Apple is on board with AI, 'not just hype there's substance around it': Deepwater's Gene Munster

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CNBC Television

CNBC Television

Күн бұрын

Gene Munster, Deepwater Asset Management, joins 'Fast Money' to talk Apple quarterly results and what to expect from the company moving forward.

Пікірлер: 123
@MaryPatricia205
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@basharlawal6783 13 күн бұрын
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@DonaldSutphin 13 күн бұрын
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@HaroldGillespie6422 13 күн бұрын
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@gerardo2172
@gerardo2172 18 күн бұрын
Dan Nathan is always hyperventilating in a negative way against the best US Corporation……I have watched the show for over 8 years and all Mr. Nathan do is to be always negative…..Unbelievable!!! Blessed
@illegalsmirf
@illegalsmirf 17 күн бұрын
It's because of his huge oversized nose. He always smells sh!t.
@allanc9472
@allanc9472 17 күн бұрын
He is full of it, he has been negative on apple for a while and seems to be wrong most time, now that apple is up again he is trying to justify afterward why it should not be. By the way, same as Guy Adami, he is more times wrong than right. He follow what other says and pointing out obvious technical analysis on the chart. You and I can do it too and get paid. Talking heads.
@SmilingElectricCar-un5iy
@SmilingElectricCar-un5iy 17 күн бұрын
0@@@ 9⁹​@@allanc9472
@josephroberts7374
@josephroberts7374 17 күн бұрын
@@allanc9472 Agreed! Dan is 90% of the time soooo negative, even when things are going so great for a company. Just a whiner and complainer.
@williamperdue8051
@williamperdue8051 17 күн бұрын
I hear all the points about stock buybacks being a desperate move… but… is it possible that Apple simply sees the shares as discounted based on where they see the stock going in the future?
@chrisadams27
@chrisadams27 18 күн бұрын
I like the stock.
@bigwaidave4865
@bigwaidave4865 18 күн бұрын
$165 was a gift👍 $200 by Labor Day💰
@xiangli5829
@xiangli5829 18 күн бұрын
People buy Apple for their cash reserve. We need growth. At this price, Microsoft is a better buy.
@LaSombraa
@LaSombraa 18 күн бұрын
They’re planning on spending 80% of their cash reserve on stock buybacks with declining revenue. So is it still a buy for its “cash reserve”? Doesn’t seem like it. And yes, I agree with you, MSFT and GOOGL are better buys at this point.
@Jibuu1
@Jibuu1 17 күн бұрын
wtf xD
@josephroberts7374
@josephroberts7374 17 күн бұрын
@@LaSombraa Nowhere near 80% of their cash reserves. Do some research and figure out how much they actually have in cash on hand.
@mikeshawn5864
@mikeshawn5864 18 күн бұрын
110B for a 2.6 T is not a not. But that is close to it yearly earnings😅😅😅. It is hard to move such a big company.
@the_starlinkway7821
@the_starlinkway7821 18 күн бұрын
Good news for $TSM Taiwan semi!
@anzatzi
@anzatzi 18 күн бұрын
Agentic AI? Total hype!
@user-ht1gw9tr5w
@user-ht1gw9tr5w 18 күн бұрын
I like Apple
@sonny5982
@sonny5982 17 күн бұрын
A.I.phone is the future
@amatuer2
@amatuer2 14 күн бұрын
Buffet reduced his shares in Apple recently ...hmmmm.
@GlobalMan-nr3hq
@GlobalMan-nr3hq 18 күн бұрын
AAPL is in deep doodoo. Stock buybacks are temporary boost to stock but it doesnt really matter in the long run to overall growth of a company. Tim Cook needs to go acquisitive mode fast - eg acquire an established AI LLM startup like Anthropic etc to grab the talent and existing tech and improve Siri big time. He can tie it the AI capabilities to the Ecommerce and search engine piece and go up stack into Google, Amazon and Meta territory. As for Robotics, same thing - he needs to acquire Robot startups and embrace the NVidia GROOT libraries to build truly intelligent robots. And lastly but not least, at least get to a foldable IPhone in the short to medium term as they are behind the innovation curve on mobile phones compared to SamSung and even Huawei to a lesser extent.
