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FORGOTTEN HISTORY: 2 - The Untold Story

Gene Munster Thinks Investors Are Now In 'Show Me' State Even As AWS CEO Matt Garman Says Demand Is 'Skyrocketing'

Investors may be hearing some of the most bullish AI commentary yet, but Gene Munster says Wall Street is unmoved even as Amazon.com Inc. (NASDAQ:AMZN) insists demand for artificial intelligence (AI) infrastructure is "skyrocketing."

Benzinga

Gene Munster Says Apple's AI Chief Was Probably Requested To 'Retire' By Tim Cook, As CEO Is 'Very Intense' About His Final Years

On Monday, Deepwater Asset Management's managing partner Gene Munster thinks Apple Inc. (NASDAQ:AAPL) CEO Tim Cook's drive to advance artificial intelligence is intensifying as longtime AI chief John Giannandrea plans to retire in spring 2026.

Benzinga

Gene Munster Says It Won't Be A 'Wearables Holiday' For Meta, Analyst Says Company's AI On Display Glasses Crushed By ChatGPT In Side-By-Side Test

On Wednesday, Deepwater Asset Management's Gene Munster said he still believes in Meta Platforms Inc.'s (NASDAQ:META) massive investment in Reality Labs, but a head-to-head test left him convinced the company's newest AI tools lag far behind ChatGPT.

Benzinga

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Jensen Huang Just Teased A Big 2025 Reveal For Friday — Just Months After Analysts Called Nvidia Robotics The 'De Facto' Standard

On Wednesday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang sparked new excitement around the company's robotics ambitions after teasing a major reveal set for Friday.

Benzinga

Dan Ives Calls Nvidia The 'Indisputable Rocky Balboa' Of AI And Gene Munster Agrees As The Jensen Huang-Led Tech Giant Faces Rare November Slump

Nvidia Corp. (NASDAQ:NVDA) might be facing fresh concerns, but analysts continue to say that it is the champion of the AI revolution.

Benzinga

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

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.

Benzinga

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

Leading analysts are beaming with optimism on NVIDIA Corp. (NASDAQ:NVDA) and the broader AI trade, following the company’s strong third-quarter performance on Wednesday.

Benzinga

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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 Corp's (NASDAQ:NVDA) upcoming earnings are being billed as one of the most consequential market moments of the year.

Benzinga

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

Apple Inc (NASDAQ:AAPL) is one of the smaller players in the streaming sector, but recent bets on live sports could be paying off for subscriber and advertising growth. A new change to its MLS soccer rights could help boost things even more.

Benzinga

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's latest hands-on review of Meta Platforms, Inc.'s (NASDAQ:META) new Display smart glasses suggests that while the technology dazzles at first glance, the device still lacks the everyday usefulness needed to win over mainstream consumers.

Benzinga

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

Gene Munster says Nvidia Corp.'s (NASDAQ:NVDA) growth story remains intact despite short-term risks as investors brace for a "Catch-22" scenario around next week's earnings.

Benzinga

Ming-Chi Kuo Says Elon Musk's AI Chip Strategy Is No Bluff — Tesla's Plan To Build Its Own Fabs Marks A Major Shift Away From TSMC: Here's Why

On Sunday, TF International Securities analyst Ming-Chi Kuo said Elon Musk's remarks confirm that Tesla Inc.'s (NASDAQ:TSLA) move to build its own semiconductor production plants isn't just an ambition — it's a calculated step toward full control of its AI future.

Benzinga

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

As Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk's trillion-dollar pay package received 75% approval from investors during the automaker's shareholder meeting, here's what investors and industry executives had to say.

Benzinga

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 Inc. (NASDAQ:TSLA) CEO Elon Musk is ramping up efforts to build an in-house artificial intelligence chip, the AI5, but Gene Munster warns that moving away from Nvidia Corp. (NASDAQ:NVDA) has proven far more difficult than Musk's ambitious projections suggest.

Benzinga

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Benzinga

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

On Wednesday, Deepwater Asset Management's managing partner Gene Munster said that Apple Inc. (NASDAQ:AAPL) "scored deal of the year." His statement came after it was reported that Cupertino plans to pay $1 billion/year to Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google to help power Siri's much-awaited overhaul.

Benzinga

Dan Ives Expects Elon Musk's $1 Trillion Pay Plan To Pass, Adam Jonas Warns Of Risks Ahead Of Tesla Vote

Ahead of Tesla Inc.'s (NASDAQ:TSLA) shareholder meeting, where the investors will vote on several key decisions, analysts remain divided in their predictions over CEO Elon Musk’s trillion-dollar pay package.

Benzinga

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

On Thursday, Amazon.com Inc. (NASDAQ:AMZN) surged 13.16% in after-hours trading after the company delivered third-quarter results that beat Wall Street expectations.

Benzinga

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

On Thursday, Apple Inc. (NASDAQ:AAPL) delivered a fourth-quarter performance, prompting Wedbush Securities' Dan Ives to call it a "pound-the-table moment." CNBC's Jim Cramer also said that critics "owe us an explanation."

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Benzinga

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

Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang seems to be positioning the company at the heart of quantum computing's next chapter, signaling that its GPUs will power — not be replaced by — the coming wave of quantum innovation.

Benzinga

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.

Benzinga

Weekend Tech Round-Up: Disney-Google Dispute, Major AWS Outage, Meta's AI Shake-Up And More…

The tech world was buzzing over the week with a series of intriguing developments. From a potential blackout of Disney-owned networks on YouTube TV to the impressive sales of Apple’s iPhone 17 in China, there was no shortage of news.

Benzinga

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

Redwood Materials, a battery recycling and energy storage startup based in Nevada, founded by JB Straubel, a Tesla Inc. (NASDAQ:TSLA) co-founder, raised over $350 million in its latest funding round. The company had previously raised $1 billion in Series D funding and is also backed by Nvidia Corp. (NASDAQ:NVDA).

Benzinga

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.

International Business Times UK

ChatGPT Atlas 'Not 10x Better Than Chrome', Analyst Says — Browser Could Struggle to Win Over Chrome Users

Gene Munster asserts that Google will ultimately prevail in the AI race, even against rivals like OpenAI's new Atlas browser.

Benzinga

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

On Tuesday, Gene Munster weighed in on OpenAI's launch of the ChatGPT Atlas browser, calling it promising but cautioning that Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google Chrome's dominance remains intact.

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