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Search resuls for: "Altimeter's Brad Gerstner"


14 mentions found


☆ Here are other AI stocks vulnerable to profit taking as Druckenmiller sells some Nvidia
  + stars: | 2024-05-07 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
But the chipmaking darling is far from the only artificial intelligence stock that's run too far too fast. Elsewhere, Altimeter's Brad Gerstner eased his stake in the chipmaker and other winning technology stocks, he told CNBC's " Halftime Report ." Nvidia isn't the only AI play vulnerable to profit taking here. Of the group, Micron Technology shares trade at the most significant premium. Over the last year, shares have surged 493% and trade at a 185% premium to their five-year average PE.
Persons: Stanley Druckenmiller, CNBC's, Altimeter's Brad Gerstner, Druckenmiller, We've, Broadcom's Organizations: Nvidia, CNBC Pro, Devices, Micron Technology, Arm Holdings, Broadcom, Arista Networks, Applied Materials, KLA Corporation Locations: British
☆ Altimeter's Brad Gerstner, a top tech investor for 15 years, is showing no signs of slowing
  + stars: | 2023-12-26 | by ( Yun Li | ) www.cnbc.com   time to read: +2 min
Brad Gerstner rose to prominence in the tech investment scene for his early lucrative bets in Snowflake and Meta Platforms , and he's showing no signs of slowing down. The tech investor launched his investment firm Altimeter Capital in the depths of the 2008 financial crisis with less than $3 million raised from his family and friends. Altimeter has also been an on-and-off investor in Meta Platforms since the early 2010s. As a top 15 institutional investor, Gerstner wrote a critical open letter in October 2022, saying the company needed to slash headcount and stop spending so much money on metaverse. The widely followed tech investor called the rise of AI a "super-cycle" just like the dot-com boom in the late 1990s.
Persons: Brad Gerstner, Gerstner, Snowflake, Meta, Mark Zuckerberg, he's Organizations: Harvard Business School, Microsoft, Nvidia, Federal Reserve Locations: Snowflake
☆ Tech stocks going to outperform non-tech in 2024, says Altimeter's Brad Gerstner
  + stars: | 2023-11-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTech stocks going to outperform non-tech in 2024, says Altimeter's Brad GerstnerBrad Gerstner, Altimeter Capital founder and CEO, joins 'Halftime Report' to discuss tech vs. non-tech performance, the outlook for 2024, and more.
Persons: Brad Gerstner Brad Gerstner Organizations: Tech
☆ Google won't be able to replicate search dominance in AI, says Altimeter's Brad Gerstner
  + stars: | 2023-11-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoogle won't be able to replicate search dominance in AI, says Altimeter's Brad GerstnerBrad Gerstner, Altimeter Capital founder and CEO, joins 'Halftime Report' to discuss tech vs. non-tech performance, the outlook for 2024, and more.
Persons: Brad Gerstner Brad Gerstner Organizations: Google
☆ Pinterest jumps on better-than-expected third-quarter results
  + stars: | 2023-10-30 | by ( Jonathan Vanian | ) www.cnbc.com   time to read: +3 min
A banner for the online image board Pinterest Inc. hangs from the New York Stock Exchange on the morning Pinterest made its initial public offering, April 18, 2019. Pinterest reported third-quarter earnings on Monday that beat on the top and bottom lines. Here's how the company did:Revenue : $763.2 million vs. $743.5 million expected, according to LSEG, formerly known as Refinitiv. : $763.2 million vs. $743.5 million expected, according to LSEG, formerly known as Refinitiv. For the fourth quarter, Pinterest said it expects revenue growth of 11% to 13%.
Persons: Pinterest, Bill Ready, Susan Li, wouldn't, Brad Gerstner Organizations: New York Stock Exchange, Meta, Company Locations: Israel
☆ Meta regained investor confidence in latest earnings report, says Altimeter's Brad Gerstner
  + stars: | 2023-10-26 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMeta regained investor confidence in latest earnings report, says Altimeter's Brad GerstnerBrad Gerstner, Altimeter Capital founder and CEO, joins 'Halftime Report' to discuss Meta earnings results, the forecast for the company going forward, and more.
