The Latest Breaking News from Brad Gerstner

All hardwork should be rewarded, who cares what intent drove it. Right?

Altimeter Capital CEO Brad Gerstner is hailing the newly passed Invest America Act as a transformational “401(k) from birth,” positioning the initiative as the cornerstone of President Donald Trump's “Main Street agenda.”

OpenAI CEO Sam Altman said the company is bringing in far more revenue than the widely cited $13 billion annual estimate. The executive of the artificial intelligence startup also defended its $1.4 trillion investment in infrastructure.

“I would love to tell them they could just short the stock, and I would love to see them get burned on that.”

Nvidia CEO Jensen Huang’s remarks on the exponential rise of inference computing highlight the scale of AI’s industrial revolution and its economic implications.

Last week, Altimeter Capital CEO Brad Gerstner described Advanced Micro Devices Inc.'s (NASDAQ:AMD) multi-billion-dollar deal with Sam Altman's OpenAI as a "bet-the-farm" moment for CEO Lisa Su — one that could reshape the balance of power in the AI chip race currently dominated by Nvidia Corp. (NASDAQ:NVDA).

Investor Brad Gerstner warned on Monday that OpenAI’s recent deals with Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) remain announcements rather than actual deployments. Therefore, he urged caution.

Zuckerberg and Altman are scared of a bubble. Not Nvidia’s leader, who also offered thoughts on the $100,000 H-1B visa setting “the bar a little too high.”

This article examines Brad Gerstner’s confidence in Nvidia’s ability to withstand Trump’s tariffs and considers whether investors should continue buying the stock.