Deepwater’s Gene Munster breaks down the latest moves in Meta and where he sees opportunity as investors reassess the AI trade. HSBC’s Alastair Pinder looks at rising global yields and what they mean…
Meta stock is surging, Muse is taking off, and now Amazon is fighting back. In this episode, I break down Meta’s massive move higher, why sentiment around the company has shifted so quickly, and why…
Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management, for a deep dive into Apple's foldable iPhone Duo launch and what it means for AAPL — plus a broader tour through…
Featuring: Mike Reid, Senior US Economist at RBC Capital Markets Libby Cantrill, Managing Director & Head of Public Policy at PIMCO Gene Munster, Managing Partner at Deepwater Asset Management See…
00:00 Buy Prices For Every Stock 26:18 Uber Hit Piece 38:50 Fail Of The Week: Gene Munster
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu --Gene Munster, Managing Partner at Deepwater Asset Management,…
We’re watching shares of Alphabet, IBM, ServiceNow and Tesla after their latest earnings reports. Gene Munster of Deepwater Asset Management breaks down the numbers and how to trade big tech in the…
Bloomberg’s Nathan Hager looks at 2026's biggest tech stories...so far...and what we can expect for the rest of the year. He speaks with Gene Munster of Deepwater Asset Management and former Wedbush…
Citi moving to market weight on tech in the third quarter and returning to barbell positioning with large growth and small value. Big Technology’s Alex Kantrowitz calls OpenAI’s reported suggestion…
A rough week for Big Tech as investors shy away from AI and memory stocks. Deepwater Asset Management’s Gene Munster lays out why the AI trade may not be dead and how investors can navigate the tech…
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides…
Markets surge as investors respond to signs of a potential Iran peace framework and developments coming out of the G7. Keith Lerner of Truist explains what's fueling the market's latest advance and…
Send us Fan Mail A kereskedés új korszaka megérkezett! Gyere el a pécsi és győri szemináriumunkra, ahol Várkuti Géza és Polyánszky Attila megmutatják neked, hogyan ötvözhető a több éves szakmai…
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mandeep Singh, Global Tech Research Head at Bloomberg…
This week’s Excess Returns Weekly Wrap breaks down the biggest investing lessons from our conversations with Cliff Asness, Andy Constan, Gene Munster, Doug Clinton, and Ben Carlson. Jack Forehand and…
AI is moving from hype to real enterprise adoption, and Gene Munster and Doug Clinton join Excess Returns to explain what that means for investors, technology stocks, energy demand, jobs and the next…
We go live to the courthouse after Elon Musk loses his court battle against OpenAI and Sam Altman; Big Technology’s Alex Kantrowitz and Deepwater Asset Management’s Gene Munster join Kelly for…
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Sid Philip, Bloomberg Chief Correspondent for Global Aviation,…
With Tim Cook stepping down from Apple this Fall, the future of one of the world’s most valuable companies and brands falls to John Ternus who must prove that the company’s AI future is bright and…
Shares of Intel on the move after reporting results, as the tech stock looks to continue its rally this year. What top tech analyst Gene Munster makes of the quarter, and why the software side of the…
Tesla on the move after reporting results, as investors dig into the EV makers latest numbers. What top tech analyst Gene Munster makes of the quarter, and the headlines out of the company conference…
Dan Nathan and Gene Munster of Deepwater Asset Management discuss tech stocks heading into Q1 earnings, focusing on why Google and Broadcom outperformed on news of an Anthropic compute deal using…
Kristina Partsinevelos tracks the day’s biggest movers while Pippa Stevens examines new risks in the oil market including potential issues in California. Rick Santelli breaks down the rate picture…
A fresh wave of semi catalysts lining up for next — from Nvidia’s GTC event to Micron earnings and an AWS–Cerebras tie-up. What Fast Money Friend Gene Munster is watching, and what to expect from…
Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee -Kunjan Sobhani,…
Google parent company Alphabet on the move as the tech giant reports results. The details and numbers from their latest quarter, and why tech analyst Gene Munster sees the stock topping the Mag7…
Big tech earnings roll on with Apple reporting results. The numbers from their latest quarter, and what Fast Money friend Gene Munster thinks of the recent rout in the software space. Plus Crude…
Meta, Microsoft, and Tesla on the move as the tech giants kick off Mag 7 earnings. The numbers out of their quarters, and what Fast Money friend Gene Munster sees in store for the group. Plus,…
Intel on the move as the chipmaker reports quarterly results. The numbers from the quarter, and where top tech analyst Gene Munster sees the stock heading next. Plus, President Trump going after…
Dan Nathan and Deirdre Bosa discuss recent advancements in AI-driven coding tools like Replit and Claude Cowork, sharing personal experiences and their potential to disrupt traditional software…
This episode of Excess Returns features Gene Munster and Doug Clinton breaking down their 2026 technology and market predictions, with a deep focus on artificial intelligence, big tech, and where…
Artificial Intelligence and Big Tech dominated market sentiment in 2025. Now, we look to what may come in the new year. In this episode, Nathan Hager speaks with Wedbush Managing Director and Senior…
Artificial Intelligence and Big Tech dominated market sentiment in 2025. Now, we look to what may come in the new year. In this episode, Nathan Hager speaks with Wedbush Managing Director and Senior…
What could be next for this record setting rally? Fundstrat’s Tom Lee reveals his 2026 outlook. Plus, we discuss what could be in store for the AI trade in the new year with Deepwater Asset…
00:00 Introduction 03:16 My Biggest Buy (Mastercard) 15:30 Google VS Nvidia 25:00 Stranger Things Premiere 26:52 Fail Of The Week: Gene Munster Google Take
Dan Nathan and Gene Munster discuss upcoming earnings for Nvidia and the recent trends in the technology and AI domain for major companies including SoftBank's sell-off of Nvidia shares. They also…
00:00 Overview 03:00 Don't Miss The Opportunity 18:20 Visa & Mastercard Settle 22:50 $2,000 Dividend Stimulus 25:19 Gene Munster Apple Call 28:00 Dan Ives Meta Table Pounder 29:20 Mark Mahaney on…
Carl Quintanilla and Scott Wapner drilled down on the tech sector extending Thursday's sell-off: Big tech stocks in the AI trade adding to losses on jitters about valuations. Hundreds of flights have…
- Jim Caron, CIO for Cross Asset Solutions at Morgan Stanley Investment Management - Gene Munster, Managing Partner at Deepwater Asset Management - Ed Mills, Washington Policy Analyst at Raymond…
Apple & Amazon the latest big tech names to report results. The headlines from the company conference calls, and what top tech analyst Gene Munster sees in store for the group. Plus Eli Lilly jumping…
In this episode of Excess Returns, Gene Munster and Doug Clinton of Deepwater Asset Management join Justin and Jack to explore the technological, economic, and investing implications of AI. They…
Dan Nathan welcomes Gene Munster, founder and managing partner of Deepwater Asset Management. They discuss a range of topics including Apple’s latest iPhone release, consumer reactions, and its…
Oracle just stunned Wall Street — a $455B backlog, a $300B OpenAI data-center deal, and a surge that puts Larry Ellison’s “legacy” company in the same league as AWS, Azure, and Google Cloud. What…
In this episode of the RiskReversal Podcast, host Dan Nathan is joined by Gene Munster, managing partner at Deepwater Asset Management. The discussion centers around the dominance of major tech…
Apple’s upping its pledge to spend big in the U.S. What Deepwater Management’s Gene Munster thinks of the tech investment, and if the deal will help the stock catch up to its Mag7 peers. And…
Deepwater Asset Management Managing Partner Gene Munster reacts to Mag 7 earnings from this week with Bloomberg's Nathan Hager. See omnystudio.com/listener for privacy information.
