Bloomberg Talks Gene Munster Talks Mag 7 Growth, Microsoft
Jul 15, 2025
Gene Munster, Managing Partner at Deepwater Asset Management, sheds light on pressing tech trends. He delves into the financial performance and growth prospects of the Mag 7 tech giants, offering a cautious outlook on Microsoft. Munster also shares insights on the recent recovery in the tech market post-COVID, dissecting AI strategies among major players. In a fascinating discussion, he explores the varied strengths of AI models like ChatGPT and Google Gemini, while also touching on the implications of AI chip sales and Apple's upcoming quarter.
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MAG7 Growth Outlook
- MAG7 tech companies, except Nvidia, are expected to grow revenues by about 13% this year and next.
- Contrary to typical trends, growth might accelerate rather than decelerate in 2026, signaling rare sustained strong momentum.
Tech Bull Market Ahead
- Gene Munster expects the tech sector to remain bullish and materially rise over the next three years.
- He warns this could end with a bubble burst after a long period of optimism.
Microsoft's Moderate Growth and AI Savings
- Microsoft is less dynamic in upside compared to other MAG7 companies but offers steady revenue and predictability.
- Their AI-driven cost savings justify margin expansion, although growth is expected around 14.5%, lower than some peers.