Gene Munster

Despite recent market volatility, Deepwater Asset Management's Gene Munster believes the artificial intelligence (AI) revolution is just getting started, positioning mega-cap tech giants—specifically Apple Inc. (NASDAQ:AAPL) and Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL)—as ultimate long-term...

Gene Munster of Deepwater Asset Management said Wednesday that a SpaceX initial public offering could arrive in "early summer," a view that lines up with January reporting that Elon Musk's rocket and satellite company was weighing a mid-June 2026 listing. Munster Signals Early Summer IPO Window...

NVIDIA Corp (NASDAQ:NVDA) CEO Jensen Huang highlighted $1 trillion in orders for AI chips at the company's recent GPU Technology Conference. The large figure and future demand for the company's AI chips did little to win over investors, something that tech investor Gene Munster says might show...

Samsung Electronics (OTC:SSNLF) has announced plans to commence mass production of chips for Tesla Inc. (NASDAQ:TSLA) in the latter half of 2027. The announcement was made by Han Jin-man, the President and Head of Foundry Business at Samsung Electronics, during a shareholders’ meeting. The...

On Monday, speaking at Nvidia Corp's (NASDAQ:NVDA) GTC 2026 conference, CEO Jensen Huang said the company now sees $1 trillion in AI chip demand through 2027, a significant jump from the roughly $500 billion outlook shared just months ago. AI Chip Demand Outlook Jumps To $1 Trillion The...

Apple Inc (NASDAQ:AAPL) won the bidding war for the U.S. rights for Formula 1 (NASDAQ:FWONA)(NASDAQ:FWONK) races beginning with the 2026 season. With one race aired on Apple's streaming platform, the company is already setting records. • What is going on with AAPL shares today? Apple Exceeds...

If you've ever heard the expression "so easy even your grandma could do it," chances are you can think of emerging technology and the struggles that some grandparents or older people may have with new products. A new Apple Inc (NASDAQ:AAPL) product is getting the easy enough for grandma tag from a...

As the weekend comes to an end, let’s take a look at some of the top stories that made headlines in the tech and finance sectors. From Apple Inc. (NASDAQ:AAPL) unveiling its new AI-powered products to Google’s cybersecurity threat, here’s a roundup of the weekend’s most...

On Thursday, Deepwater Asset Management's managing partner Gene Munster said that comments from Nvidia Corp. (NASDAQ:NVDA) Jensen Huang signal a major transformation in how software companies may operate. Munster Cites Shift In Software Economics In an X post, Munster said that comments from Huang...

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...

The launch of MacBook Neo — the most affordable laptop ever from Apple Inc. (NASDAQ:AAPL) — could slightly lift overall revenue while helping the tech giant win over a new generation of student users, according to analyst Gene Munster. Apple Targets Students With Its Cheapest Mac Yet On Wednesday,...

Gene Munster, Managing Partner of Deepwater Asset Management, said that the unveiling of the new iPhone 17e and iPad Air is expected to significantly augment the revenue growth of Apple Inc. (NASDAQ:AAPL) for the June quarter. The market had initially forecasted a 7% revenue...

NVIDIA Corp (NASDAQ:NVDA) is seeing its stock slide as investors look past 2026 and fixate on uncertainty surrounding 2027, according to Gene Munster. Strong Earnings, Weak Stock Reaction Munster noted that shares of the chip designer fell about 9% in the two sessions following earnings, compared...

Nvidia Corp.'s (NASDAQ:NVDA) historic fourth-quarter earnings beat has sparked a heated debate over whether the AI giant's meteoric growth is built on a precariously narrow foundation of just eight customers. The $150 Billion Concentration Risk Despite the stellar numbers and a bullish forecast for...

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang shared his views on orbital data centers during the chipmaker's Q4 earnings call, outlining economic challenges associated with the phenomenon. Poor Economics, Abundance Of Energy During the company's earnings call with investors and analysts, Huang was...