Benzinga · Nov 10, 2025

Elon Musk's $1 Trillion Pay Package Gets Green Light — Critics Call It 'Oligarchy,' Supporters Hail 'Decisive Statement'

As Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk's trillion-dollar pay package received 75% approval from investors during the automaker's shareholder meeting, here's what investors and industry executives had to say.

Benzinga · Nov 7, 2025

Gene Munster Says Elon Musk Has Talked About Moving Away From Nvidia Before, But It's 'Proven Extremely Hard To Do' As Tesla Doubles Down On AI5 Chip

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk is ramping up efforts to build an in-house artificial intelligence chip, the AI5, but Gene Munster warns that moving away from Nvidia Corp. (NASDAQ:NVDA) has proven far more difficult than Musk's ambitious projections suggest.

Benzinga · Nov 7, 2025