Gene Munster argued on X that SpaceX will eventually produce its own handset, even as Elon Musk has repeatedly said he does not want to make…
Tag: Deepwater Asset Management
Gene Munster’s bull case for Apple iPhone: 15% growth in FY25 and 17% in FY26
Longtime Apple analyst Gene Munster believes iPhone revenue will grow at 15% in FY25, compared to the Street’s estimate of 7%. For FY26…
Apple’s scramble to catch up in AI could crimp profit margins – Gene Munster
Apple’s frenzied scramble to catch up to other tech firms in the field of artificial intelligence (AI) likely will pressure its profits…
Gene Munster: Apple likely to buy Peloton this year
Longtime Apple analyst Gene Munster believes it’s likely that Apple will acquire Peloton in 2024. Apple will look to bolster their workout…
Deepwater: Apple will acquire Peloton in 2024
Over the last seven years, Deepwater Asset Management has offered predictions for the year ahead. Here’s some of what they’re anticipating…
India is starting to help Apple diversify its production away from China
Deepwater Asset Management’s Gene Munster and Brian Baker estimate that 40-45% of Apple’s overall revenue is manufactured in China…
Gene Munster: Investors should focus on Apple’s growing installed active base of over 2 billion active devices
Gene Munster discusses Apple’s growing installed active base of over 2 billion active devices. Apple Services is where…
Gene Munster: Apple can continue to grow its active installed base, now over 2 billion devices
Gene Munster, Deepwater Asset Management managing partner, joins CNBC’s “Squawk Box” to discuss Warren Buffett’s praise of Apple…
Gene Munster: Apple’s opportunities to integrate AI are endless
Deepwater Asset Management’s Gene Munster, a longtime Apple analyst, says that Apple’s opportunities to integrate AI are endless…
Gene Munster: Apple stock is safe harbor for the next 6 stormy months
Gene Munster, managing partner at Deepwater Asset Management, joins ‘Squawk Box’ to discuss whether the recent news from…
Gene Munster: Will Apple Car see the light of day?
Deepwater Asset Management’s Gene Munster also has one question to ask management at the meeting: Will Apple Car see the light of day?
