Deepwater Asset Management

The artificial intelligence spending war is entering a new phase. And it’s no longer just about chips. Gene Munster, managing partner of Deepwater Asset Management, said Wednesday that next year’s Big Tech capital expenditure will come in “meaningfully higher than where the Street...

Deepwater Asset Management's Gene Munster says the fourth-quarter deliveries report from Tesla Inc (NASDAQ:TSLA) showed signs of stability and market share gains and could position the company well for the future. • Tesla stock is charging ahead with explosive momentum. Why are TSLA...

Fund manager and prominent tech analyst Gene Munster said Alphabet Inc.'s (NASDAQ:GOOG) Waymo is firmly in the lead against rival Tesla Inc. (NASDAQ:TSLA) in the U.S. robotaxi market, while noting that the race was still in its early stages, with plenty of time to close this gap. Waymo’s 50...

Deepwater Asset Management's Gene Munster is back with a 10th year of market predictions, sharing 11 things he thinks could come true in 2026, including a prediction on how several Magnificent Seven stocks will perform. Gene Munster's 2026 Predictions Fresh off of sharing why Apple Inc (NASDAQ:AAPL...

Early demand indicators show strong lead times for the iPhone 17 from Apple Inc. (NASDAQ:AAPL). Deepwater Asset Management's Gene Munster highlights the strength of Apple's new smartphone, which could drive upside potential for the stock in the coming year. Apple Sees Strong Early Demand Munster...

Gene Munster says Oracle Corp‘s (NYSE:ORCL) $300 billion deal with OpenAI highlights just how early the company—and others—are in the AI race, sending shares soaring last week despite a quarterly report that missed Street estimates. Oracle's Historic Contract A surge in Oracle's stock price...

Chipmaker Nvidia Corp.’s (NASDAQ:NVDA) better-than-expected first-quarter earnings resulted in a spike in the stock, but leading analysts and fund managers believe the market’s reaction didn’t go far enough. What Happened: On Thursday, Gene Munster, Managing Partner of Deepwater...

Deepwater Asset Management managing partner Gene Munster highlighted five key takeaways from NVIDIA Corp.‘s (NASDAQ:NVDA) recent keynote presentation, emphasizing that the artificial intelligence buildout remains in its early stages despite investor skepticism. What Happened: CEO Jensen Huang...

Tesla, Inc. (NASDAQ:TSLA) took another hit on Tuesday when NVIDIA Corp. (NASDAQ:NVDA) and General Motors Co. (NYSE:GM) announced they will partner on self-driving vehicles.  What To Know: Nvidia CEO Jensen Huang announced the GM partnership, which will include robotics, in-vehicle hardware for...

Deepwater Asset Management’s Gene Munster says Meta Platform Inc.’s (NASDAQ:META) plans to invest up to $65 billion this year to expand its AI infrastructure will benefit Nvidia Corp. (NASDAQ:NVDA) and other hardware players. What Happened: Meta CEO Mark Zuckerberg on Friday outlined...

Amazon.com Inc. (NASDAQ:AMZN) has shifted its focus from Cyber Monday to Black Friday for the second year in a row and is reaping the benefits of this move, according to Deepwater Asset Management's Gene Munster. This strategic pivot aligns with Amazon’s tradition of creating...

Gene Munster, Managing Partner at Deepwater Asset Management, projects that Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOGL) will spin out its autonomous driving unit Waymo within the next 2-4 years, potentially reaching a valuation between $350 billion and $850 billion by 2030. What Happened: In a...

Tesla Inc. (NASDAQ:TSLA) has witnessed a remarkable 63% surge in its stock value since the release of its earnings report in October. This significant growth is attributed to the company’s delivery expansion and the potential of its autonomous driving technology, according to a prominent...

Gene Munster, managing partner at Deepwater Asset Management believes Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) subsidiary Google‘s reported Project Jarvis initiative signals a major advancement in artificial intelligence-powered web browsing capabilities, highlighting parallel developments...

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...