Stephanie Link

Josh Brown, a market trends analyst, teams up with Joe Terranova, a regional banks expert, Stephanie Link, a financials strategist, and Brian Belsky, a technology investor, for an engaging discussion. They delve into the implications of Trump's new trade agenda and its potential impact on stocks. The group explores market insights amidst rising inflation concerns and highlights the contrasting performances of tech giants NVIDIA and Apple. They also analyze recent developments in cryptocurrency and the launch of an innovative Bitcoin ETF.

Stephanie Ling, Jim Labenthal, and Malcolm Etheridge, all seasoned Investment Committee members, dive into the intricacies of the faltering stock market. They discuss the impact of rising inflation and changing consumer sentiment. With a focus on high-quality investments, they explore tech giants like Amazon and Microsoft as potential opportunities amidst volatility. Moreover, they analyze the CoreWeave IPO's significance in the AI domain and discuss the implications of auto tariffs on major automakers, emphasizing the importance of adapting investment strategies during uncertain times.

In this engaging discussion, financial commentator Josh Brown, investment experts Stephanie Link and Jim Labenthal dive into the nuances of U.S. exceptionalism in global markets. They analyze the impact of mega-cap firms and geopolitical shifts on investment strategies. Josh shares insights from his Trade School on the volatile stock 'Toast.' The group also explores concerns around the AI bubble, recent IPO news, and key industry challenges, particularly for Boeing, providing valuable perspectives on market trends and portfolio management.

Dan Ives, Managing Director of Equity Research at Wedbush Securities, brings his tech stock expertise, while Stephanie Link, Chief Investment Strategist at Hightower Advisors, offers keen insights on market strategies. They dive into Apple's impressive 42% stock increase, despite mixed news. The duo also analyzes how a potential Trump presidency could shift tech markets, NVIDIA's booming AI chip demand, and Amazon's struggles with culture amidst its vast growth. Catch their take on the evolving tech landscape and investment opportunities!

Josh Brown, a savvy market commentator, shares his top stock picks while exploring the resilient rally in today's economy. Stephanie Link discusses optimistic earnings trends and sector performance, shedding light on the tech industry's impact. Kevin Simpson offers insights on how AI expenditures and tariffs are reshaping market dynamics. Together, they dive into how public sentiment is evolving and the importance of strategic investments amid economic challenges.

Brian Belski, a key member of CNBC's Investment Committee, and Stephanie Link, also from the Committee, dive into the latest stock market rally with both the S&P and Nasdaq reaching new highs. Belski stands firmly behind his ambitious $6,700 target for the S&P. They analyze the market's low volatility and investor FOMO, discuss Nike's stock surge post-Fiscal Q4, and explore the dynamics in the tech sector, cybersecurity advances, and shifting institutional investments, ensuring to highlight the notable movements of major companies like Tesla and Uber.

Josh Brown, an investment expert and CNBC commentator, joins Stephanie Link, a member of the investment committee, to dive into the Fed's cautious monetary stance and its impact on the market. They discuss the optimistic trends in the banking sector and the rise of major banks’ share prices. Brown shares insights on Disney's streaming growth as an emerging investment opportunity, while both guests explore tech stock performances and strategies in a volatile market. Catch their predictions as the economy evolves!

Josh Brown, Stephanie Link, and Jim Lebenthal, all savvy investment professionals, dive into the turmoil facing the Dow, heading for its worst April since 1932. They dissect Northrop's recent earnings miss in the defense sector and its implications for investors. The group also debates Tesla's upcoming earnings and shares insights on market uncertainties tied to tariffs and the labor market. Additionally, they highlight notable stock performances and preview an exclusive interview with Disney's Chairman, hinting at recovery amidst a turbulent market.

In this discussion, investment experts Josh Brown, Stephanie Link, and Bryn Talkington delve into the turbulent market dynamics following significant tariff decisions. They analyze the S&P 500's erratic behavior, inflation trends, and consumer sentiment as potential recession risks loom. The trio emphasizes cautious optimism amidst volatility, exploring retail investment strategies and the impact of recent economic policies. Finally, they offer insightful stock recommendations, showcasing companies poised to navigate these challenging times.

Stephanie Link, an expert in market trends and portfolio strategies, joins Eamon Javers, a White House correspondent who covers crucial political events. They dive into the 'tech wreck,' discussing investment opportunities in struggling stocks while analyzing recent economic shifts. The conversation shifts to the heated U.S. meeting with Ukraine’s president, exploring its potential impact on the stock market and investor sentiment. Together, they navigate strategies for capitalizing on market volatility amidst political tensions.