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Brad Gerstner - 3 Gerstner - 1 chatbot - 1 he's - 1 we're - 1 Brad Gerstner Brad Gerstner - 1 Stacy Rasgon - 1 Bernstein - 1
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☆ Brad Gerstner says AI will be bigger than the internet, bigger than mobile
  + stars: | 2023-09-28 | by ( Yun Li | ) www.cnbc.com   time to read: +2 min
Altimeter Capital Chair and CEO Brad Gerstner is massively bullish on artificial intelligence, saying the power of the advanced technology could even trump the internet. "AI is going to be bigger than the internet, bigger than mobile and bigger than cloud software," Gerstner said at CNBC Delivering Alpha Investor Summit on Thursday in New York. The widely followed tech investor called the rise of AI a "super-cycle" just like the dotcom boom in the late 1990s. Gerstner said he's grown hopeful about the coming years as the Federal Reserve nears the end of its tightening cycle. Learn more about CNBC's Delivering Alpha investor summit here.
Persons: Brad Gerstner, Gerstner, chatbot, he's, we're Organizations: CNBC Delivering Alpha, Nvidia, Federal Reserve, Microsoft, Alpha Locations: New York
☆ Watch CNBC’s full interview with Altimeter Capital founder Brad Gerstner on A.I. risks
  + 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 EmailWatch CNBC’s full interview with Altimeter Capital founder Brad Gerstner on A.I. risksBrad Gerstner, Altimeter Capital founder, joins 'Closing Bell' to discuss the A.I. boom, its potential and how it'll transform the markets.
Persons: Brad Gerstner
☆ 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 computing aspect of A.I. is dominated by Nvidia, says Altimeter Capital CEO Brad Gerstner
  + stars: | 2023-05-25 | 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 computing aspect of A.I. is dominated by Nvidia, says Altimeter Capital CEO Brad GerstnerBrad Gerstner, Altimeter Capital founder and CEO, and Stacy Rasgon, Bernstein senior analyst, join 'Halftime Report' to discuss Nvidia earnings report, the stock's current price surge, and the growing market for A.I. tools and technologies.
Persons: Brad Gerstner Brad Gerstner, Stacy Rasgon, Bernstein Organizations: Nvidia
☆ I'm a retired baby boomer who thinks Gen Z and millennial workers are smart to push back on return-to-office mandates
  + stars: | 2023-05-01 | by ( Rebecca Knight | ) www.businessinsider.com   time to read: +5 min
Many Gen Z and millennial workers are rejecting old corporate rules and return-to-office mandates. But one who shared his thoughts on Gen Zers with Insider says he's cheering on younger generations. There might also be a sense that since we boomers paid our dues, we see Gen Z and millennial workers — particularly the ones forming unions and pushing back against corporate rules — as entitled. Now that I'm sitting on the sidelines of the workforce, I'm cheering on these younger generations with all my might. And I sympathize with my Gen Z and millennial counterparts who have decades of work ahead of them.
☆ Altimeter Capital CEO Brad Gerstner sells Alphabet shares
  + stars: | 2023-05-01 | 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 EmailAltimeter Capital CEO Brad Gerstner sells Alphabet sharesCNBC's Deidre Bosa joins 'The Exchange' to discuss on Altimeter Capital CEO Brad Gerstner selling Alphabet and the A.I.
☆ Altimeter Capital CEO Brad Gerstner on the A.I. arms race fueling the tech sector
  + stars: | 2023-05-01 | 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 EmailAltimeter Capital CEO Brad Gerstner on the A.I. arms race fueling the tech sectorBrad Gerstner, Altimeter Capital CEO, joins 'Halftime Report' to discuss the A.I. arms race and what it means for big cap tech.
☆ Altimeter Capital CEO Brad Gerstner: It's a good time for long-short public funds
  + stars: | 2023-05-01 | 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 EmailAltimeter Capital CEO Brad Gerstner: It's a good time for long-short public fundsAltimeter Capital CEO Brad Gerstner joins 'Halftime Report' to discuss the tech investing landscape and what he expects the outlook will be for the sector.
