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.

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.

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.

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.

In this discussion, Matt Winkler, Bloomberg's editor-in-emeritus, and Gene Munster, Managing Partner at Deepwater Asset Management, explore the recent dip in Tesla's sales amidst ongoing investor optimism. They analyze how advancements like robo-taxis might enhance future prospects and dissect market dynamics, particularly in China. The conversation also touches on broader tech issues, including Microsoft layoffs and Apple's manufacturing challenges, setting a stage for how these developments affect investor sentiment and the automotive landscape.

Gene Munster, a seasoned analyst from Deepwater Asset Management, shares insights on Apple's bold $100 billion investment in U.S. manufacturing, aiming for job creation and stock recovery. He believes this move positions Apple to compete with its tech peers. Tom Rogers also analyzes Disney's recently mixed earnings, focusing on challenges in streaming while highlighting the success of its parks. They touch on market responses, competitive dynamics, and the broader implications for major firms like Lyft and Shopify amid ongoing economic shifts.

Gene Munster, Managing Partner at Deepwater Asset Management, shares his keen insights on the recent earnings from the Mag 7 tech giants. He discusses Apple's impressive revenue growth despite a tepid stock response and delves into the challenges it faces in the AI race. The conversation shifts to Amazon, analyzing its mixed earnings results and the critical impact of operating income. Munster highlights the massive capital investments tech firms are making, particularly Amazon's, and their implications for future market dynamics and opportunities.