Loup Funds

Apple, Inc. (NASDAQ: AAPL) was tight-lipped about the mixed reality headset at the Worldwide Developers Conference keynote presentation on Monday. This has given fodder to rumor mills to speculate on the potential launch timeframe. Kuo Expects Pushback: Apple's MR headset may begin shipping by...

Apple, Inc.'s (NASDAQ: AAPL) annual Worldwide Developers Conference kicked off on Monday with a keynote address, wherein the company announced several new features for the operating systems that drive its hardware products. The company also unveiled a new MacBook Pro. Apple analysts came...

Tesla, Inc. (NASDAQ: TSLA) chief executive officer Elon Musk created a furor this week by communicating to employees his intent to slash 10% of salaried jobs at the company. He blamed the proposed action on the economy. Tesla analyst and Loup Funds co-founder Gene Munster offered his take on the...

U.S. stocks rose on Thursday, even as underwhelming guidance from Nvidia Corp (NASDAQ: NVDA) stoked fears of more pullbacks, but Apple Inc. (NASDAQ: AAPL) and Tesla Inc. (NASDAQ: TSLA) analyst Gene Munster thinks it isn't yet time...

Snap, Inc's (NYSE: SNAP) gloomy forecast revision is not an isolated event but a broader trend, according to Loup Funds Managing Partner Gene Munster. What Happened: On Monday, Snap said it expects to miss its previously-issued guidance on revenue and...

Component shortages and production disruptions have come to haunt consumer electronics companies, and Apple, Inc. (NASDAQ: AAPL) seems to be no exception. Most Lead Times Stable: Lead time, the time between the placing of an order and delivery of the product, has remained stable for most Apple...

Augmented reality, or AR, is the next computing platform, and Apple, Inc. (NASDAQ: AAPL) and Alphabet, Inc. (NASDAQ: GOOGL) (NASDAQ: GOOG) are the leaders in that mission, Loup Funds co-founder Gene Munster said in a note. Google's AR Glasses: Google previewed its AR glasses at its I/O 2022...

Apple, Inc.'s (NASDAQ: AAPL) dominant competitive positioning in the smartwatch segment is here to stay, according to Loup Funds co-founder Gene Munster. What Happened: Alphabet, Inc. (NASDAQ: GOOGL) (NASDAQ: GOOG) confirmed the launch of the Pixel Watch at the Google I/O 2022 ...

Apple, Inc. (NASDAQ: AAPL) reported strong March quarter results last week but the conversation that followed was centered on the  $4 billion-$8 billion revenue impact stemming from supply chain problems sounded out by the company on the earnings call. Famed Apple analyst...

Apple, Inc. (NASDAQ: APPL) investors shouldn't be bothered much about the tech giant's China exposure, according to an analyst at Loup Funds. How Apple Is Navigating China Dynamics: Apple has done a "masterful job" navigating China dynamics over the past 20 years, Loup Funds...

Apple, Inc. (NASDAQ: AAPL) announced a few breakthrough products at its Spring launch event, dubbed "Peek Performance," held on Tuesday. Here are all the sell-side reactions to the announcements: The Apple Analysts: Morgan Stanley analyst Katy Huberty maintained an Overweight rating and...

Apple Inc (NASDAQ: AAPL) investors focused on underwhelming product announcements at Cupertino's "Peek Performance" event Tuesday, but Loup Ventures' Gene Munster said the real takeaway was below the surface.  "I think the more important piece was ......

Fitness company Peloton Interactive Inc (NASDAQ: PTON) launched a new gaming feature for some of its users. Here’s what one venture capital firm thinks about the launch and the future of Peloton. What Happened: Peloton launched Lanebreak recently, which the company calls a “gamified...

Loup Funds analysts Gene Munster and Doug Clinton touched on Coinbase Global Inc (NASDAQ: COIN) in a recent video after the company aired an advertisement featuring a QR code in the Super Bowl. What Happened: Munster said Coinbase’s advertisement stood out to him and that he was “...

Loup Funds’ analysts Gene Munster, Doug Clinton, and Andrew Murphy talked about Apple Inc’s (NASDAQ: AAPL) “Tap to Pay” feature and how it affects its rival purveyor of Square devices Block Inc (NYSE: SQ).  What Happened: Munster said that Apple’s move has created...