- TD Cowen: Everything's a Push for AAPL - Deepwater Analyst Gene Munster on A.I., iPhone Air, and Tariffs - Canalys: US Smartphone Shipments Up in Q2 to Avoid Tariff Troubles - Canalys: iPhone…
Alphabet and Tesla kick off earnings season for the Mag-7, and Deepwater’s Gene Munster is weighing in on the tech results. Plus, Stocks jumping on the latest tariff news, including Trump’s trade…
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Barry Ritholtz & Gene Munster. Watch Tom and Paul…
Gene Munster, Managing Partner at Deepwater Asset Management, discusses tech earnings, Mag 7 revenue growth, and Microsoft. He speaks with Bloomberg's Tom Keene and Paul Sweeney. See…
Dan Nathan and Gene Munster discuss major investment themes in the latest RiskReversal Podcast. They reflect on market conditions from April, evaluating whether the decline in S&P 500 and NASDAQ…
In a special July 4th edition of Bloomberg Daybreak...Bloomberg’s Nathan Hager looks at the biggest tech stories from 2025 and what we can expect for the rest of the year. He speaks with Gene Munster…
Dan Nathan and Danny Moses discuss current market trends and insights on the Risk Reversal Podcast. They touch on the forthcoming Fed meeting, including predictions about interest rates and economic…
The AI trade is back—Nvidia, Broadcom, and CoreWeave are surging. But a hidden clause in Congress’s reconciliation bill could reshape the future of AI regulation. Anthropic CEO Dario Amodei is…
Dan Nathan and Gene Munster, managing partner at Deep Water Asset Management, discuss NVIDIA's upcoming earnings report, the company's AI hardware advantage, and the broader spending on AI. They also…
Big Tech has been surging this week, including Nvidia and Tesla. Gene Munster of Deepwater Asset Management breaks down the momentum across the sector. Coreweave and Cisco report. Evercore’s Amit…
Dan Nathan and Gene Munster, managing partner at Deepwater Asset Management, dive deep into the performance and future prospects of major tech companies. They begin with a nostalgic look at Apple's…
On this episode of Leveraged Storytelling—presented by Tunheim—host Arick Wierson sits down with none other than Gene Munster, the tech investing legend and Wall Street seer. Gene is the go-to…
Earnings season is in full swing, with Apple and Amazon headlining the action. Deepwater Asset Management’s Gene Munster joins to break down the key takeaways from the day’s big reports. And Eli…
Gene Munster, Deepwater Asset Management co-founder and managing partner, discusses his expectations for both sets of earnings and offers his outlook for the two tech giants. Gene speaks with Tom…
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Dan Ives & Gene Munster. Watch Tom and Paul LIVE…
A slew of earnings roll in with Meta and Microsoft among the names reporting. Deepwater Asset Management Gene Munster joins to dig into where he sees tech heading next. Plus, markets tumble after a…
Earnings roll in from Alphabet, Intel, Gilead, and more as earnings season rolls on. The Fast Money traders break down the numbers and where they see those stocks heading next. Deepwater Asset’s Gene…
Strategas’ Chris Verrone tells us how he is navigating today’s jump. Plus, Tesla shareholders Gene Munster and Bryn Talkington weigh in on that name ahead of its earnings report. And, Treasury…
Dan Nathan hosts Gene Munster, Managing Partner at Deepwater Asset Management, on the Risk Reversal Podcast. They discuss the frustrating state of the stock market, focusing on issues such as…
Dan Nathan welcomes Gene Munster of Deepwater Asset Management to the RiskReversal Podcast. They discuss the recent significant market drops in the S&P and Nasdaq, considering if these drops could be…
What will tomorrow bring for these markets which are craving some degree of certainty? We discuss with Trivariate’s Adam Parker and Ali Flynn Phillips of Obermeyer Wealth Partners. Plus, Gene Munster…
Dan Nathan and Gene Munster, Managing Partner at Deep Water Asset Management, dissect the latest market movements and discuss key tech stocks. They cover NVIDIA's GTC event, Tesla's recent surge, and…
In this episode of Money Moves, Neil talks with Gene Munster, co-founder and managing partner at Deepwater Asset Management. Gene shares his path from his 20-year career as a top Wall Street analyst,…
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Gene Munster, Managing Partner at Deepwater Asset Management, recaps Nvidia earnings. Daniel McGahn, AMSC CEO,…
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Brendan Murray, Bloomberg Global Trade Editor, discusses President Donald Trump’s tariffs. Gene Munster, Managing Partner at…
