# Gene Munster
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Top podcast episodes featuring gene munster.
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, Deepwater’…
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 wome…
’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, Bespoke’s…
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
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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 momentum…
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 protecting i…
Big Tech Earnings Filter In… And Coreweave’s Tangled Web 10/21/26
Big Tech earnings kick off with Meta and Tesla both reporting results. The numbers from the quarters, and what top tech analyst Gene Munster is hearing on the company conference calls. Plus, IBM, Las Vegas Sands, and United Rentals delivers results, Wall Street takes a bite out of Chipotle shares, …
Closing Bell Overtime: Tech’s Rally Comes Undone 10/22/26
Tech stocks tumble as Meta gives back a 6% rally and investors question the durability of the AI trade. Deepwater’s Gene Munster breaks down the selloff and what it means for the next phase of AI spending. Wedbush’s Matt Bryson reacts to Western Digital earnings and what the results signal for memo…
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