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...A more benign while still realistic view comes from Gene Munster of Deepwater Asset Management....
...As a February Morgan Stanley Asset Management report put it: Index concentration has historically proved self-correcting, with some combination of regulatory, market and competitive forces, along with business...
...Gene Munster at Deepwater Asset Management said he was surprised by Apple’s decision to settle the case, given companies commonly offer commentary on market trends....
...Back in November 2022 these investors — including Trillium Asset Management, the New York City Retirement System and the Greater Manchester Pension Fund — had filed a shareholder proposal that would have...
...“Apple should be transparent in their uses of AI and their risk management processes.”...
...“I should have done some work on Apple,” he lamented on CNBC’s Squawk Box last year....
...“He surely knew it was coming this week,” said Gene Munster at Deepwater Asset Management. “Apple is going to war with the DoJ, and settlement is not an option.”...
...Typo watch A hawk-eyed reader caught a typo in our Friday interview with JPMorgan Asset Management’s Bob Michele....
...Apple is also feeling the heat on the other side of the Atlantic....
...“They have a growth problem, and when you are $400bn plus in revenue and you are a tech company, it’s part of your DNA to grow,” said Gene Munster at Deepwater Asset Management....
...“The Vision Pro is going to be a major product for Apple over the long term, that is, the next five to 10 years,” said Gene Munster at Deepwater Asset Management....
...“Cook’s legacy as an operator is already solidified as world class,” said Gene Munster at Deepwater Asset Management. “His legacy as an innovator is going to hinge on how the Vision Pro plays out.”...
...“I think there’s just a belief that there’s all this noise in the background, and ‘don’t worry about it’,” said Gene Munster, managing partner at Deepwater Asset Management....
...The two firms had developed a thesis that travel would bounce back sharply after the global lockdowns with beaten-down travel and hospitality companies benefiting the most....
...The strategist and professor Michael Mauboussin, of Morgan Stanley Investment Management, has a new paper tracing increasing returns to five separate causes: economies of scale; international trade; learning...
...The European Union plans to hit Apple with a €500mn fine over music streaming, German companies make record investments in the US, and emerging market investors switch to ETFs that exclude China....
...Long known for its prowess in investment banking, the group is now seeking to balance that highly cyclical business by growing its asset and wealth management arm....
...[and] Apple has been less clear about how it will monetise the data it has with AI.”...
...Tesla and the unsettled EV market Yesterday we wrote about one of two faltering Magnificent 7 stocks, Apple....
...But now he is admitting that her path towards the GOP nomination is “narrower . . . than it was eight weeks ago”....
...Apple, by way of the iPhone, has been at the forefront of this trend. Three-quarters of global iPhone owners used Apple Pay in 2022, according to Deepwater Asset Management....
...That’s almost three times Apple’s margins, and up there with stock market darling Nvidia. How do they make so much money?...
...Called Australian Wine Holdco, the consortium also includes asset managers Intermediate Capital Group, Capital Four, Sona Asset Management and Samuel Terry Asset Management....
...Getting the most out of those buys could stretch any management team. As Japanese companies strike more deals on the world stage, their record is questionable....
...stock price reaction reflected “a vortex of noise” around the company’s financial guidance, as some analysts adjusted their forecasts to reflect the shorter period, said Gene Munster at Deepwater Asset Management...
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