Gene Munster Believes It's Different This Time
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 essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamli ...
Is the Tech Slump Here to Stay?… And Opportunities Outside of Software 6/26/26
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 sell-off. Then, why investors might find better returns outside of the software trade in lower-mi ...
Bringing Back the Barbell, OpenAI’s Government Proposal, and Winter is Ending 7/2/26
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 the government take a 5% stake in the startup an “incentive misalignment nightmare.” Plus, Deepwat ...
Holiday Special: 2026 Tech Trends with Ives and Munster
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 head of Global Tech, Dan Ives.
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Big Tech Earnings… And The State of Women’s Sports 7/22/26
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 second half. Plus, what’s next for the crypto market, and a former WNBA player on the $3 billion w ...
’m Buying $10,000 Of This Company Next
00:00 Buy Prices For Every Stock
26:18 Uber Hit Piece
38:50 Fail Of The Week: Gene Munster
Closing Bell Overtime: The Moment is Finally Here: Nvidia Earnings; Plus, Salesforce’s Marc Benioff & Anthropic’s Dario Amodei. 8/26/26
Much of the market traded sideways this week as traders awaited Nvidia’s latest quarterly numbers. The day is finally here and we have you covered from every angle. Preview and reaction with our Kristina Partsinevelos, Deepwater’s Gene Munster, Moor Insights & Strategy’s Patrick Moorhead, Bespok ...
Bloomberg Surveillance TV: September 10th, 2026
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 omnystudio.com/listener for privacy information.
Gene Munster: iPhone Duo Could Be Apple's Biggest Hit Since AirPods
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 the week's biggest tech and AI stories: Meta's new agentic AI product Muse, Google's Gemini momen ...
Everything Just Changed For Meta
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 Amazon’s decision to block Muse may be less about “security and privacy” and more about protectin ...
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