Closing Bell Closing Bell 1/15/26
10 snips
Jan 15, 2026 
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.
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Chip Rebound Rekindles Market Rally
- The market is bouncing as investors buy AI hardware and bank pullbacks, pushing index highs back into view.
- NVIDIA, Broadcom and AMD led a chip-led rebound that broadened gains across mega caps and smaller stocks.
Taiwan Push Triggers Multi-Year Chip Buildout
- Taiwan pledged $250 billion into U.S. chipmaking under a new agreement, signaling a long-term onshore buildout.
- Taiwan Semi's record capex plans and tight equipment demand point to multi-year tailwinds for chip equipment makers.
Find Value Inside Big Tech
- Look for value within the MAG7 instead of assuming all are overpriced; Amazon is highlighted as relatively cheap.
- Diversify by owning NVIDIA and Alphabet while adding software names showing better entry points like Adobe and ServiceNow.