Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, to discuss a multitude of topics ranging from the Cerebrus IPO, Nvidia and the future of AI. Plus, the desk share their latesr portfolio moves.<br><br>Investment Committee Disclosures<br><br>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Altimeter's Brad Gerstner on the Tech Takeoff 5/14/26

Halftime Report

Geico presents a 30-second podcast between your podcast. Today's story is shared by one of our listeners. It's called Betrayed by Bill. It was in that moment I caught who was staring back at me in betrayal, or more like what? My insurance bill. With trembling hands, I grabbed my phone and switched to Geico, saving about $900 in the process and never to be betrayed again. Now that was bloody riveting. It feels good when the story ends with savings. It feels good to Geico.

I'm Scott Wapner, and you're listening to CNBC's Halftime Report, the podcast, the most profitable hour of the trading day. We record this live weekdays at 12 Eastern. Listen in. Carl, thanks very much. Welcome to the Halftime Report. I'm Scott Wapner, front and center this hour. Tech's continued takeoff.

NVIDIA hitting a new record high, the biggest IPO of the year coming to market today. We're trading it with the committee. Joining me for the hour, Josh Brown, Malcolm Etheridge, Bill Baruch, and also with us today at Post9. We're calling him a special committee member today. He's Brad Gerstner. He is here. He's the Altimeter Capital founder and CEO. He was an early investor in Cerebrus, which is going public today, and we're awaiting that first trade.

I do want to show you what the markets are doing today. New highs for the S&P, new highs for the NASDAQ. The Dow has retaken 50,000 yet again. NASDAQ's on pace for its seventh positive week in a row. It is the first time it's done that since October of 2024. Let's begin with the tech trade for obvious reasons. NVIDIA, for obvious reasons. That new record high today. You did have that Reuters report. The U.S.

Altimeter's Brad Gerstner on the Tech Takeoff 5/14/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Altimeter's Brad Gerstner on the Tech Takeoff 5/14/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.