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…
AI Boom Climbing ‘Wall of Worry’ That Stops a Bubble From Forming, Says Altimeter’s Brad Gerstner Markets & Investments December 3, 2025 One of the industry’s most closely watched investors says bubble fears swirling around the AI boom are acting as a…
