Deepwater Asset Management

Fresh off its recent success with Detroit’s big three, the United Auto Workers union could reportedly be training its gun at the non-unionized Tesla, Inc. (NASDAQ:TSLA). A fund manager on Tuesday weighed in on the potential impact of UAW succeeding in its pursuits. What Happened: “Tesla...

Investors in electric vehicle company Tesla Inc (NASDAQ: TSLA) saw shares drop on the week after the company reported third-quarter financial results that came in below estimates from analysts. While there are plenty of potential catalysts for Tesla in the future such as FSD, robotaxis, Taxi...

Deepwater Asset Management managing partner Gene Munster, who previously said that eventually 10% of Apple Inc.’s (NASDAQ:AAPL) revenue will come from its first-generation mixed-reality headset, now says, “consumers don’t want a headset today because they...

Tesla, Inc. (NASDAQ:TSLA) is scheduled to release its third-quarter results after the market closes on Wednesday. Even the most bullish on sell-side have expressed concerns over further margin erosion. But the retail crowd apparently has shrugged off the concern. What Happened: Margins did not...

Electric vehicle stocks turned in a lackluster performance in the week that ended on Oct. 13, with the volatility in the broader market serving a a drag on a week during which inflation and the start of the earnings season took the spotlight. Market leader Tesla, Inc. (NASDAQ:TSLA) had a down week...

Tesla, Inc. (NASDAQ:TSLA) is gearing up to reveal its third-quarter financial performance, and analysts are bracing for the report and subsequent earnings call. Scheduled for release next week, on Oct. 18, Tesla’s results come amidst a backdrop of price reductions and sluggish vehicle...

Deepwater Asset Management co-founder Gene Munster weighed in on whether Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG)-owned YouTube is currently the king of content amid a proliferation of online streaming. Users flocking to YouTube have put Hollywood and...

The Department of Justice’s antitrust lawsuit against Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) regarding its search business may not hurt Apple, Inc. (NASDAQ:AAPL), according to Deepwater Asset Management’s Gene Munster. What Happened: The DOJ has taken cudgels against Alphabet for...

Apple Inc. (NASDAQ:AAPL) could reduce its dependence on China in the coming decade, according to Gene Munster, the founder of Deepwater Asset Management. China’s Loss, India’s Gain: Munster believes Apple’s efforts could alleviate concerns among investors who...

SPAC King Chamath Palihapitiya weighed in on the ongoing United Auto Workers’ union strike that has crippled operations at the plants of Detroit’s Big Three, namely Ford Motor Co. (NYSE:F), General Motors Corp. (NYSE:GM) and Stellantis N.V. (NYSE:STLA). What Happened: “The unions...

Shares of Tesla, Inc. (NASDAQ:TSLA) rose in premarket trading on Friday following positive finishes in the past two sessions. The immediate catalyst that could be lifting the stock higher is the United Auto Workers’ union strike, which is impacting production at legacy automakers General...

The workers affiliated to the United Auto Workers union have gone on strike due to a lack of agreement between the parties by the Thursday, 11: 509 p.m. deadline. Against the backdrop, analysts singled out Tesla, Inc. (NASDAQ:TSLA) as one of the biggest beneficiaries of the standoff between the...

On the eve of Apple, Inc.'s (NASDAQ:AAPL) "Wonderlust" iPhone 15 launch event, Deepwater Asset Management Managing Partner Gene Munster shared his take on what to expect from the event. What Happened: The event may “fall flat” for some investors looking for a surprise new product or...

Apple, Inc. (NASDAQ:AAPL) faced a challenging week with the looming threat of competition from Huawei and a limited ban in China, just ahead of its much-anticipated “Wonderlust” iPhone 15 launch event. A Forgettable Week: Apple’s stock had been on an upward...

Apple, Inc. (NASDAQ:AAPL) stock lost 6.4% over two sessions this week before recovering on Friday, with much of the weakness attributable to China's decision to ban iPhones from government offices and companies that work closely with the government. Deepwater Asset Management's Gene Munster on...