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.

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.

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.

In this lively discussion, Josh Brown, a market trend expert, and Stephanie Link, a seasoned portfolio manager, explore the recent momentum meltdown affecting investment strategies. They delve deep into the risks of momentum investing and highlight the strong rebound of companies like AppLovin and MicroStrategy. Insights on underperforming cybersecurity stocks and strategic reallocations reveal their guarded optimism. The duo also analyzes surprising trends in energy stock performance, shedding light on critical investment shifts as they approach the new year.

Josh Brown, known for his sharp market insights, joins fellow Investment Committee members Jim Labenthal, Stephanie Link, and Brian Belsky, all experts in financial strategies. They delve into stocks at record highs, spotlighting key portfolio shifts, particularly in Starbucks and an optimistic view on Alphabet and Amazon. The conversation also tackles evolving perspectives on Tesla, the surge in Apple's stock, and the resilience of housing stocks amid economic changes. Additionally, global tensions and their impact on the market dynamics are explored, offering a comprehensive outlook.

Stephanie Link, a financial markets expert, Jim Labenthal, a savvy market trend analyst, and Carrie Firestone, a healthcare and biotech specialist, dive into the potential impact of new tariffs under the President-elect. They discuss the implications for major players like General Motors and Amgen's disappointing stock performance. The conversation also examines strategic investments in volatile sectors and the future of cryptocurrencies. Insightful debates on Zoom's transformation and the stock market's recent gains round out the discussion, providing a comprehensive market landscape.

In this engaging discussion, financial expert Stephanie Ling, market strategist Jim Labenthal, and investment professional Jason Snipe unpack the rising geopolitical risks reshaping market dynamics. They dive deep into the Ukraine-Russia conflict's effects on sentiment and examine the bullish forecasts for stocks fueled by strong earnings. The trio also analyzes NVIDIA’s impact on tech and the implications of Robinhood's acquisition of TradePMR, shedding light on the evolving financial technology landscape and its resonance with younger investors.

Stephanie Link, a value investing expert, joins Jim Labenthal, who focuses on small-cap stocks, alongside market analysts Rob Seichin, Jason Snipe, and seasoned commentator Mike Santoli. They dive into the implications of a stronger-than-expected jobs report and debate the 'Goldilocks' scenario for stocks. The discussion covers optimism around economic momentum, small-cap performance, housing market trends, and the ongoing energy transformation. Valuation of key stocks is also analyzed as they navigate the complexities of current market conditions.