Stephanie Link

In this discussion, Joe Chernova, Kerry Firestone, and Stephanie Link dive into the recent plunge of Palantir stock and its ripple effects on momentum names. They share insights on investment strategies in a shifting market, emphasizing patience as stocks approach key buying levels. The guests analyze the impact of macroeconomic factors on investor sentiment and highlight stock reallocations, including moves towards UnitedHealth and Diamondback. They also discuss upcoming earnings reports for major tech firms and the nuances of risk management amid market volatility.

Josh Brown, CEO of Ritholtz Wealth Management, alongside Jim Lebenthal, Stephanie Link, and Brian Belsky, dives into the current market dynamics. They discuss the recent stalling in stock growth and the impact of bond performance. The conversation highlights resilience, driven by retail investor trends and corporate buybacks. They also explore the implications of new tax bills on tech stocks like Tesla and Amazon while emphasizing the crucial role of AI in investments. Strategies from Home Depot and Lowe's are compared, revealing insights into the housing market.

Josh Brown, Ritholtz CEO known for thematic 'Halo' stock picks. Jim Labenthal, industrials and transport-focused Investment Committee member. Joe Terranova, market strategist who trades sector rotation and momentum. Stephanie Link, equities and macro-focused portfolio strategist. They debate the stock surge, breadth beyond mega-caps, industrial and onshoring tailwinds, software and semiconductors, and where to position portfolios now.

Kevin Simpson, a trader focused on tech and growth trades; Jim Laibenthal, a tactical market commentator; and Stephanie Link, a portfolio manager known for sector calls. They debate market moves from the Iran conflict, oil and yield swings. They cover headline fatigue and the 'Trump Put'. They weigh tech mega-cap selloffs, cybersecurity pressure, and tactical portfolio adjustments.

Scott Wapner welcomes a star-studded panel live from Apple Park, featuring Steve Kovac, CNBC's tech reporter, who dissects Apple's AI ambitions and stock performance. Stephanie Link shares her latest portfolio moves while discussing the tech market's volatility. Alex Kantiewicz analyzes competitive dynamics within the tech industry, and Joe Terranova examines the impact of AI trends on investment strategies. The team anticipates the revelations of WWDC, raising questions about Apple's future amidst fierce competition.

Stephanie Link, a CNBC contributor and portfolio manager at Hightower, joins the panel to dive into the latest macro trends and sector rotation. They discuss the shift towards cyclicals and the implications of Taiwan's significant investment in U.S. chip production. Additionally, the conversation covers the strong earnings reports from major banks and the robust M&A outlook, highlighting investment strategies centered on quality financials. With retail investors making waves, Link shares insights on navigating the evolving market landscape.

Stephanie Link, CIO at Hightower Advisors, talks about working with Jim Cramer, Nvidia signals, AI investment options, the Fed, and the housing market. Insights on Apple, Nvidia, and cybersecurity trends, Dan Ives' market influence, credit card delinquencies, global growth, and stock market strategies. Activist fund impact on Darden Foods and casual banter on sports and movies.

Join market analyst Adam Parker, known for his sharp earnings insights, and Hightower advisor Stephanie Link, a keen observer of consumer behavior. They delve into the impact of global events like Iran's missile strike on U.S. markets and explore market dynamics amid Federal Reserve’s interest rate policies. The discussion highlights a striking divergence in growth versus value stocks, emerging investment opportunities in tech and housing, and how geopolitical tensions shape market sentiment and investor strategies.

Josh Brown, an investment advisor with a knack for market commentary, and Stephanie Link, a portfolio manager specializing in tech and healthcare, dive into the AI fallout as Nvidia struggles after a major selloff. Joining them is Michael Ovitz, a former super agent turned venture capitalist, who shares insights on AI's future in media and tech. Billionaire investor Mark Cuban discusses the evolving landscape of AI and tech investments, emphasizing strategic adaptations needed to navigate the changing market.

Stephanie Link, an investment expert, shares her latest portfolio moves and insights on market trends. Bill Baruch discusses his portfolio adjustments amidst the current market climate. Rob Seachin highlights key stock and sector views, including updates on Tesla and crypto. The conversation dives into the recent market pullback, bullish trends for the upcoming months, regulatory challenges, and the implications of political events on investments. They also analyze consumer behavior shifts in retail and preview stock predictions for Snowflake, Wells Fargo, and Salesforce.