Gene Munster

Nvidia Stock Dips In November, But Gene Munster Says Potential H200 Approval In China Could Supercharge Growth

Nvidia Stock Dips In November, But Gene Munster Says Potential H200 Approval In China Could Supercharge Growth

Dan Ives Says It Was The 'Most Bullish' Call, El Erian Calls Chipmaker's Earnings A 'Macro Event': Analysts Explode With Optimism On Nvidia

Dan Ives Says It Was The 'Most Bullish' Call, El Erian Calls Chipmaker's Earnings A 'Macro Event': Analysts Explode With Optimism On Nvidia

Nvidia Earnings Are The 'Super Bowl' For The Entire Market, Could Trigger A Massive Shift: 'You're Going To Be Able To Hear A Pin Drop'

Nvidia Earnings Are The 'Super Bowl' For The Entire Market, Could Trigger A Massive Shift: 'You're Going To Be Able To Hear A Pin Drop'

Dan Ives Says It Was The 'Most Bullish' Call, El Erian Calls Chipmaker's Earnings A 'Macro Event': Analysts Explode With Optimism On Nvidia

Dan Ives Says It Was The 'Most Bullish' Call, El Erian Calls Chipmaker's Earnings A 'Macro Event': Analysts Explode With Optimism On Nvidia

Nvidia Earnings Are The 'Super Bowl' For The Entire Market, Could Trigger A Massive Shift: 'You're Going To Be Able To Hear A Pin Drop'

Nvidia Earnings Are The 'Super Bowl' For The Entire Market, Could Trigger A Massive Shift: 'You're Going To Be Able To Hear A Pin Drop'

Apple Drops The MLS Paywall — And Its Streaming Strategy Suddenly Makes A Lot More Sense

Apple Drops The MLS Paywall — And Its Streaming Strategy Suddenly Makes A Lot More Sense

Gene Munster Says Meta's New Display Glasses Deliver Impressive Tech But 'Not Much To Do,' Warning Mass Adoption Is Still Years Away

Gene Munster Says Meta's New Display Glasses Deliver Impressive Tech But 'Not Much To Do,' Warning Mass Adoption Is Still Years Away

Apple Drops The MLS Paywall — And Its Streaming Strategy Suddenly Makes A Lot More Sense

Apple Drops The MLS Paywall — And Its Streaming Strategy Suddenly Makes A Lot More Sense

Gene Munster Says Meta's New Display Glasses Deliver Impressive Tech But 'Not Much To Do,' Warning Mass Adoption Is Still Years Away

Gene Munster Says Meta's New Display Glasses Deliver Impressive Tech But 'Not Much To Do,' Warning Mass Adoption Is Still Years Away

Gene Munster Warns Nvidia Faces 'Catch-22' Ahead Of Earnings, But Remains Bullish: 'I Remain Positive On Shares'

Gene Munster Warns Nvidia Faces 'Catch-22' Ahead Of Earnings, But Remains Bullish: 'I Remain Positive On Shares'

Elon Musk's $1 Trillion Pay Package Gets Green Light — Critics Call It 'Oligarchy,' Supporters Hail 'Decisive Statement'

Elon Musk's $1 Trillion Pay Package Gets Green Light — Critics Call It 'Oligarchy,' Supporters Hail 'Decisive Statement'

Gene Munster Recent News

Gene Munster Says Elon Musk Has Talked About Moving Away From Nvidia Before, But It's 'Proven Extremely Hard To Do' As Tesla Doubles Down On AI5 Chip

Gene Munster Says Elon Musk Has Talked About Moving Away From Nvidia Before, But It's 'Proven Extremely Hard To Do' As Tesla Doubles Down On AI5 Chip

Tesla CEO Elon Musk is accelerating plans to develop the company's in-house AI5 chip to rival Nvidia's Blackwell.

Gene Munster Says Apple Scored 'Deal Of The Year' With $1 Billion Google Gemini Partnership For Siri — While Still Pocketing $20 Billion From Search

Gene Munster Says Apple Scored 'Deal Of The Year' With $1 Billion Google Gemini Partnership For Siri — While Still Pocketing $20 Billion From Search

Gene Munster called Apple's reported $1 billion-a-year deal with Google to power Siri using Gemini AI the "deal of the year," noting Apple still earns $20 billion annually from Google search.

Gene Munster Says 'Little Changes' To The Margin Can Have Significant Impact On Amazon's Earnings And Its Valuation As Stock Pops After Hours

Gene Munster Says 'Little Changes' To The Margin Can Have Significant Impact On Amazon's Earnings And Its Valuation As Stock Pops After Hours

Amazon shares jumped more than 13% after the company posted stronger-than-expected Q3 earnings driven by AWS and advertising growth, with analyst Gene Munster calling it a "margin expansion story" as small efficiency gains, automation, and AI investment significantly boost profitability.