Dan Nathan and Gene Munster delve into the disappointing near-term guidance for Nvidia, Apple's shareholder meeting and the impact of geopolitical factors on its stock, and Tesla's challenges amidst…
Dan Nathan is joined by Gene Munster, managing partner at Deepwater Asset Management, to discuss various major tech headlines and their potential market impact. The conversation starts with Apple's…
Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management. They discuss the rebranding of the podcast and focus on three main topics: the impact of newly announced tariffs…
Deepwater Asset Management Managing Partner/Co-Founder Eugene Munster discusses Apple and Amazon delivered earnings. Munster spoke with Bloomberg's Nathan Hager. See omnystudio.com/listener for…
Dan Nathan and Gene Munster discuss the recent market turbulence caused by the emergence of DeepSeek, a Chinese AI company claiming to outperform OpenAI's models. They explore the implications for…
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Chinese AI startup DeepSeek's new model raising…
Dan Nathan and Gene Munster from Deepwater Asset Management discuss the current state of the semiconductor market, emphasizing strong performances from tech giants driven by positive forecasts from…
Bloomberg’s Nathan Hager looks at the biggest tech stories from 2024 and what we can expect for 2025. He speaks with Gene Munster of Deepwater Asset Management and Dan Ives from Wedbush. See…
Bloomberg’s Nathan Hager looks at the biggest tech stories from 2024 and what we can expect for 2025. He speaks with Gene Munster of Deepwater Asset Management and Dan Ives from Wedbush. See…
Dan Nathan and Gene Munster of Deepwater Asset Management discuss significant trends and market shifts observed in 2024 and their potential impact on 2025. They explore the rise of custom silicon,…
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Michael Purves, Dan Ives, & Gene Munster. Watch Tom…
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 13th, 2024Featuring: Dan Ives, Senior Equity Analyst at Wedbush…
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of…
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 21st, 2024What would YOU like to hear about on Bloomberg? Help…
Dan Nathan and Deepwater's Gene Munster discuss how the tech world digests potential regulatory shifts post-election. The guys also dive into potential for autonomous vehicle advancements, trade…
Deepwater Asset Management Co-Founder Gene Munster discusses recent earnings from Apple and Amazon. He speaks with Bloomberg's John Tucker. See omnystudio.com/listener for privacy information.
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF .…
Dan Nathan and Gene Munster dive into Tesla's robotaxi event and the impact of unmet investor expectations on stock performance, alongside concerns about delivery targets and competition from Chinese…
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Dollar General earnings. Dan…
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 29th 2024 Featuring: Dan Ives, Senior Equity Analyst at Wedbush…
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Dan Ives, Gil Luria, & Gene Munster. Watch Tom and…
Gene Munster, Managing Partner at Deepwater Asset Management, dicusses Nvidia earnings and the AI revolution. Munster speaks to Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for…
Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the…
Tech expert Gene Munster discusses the Mag 7 & emerging tech stocks (1:00) - Breaking Down The Recent Earnings Reports: Who Were The Winners and Losers? (5:15) - Is It Still Too Early To Expect…
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ira Jersey & Gene Munster. Watch Tom and Paul LIVE…
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 26th, 2024Featuring: Cam Dawson, CIO at NewEdge Wealth, discusses…
Was yesterday’s selloff a healthy correction or reason for concern? We speak with one guest who says the rally is intact, but it will be hard to make new highs until one thing happens. Plus, tech…
Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management, to discuss key tech stocks ahead of their earnings reports. Key focus areas include the AI hype cycle and recent…
Gene Munster, Managing Partner of Deepwater Asset Management, discusses AI's predictions for the future. *This video was recorded on July 18, 2024 Subscribe to my free newsletter:…
Tom Keene brings you a special edition of Single Best Idea, featuring a tech-focused conversation with Dan Ives of Wedbush and Gene Munster of Deepwater Asset Management. Hosted by Nathan Hager. See…
In a special edition of Bloomberg Daybreak: Bloomberg’s Nathan Hager looks at the biggest tech stories from 2024 and what we can expect for the rest of the year. He speaks with Gene Munster of…
