Bloomberg Daybreak: US Edition Holiday Special: 2025 Tech Trends with Ives and Munster
Jul 4, 2025
Gene Munster, Managing Partner at Deepwater Asset Management, and Dan Ives, Global Head of Tech Research at Wedbush Securities, dive into the tech landscape of 2025. They discuss the impressive recovery of tech stocks, with a focused look at AI’s promising future, particularly for companies like NVIDIA and Microsoft. The duo reveals insights on robotics trends and Tesla's challenges amidst market hurdles. Their bullish outlook emphasizes the transformative potential of technology across various sectors, shaping investment strategies for the year ahead.
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AI Party Still Early Stage
- The AI revolution is far from over, currently at "10 p.m." of a long party that lasts until 4 a.m.
- This fourth industrial revolution will drive a tech bull market lasting another three years or more.
AI Use Cases Early and Growing
- AI use cases like coding and customer service are still in early stages, indicating huge future growth.
- Major investments by companies like Meta signal that the AI substance will greatly exceed current hype.
AI Spending Multiplies Impact
- AI spending creates an $8 to $10 ripple effect across software, infrastructure, and energy.
- The number of AI use cases has jumped from under five to over 80 in a year, indicating explosive growth.