Jim Cramer Says Apple Bears 'Owe Us An Explanation' After Q4 Report, Dan Ives Calls Earnings 'Pound-The-Table Moment' For The Stock

Jim Cramer Says Apple Bears 'Owe Us An Explanation' After Q4 Report, Dan Ives Calls Earnings 'Pound-The-Table Moment' For The Stock

Apple's blockbuster fourth-quarter results prompted bullish reactions across Wall Street, with Wedbush's Dan Ives calling it a "pound-the-table moment," CNBC's Jim Cramer saying Apple bears "owe us an explanation," and Gene Munster highlighting stronger iPhone demand and a solid holiday outlook.

Nvidia Might Have Just Ended Its 'Quantum Headache,' Says Gene Munster — Jensen Huang's NVQLink Move Proves GPUs Won't Be Replaced Easily

Nvidia Might Have Just Ended Its 'Quantum Headache,' Says Gene Munster — Jensen Huang's NVQLink Move Proves GPUs Won't Be Replaced Easily

Gene Munster said Nvidia has turned a long-time concern that quantum computing could make GPUs obsolete into a strategic advantage, as CEO Jensen Huang's new NVQLink positions the company's chips at the core of the emerging quantum-AI ecosystem.

Qualcomm's Entry Into The AI Race Splits Analysts: 'Still Early,' But The Stock's Rally Is A Potential 'Fade,' Says BoFA

Qualcomm's Entry Into The AI Race Splits Analysts: 'Still Early,' But The Stock's Rally Is A Potential 'Fade,' Says BoFA

Leading analysts are divided over Qualcomm Inc.'s (NASDAQ: QCOM) entry into the AI chip market, aimed at challenging NVIDIA Corp.'s (NASDAQ: NVDA) dominance in this multi-billion-dollar segment.

Tesla Co-Founder JB Straubel's Redwood Materials Secures $350 Million In Latest Funding Round

Tesla Co-Founder JB Straubel's Redwood Materials Secures $350 Million In Latest Funding Round

Redwood Materials, a battery recycling and energy storage startup founded by JB Straubel and backed by Tesla, raises $350M for growth.

Tesla Stock Falls Nearly 3% In Thursday Pre-Market — But Key Metrics Point To Explosive Growth Potential

Tesla Stock Falls Nearly 3% In Thursday Pre-Market — But Key Metrics Point To Explosive Growth Potential

Tesla Inc. (NASDAQ: TSLA) stock declined 2.89% before the bell on Thursday, as the EV maker missed Wall Street's quarterly earnings per share (EPS) expectations.

Tesla's Q3 Earnings Divide Analysts, But Dan Ives Says 'The Worst Is In The Rearview Mirror' For The 'Most Undervalued' Name In AI

Tesla's Q3 Earnings Divide Analysts, But Dan Ives Says 'The Worst Is In The Rearview Mirror' For The 'Most Undervalued' Name In AI

Tesla Inc.'s (NASDAQ: TSLA) third-quarter results have sparked a range of reactions from Wall Street, with some analysts calling the report a turning point and others urging caution on near-term expectations.

Gene Munster Says Google Will Be 'Fine' As OpenAI Will Find It Hard To Gain Market Share With New Atlas Browser For This Reason

Gene Munster Says Google Will Be 'Fine' As OpenAI Will Find It Hard To Gain Market Share With New Atlas Browser For This Reason

Gene Munster says OpenAI's ChatGPT Atlas is a promising step forward but not revolutionary, cautioning that Google Chrome's dominance remains secure despite the new AI-powered browser.

Gene Munster Says iPhone 17 Cycle Could Drive 8%+ Growth Through 2026 As Apple Stock Soars To All-Time High

Gene Munster Says iPhone 17 Cycle Could Drive 8%+ Growth Through 2026 As Apple Stock Soars To All-Time High

Apple shares hit a record high after Counterpoint Research data showed iPhone 17 sales jumped 14% year-over-year, prompting analyst Gene Munster to predict over 8% iPhone growth through 2026 amid strong demand, bullish upgrades, and Apple's renewed investment push in China.

Gene Munster Calls $40 Billion Texas Data Center Involving Nvidia, xAI, Microsoft And BlackRock Proof That 'We're Still Early In AI'

Gene Munster Calls $40 Billion Texas Data Center Involving Nvidia, xAI, Microsoft And BlackRock Proof That 'We're Still Early In AI'

Gene Munster said the $40B Texas data center deal involving Nvidia, xAI, Microsoft, and BlackRock proves that "we're still early in AI."

Google Sends Clear Message To Investors Ahead Of Earnings: AI Isn't Killing Search — It's Making It Stronger, Says Gene Munster

Google Sends Clear Message To Investors Ahead Of Earnings: AI Isn't Killing Search — It's Making It Stronger, Says Gene Munster

Google is proving skeptics wrong ahead of earnings, AI is strengthening—not threatening—its core search business.