Bloomberg’s Nathan Hager looks at the biggest tech stories from 2024 and what we can expect for the rest of the year. He speaks with Gene Munster of Deepwater Asset Management and Dan Ives from…
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Virginie Maisonneuve, Dan Ives, and Gene Munster.…
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 12th, 2024Featuring: James Steel, Chief Commodities Analyst at…
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Sebastien Page & Gene Munster. Watch Tom and Paul…
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 23rd, 2024Featuring: Gene Munster, Managing Partner at Deepwater…
Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management.This week all eyes look to Nvidia as it reports on Wednesday (3:15) and the conundrum Apple has when it comes to…
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Dana Peterson, Chief Economist at the Conference Board, discusses the latest U.S consumer confidence data. Chris Watling, CEO and…
Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off. For more on…
Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off. For more on…
Managing Partner at Deepwater Asset Management Gene Munster is back on the pod to preview Big Tech earnings. Netflix stock falls on soft guidance & reporting changes (3:20). We preview quarterly…
Tech earnings begin in earnest as Netflix reports Q1. We have you covered from every angle on the big moves with Evercore’s Mark Mahaney, Deeperwater’s Gene Munster and Third Bridge’s Jamie Lumley.…
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Sri Kumar and Gene Munster. Watch Tom and Paul LIVE…
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 16th, 2024Featuring: Ken Leon, Research Director at CFRA Research,…
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jason Furman and Gene Munster. Watch Tom and Paul…
Tesla suffered its first year-over-year sales drop since the early days of the Covid pandemic. Gene Munster of Deepwater Asset Management says it was a 'surprising' miss. He speaks with Tom Keene and…
On this episode of Okay, Computer. Dan Nathan is joined by Gene Munster of Deepwater Asset Management. Topics they discuss: Nvidia (2:00), why we could see a 10-15% pullback in the stock (10:30), a…
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyFriday February 23rd, 2024Featuring: Admiral James Stavridis, Bloomberg…
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Craig Trudell, Bloomberg Global Autos Editor, discusses how President Biden’s EV dreams are impacting U.S carmakers. Ira Jersey,…
Gene Munster and Andrew Murphy break down 48 hrs with Vision Pro. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit…
Deepwater Asset Management Managing Partner and Co-founder Gene Munster unpacks big tech earnings, including what weakness in China means for Apple and the profitability and addictiveness of Meta's…
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyWednesday January 31th, 2024Featuring: Gene Munster, Deepwater Asset…
Gene Munster of Deepwater Asset Management is back for his quarterly tech earnings preview! He joins Dan Nathan to discuss Nvidia (5:00), Microsoft (11:00), how interest rates impact tech stocks…
Watch Tom and Paul LIVE each morning on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney. Tuesday January 23rd, 2024 Featuring: Luke Kawa, UBS Asset…
Deepwater Asset Management Co-Founder Gene Munster discusses what's next for the Magnificent Seven and AI earnings with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy…
Shares of Eli Lilly hit an intraday record after the company announced a website that would allow patients to buy weight-loss drug Zepbound directly from the company. Could this throw a wrench in how…
Bloomberg's Nathan Hager spends the hour covering the biggest tech stories from 2023 and what we can expect for the year ahead. He speaks with Gene Munster of Deepwater Asset Management and Dan Ives…
Bloomberg’s Nathan Hager spends the hour covering the biggest tech stories from 2023 and what we can expect for the year ahead. He speaks with Gene Munster of Deepwater Asset Management and Dan Ives…
Sponsored By: www.freestockcoaching.com VantagePoint helps traders predict market moves 1 – 3 days in advance, with up to 87.4% proven accuracy. - www.freestockcoaching.com PreMarket Prep #1 Morning…
Tech expert Gene Munster discusses the Mag 7 & emerging tech stocks (1:30) - Will NVIDIA Shares Continue To Rally Into 2024? (6:25) - Who Will Emerge The Big Winner In The AI Race? (9:15) - What Can…
Gene Munster talks through the Cybertruck release event, impacts of pricing, and the importance to investors. This is a public episode. If you would like to discuss this with other subscribers or get…
