Deepwater Asset Management

Google‘s parent company, Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG), is making significant strides in artificial intelligence, according to a top analyst. What Happened: Gene Munster, a tech analyst at Deepwater Asset Management, shared his insights on Google’s I/O 2024 keynote in a...

Gene Munster, a prominent tech analyst, at Deepwater Asset Management has predicted that OpenAI could pose a significant challenge to Alphabet Inc‘s (NASDAQ:GOOGL)(NASDAQ:GOOG) Google in the search business, despite its ties with Microsoft Corp (NASDAQ:MSFT). Munster’s forecast comes on...

Apple Inc. (NASDAQ:AAPL) inching closer to a partnership with OpenAI has excited Deepwater Asset Management's Gene Munster about the potential this deal holds for the iPhone maker. What Happened: Prominent Apple bull Munster thinks that integrated Microsoft Corp.-backed (NASDAQ:MSFT) OpenAI's...

Prominent tech analyst Gene Munster has observed a "surprise takeaway" from Apple Inc.'s (NASDAQ:AAPL) iPad launch event on Tuesday where the company unveiled the M4 chip. What Happened: Munster took to X, formerly Twitter, on Tuesday to express his thoughts on the significance of the M4 chip...

Apple Inc. (NASDAQ:AAPL) CEO Tim Cook’s repeated emphasis on Vision Pro during public events has been highlighted by Deepwater Asset Management's Gene Munster, as Cupertino launched new iPads on Tuesday after a gap of 18 months. What Happened: On Tuesday, Munster took to X, formerly Twitter,...

Apple, Inc. (NASDAQ:AAPL) reported fiscal year 2024 second-quarter results that exceeded muted expectations and its stock launched into a relief rally, with the upside also attributable to the shareholder returns it announced. Deepwater Asset Management’s Gene Munster offered his take on the...

Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg’s announcement related to “scaling capex and energy expenses for AI” during the company’s first-quarter financial results, allegedly led to a 17% stock plunge. Gene Munster believes the market’s reaction is an...

Shares of Netflix, Inc. (NASDAQ:NFLX) fell sharply in after-hours trading on Thursday following its first-quarter earnings release. Fund manager Gary Black and tech venture capitalist Gene Munster weighed in with their takes on the report. The company reported first-...

Tesla Inc (NASDAQ:TSLA) has decided to reduce the price of its ‘full self-driving’ (FSD) subscription by half to $99 per month. This decision has led Gene Munster, Managing Partner at Deepwater Asset Management, to predict the end of manual driving. What Happened: Tesla has made its...

In the latest episode of DeepTech315, Deepwater Asset Management managing partners Doug Clinton and Gene Munster discussed the potential impact of inflation and artificial intelligence on the tech market in the coming year. What Happened: In the episode that was...

High-flying Nvidia Corp. (NASDAQ:NVDA) has descended from stratospheric levels amidst recent market consolidation. Technically, the stock has experienced a correction following its over-2% decline on Tuesday. Gene Munster from Deepwater Asset Management shared his...

The highly anticipated consumer price index (CPI) report for March is due on Wednesday, and the data could cause market fluctuations due to its potential impact on near-term Federal Reserve interest rate decisions. Inflation Forecast: Economists generally predict a slight slowdown in the month-over...

Tesla, Inc.'s (NASDAQ:TSLA) subpar first-quarter deliveries number triggered negative reactions from most analysts, although some still see light at the end of the tunnel. Caught Off Guard: Deepwater Asset Management's Gene Munster said Tesla's first-quarter sales caught him off guard, as he was...

Tesla Inc’s (NASDAQ:TSLA) weak first-quarter production and delivery numbers have left even the most bullish Tesla analysts shaking their heads. Fork In The Road: Tesla posted its first year-over-year decline in deliveries since 2020 on Tuesday, which sparked a selloff in shares. The EV maker...

Gene Munster, the managing partner at Deepwater Asset Management, has once again hinted that the artificial intelligence market is in the early stages of a bull run that will eventually lead to a bubble.  What Happened: On Monday, Munster took to X, formerly Twitter, and reiterated his...