☆ Altimeter CEO: Autos will have difficulty to pass on price increases when the industry is deflating
  + stars: | 2023-05-01 | 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 EmailAltimeter CEO: Autos will have difficulty to pass on price increases when the industry is deflatingAltimeter Capital CEO Brad Gerstner joins 'Halftime Report' to discuss pricing constraints on the auto industry and the recovery on the supply chain.
☆ Meta's big job cuts aren't about the tricky economy or rising inflation. They're about Mark Zuckerberg's mistakes.
  + stars: | 2023-03-14 | by ( Asia Martin | ) www.businessinsider.com   time to read: +4 min
CEO Mark Zuckerberg said it was economic changes that led to over 21,000 in total being laid off. Investors have long said that Zuckerberg's own decisions and mistakes led to this point. Zuckerberg has bet his company's future on the metaverse, including its expensive bets on virtual reality goggles via its Reality Labs unit. Meta's stock has moved up after every layoff announcement, a sign that investors liked the announcements. Investors had a positive response on Wednesday as Meta's stock rose 6% again off the news of more layoffs.
☆ The government response to SVB was radically different than 2008, says Altimeter 's Brad Gerstner
  + stars: | 2023-03-13 | 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 EmailThe government response to SVB was radically different than 2008, says Altimeter 's Brad GerstnerBrad Gerstner, the founder and CEO of Altimeter Capital, joins 'Halftime' to discuss the fallout from Silicon Valley Bank's collapse, the community impact of the bank's crisis and regulators backstopping SVB deposits.
☆ Watch CNBC's full interview with Altimeter Capital's Brad Gerstner
  + stars: | 2023-03-13 | 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 EmailWatch CNBC's full interview with Altimeter Capital's Brad GerstnerBrad Gerstner, founder and CEO of Altimeter Capital, joins the 'Halftime Report' to discuss the fallout from Silicon Valley Bank's collapse, the community impact of the crisis and regulators backstopping SVB deposits.
☆ SVB crisis shows Fed needs to slow down or a 'lot more stuff is going to break,' Altimeter's Gerstner says
  + stars: | 2023-03-13 | by ( Rohan Goswami | ) www.cnbc.com   time to read: +2 min
As the fallout from Silicon Valley Bank 's failure continues to unfold, the Federal Reserve needs to slow down before "a lot more stuff" breaks, Altimeter Capital's Brad Gerstner told CNBC's Halftime Report Monday. "By Thursday, it was very clear that our entire regional banking system was in trouble." Their profile was far different from most regional banks, which focus on small businesses or individual consumers. "We are at the verge of one of the most interesting periods of technological innovation," Gerstner told CNBC's Scott Wapner, before comparing the current moment to the 2008 financial crisis. "That's the market telling the Fed that 'you better slow down, otherwise a lot more stuff is going to break.'"
☆ These companies stand to benefit from the A.I. 'tidal wave' overtaking Wall Street, Baird says
  + stars: | 2023-02-22 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Since the launch of ChatGPT last year, analysts and tech enthusiasts can't seem to stop talking about artificial intelligence. But the Xbox maker is far from the only company poised to benefit from the AI "tidal wave" overtaking the investing community, according to Baird. The firm highlighted 50 artificial intelligence and machine learning stocks across sectors positioned to capitalize on AI mania in a Tuesday note to clients. For years, both companies have employed artificial intelligence and machine learning to enhance their products. Software stocks Adobe and Salesforce also made the cut along with payrolls services company ADP .
☆ A corner of tech is up 50% from its 2022 lows — and strategists recommend these stocks to play it
  + stars: | 2023-02-13 | by ( Zavier Ong | ) www.cnbc.com   time to read: +4 min
The semiconductor sector has seen quite a turnaround of late. Chip stocks were among the worst performers last year, with the iShares Semiconductor ETF (SOXX) shedding more than 35% of its value. Despite this, chip stocks have flown somewhat under the radar since the beginning of the year as the buzz around artificial intelligence and a recovery in Big Tech dominated investor attention. While the semiconductor sector is notorious for its cyclicality and boom-bust cycles, several Wall Street pros are urging investors to take a longer-term view. Europe stock ideas In Europe, a raft of chip stocks made Bank of America 's list of "2023 European Best Stock Ideas."
