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In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrade Tracker: Stephanie Link buys more Lam Research and Bill Baruch buys Broadcom and more NvidiaStephanie Link and Bill Baruch join CNBC’s “Halftime Report” to detail their latest moves.
Persons: Stephanie Link, Bill Baruch, CNBC’s Organizations: Lam Research, Broadcom
DoorDash stock spikes on revenue beat
  + stars: | 2024-08-01 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDoorDash stock spikes on revenue beatStephanie Link, Hightower chief investment strategist and Victoria Greene, G Squared Private Wealth CIO, join 'Closing Bell Overtime' with reaction to DoorDash earnings.
Persons: Stephanie Link, Hightower, Victoria Greene Organizations: Private Wealth
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full Apple earnings panel with Stephanie Link, Victoria Greene, and Scott KesslerStephanie Link, Hightower chief investment strategist, Victoria Greene, G Squared Private Wealth CIO, Scott Kessler, Third Bridge TMT global sector lead, join CNBC's Steve Kovach and 'Closing Bell Overtime' to talk Apple earnings.
Persons: Stephanie Link, Victoria Greene, Scott Kessler Stephanie Link, Hightower, Scott Kessler, Steve Kovach Organizations: Private Wealth
Apple posts Q3 beat as iPhone revenue comes in above estimates
  + stars: | 2024-08-01 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple posts Q3 beat as iPhone revenue comes in above estimatesStephanie Link, Hightower chief investment strategist, Victoria Greene, G Squared Private Wealth CIO, Scott Kessler, Third Bridge TMT global sector lead, join CNBC's Steve Kovach and 'Closing Bell Overtime' to talk Apple earnings.
Persons: Stephanie Link, Hightower, Victoria Greene, Scott Kessler, Steve Kovach Organizations: Private Wealth
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe consumer will hang in there as long as the job market is healthy, says Hightower's Stephanie LinkStephanie Link, Hightower Advisors chief investment strategist and portfolio manager, joins 'Squawk Box' to discuss the latest market trends, state of the consumer, and more.
Persons: Stephanie Link Stephanie Link, Hightower Organizations: Hightower Advisors
Trade Tracker: Stephanie Link trims Apple
  + stars: | 2024-07-29 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrade Tracker: Stephanie Link trims AppleStephanie Link, CIO at Hightower, joins CNBC's "Halftime Report" to discuss why she's trimming her largest portfolio position.
Persons: Stephanie Link, Hightower
Chart of the Day: 3M
  + stars: | 2024-07-26 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChart of the Day: 3MStephanie Link, CIO at Hightower, joins CNBC's "Halftime Report" to discuss our Chart of the Day. She owns it.
Persons: Stephanie Link, Hightower
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailExpect to see a lot of market volatility for the next several months: Hightower's Stephanie LinkStephanie Link, Hightower chief investment strategist, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Thursday.
Persons: Stephanie Link Stephanie Link, Hightower
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Charles Schwab's Liz Ann Sonders, New York Life Investments’ Lauren Goodwin and Hightower’s Stephanie LinkCharles Schwab's Liz Ann Sonders, New York Life Investments’ Lauren Goodwin and Hightower’s Stephanie Link, join 'Closing Bell' to discuss the markets, the Nasdaq dipping and cracks showing across the economy.
Persons: Charles Schwab's Liz Ann Sonders, ’ Lauren Goodwin, Hightower’s Stephanie Link Charles Schwab's Liz Ann Sonders, Hightower’s Stephanie Link Organizations: Charles Schwab's Liz Ann Sonders , New York Life, Hightower’s Stephanie Link Charles Schwab's Liz Ann Sonders , New York Life, Nasdaq Locations: Charles Schwab's Liz Ann Sonders , New York, Hightower’s Stephanie Link Charles Schwab's Liz Ann Sonders , New York
Hedge fund manager Dan Niles sees this week's tech sell-off as confirmation that the trade is in significant trouble. On July 11, Niles warned on X that earnings season could expose big risks in the megacap tech trade. He was particularly worried about the Magnificent Seven stocks, which include Tesla , Nvidia , Alphabet , Meta Platforms , Microsoft , Apple and Amazon . So, you're going to have a fall off some time next year in cap equipment that's going to be horrific because of that." Longer term, Niles thinks the bull case for megacap tech stocks is intact.
