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Sum Of Parts Suggests Shareholders Could Get Amazon's Retail Business For Free
Tuesday, May 31, 2022 - 4:41pm | 624Large technology companies are often hard for analysts and traders to value, with many moving parts. Sometimes this leads to the “sum of the parts” trading at a discount to the value of the businesses if they were to be spun off as independent companies. What Happened: Well-known...
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Should Traditional Auto Companies Switch To Online Sales?
Friday, May 27, 2022 - 4:03pm | 686Electric vehicles are disrupting more than a switch from traditional automakers to electric vehicle manufacturers, they’re also disrupting the methods customers purchase vehicles. Could electric vehicles disrupt the traditional dealer model? What Happened: Traditional car companies could be...
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The Religion Of Tesla: How Gigafactory Texas Fanfare Shows The Strong Brand Of EV Giant
Sunday, April 3, 2022 - 8:07am | 531Electric vehicle giant Tesla is set to host a ribbon cutting ceremony for its Gigafactory in Texas on April 7. The hype around the event shows the EV maker's cult-like following and how the company has created a religion, according to a venture capital firm. What Happened: The ribbon...
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Is Tesla Giga Shanghai Production Halt A Way For China To Show Who Is The Manufacturing 'Boss?'
Thursday, March 17, 2022 - 6:45am | 441China is flexing its supply-chain muscles by suspending production at Tesla Inc (NASDAQ: TSLA)'s Giga Shanghai due to COVID-19 curbs and reminding the world who is the "boss" when it comes to manufacturing, Loup Ventures founder Gene Munster said on...
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What Could A Salesforce NFT Cloud Mean?
Tuesday, February 15, 2022 - 2:02pm | 655Cloud computing company Salesforce.com (NYSE: CRM) could be entering the non-fungible token space according to a report from employees. Here’s a look at what that could mean. What Happened: Salesforce co-CEOs Marc Benioff and Bret Taylor announced plans for an NFT cloud service to employees,...
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FAANG No More? Facebook, Netflix 'Fracturing' Away From Elite Tech Group, Says Gene Munster
Thursday, February 3, 2022 - 12:46pm | 782Mark Zuckerberg-owned Meta Platforms Inc (NASDAQ: FB) and online video streaming platform Netflix Inc (NASDAQ: NFLX) are fracturing away from the elite FAANG group, Loup Funds co-founder Gene Munster said in a discussion with managing partner Doug Clinton. What Happened: The analysts were...
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Gene Munster Says Next Six Months Will Be Challenging for Facebook
Thursday, February 3, 2022 - 9:34am | 185Meta Platforms, Inc. (NASDAQ: FB) reported weaker-than-expected earnings Wednesday for its fourth quarter and issued a weak forecast. On CNBC, Loup Ventures’ Gene Munster said the company has a very loyal base, but it is seeing a change in consumer behavior. Changes is Apple’s iOS...
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After a Blockbuster 2021, Analyst Says EV Stocks Could See Some Cooling Off This Year
Wednesday, January 12, 2022 - 5:42am | 425Some of the electric vehicle company stocks are likely to cool off this year after a tremendous 2021, Loup Ventures Managing Partner Doug Clinton said Tuesday. What Happened: Clinton said electric vehicles are the future of transportation and all the news around them is directionally...
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Analyst Says This Would Be Apple's Biggest Surprise Of 2022
Tuesday, January 4, 2022 - 5:58am | 419As Apple Inc. (NASDAQ: AAPL) on Monday became the first company to hit the $3 trillion market capitalization, Loup Ventures analyst Gene Munster dwelt on what the tech giant’s biggest surprise will be in 2022. What Happened: Loup’s Managing Partner Andrew Murphy said in a discussion...
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Munster Says 'Perceived Miss' Drove Down Apple Shares, Expects Growth In Mid-Teens In December Quarter
Friday, October 29, 2021 - 8:41am | 470Former Piper Jaffray Apple Inc (NASDAQ: AAPL) analyst Gene Munster said that despite supply headwinds, the iPhone maker could look forward to mid-teens growth in the December quarter. What Happened: “Under the headline that the supply headwind will worsen in December, pushing demand into...
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Why The Facebook Name Change Is A Big Deal, According To Gene Munster
Friday, October 29, 2021 - 8:25am | 433Social media giant Facebook Inc.’s (NASDAQ: FB) name change to Meta is a clear strategic shift and a “big deal,” according to Loup Ventures' Gene Munster. What Happened: “I think it is strategic. It surprised me that they’re going this hard after it...
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Loup Sees 'Land Grab' Among Food Delivery Companies: What Investors Should Know
Friday, October 8, 2021 - 10:44am | 606If you’ve ordered food delivery, chances are you’ve seen different prices than what the restaurants charge in the physical locations. You also may have seen several promotions incentivizing you to place your order. These items were discussed by Loup Funds in the firm's take on...
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Will Apple Users Flock To Make Direct Payments To App Developers Like Netflix, Spotify Now Or Stay Within The iPhone Maker's 'Walled Garden?'
Friday, September 3, 2021 - 5:46am | 521After Apple Inc. (NASDAQ: AAPL) said it will allow app developers such as Netflix Inc. (NASDAQ: NFLX) and Spotify Technology S.A. (NYSE: SPOT) to process payments outside its App Store, Loup Ventures analyst Gene Munster waded into the debate on whether Apple users will continue to transact in...
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This Apple Partner Is Going Public In A SPAC Merger And Gene Munster Is Bullish
Tuesday, August 24, 2021 - 6:44am | 496Apple Inc (NASDAQ: AAPL) represents a $4 billion opportunity for its experiential commerce partner Enjoy Technology Inc, as per Loup Ventures Managing Partner Gene Munster. What Happened: The startup, which does mobile deliveries for Apple, AT&T Inc (NYSE: T) and others, expanded...
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PUNKS Comic: What You Should Know About This Surging NFT That's Attracting Venture Capitalist Money
Monday, August 16, 2021 - 11:51am | 795Volume and demand for non-fungible tokens have been surging. One project that is climbing up the leaderboards is PUNKS Comic, an NFT comic series drawn by Marvel and DC Comics artist Chris Wahl. A burning mechanism, new NFT launch and more items for PUNKS are attracting venture capitalists to the...