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.

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, 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.

Stephanie Link, an Investment Committee member renowned for her stock selection acumen, joins Kevin Simpson, who excels in portfolio strategies, and Jason Snipe, a sector analysis expert. They discuss the market's bullish trends, emphasizing strategic investments in cyclical stocks and financials. Kevin reveals his own portfolio moves, while the group analyzes key tech stocks like Netflix and Amazon, as well as long-term opportunities in housing. Insights into adjusting growth strategies and assessing upcoming earnings reports round out their conversation.

Stephanie Link, an investment strategist, Jim Lebenthal, a contrarian investor, and Malcolm Etheridge, an investment portfolio manager, dive into the current dynamics of the AI chip market. They assess the recent fluctuations in NVIDIA's stock following disappointing job reports and explore Broadcom's soaring success after earnings. The trio discusses the Federal Reserve's interest rate policies and its impact on sectors like housing. They also evaluate Lululemon's challenges amidst fierce competition and share their latest portfolio moves, revealing strategic insights for investors.

Stephanie Link, a top investor and member of the Investment Committee on CNBC, shares insights on market trends. Jim Leventhal discusses dynamic portfolio management and specific stock recommendations. Amy Raskin offers her expertise in identifying growth strategies amid a $2.4 trillion pipeline of mega projects. The trio debates whether a stumble is looming for the market as September approaches, with a particular focus on the performance of tech stocks like NVIDIA and the booming retail sector, especially Deckers' potential for international growth.