@Mr.Eeeeeeeee
@Mr.Eeeeeeeee 17 күн бұрын
Utter nonsense.
@zlengo9679
@zlengo9679 17 күн бұрын
They already bought 36 AI Companies. More than any other company. Just be patient and wait what they come up with.
@fastm3980
@fastm3980 17 күн бұрын
Your research is lacking a lot of info 😂 But hey we all can buy or sell what stocks we want. Good luck
@GlobalMan-nr3hq
@GlobalMan-nr3hq 16 күн бұрын
@@Mr.Eeeeeeeee AAPL is in trouble due to lack of innovation and that's the reality.
@Mr.Eeeeeeeee
@Mr.Eeeeeeeee 16 күн бұрын
@@GlobalMan-nr3hq Yeah real trouble. Is that why Buffet still owns 7% of the company? Let me guess you are smarter and know more about investing.
@SigmoidalHive
@SigmoidalHive 17 күн бұрын
apple decided to do a stock buyback (that dwarfs their R&D) when there's already opensource LLMs that can already outperform siri. oh, and ask all the applevision users whether the device is actually a daily driver or whether it's gathering dust. at some point the hand-waving, hype, & slow-rolling has to actually make sense. otherwise the ticker is just a meme.
@chrisadams27
@chrisadams27 18 күн бұрын
If it were the end of the world I would want Gene Munster to explain to me what's going on
@platoscavealum902
@platoscavealum902 17 күн бұрын
📰
@clifftanch
@clifftanch 18 күн бұрын
Gene Munster appears to be a permeabull for Apple. So he’s been right a long time. I wouldn’t, however, expect him to say anything too far beyond Tim Cook’s prepared statements, which is too bad.
@clifftanch
@clifftanch 18 күн бұрын
Since Apple revenues declined -4.3%NSAQQ, a reasonable benchmark might be to see if it can put a plus instead of a minus sign in front of that. And return to an old trendline of growth. To do that, it’s gonna have to come out with a new, innovative and beautiful piece of hardware. Full Disclosure: I sold about 40% of my position, but am still long.
@Zaerki
@Zaerki 17 күн бұрын
Market reacting like apple blowing through cash for stock is the best thing ever, while the company itself is floundering, it's pulled out of electric vehicles and they have no future product lined up... Congrats to those who hold Apple, no hate. To me, none of these are good signs though.
@gpgis
@gpgis 18 күн бұрын
Google and Apple falling behind in innovation. Microsoft is doing much better.
@johnwelch1923
@johnwelch1923 17 күн бұрын
The numbers continue to disappoint and CNBC ignores them. In the long run, they will be seen as dead money.
@william53
@william53 17 күн бұрын
Negative Dan. Is such a negative force to investors!
@mathewdeu3328
@mathewdeu3328 17 күн бұрын
Its kind of to late.....had Apple poured there money into advanced Ai they would have been in a better position. Instead they poured alot of money into failed vr goggles that many ppl are not into.
@Alpharizzchad
@Alpharizzchad 17 күн бұрын
A disposable phone and buying back stocks. Times are over. The Tesla of phones. Samsung batter buy.
@psp785
@psp785 18 күн бұрын
Declining sales nobody cares because they said ai and buybacks
@eggnogaddict6287
@eggnogaddict6287 17 күн бұрын
Ai is the biggest joke ever. Literally just an iterative enhancement to technology is labeled as “Ai.” The entire birth of the Ai hysteria occurred in late 2022/early 2023 with WEF. Tech stocks were on the ropes so they needed a new catch to get people invested again. In comes Ai. I heard Brinn Talkington talk up the “efficiencies” companies are seeing due to Ai. Totally laughable. She brought up coding and how Ai was helping users finish writing code. Apparently she never knew autocomplete has existed for many years and these assist tools aren’t Ai. 😂 Video game AI’s that have existed for decades are far more impressive than these Chatbots people mistake as “Ai.”
@briantep458
@briantep458 18 күн бұрын
100bln for share buyback but not AI spend? Hell you can buy Peloton and Rivian and still have 90bln left over
@ylegoff
@ylegoff 17 күн бұрын
aiPhone...;-)