☆ Inside the Last Factory Making U.S. Washboards
  + stars: | 2023-02-12 | by ( Kris Maher | Photographs Maddie Mcgarvey For The Wall Street Journal | ) www.wsj.com   time to read: 1 min
The company churns out roughly 11,000 washboards a year in the basement of a former G.C. Murphy discount variety store. A popular pail-size model sells for $27.49. “The market is small, but if we can make enough to keep in business, we really want to keep the business going,” said Larry Gerstner, one of the co-owners.
☆ ChatGPT ignited a new A.I. craze. What it means for tech companies and who's best positioned to benefit
  + stars: | 2023-02-04 | by ( Samantha Subin | ) www.cnbc.com   time to read: +8 min
Since the launch of ChatGPT late last year, no one in the tech world can seem to stop talking about artificial intelligence. CEO Sundar Pichai announced Thursday that the company will launch its LaMDA language model and new AI features "very soon ." But it's not just technology companies rethinking AI. We combed through earnings transcripts available through FactSet to find out what some of the biggest tech companies are saying about the latest craze and who could benefit the most. Preparing for an 'AI arms race' in tech There's no question that Microsoft stands to gain from ChatGPT and the AI push on Wall Street.
☆ Meta shares rocket 25%, on pace for the best day in a decade
  + stars: | 2023-02-02 | by ( Rohan Goswami | ) www.cnbc.com   time to read: +2 min
Meta shares jumped 25% Thursday morning, on pace for the best day in nearly a decade, with a slew of analyst upgrades coming off the back of a fourth-quarter revenue beat and optimistic prognostications from CEO Mark Zuckerberg. Meta shares sit at their highest point since September 2022, weeks before a disastrous third-quarter earnings report that prompted analysts across Wall Street to openly question Zuckerberg's leadership. posited Evercore ISI analyst Mark Mahaney. He cited "materially reduced expense projections" and a larger-than-anticipated share buyback, upping his price target to $275 and reiterating an outperform rating. At Guggenheim, Michael Morris revised his price target to $210, maintaining a buy rating, citing in part lowered costs and a belief in management messaging on "momentum."
☆ 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?
☆ Watch CNBC's full interview with Altimeter Capital CEO Brad Gerstner
  + stars: | 2023-02-02 | 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 EmailWatch CNBC's full interview with Altimeter Capital CEO Brad GerstnerBrad Gerstner, Altimeter Capital CEO, joins 'Halftime Report' to discuss the latest Meta earnings report, its refocus on AI, and more.
☆ 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.
☆ Meta exec warns philanthropy and worker perks can 'create drag' on a company. 'You must be willing to focus and prioritize.'
  + stars: | 2023-02-01 | by ( Grace Kay | ) www.businessinsider.com   time to read: +5 min
Meta CTO Andrew Bosworth said he misses the days when the company was more focused. In a blog post, he called out the firm's philanthropy and worker perks as areas that could "create drag." Bosworth and a spokesperson for Meta did not respond to a request for comment regarding the company's charitable donations. The tech chief said this "pernicious problem" has even higher stakes than the shift toward charitable donations. Meta has more than halved its value since the company changed its name and Zuckerberg announced the company was pivoting to focus on the metaverse.
☆ 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.
☆ Big tech stocks are at historical lows. These names have potential, ‘Halftime Report’ traders say
  + stars: | 2022-12-02 | by ( Michelle Fox | ) www.cnbc.com   time to read: +2 min
It's been a brutal year for tech stocks, which means there may be opportunities for investors to scoop up some names at a good price. There are big cap names trading at historical lows," said Altimeter Capital Chair and CEO Brad Gerstner on CNBC's " Closing Bell: Overtime " Thursday. Microsoft For Jason Snipe, founder and chief investment officer of Odyssey Capital Advisors, Microsoft looks compelling, especially due to its commercial cloud business. Microsoft shares are down 24% in 2022. Stephen Weiss, chief investment officer at Short Hills Capital Partners, also likes Microsoft, as well as Apple .
☆ The tech sector isn't going to be a leader next year, says Truist's Keith Lerner
  + 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 EmailThe tech sector isn't going to be a leader next year, says Truist's Keith LernerJPMorgan’s Gabriela Santos and Truist Wealth’s Keith Lerner join 'Closing Bell: Overtime' to discuss Brad Gerstner's comments on the Fed and rates. They also discuss slimming down the tech sector.
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