Gene Munster

Deepwater Asset Management's Gene Munster has high hopes for the 2026 Worldwide Developers Conference (WWDC) from Apple Inc (NASDAQ:AAPL). Here's why he believes this year's event could be “the most important WWDC” in the 43-year history of the event. 2026 WWDC Preview Well-known tech...

Gene Munster, managing partner and co-founder of Deepwater Asset Management, said investors watching SpaceX's expected market debut should focus less on its $1.77 trillion valuation and more on the $75 billion primary stock sale that could shape early trading. Munster Says Float Matters More Than...

On Thursday, Jim Cramer and Gene Munster said Nvidia Corporation's (NASDAQ:NVDA) long-term AI growth remains strong even after the stock dipped following its earnings report. Nvidia Stock Slips After Strong Earnings Beat Nvidia shares closed down 1.77% at $219.51...

On Wednesday, Nvidia Corp (NASDAQ:NVDA) shares closed up 1.3% at $223.47 and slipped 1.26% to $220.66 in after-hours trading following the company's earnings report. The company's first-quarter earnings prompted reactions from Jim Cramer, Gene Munster and Daniel Newman. Nvidia Earnings Top...

It’s been an eventful week for Apple Inc. (NASDAQ:AAPL) and its leadership. Here’s a quick roundup of the major stories that unfolded over the week. Buffett: Apple’s Leadership Shift Could Reshape Shareholder Returns Strategies Warren Buffett shared insights into Apple’s...

On Thursday, Apple Inc. (NASDAQ:AAPL) shares drew mixed investor reaction after the company posted stronger-than-expected fiscal second-quarter results and issued upbeat forward guidance. Wall Street analysts argue that the market is underappreciating the outlook. Apple Beats Q2 Estimates With...

On Thursday, Intel Corporation (NASDAQ:INTC) climbed nearly 19.95% in after-hours trading to $80.10 after closing at $66.78, up 2.31% in the regular session, following stronger-than-expected first-quarter results. Intel Earnings Crush Estimates, Stock Jumps The chipmaker reported earnings of 29...

The U.S. government’s bet on Intel Corp. (NASDAQ:INTC) is paying off in a big way. The Trump administration acquired a roughly 10% stake in Intel in August 2025, purchasing 433.3 million shares at $20.47 apiece — an $8.9 billion investment made at a discount to the then-market price. ...

Apple Inc. (NASDAQ:AAPL) is entering a new era as longtime chief Tim Cook prepares to hand the reins to hardware chief John Ternus amid rising pressure to deliver on artificial intelligence. Analysts See Stability — But Rising AI Pressure Deepwater Asset Management's managing partner Gene Munster...

On Wednesday, investors Gary Black of The Future Fund LLC and Gene Munster, managing partner at Deepwater Asset Management, shared their views on Elon Musk-led Tesla Inc.‘s (NASDAQ:TSLA) recent stock rally. Gary Black Shares His View The analysts took to the social media platform X to express...

Gene Munster of Deepwater Asset Management downplays near-term M&A involving NVIDIA Corp (NASDAQ:NVDA) while highlighting a broader push toward vertically integrated AI platforms. • NVIDIA stock is gaining positive traction. Why are NVDA shares climbing? Nvidia-Dell Deal Unlikely Munster...

Editor’s note: The story has been updated to include Nvidia’s statement to Benzinga. On Monday, Nvidia Corp (NASDAQ:NVDA) dismissed a report saying that it was in talks to acquire a major PC maker. Nvidia Rejects Buyout Report "The media report is false; NVIDIA is not engaged in...

On Wednesday, Deepwater Asset Management's Gene Munster said that Elon Musk's SpaceX is uniquely positioned to control every layer of the AI ecosystem, from chips to global distribution. SpaceX's ‘Sovereign AI' Vision Sets It Apart Taking to X, Munster said SpaceX is building what he calls the...

Investor Ross Gerber of Gerber Kawasaki, on Thursday, backed Rivian Automotive Inc. (NASDAQ:RIVN) over Elon Musk-led Tesla Inc. (NASDAQ:TSLA) as his choice in the U.S. EV race. Rivian Over Tesla In a post on the social media platform X, Gerber lamented the pivot away from EVs to Physical AI by...

On Friday, Deepwater Asset Management's managing partner Gene Munster said that Tesla Inc.'s (NASDAQ:TSLA) upcoming delivery report could reveal a deeper shift in the EV market as legacy automakers pull back. Tesla Deliveries Seen As Key Demand Test Post Incentives While sharing Pressure Points on...