@steveshaneyfelt7150
@steveshaneyfelt7150 17 күн бұрын
Big problem. Apple is rotting and the core is mushy. Tell the truth!
@bossman4401
@bossman4401 17 күн бұрын
Most overpriced stock of the big Techs. There is zero reason to buy this stock if you want to make money long or short term Much better deals out there
@rtorcato
@rtorcato 17 күн бұрын
The fast money guys keep getting it wrong on Apple all these years and have learned nothing.
@kinhaahhh
@kinhaahhh 18 күн бұрын
May Allah bless you all, Welcome everyone please can you explain more to me honestly I really want to know more about this platform hope is helpful.
@GK-qc5ry
@GK-qc5ry 17 күн бұрын
Use the buyback monies to buy an AI firm rather than build from scratch?
@zlengo9679
@zlengo9679 17 күн бұрын
They already bought 36 AI Companies.
@fastm3980
@fastm3980 17 күн бұрын
Some people late to the game😂
@jakejoyride
@jakejoyride 17 күн бұрын
And Android phone have already ai - and in case of apple you have to wait year and buy a new phone
@bossman4401
@bossman4401 17 күн бұрын
Apple divided 😂 laughable
@internationalplayboy8685
@internationalplayboy8685 17 күн бұрын
your mom loves that dividend
@tonybc5513
@tonybc5513 18 күн бұрын
🤣
@ljacobs357
@ljacobs357 17 күн бұрын
Apple is behind the curve on innovation. Overhyped and overpriced products.
@vinaygrover9303
@vinaygrover9303 18 күн бұрын
Gene only comes on air when the stock is up Starts praising that stock you come before earnings and be right That day I’ll believe in you
@Mr.Eeeeeeeee
@Mr.Eeeeeeeee 17 күн бұрын
He is an analyst not a psychic.
@illegalsmirf
@illegalsmirf 17 күн бұрын
Jean Monster, what a tool!
@internationalplayboy8685
@internationalplayboy8685 17 күн бұрын
great man and your mom loves him
@prolific1518
@prolific1518 18 күн бұрын
Zero substance around AI. "Growth" stock has to increase buybacks and dividends to pump its stock price. Clear market manipulation
@MahanFan1
@MahanFan1 18 күн бұрын
Ugh. Take a basic finance class or listen to someone who’s even remotely smart about the subject before embarrassing yourself with this nonsense.
@cameron9643
@cameron9643 18 күн бұрын
Read a book.
@Djii892
@Djii892 18 күн бұрын
You are correct. Ignore the fanboys.
@LaSombraa
@LaSombraa 18 күн бұрын
@@cameron9643We get it, you own Apple shares.
@goody2shoes10288
@goody2shoes10288 18 күн бұрын
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@amirmaner 18 күн бұрын
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@trailqueen123 18 күн бұрын
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@trailqueen123 18 күн бұрын
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@MenardRandy 18 күн бұрын
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@FerraraBred 18 күн бұрын
I'm favoured financially, Thank you Jesus $32,000 weekly profit regardless of how bad it gets on the economy.
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@goddessofgreenllc 18 күн бұрын
Please how do I go about it, am still a newbie on investment trading and how can I make profit?
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@MenardRandy 18 күн бұрын
She's a licensed broker here in the states
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@BesiunmSollozo 18 күн бұрын
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@JudaosFrench
@JudaosFrench 18 күн бұрын
I'm surprised that this name is being mentioned here, I stumbled upon one of his clients testimony on CNBC news last week.
@pauldannelachica2388
@pauldannelachica2388 18 күн бұрын
Apple is over glorified smartphone
@WanderlusttheWorld
@WanderlusttheWorld 18 күн бұрын
If it makes money, whats the matter with being glorified
@pauldannelachica2388
@pauldannelachica2388 17 күн бұрын
@@WanderlusttheWorld Apple should be changing the world making humanoid robots advance AI persona trained on your own data etc.
@dons3073
@dons3073 17 күн бұрын
Know body wants your lame ai
@andyprem
@andyprem 18 күн бұрын
garbage
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