Brad Gerstner

Nvidia Corp. (NASDAQ:NVDA) reportedly committed more than $40 billion to AI equity investments in early 2026, anchored by a $30 billion bet on OpenAI. Chipmaker Doubles Down on Ecosystem Bets Beyond OpenAI, NVDA announced seven multi-billion-dollar deals in publicly traded companies, including up...

On Monday, tech-focused investment firm Altimeter Capital founder and CEO Brad Gerstner said that Nvidia Corp. (NASDAQ:NVDA) could become the world's first $10 trillion company. Brad Gerstner Makes Bold Nvidia Prediction Amid AI Boom Speaking with CNBC's Scott Wapner at the Milken Conference,...

Altimeter Capital has sold its Microsoft Corp. (NASDAQ:MSFT) holdings to aggressively fund positions in AI hardware giants like Nvidia Corp. (NASDAQ:NVDA) and SK Hynix, signaling a strategic rotation from software into the booming compute and memory supercycle. Shifting Capital On AI Supercycle...

Hedge fund managers Bill Ackman and Brad Gerstner are among the most-followed names in the investment space, with investors regularly checking their quarterly positions to see which stocks they're buying, selling or adjusting positions in. Ackman and the Pershing Square Capital Management hedge...

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...

Two American investors are suing South Korea's government over alleged unlawful practices used to hurt Coupang Inc (NYSE:CPNG). Here's why they filed the lawsuit and how much they've lost on their investments in the ecommerce company since the end of the third quarter. Investors Sue South Korea...

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...

OpenAI CEO Sam Altman said the company is bringing in far more revenue than the widely cited $13 billion annual estimate. The executive of the artificial intelligence startup also defended its $1.4 trillion investment in infrastructure. In a Friday episode of the Bg2 Pod, host Brad Gerstner,...

Last week, Altimeter Capital CEO Brad Gerstner described Advanced Micro Devices Inc.'s (NASDAQ:AMD) multi-billion-dollar deal with Sam Altman's OpenAI as a "bet-the-farm" moment for CEO Lisa Su — one that could reshape the balance of power in the AI chip race currently dominated by Nvidia Corp. (...

Chipmaker NVIDIA Corp.’s (NASDAQ:NVDA) CEO, Jensen Huang, shrugged off concerns regarding competition from Advanced Micro Devices Inc. (NASDAQ:AMD), following the latter’s recent partnership with ChatGPT-parent OpenAI. NVDA is performing well relative to peers. See what the experts say...

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...

Nvidia Corp. (NASDAQ:NVDA) shares jumped over 8% on Wednesday, taking the broader market and the tech sector higher along with them, and two experts weighed in on Nvidia-led recovery. Nvidia – AI Trades’ Lifeline: After a strong move to the downside in initial reaction to the August...

Uber Technologies, Inc. (NYSE:UBER) is Altimeter CEO Brad Gerstner‘s stock pick on the latest edition of CNBC's “Halftime Report Final Trades.” Autonomous driving, Gerstner says, is a tailwind, not a headwind for the car service company. A U.S. appeals court on Monday rejected a...