Gene Munster previews Tesla's Cybertruck launch on November 30 and discusses production and delivery estimates through 2025. This is a public episode. If you would like to discuss this with other…
Deepwater Asset Management's Gene Munster discusses the Pressure Points of OpenAI's DevDay. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus…
Deepwater Asset Management co-founder and managing partner Gene Munster discusses Apple's disappointing holiday outlook and how US-China tensions are impacting the tech sector. He speaks with hosts…
Randy Kroszner, University of Chicago Booth School Professor of Economics, and Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, discuss the softer-than-expected…
Gene Munster of Deepwater Asset Management is back with his quarterly tech earnings preview. He and Dan dive into how Gene is thinking about AI (3:00). Why he is optimistic about Microsoft into the…
The Information's Jessica Lessin calls it the Musk Distraction Machine - cage matches and incessant memes that are designed to distract us from focusing on what's really happening at his businesses…
Deirdre Bosa joins Dan Nathan to discuss her video Ambition to Me is the American Dream (2:00), tech earnings (5:30), Uber (11:00) and the state of San Francisco (16:00). Later, Gene Munster of…
Shares of Meta on the move after the company’s first earnings report since launching the Threads app. We dig into the numbers and dissect the results with Deepwater’s Gene Munster. Plus CME reported…
Guy, Dan and Liz Young of SoFi discuss the broadening out of the rally (2:00), valuations (6:00), the Fed meeting (8:00), China (12:00), Apple woes (15:00), why energy is attractive (17:00), the…
Bloomberg's Nathan Hager spends the hour covering the biggest tech stories from 2023 and what we can expect for the rest of the year. He speaks with Gene Munster of Deepwater Asset Management and Dan…
Finding companies that can sustain persistent growth over long periods of time can lead to exceptional returns. Those of us who have witnessed the returns of the great technology companies of the…
To help us answer those questions, we've brought in a few expert tech investors. 7investing CEO Simon Erickson recently spoke with Deepwater Asset Management's Gene Munster and Doug Clinton, who have…
Brett Winton, Ark Invest chief futurist, discusses Amazon’s A.I. usage, the value of the technology, and why the technology may not benefit all major tech companies. Gene Munster, Deepwater Asset…
Dan is joined by Deirdre Bosa, host of CNBC’s TechCheck, to discuss sentiment heading into big tech earnings (1:00), China supply chain concerns (8:00), whether crypto is dead in America (10:15), and…
Averages finished at session highs today, closing in the green. JPMorgan’s Phil Camporeale and Fidelity’s Jurrien Timmer break down what to expect ahead of this busy week of earnings. Our Steve…
Silicon Valley Bank is extending yesterday's massive losses after falling more than 60% as some of tech's biggest VCs tell clients to pull their money. Argus Research's Stephen Biggar explains the…
Tech stocks continue to surprise. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook:…
CNBC’s Deirdre Bosa returns to Okay, Computer to discuss the big tech artificial intelligence arms race (2:00). The Twitter paid subscriber count is reportedly way below expectations, can Twitter…
Congress is working to find a bipartisan path to averting a debt default; the U.S. has hit its borrowing cap of $31.4T, and it’s up to lawmakers to raise the debt ceiling or find another solution…
Sponsors: Tommy John Benzinga PreMarket Prep 8:00AM ET- 9:00AM ET Today's Topics & Featured Guest: 8+ Experts↙️: 00:00 - 05:27 Santa Claus Rally? 05:28 - 12:50 Tesla Production Halted 12:51 - 15:05…
China has ended its zero-Covid policy , but the government’s data on virus spread there is widely regarded as unreliable. Member of the Council on Foreign Relations Michelle Caruso-Cabrera discusses…
Stocks selling off again as the major averages fall for a second straight week on rising recession fears. Fmr. Federal Reserve Vice Chair Richard Clarida says the Federal Reserve will ultimately…
Stocks staging a big comeback after initially selling off following a stronger than expected November jobs report. Investors fearing the jobs data could force the Fed to be more aggressive with its…
Sponsors: Indeed Zengo Ethos #1 Mornings Stock Show To Get You Ready For The Stock Market Open, PreMarket Gainers, Earnings This Week, Economic Data & More! Benzinga PreMarket Prep 8:00AM ET- 9:00AM…
Thoughts on Gene Munster's thoughts on Apple and the other FAANGs. Plus, a call to action and a word of appreciation. Thanks for stopping by, 2020. Leave now. - Ken's going live on YouTube! Subscribe…