Gene Munster, Deepwater Asset Management managing partner, joins 'The Exchange' to discuss the AI trade, OpenAI's multiple and much more. Read more
Cnbc - Dec 22
Gene Munster, Deepwater Asset Management managing partner, joins 'The Exchange' to discuss the AI trade, OpenAI's multiple and much more. Read more
Cnbc - Dec 22
Deepwater Asset Management's Gene Munster said OpenAI's rumored $830 billion valuation may still be too low on Friday, arguing that explosive growth, unmatched scale, and Big Tech's all-in AI push outweigh mounting losses and bubble fears.Munster Says OpenAI's Valuation Still Misses AI's UpsideTa... Read more
Benzinga - Dec 20
On Friday, Deepwater Asset Management's Gene Munster says Apple Inc.'s (NASDAQ:AAPL) sweeping leadership shake-up is a strategic reset designed to strengthen its position in artificial intelligence — and he believes the company's stock will lead the Magnificent 7 through spring.Munster Says Apple... Read more
Benzinga - Dec 06
Despite a sharp pullback in Nvidia Corp‘s (NASDAQ:NVDA) shares this month, a potential policy reversal on U.S. chip exports to China could dramatically boost the company's outlook, according to Deepwater Asset Management's Gene Munster.Trump Reportedly Administration Weighs H200 Exports To ChinaO... Read more
Benzinga - Nov 22
Gene Munster, Deepwater Asset Management managing partner, joins 'Squawk Box' to discuss the launch of Apple's iPhone 17. Read more
Cnbc - Sep 19
Gene Munster, Deepwater, joins 'Closing Bell Overtime' to talk Apple's latest tech launch. Read more
Cnbc - Sep 12
