Elon Musk hinted at a potential merger between SpaceX and Tesla during Tesla's earnings call on Wednesday, raising analysts' expectations to a 90% probability according to Deepwater's Gene Munster. Mu…
Tech veteran Gene Munster says investors should focus on hyperscaler capex projections for 2027, with the Street expecting 23% growth, as the key metric for the AI narrative. Munster, managing partner…
Apple's lawsuit against OpenAI and io Products over alleged trade secret theft signals the iPhone maker's belief that AI-powered devices are critical to its future, according to Deepwater Asset Manage…
Apple demonstrated a polished, consumer-ready AI vision at WWDC26, positioning Apple Intelligence and Siri AI as central to its ecosystem, but analysts remain divided on whether the company can execut…