Apple's iPhone 17 Lead Times Remain High: Gene Munster Says 'Data Reinforces The Optimism'

Apple's iPhone 17 Lead Times Remain High: Gene Munster Says 'Data Reinforces The Optimism'

Tech investor Gene Munster highlights lead times for the iPhone 17 being higher than the iPhone 16, a potential demand indicator.

Tesla Investors Should 'Throw Out' Q3 Delivery Numbers: Gene Munster Points To What's Really Key For EV Giant

Tesla Investors Should 'Throw Out' Q3 Delivery Numbers: Gene Munster Points To What's Really Key For EV Giant

Gene Munster said Tesla could be the long-term winner from the EV tax credit expiration as other companies turn their focus elsewhere.

Gene Munster Says Vision Pro Looks Like iPhone-Maker's Biggest Miss Since Newton: 'Apple's Push Will Deliver Glasses That Likely Outshine Meta's'

Gene Munster Says Vision Pro Looks Like iPhone-Maker's Biggest Miss Since Newton: 'Apple's Push Will Deliver Glasses That Likely Outshine Meta's'

Apple has paused development of a cheaper Vision Pro to fast-track smart glasses, with Gene Munster calling the headset the company's "biggest miss since the Newton" while predicting Apple's pivot could ultimately outshine Meta's offerings.

Ross Gerber Says 'Winter Is Coming' For Tesla As $7,500 Federal EV Credit Ends; Gene Munster Says Traditional Automakers In An 'Awkward Position'

Ross Gerber Says 'Winter Is Coming' For Tesla As $7,500 Federal EV Credit Ends; Gene Munster Says Traditional Automakers In An 'Awkward Position'

The Federal EV Credit has officially ended, with investors like Ross Gerber and Gene Munster weighing in on its impact on Tesla.

Alibaba Stock Spikes 7.6% In Hong Kong, Overnight On Robinhood As CEO Eddie Wu Reportedly Plans To Expand $53 Billion AI Spending

Alibaba Stock Spikes 7.6% In Hong Kong, Overnight On Robinhood As CEO Eddie Wu Reportedly Plans To Expand $53 Billion AI Spending

Shares of Chinese e-commerce giant, Alibaba Group Holding Ltd. (NYSE: BABA), are surging in overnight trading on Robinhood, after the company's CEO, Eddie Wu, announced that it will be expanding its already massive investment outlay in AI infrastructure.

Nvidia's $100 Billion Bet On OpenAI The 'Latest Salvo' In The Big Tech Arms Race, Says Gene Munster: 'Bumps Up the Bar' For The Rest

Nvidia's $100 Billion Bet On OpenAI The 'Latest Salvo' In The Big Tech Arms Race, Says Gene Munster: 'Bumps Up the Bar' For The Rest

According to Gene Munster of Deep Water Asset Management, NVIDIA Corp.'s (NASDAQ: NVDA) multi-billion-dollar commitment to OpenAI marks a pivotal moment in the AI arms race, one that escalates things to a whole new level.

Apple iPhone 17 Demand Could Exceed Expectations: Gene Munster Says 'Upside Over The Next Year' Coming

Apple iPhone 17 Demand Could Exceed Expectations: Gene Munster Says 'Upside Over The Next Year' Coming

With strong early demand for the iPhone 17, investor Gene Munster sees Apple having upside and more time to prepare its AI strategy.

Nvidia's $5 Billion Intel Bet Could Shape AI PC Era, Says Ming-Chi Kuo, As Gene Munster Calls 20% INTC Stock Surge 'Overreaction'

Nvidia's $5 Billion Intel Bet Could Shape AI PC Era, Says Ming-Chi Kuo, As Gene Munster Calls 20% INTC Stock Surge 'Overreaction'

Meta's New Smart Glasses Set Up For Strong Holiday Sales As Reality Labs Push Deepens

Meta's New Smart Glasses Set Up For Strong Holiday Sales As Reality Labs Push Deepens

Meta Platforms edges higher as new Ray-Ban and Oakley smart glasses fuel holiday demand hopes, even as Reality Labs losses and capex remain elevated into 2026.

Munster Says Meta Will 'Get Heat' For AI Glasses Demo Glitches But Praises Mark Zuckerberg For 'Doing It Live' At Connect 2025: Here's What Happened

Munster Says Meta Will 'Get Heat' For AI Glasses Demo Glitches But Praises Mark Zuckerberg For 'Doing It Live' At Connect 2025: Here's What Happened

Meta CEO Mark Zuckerberg's AI glasses demos glitched twice at Connect 2025, prompting analyst Gene Munster to predict backlash while praising him for "doing it live."