Gene Munster

Jason Robbins, CEO of DraftKings, discusses the company's strategic partnership with Disney and its plans for prediction markets, emphasizing cautious growth. Alexandra Mertz, a long-time Tesla shareholder, shares insights from Tesla’s meeting about Musk's $1 trillion pay package and the implications of key-man risks. Gene Munster analyzes Tesla's ambitious production goals while addressing investor concerns over AI infrastructure spending. The conversation weaves through bold tech promises and market reactions, sparking lively debate.

Gene Munster, a veteran tech investor, and Doug Clinton, founder of Intelligent Alpha, dive into AI's booming potential. They discuss why AI is in the early stages of a bull market and its transformative effects on jobs and markets. Topics include the impact of AI on corporate profitability, Doug's unique framework for future job roles, and the advantages of AI in portfolio management. They also explore competing AI model providers, energy considerations for AI growth, and the long-term prospects for tech giants like Apple and Tesla.

Gene Munster, managing partner at Deepwater Asset Management, shares keen insights on tech earnings and AI capex trends. He discusses how major players like Google and NVIDIA stand out in the AI landscape while others falter. The conversation also takes a turn towards Netflix's interest in acquiring Warner Bros assets, weighing the strategic implications and challenges of integration. With the market wrapping up a strong October, Munster captures the key tech dynamics driving today's investment landscape.

Gene Munster, Managing Partner at Deepwater Asset Management, shares his insights on the current stock market turmoil. He tackles the performance of major players like Tesla and Google, uncovering the complexities of their market dynamics amid economic uncertainties. Gene reflects on personal challenges in market predictions and highlights the influence of tariffs, trade wars, and AI advancements on corporate operations. They discuss how evolving user preferences might impact Google's business model and the future prospects for AI and robotics.

Jim Caron, Chief Investment Officer at Morgan Stanley, discusses the disconnect between market valuations and the actual economy, warning of potential fragility due to rising household equity ownership. Gene Munster, Managing Partner at Deepwater Asset Management, highlights Apple's promising iPhone demand and the anticipation for its AI initiatives, while cautioning about its regulatory challenges. Winnie Cisar from CreditSights analyzes Meta's significant bond sale and its implications for AI-driven debt financing, pointing out potential risks for corporate credit. Ed Mills, Washington policy analyst, evaluates recent US-China tech diplomacy and its effects on the semiconductor sector.

Gene Munster, founder of Deepwater Asset Management and a respected tech analyst, joins for a lively discussion on the latest iPhone release and its potential impact on Apple's earnings. He dives into Nvidia's $5 billion investment in Intel, highlighting its strategic significance amid U.S.-China trade tensions. The conversation also explores Nvidia's $900 million acquihire for AI advancements. Finally, they debate TikTok's algorithm control and its implications for data privacy, making clear its crucial role in the evolving tech landscape.

Dan Nathan chats with Gene Munster, a leading expert from Deepwater Asset Management, who dives into the recent drops in the S&P and Nasdaq. They explore if these changes signal a tech crash and discuss how tariffs between the U.S. and China are adding to market volatility. Gene shares insights on major tech stocks like Apple and Tesla, emphasizing the impact of investor psychology and external factors. Plus, they analyze NVIDIA's potential amidst market fluctuations, considering AI's growing influence and the challenges it faces.

Gene Munster, managing partner at Deepwater Asset Management, discusses the explosive growth in tech capital spending, expected to hit $300 billion next year. He draws parallels between today’s AI boom and the late 90s tech explosion. The conversation highlights Nvidia's pivotal role amid U.S.-China tensions, along with upcoming Apple launches and the prospects for major IPOs in AI. Munster emphasizes the critical nature of monitoring capital expenditures as indicators of future market performance.

Steve Kovac, CNBC's correspondent, and Gene Munster, an analyst from Deepwater Asset Management, delve into the latest earnings reports from heavyweights Apple and Amazon. They discuss Apple's strong performance amidst service challenges and potential tariff impacts. Munster shares insights on Amazon's unexpected cloud growth slowdown, affecting stock reactions. They also touch on Eli Lilly's profit forecast cut and explore market sentiment ahead of a key jobs report, all while naming strategic moves in tech and pharma.

Gene Munster, managing partner at Deepwater Asset Management, shares insights on major tech companies' performances. The conversation kicks off with a nostalgic look at Apple's evolution while transitioning to their latest earnings, emphasizing the challenges in China. They explore Microsoft's mixed results and partnerships in generative AI, including firms like Anthropic. The duo also tackles Google's AI hurdles and Tesla's market struggles, reflecting on Elon Musk's leadership and future directions. It's a thought-provoking discussion on the shifting dynamics of the tech landscape.