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AI Altimeter Capital CNBC

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Markets & Investments

CNBC Halftime with Brad Gerstner - January 6, 2026

Brad Gerstner, Founder and CEO of Altimeter Capital, provides a deep dive into the 2026 market landscape, focusing heavily on the "AI Super Cycle," infrastructure demands, and the diverging paths of software companies. ---

Timestamps

[00:00:00] - Introduction and 2026 Market Outlook
[00:01:01](https://www.youtube.com/watch?v=sepKlRAEhDg&t=61s) -…

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UJ

Jan 8, 2026