Market Trends and AI Tech Race

Brad Gerstner, CEO of Altimeter Capital, shared insights on ‘Squawk Box’ regarding current market trends and the competitive landscape of AI technology. He emphasized the importance of identifying key players in the AI sector while addressing concerns about a potential AI bubble.

Economic Outlook

Gerstner discussed the state of the economy, highlighting the impact of various factors including industrial policies from the Trump administration. He provided an analysis of how these policies may influence market dynamics and the future of technology investments.