Gene Munster

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.

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.

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.

This episode features Gene Munster, Managing Partner at Deepwater Asset Management, who dives into the aftermath of Apple's recent WWDC event. He discusses the lackluster hardware announcements and shifts focus toward new operating system features. Gene also highlights Apple's strategic AI initiatives, including their Foundation Model framework. There's a candid look at how Apple is navigating competition from OpenAI and regulatory challenges. The conversation wraps up with insights into Tesla's RoboTaxi project and its potential impact on market perceptions.