CNBC Halftime Report with Brad Gerstner - October 15th, 2026 - YouTube

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Is AI revenue keeping pace with the buildout? That was the opening question on today’s special edition of CNBC’s Halftime Report, AI in America. Altimeter Founder & CEO Brad Gerstner joined Scott Wapner for the full hour and here are some key themes from the conversation: - AI revenue exploded higher this year, and the market is now consolidating. Brad sees the chop as healthy because it avoids bubbles, and he is more positive looking out to 2027 and 2028 - AI is accelerating as models write more of the code behind each new release. Brad expects more breakthrough products across cyber,…

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