Brad Gerstner

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...

Altimeter Capital founder and CEO Brad Gerstner is becoming more bullish on Apple Inc (NASDAQ:AAPL) as the company unveils new AI-powered features at its annual developers conference this week. What To Know: Tuesday on CNBC’s “Fast Money Halftime Report,” Gerstner announced that...

Altimeter Capital founder and CEO Brad Gerstner decided to buy Tesla Inc (NASDAQ:TSLA) stock after having a “ChatGPT moment” with the electric vehicle company’s latest full self-driving release. What To Know: Wednesday on CNBC’s “Fast Money Halftime Report,”...

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...

Rep. Ro Khanna (D-CA) has questioned the Federal Reserve's 2% inflation target which the central bank has been targeting and defending vehemently in the wake of widespread calls for the need to have a re-look. “Who set the Fed's 2% target rate? Why is it sacrosanct as opposed to setting it at...

Snowflake Inc. (NYSE: SNOW) shares are trading down Thursday after the company posted first-quarter financial results and lowered product revenue guidance for fiscal year 2024. What To Know: Snowflake's reported first-quarter revenue of $623.6 million beat estimates of...

With all of the craze surrounding ChatGPT, investors are looking for ways to get exposure to artificial intelligence. Altimeter Capital's Brad Gerstner says the best way to do so is by putting money to work in NVIDIA Corp (NASDAQ: NVDA), which sits at the center of the AI...

Altimeter Capital's Brad Gerstner has announced a new position in Tesla Inc (NASDAQ: TSLA). What To Know: Gerstner was bearish on Tesla in 2019 and 2020 on concerns Elon Musk's EV business was undercapitalized and could be heading for bankruptcy. "Fast...

Snowflake Inc's (NYSE: SNOW) stock price has melted alongside several high growth names as investors focus on companies generating profits right now in the face of rising rates.  However, investors who are tossing Snowflake shares out of their portfolios may be valuing the company...

Speaking on CNBC Monday, longtime activist investor Carl Icahn said Bitcoin (CRYPTO: BTC) is "a very difficult thing to invest in." Although Icahn noted he had spent a considerable amount of time researching Bitcoin, he told CNBC "the jury is still out" on the popular...

Altimeter Capital founder and CEO Brad Gerstner thinks Facebook Inc (NASDAQ: FB) offers an attractive investment opportunity at current levels. There are always opportunities in the market, even when the market as a whole seems inflated. Facebook is one of those opportunities right now,...

Altimeter Capital chairman and CEO Brad Gerstner provided a long-term bullish outlook Wednesday, but added he is positioned for a short-term pullback in the markets. "We expect the Nasdaq still has another 10% to 15% it can give back to us," Gerstner said in an...