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The Latest Breaking News from Gene Munster

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

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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.

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."

Benzinga

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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.

Tom’s Guide

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.

Barchart

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

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

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

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

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Barchart

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

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

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?

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 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

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WEKU

U.S. appeals court grants Apple's request to pause smartwatch import ban

The stay temporarily halts an import ban on some watches as Apple appeals a U.S. International Trade Commission ruling that it infringed on the patents of medical technology company Masimo.

WEKU

Apple stops selling latest Apple Watch after losing patent case

Apple said sales of its Series 9 and Ultra 2 smartwatches would be halted this week after it lost a case over whether the tech giant stole a patented blood oxygen feature from another company.

Zenger

Nvidia Analysts Hail ‘Jaw Dropper’ Q3, But Downplay China Setback To Focus On Bigger Picture: ‘This Is A 1995 Moment’

Nvidia Corp.’s third-quarter earnings report may not have wowed investors but it has struck a chord with sell-side analysts.

Zenger

Cybertruck Launch Countdown Begins: Munster Flags Key Hurdle Amid Rising Buzz For Tesla’s ‘Spectacular Vehicle That Will Catch A Lot Of Attention’

Tesla is all set to launch its Cybertruck on November 30,an analyst is cautiously optimistic about the next big thing from company

Fortune

Wall Street is obsessed with AI. From the 'new electricity' to the next gold rush, here's how top analysts see the tech revolution playing out

Fortune analyzed hundreds of pages of AI reports from investment banks, hedge funds, and research firms. They say it will change everything—eventually.

Zenger

Tesla’s Q3 Earnings Report: Analysts Brace For Results Amidst Price Reductions And Sluggish Sales

Investors await Tesla's Q3 earnings report as stock faces downward trend and concerns over earnings quality

Zenger

Apple Could Emerge Unscathed From China Ban, Says Munster,

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