Deepwater Asset Management

Nvidia Corp (NASDAQ:NVDA) has been on a rocket ride this year, with the stock up a jaw-dropping 179.86% year-to-date and 187.99% over the past year. But if Gene Munster is to be believed, Nvidia is only getting started. In the midst of Tesla’s highly anticipated Robotaxi event, Munster had a...

Deepwater Asset Management’s Managing Partner Gene Munster expects three vehicles to be announced at Tesla Inc‘s (NASDAQ:TSLA) upcoming robotaxi event slated for Oct. 10. What Happened: Munster said in an appearance on CNBC on Wednesday that he expects the EV giant to announce a...

Tesla Inc (NASDAQ:TSLA) analysts and experts highlighted the importance of the company's third-quarter deliveries, while they also pointed to other October catalysts that include full quarterly financial results and the company's highly anticipated Robotaxi Day on Oct. 10. What Happened: Tesla...

Apple Inc. (NASDAQ:AAPL) shares may not rise very much when the tech giant debuts the iPhone 16 on Monday because much of the anticipation is already baked into the stock, but the new phone should give some legs to the stock over the next year, according to a tech expert. "I think the announcement...

Deepwater Asset Management Managing Partner Gene Munster now expects electric vehicles to account for only 25% of new car sales in the U.S. in 2030, down from his earlier forecast of 50%. What Happened: “We're updating our US EV market forecast to reflect the EV Winter,” Munster said on...

Gene Munster, managing partner at Deepwater Asset Management, shared insights on NVIDIA Corp. (NASDAQ:NVDA) earnings and artificial intelligence potential on X. “The bears will say $NVDA earnings were good but not great,” he wrote on Wednesday. What Happened: According to Munster, bears...

As NVIDIA Corp (NASDAQ:NVDA) prepares for its upcoming earnings report on Wednesday, Gene Munster, managing partner at Deepwater Asset Management, offers insights into the tech giant’s future. Despite potential short-term setbacks, Munster foresees sustained growth for Nvidia through 2026....

Deepwater Asset Management‘s Managing Partner Gene Munster has forecasted a potential downturn in AI stocks due to Microsoft Corp‘s (NASDAQ:MSFT) Azure underperformance. Despite this, Munster remains optimistic about the AI sector’s future. What Happened: Munster took X to share...

Micron Technology Inc. (NASDAQ:MU) experienced a significant drop of nearly 8% in after-hours trading, following its latest earnings report. However, Gene Munster, the managing partner at Deepwater Asset Management, remains optimistic about the company’s AI prospects. What Happened: Munster...

On Monday, Gene Munster, managing partner at Deepwater Asset Management, expressed his confidence in the potential of Apple Inc.’s (NASDAQ:AAPL) new AI features, unveiled at WWDC 2024, to drive growth beyond current estimates. What Happened: Munster shared “pressure points”...

Apple Inc (NASDAQ:APPL) is working on an overhaul of one of its products that could completely change the way a lot of the world engages with artificial intelligence, according to Deepwater Asset Management's Gene Munster. The analyst anticipates a successful rollout could help cement the company...

Nvidia Corp.‘s (NASDAQ:NVDA) leadership in cutting-edge artificial intelligence has fueled a surge in its market capitalization, bringing it closer to the coveted $3 trillion mark. A tech venture capitalist on Monday said that Apple, Inc. (NASDAQ:AAPL), which is slightly ahead of Nvidia in...

Elon Musk‘s xAI, which recently raised $6 billion in a fresh funding round, has attracted significant capital from some of the most notable supporters of the tech billionaire and his ventures, including Tesla. Ark Joins Investors: Cathie Wood‘s Ark Invest, managing several actively...

Shares of Nvidia Corp. (NASDAQ:NVDA)N took off in after-hours trading, rising past $1,000 in reaction to the company’s quarterly results. What Happened: The chipmaker reported first-quarter results that beat elevated expectations and issued an above-consensus second-quarter revenue guidance....

Nvidia Corp.’s (NASDAQ:NVDA) earnings, due this week, have put macro and rate concerns on the back burner, with investor attention solely focused on the AI bellwether’s fiscal-year 2025 first-quarter report. Deepwater Asset Management Managing Partner Gene Munster on Monday offered his...