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...A more benign while still realistic view comes from Gene Munster of Deepwater Asset Management....
...Competition between the tech giants is ruthless, and new technologies — especially AI — are likely to reshape the industry in ways we can’t even imagine....
...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....
...“I should have done some work on Apple,” he lamented on CNBC’s Squawk Box last year....
...Apple is also feeling the heat on the other side of the Atlantic....
...“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.”...
...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.”...
...Another method is finding matched pairs of companies — in similar industries, of similar size, deploying similar technologies — and following each very closely over a long period, to observe how management...
...But in 2016, Combs or Weschler made an investment in a technology company that counts as Berkshire’s greatest stock trade of the past decade: Apple....
...Apple had been betting on that future, with one of the few elements of the company’s automotive project that it had publicly acknowledged being its attempts to master self-driving technology....
...“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.”...
...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...
...“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....
...Renesas bought Apple supplier Dialog for €4.8bn ($5.6bn) in 2021 and splashed out over $10bn on both US rival Integrated Device Technology in 2019 and US chipmaker Intersil in 2017....
...[and] Apple has been less clear about how it will monetise the data it has with AI.”...
...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....
...Typo watch A hawk-eyed reader caught a typo in our Friday interview with JPMorgan Asset Management’s Bob Michele....
...A version of this article was first published by Nikkei Asia on February 7. ©2024 Nikkei Inc. All rights reserved....
...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....
...UBS has hired Sean Lynch as a managing director for technology investment banking in California. He previously worked for Barclays....
...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...
...Advertising revenue for the fourth quarter of 2023 grew 11 per cent to $65.5bn, the technology giant said on Tuesday, slightly below analysts’ $66bn consensus forecast....
...Of course, Apple being Apple, it positioned the switch as a gift the tech group had bestowed on its fan base, instead of what it actually was: complying with an EU directive the company had fiercely resisted...
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