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The Latest Breaking News from Gene Munster

Deepwater's Doug Clinton Says Apple, Amazon's AI Stories Are Weak: From Nvidia To Meta, Here's What His AI Models Are A Fan Of

Doug Clinton, CEO of Intelligent Alpha and Co-founder of Deepwater Asset Management, believes Apple Inc. (NASDAQ:AAPL) and Amazon.com Inc. (NASDAQ:AMZN) are lagging in the artificial intelligence race compared to their tech giant peers.

Benzinga

OpenAI CEO Sam Altman Reveals 'Sci-Fi' AI Companion Vision With Ex-Apple Design Chief Jony Ive To Replace Smartphones

OpenAI CEO Sam Altman detailed his vision for an artificial intelligence companion device during a recent podcast appearance, describing plans for “ambiently aware” hardware that could fundamentally change how users interact with technology beyond traditional smartphones.

Benzinga

Gene Munster Says 'Never Bet Against Elon' — Musk Will Get What He Wants From Apple Without Lawsuit, 'Give It Two Weeks'

Investor Gene Munster of Deepwater Asset Management has said that Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk won't need to sue Apple Inc. (NASDAQ:AAPL) amid the Grok app store ranking row.

Benzinga

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Gene Munster: Apple Could Be A Top 2 'Mag 7' Stock In 2025 — Says The 'Bar Is Very Low' On AI

Deepwater Asset Management’s Gene Munster believes Apple Inc. (NASDAQ:AAPL) could be poised for a standout year in 2025, predicting that the company will rank among the top two performers in the so-called “Mag 7” group of large-cap tech stocks.

Benzinga

Apple's $100 Billion Manufacturing Push Likely Won't Raise Product Prices, Says Gene Munster — Made In USA iPhone Still Off The Table

Apple Inc.'s (NASDAQ:AAPL) latest $100 billion investment in U.S. manufacturing is unlikely to impact product pricing, according to Deepwater Asset Management's Gene Munster, who says iPhone assembly will continue to take place abroad.

Benzinga

Apple's blowout earnings marred by tariff fears, a slow AI rollout, and the stock barely moves

On tariffs, "We estimate the impact to add about $1.1 billion to our costs," CEO Tim Cook said.

Fortune

Apple CEO Tim Cook Says iPhone Still Central To Future Tech As Ex-Design Chief Jony Ive Builds AI Device For OpenAI

Apple Inc. (NASDAQ:AAPL) CEO Tim Cook has downplayed the threat of screenless AI devices, calling them complementary to the iPhone—even as former design chief Jony Ive teams up with OpenAI to build next-generation AI hardware.

Benzinga

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Amazon Stock Tanks As AWS Misses Whisper Number: 'I Don't Know What's Wrong With It,' Says Gene Munster

Amazon.com Inc. (NASDAQ:AMZN) delivered a strong second quarter but missed expectations on cloud growth, sending shares tumbling and prompting concern from analysts over Amazon Web Services’ momentum.

Benzinga

Tesla's Samsung Deal A 'Valuable Opportunity' To Gain Real-World Experience That TSMC Wouldn't Have Allowed — Experts React To $16.5 Billion Agreement

Elon Musk-led Tesla Inc.'s (NASDAQ:TSLA) multibillion-dollar chip partnership with Samsung Electronics Co. (OTC:SSNLF) has sparked strong commentary from some of tech's most vocal investors and analysts — and they see big implications for AI, autonomy and the future of manufacturing.

Benzinga

Tesla sells off after Elon Musk scraps his 2025 sales growth target and warns, ‘We could have a few rough quarters’

The Tesla CEO hosted an earnings call once more long on promises and short on specifics, especially regarding his month-old robotaxi service that has logged only 7,000 driverless miles.

Fortune

Gene Munster Says Tesla's Cheaper Model Y Is Like Apple's iPhone Strategy—But Warns It May Cannibalize Sales

Deepwater Asset Management's co-founder Gene Munster thinks the affordable Tesla Inc. (NASDAQ:TSLA) Model Y trim level will cannibalize the existing Model Y.

