Brad Gerstner’s Altimeter Dumps 96% Stake in Data Center Play, Pours $379,300,000 Into Nvidia, Google and CoreWeave Big Tech & AI February 20, 2026 Brad Gerstner’s tech-focused investment firm is close to abandoning a premier data center play while deploying hundreds of millions of…
Altimeter’s Brad Gerstner Reveals Google, Nvidia and Six Other Stocks As Firm’s Top Picks, Sees AI CapEx Jumping to $500,000,000,000 in 2026 Markets & Investments January 8, 2026 Altimeter Capital says the AI trade is entering a phase where stock selection matters more than narratives, as infrastructure spending…
