Altimeter Capital

CoreWeave Inc (NASDAQ:CRWV) reports fourth-quarter financial results Thursday after market close, a report that could have extra attention given the recent pressure on technology stocks. Here are the earnings estimates, what experts are saying ahead of the report and key items to watch. •...

One of the most followed members of Congress for their stock trading activity remains former Speaker of the House Nancy Pelosi (D-Calif.). Often disclosing large technology stock purchases made by her husband Paul Pelosi, the congresswoman’s trades have drawn increased...

Hedge funder Brad Gerstner, who is the CEO of Altimeter Capital, believes it is still the early innings of a super cycle for software and cloud companies benefiting from the growth of AI and data center spending. In a recent interview, he shared one of the beaten-down stocks that he's buying. Brad...

Perhaps surprising to some investors, Altimeter Capital’s Brad Gerstner said Thursday that he’s buying shares of NVIDIA Corp (NASDAQ:NVDA) amid the stock’s fallout in recent weeks. Gerstner appeared on CNBC on Thursday following President Donald Trump‘s “Liberation Day...

NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang gave updates on AI demand, Blackwell products and return on investment during a speech at a Goldman Sachs technology conference Wednesday. Analysts and investors come away encouraged by the update and the timeline of Blackwell. Goldman Sachs on NVDA...

Altimeter Capital CEO Brad Gerstner confirmed Wednesday that his firm has taken a “small” position in PayPal Holdings, Inc. (NASDAQ:PYPL) on Wednesday. The announcement came right on the heels of PayPal’s fourth-quarter financial earnings report. “And, yes we own a small...

Investors are likely familiar with the "FANG" acronym, perhaps even bored with the constant attention the technology group is getting. If that is the case, investors might find the latest group interesting and may well want to monkey it. Welcome, "APE." Speaking to CNBC from the sidelines of the...

Media sources reported earlier this week that United Continental Holdings Inc (NYSE: UAL) is close to finalizing an agreement with activist investors in regards to its board of directors. On Wednesday, United Continental Holdings confirmed the media reports and announced a change to its board of...