Brad Gerstner says Altimeter’s strategy over the past two years has centered on one core idea. In a new Fox…
Browsing: Brad Gerstner
Brad Gerstner’s tech-focused investment firm is close to abandoning a premier data center play while deploying hundreds of millions of…
The founder and CEO of Altimeter Capital says a convergence of AI and space could unlock a wave of demand…
Predictions that artificial intelligence will wipe out software-as-a-service (SaaS) companies are being exaggerated, according to Crypto and AI Czar David…
Altimeter chief executive Brad Gerstner believes that some software names will weather the AI storm, but warns that others will…
Altimeter Capital says the AI trade is entering a phase where stock selection matters more than narratives, as infrastructure spending…
One of the industry’s most closely watched investors says bubble fears swirling around the AI boom are acting as a…