Persons: Brad Gerstner Brad Gerstner Organizations: Meta
☆ Amazon’s advertising revenue tops $12 billion in the third quarter
  + stars: | 2023-10-26 | by ( Jonathan Vanian | ) www.cnbc.com   time to read: +3 min
(Photo by Joan Cros/NurPhoto via Getty Images)Amazon's online advertising business continues to boom amid growing investor concerns that the Israel-Hamas War could negatively impact the world economy. Analysts polled by StreetAccount were expecting Amazon's advertising business to generate $11.6 billion in third-quarter revenue. Investors closely monitor Amazon's online advertising unit, which now accounts for 7.5% of the global digital ad market, according to Insider Intelligence. Alphabet is still the digital advertiser leader with 28.4% share of the world online ad market, while Meta accounts for 20.1%, the research firm said. Alphabet reported third-quarter earnings this week and said that its Google advertising revenue jumped 9% year-over-year to $59.65 billion while YouTube ad sales rose 12% year-over-year to $7.95 billion.
Persons: Joan Cros, StreetAccount, Meta, Susan Li, Brad Gerstner Organizations: AMD, Amazon Marketing Services, Mobile, Getty, Intelligence, Meta, Facebook, Google, YouTube Locations: BARCELONA, SPAIN, Barcelona, Spain, Israel, Hamas
☆ Altimeter's Brad Gerstner explains why A.I. tech tools will be 'bigger than the internet'
  + stars: | 2023-06-06 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAltimeter's Brad Gerstner explains why A.I. tech tools will be 'bigger than the internet'Brad Gerstner, Altimeter Capital founder, joins 'Closing Bell' to discuss the AI boom, its potential and how it'll transform the markets.
Persons: Brad Gerstner
☆ The headline of the Meta earnings call was efficiency and AI, says Altimeter's Brad Gerstner
  + stars: | 2023-02-02 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe headline of the Meta earnings call was efficiency and AI, says Altimeter's Brad GerstnerBrad Gerstner, Altimeter Capital CEO, joins 'Halftime Report' to discuss the latest Meta earnings report, its refocus on AI, and more.
☆ Altimeter's Brad Gerstner builds a new position in Nvidia, betting on its central role in AI
  + stars: | 2023-02-02 | by ( Yun Li | ) www.cnbc.com   time to read: +1 min
Altimeter Capital Chair and CEO Brad Gerstner revealed a new position in Nvidia , betting on its role in artificial intelligence. "We've long admired Nvidia, its leader Jensen and the central role that they play in AI," Gerstner said Thursday on CNBC's "Halftime Report." "Over the course of the last two years we've seen a massive acceleration, evidenced by OpenAI and the work that Microsoft is doing, what Google is doing, etc." NVDA 1Y mountain Nvidia Gerstner said the brutal sell-off last year presented a good buying opportunity. "Multiples for all growth stocks compressed because of these concerns about macro, where would rates stop?
☆ People think Meta's entire business has gone south and it hasn't, says Hightower's Stephanie Link
  + stars: | 2022-12-02 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPeople think Meta's entire business has gone south and it hasn't, says Hightower's Stephanie LinkHightower's Stephanie Link joins 'Closing Bell: Overtime' to discuss comments by Altimeter's Brad Gerstner and how they could impact tech investors as companies focus more on the bottom line.
☆ Tech investors need to be in beaten up names with free cash flow, says Altimeter's Brad Gerstner
  + stars: | 2022-12-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTech investors need to be in beaten up names with free cash flow, says Altimeter's Brad GerstnerBrad Gerstner, Altimeter Capital CEO, joins 'Closing Bell: Overtime' to discuss the recent market rally, how he positioned his portfolio in 2022 and how he plans to position next year.
☆ Wall Street activism is proving its influence on corporations. Just look at Disney's Bob Iger.
  + stars: | 2022-11-22 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +6 min
Investors are still digesting the news that Bob Iger will reprise his role as the chief executive of Disney. Bob Iger, CEO of Disney Charley Gallay/Stringer/Getty Images1. On Sunday, Disney announced legendary leader Bob Iger would return to his post as CEO and replace Bob Chapek, even though Chapek just months ago signed a contract extension. Disney stock had plunged 21% since Chapek's appointment in February 2020. As long as these headwinds batter the stock market, investors are likely not going to sit idly by and watch what they believe to be mismanagement by corporate leaders.
☆ Disney's Bob Iger shocker is the latest sign that Wall Street is calling the shots at major companies. Here are 3 other titans that have felt activist pressure this year.
  + stars: | 2022-11-21 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +5 min
Wall Street has increased its pressure on companies to get more efficient amid the ongoing stock market decline. Bob Iger's abrupt return to Disney as CEO this week is the latest example that investors are calling the shots. Corporate titans like Meta's Mark Zuckerberg and Alphabet's Sundar Pichai have not been immune to the pressure from Wall Street. Now, Disney is facing new pressure from Trian Fund Management's Nelson Peltz, according to the Wall Street Journal. These are three other companies that have faced pressure from investors recently as their stock prices suffer.
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