The Latest Breaking News from Gene Munster

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 · Oct 21, 2025

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 · Oct 20, 2025

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 · Oct 19, 2025

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 · Oct 14, 2025

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 · Oct 13, 2025

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 · Oct 13, 2025

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 · Oct 10, 2025

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.

Benzinga · Oct 7, 2025

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 · Oct 6, 2025

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 · Oct 5, 2025