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Gene details Loup’s prediction that AAPL will be the top-performing FAANG stock in 2021, along with ranking AMZN, GOOG, FB, and NFLX.

Over the last few years, we’ve made a dangerous habit of offering a few predictions for the year ahead. Here’s what we’re anticipating in 2021: 1. Apple will be the top-performing FAANG stock in 2021. This is the third consecutive…

Gene and Doug discuss Facebook’s worst possible outcome from the FTC antitrust lawsuit: the company’s long-term product roadmap is diluted.

Facebook’s antitrust challenge has arrived in the form of lawsuits from the FTC and 40 plus states. The core issue is the company’s historical approach to acquire competitors versus compete. The market’s muted response to FB shares reflects the fact…

There’s no need to enumerate the many ways our lives have changed over the past seven months. That said, there’s one thing that hasn’t changed: our dependency on big tech. The recent September quarter results provided another data point of…

It’s been a long road for Augmented Reality (AR). In the summer of 2017, Tim Cook predicted that AR “is one of those huge things that we’ll look back at and marvel.” For the casual observer, AR has fallen short of that target.…

Facebook held its annual, rebranded Facebook Connect event today, announcing the next generation Oculus Quest 2 VR headset and highlighting the company’s 10-year AR and VR roadmap. The bottom line: AR and VR will evolve to become the next-generation computing…

Gene and Andrew discuss whether Facebook Shop justifies the $66B in market cap added to Facebook on the news. Loup TV is a series of short videos that dive deeper into the questions we get asked most. “Making it easier…

Today, CEOs from Amazon, Apple, Facebook, and Google spent five hours testifying virtually before the House Judiciary Antitrust Subcommittee. Executives faced questions related to the power their companies have over a wide array of issues including fair competition, the digital…

We publish our annual predictions around New Year’s and, per tradition, do a mid-year check-in in July. Here’s how our predictions for 2020 are tracking: 1. Apple will be the best performing FAANG stock in 2020 (by Gene Munster) Mid-year…

Many investors have written off VR as a niche platform destined to a similar failed outcome as 3D television. Conversely, Zuckerberg has been steadfast in his belief in the transformative power of VR, as evidenced by Facebook’s continued investments into…

Shares of Facebook are down 7% in the after-market based on Mar-19 revenue guidance slightly below consensus along with the company cautioning that privacy changes may have an impact on monetization this year. Facebook’s dominance in reach and engagement is…