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Altimeter's Brad Gerstner Builds Up Nvidia Stake After Trump Tariffs, Applauds Semiconductor Exception
Thursday, April 3, 2025 - 3:07pm | 398Perhaps 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...
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Nvidia Analyst Praises Huang's Insight That Hyperscale Customers Earn '$5 In Rental Revenue For Every $1 Spent'
Thursday, September 12, 2024 - 11:51am | 778NVIDIA 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...
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Altimeter Buys PayPal Stake, Just As Josh Brown Dumps His
Wednesday, February 7, 2024 - 7:01pm | 518Altimeter 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...
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'APE' Is The New 'FANG', But What Is 'APE'?
Thursday, June 1, 2017 - 2:02pm | 394Investors 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...
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United Continental Nominates Edward Shapiro, Barney Harford To Board Of Directors
Wednesday, April 20, 2016 - 1:57pm | 341Media 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...