Benzinga

Tesla Stock Drops After-Hours, Analysts Lament Lack Of 'Clear Metrics,' Balance Sheet Pressure And Legal Risks: Elon Musk Gave 'Ton Of Ammunition' To Lawyers Suing Him

Leading analysts react to Tesla Inc.’s (NASDAQ:TSLA) second-quarter earnings call, flagging a range of concerns regarding the company and its current direction.

Benzinga

Gene Munster Says AI Risk Is 'Still On The Table' For Google Despite Blowout Q2 Earnings, But Admits Search Was 'Strong' For Alphabet: 'Investors Will Likely Come Back'

Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) may have delivered a blowout second quarter, but longtime tech analyst Gene Munster says its future still hinges on how it navigates the AI revolution.

Benzinga

5 Ways Portfolios Have Been Impacted In Trump's First Six Months in Office

President Trump's first six months in office have kept investors on their toes thanks to whipsaw tariff policies and a massive tax cut and spending bill.

Kiplinger

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Benzinga

Nvidia's China Revenue 'Is Far From Gone', But It Outmaneuvered US For Rare Earth In Exchange For AI Chips, Says Craig Shapiro

China has leveraged its dominance over rare earth elements to secure eased U.S. export controls on Nvidia Corp. (NASDAQ:NVDA) chips; however, this expert says that the world isn’t decoupling, it is just bartering.

Benzinga

Trump's Latest Move On AI And China Propels Chip Stocks

Artificial intelligence (AI) chip stocks, including industry giants like Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), and Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), alongside key players such as Broadcom (NASDAQ:AVGO), Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), and Micron Technology (NASDAQ:MU), saw a significant surge in their stock prices on Tuesday.

Benzinga

Nvidia Growth Estimates Get 10% Boost As US Lifts China Chip Export Curbs: Gene Munster Predicts 30-35% Growth For 2026

Nvidia Corp. (NASDAQ:NVDA) is likely to experience an upswing in its growth estimates as the U.S. has lifted chip export curbs to China, bringing the Wall Street estimates about 10% higher, says this expert.

Benzinga

Elon Musk Wants Tesla To Invest In xAI, But It's Up To Shareholders: This Analyst Says Grok Is Worth The Bet

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has made it clear he wants the company to invest in his artificial intelligence startup, xAI — but says the final decision is now in shareholders’ hands.

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Benzinga

Elon Musk's xAI Secures Permit To Burn Natural Gas For Grok Supercomputer In Memphis Amid Clean Air Act Lawsuit, Pollution Complaints

Elon Musk's artificial intelligence startup xAI has received official approval to operate natural gas-burning turbines at its Memphis-based supercomputer facility, despite community backlash and an ongoing lawsuit over air quality concerns.

Benzinga

Apple Investors Have Shockingly Low AI Expectations, Says Gene Munster — Siri Upgrade Rumors Alone Fueled A 2% Stock Jump

Apple Inc.'s (NASDAQ:AAPL) stock bump on Monday shows just how eagerly investors are waiting for signs that the company is serious about artificial intelligence, according to Deepwater Asset Management's Gene Munster.

Benzinga

Siri Gets 'F' While OpenAI's ChatGPT Scores An 'A:' Gene Munster Says Here's What Apple Needs To Fix Before 2026 Launch To Stay Relevant In AI

Apple Inc.'s (NASDAQ:AAPL) Siri is far behind OpenAI's ChatGPT, according to a comparison conducted by Deepwater Asset Management, receiving an "F" while ChatGPT has scored an "A."

Tom’s Guide

US Government wants to break up Google — and it could 'mark the end of Google’s dominance'

If Google is forced to break up, the tech industry as we know it could change forever.

Barchart

Tesla Just Posted Its Worst Deliveries in More Than 2 Years. Should You Sell TSLA Stock ASAP or Buy the Dip?

Tesla delivered 336,681 EVs in Q1 versus 365,000 expected. Still, analysts continue to see upside in TSLA shares.

The Independent UK

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

Benzinga

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.

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