Bloomberg Daybreak: Asia Edition Daybreak Holiday: Big Tech Outlook with Dan Ives and Gene Munster
20 snips
Dec 31, 2025 
Gene Munster, Managing Partner at Deepwater Asset Management and tech analyst, teams up with Dan Ives, Global Head of Tech Research at Wedbush Securities, to discuss the future of technology. They emphasize the ongoing growth of AI, comparing it to early innings in a game. Munster highlights NVIDIA's pivotal role in AI advancements. Both predict strong performance from various tech giants, including a favorable outlook for Tesla driven by autonomy innovations. They also suggest that small-cap tech is set to outshine larger players in the coming year.
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AI Cycle Still Early
- Gene Munster argues we're still early in the AI cycle and expects AI to outperform the NASDAQ over the next year.
- He cites Nvidia's accelerating revenue as evidence the AI 'brain' is expanding and utility will grow.
AI As A Fourth Industrial Revolution
- Dan Ives calls this a fourth industrial revolution and expects roughly two more years of the tech bull market.
- He points to monetization, spend, and new use cases like robotics as evidence of continued momentum.
Nvidia Is The AI Brain
- Gene highlights Nvidia as the 'brain' of AI and notes its revenue acceleration to mid-60% growth guidance.
- He uses Nvidia's scale to argue we're earlier in the cycle than many expect.