Persons: Dan Niles, Niles, CNBC's, I'm, they're, China's, there's, we're, we've Organizations: Google, Niles Investment Management, Nvidia, Microsoft, Apple, Cisco Locations: frothiness, China, Niles
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market could be volatile for the next couple of months, says Hightower's Stephanie LinkStephanie Link, Hightower Advisors chief investment strategist and portfolio manager, joins 'Squawk Box' to discuss the latest market trends, impact of the 2024 election, what to expect from earnings this week, and more.
Persons: Stephanie Link Stephanie Link, Hightower Organizations: Hightower Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe banks are a buy here on the weakness from Friday, says Hightower's Stephanie LinkStephanie Link, Hightower Advisors chief investment strategist and portfolio manager, joins 'Squawk Box' to discuss the latest market trends, what a Trump presidency would mean for markets, what to expect from earnings season this week, and more.
Persons: Stephanie Link Stephanie Link, Hightower, Trump Organizations: Hightower Advisors
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHightower's Stephanie Link breaks down JPMorgan Chase and Wells Fargo earningsStephanie Link, Hightower chief investment strategist, joins 'Squawk Box' to break down the quarterly earnings results from JPMorgan Chase and Wells Fargo.
Persons: Stephanie Link, Wells, Hightower Organizations: JPMorgan Chase Locations: Wells Fargo
When Boeing tapped Stephanie Pope to run its commercial airplanes division in March, positioning her to become the company’s first female chief executive, not all gender equity advocates were celebrating. Examples of the glass cliff abound. When Bed Bath & Beyond was crashing toward bankruptcy, it appointed Sue Gove as its first female chief executive. But some researchers think companies in crisis sometimes turn to women because they are perceived as having the soft skills needed to navigate difficult situations. The glass cliff is also prevalent in other countries and outside the corporate world: in government, sports leagues and at universities.
Persons: Stephanie Pope, Stephanie Linnartz, Armour, Sue Gove Organizations: Boeing, Companies
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrade Tracker: Stephanie Link buys more D.R. Horton and Seagate and sells CDWStephanie Link, CIO at Hightower, joins CNBC's "Halftime Report" to discuss her latest portfolio moves.
Persons: Stephanie Link, Hightower Organizations: Seagate Locations: Horton
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Solus' Dan Greenhaus, Odyssey’s Jason Snipe and Hightower’s Stephanie LinkSolus' Dan Greenhaus, Odyssey’s Jason Snipe and Hightower’s Stephanie Link, join 'Closing Bell' to discuss markets, the Fed, and inflation as the markets anticipate a Fed rate cut.
Persons: Solus, Dan Greenhaus, Jason Snipe, Stephanie Link Solus, Stephanie Link
"There's a 60% chance, more likely than not, that he's going to stay in," Gardner told CNBC's " Fast Money " on Monday. There's a 40% chance President Joe Biden will not seek reelection, according to Stifel. They can try to persuade Mr. Biden to drop out of the race, but they cannot force him out," Gardner told clients on Monday. If Biden stays in the race, however, Gardner contends the Democratic Party may still see a favorable outcome. "There's a certain level of voter that is just never going to vote for Donald Trump no matter what," Gardner said.
Persons: Gardner, CNBC's, Biden, Brian Gardner, There's, Joe Biden, Mr, Biden's, Donald Trump Organizations: Democratic Party, Oval Locations: Washington
Hightower's Stephanie Link previews earnings season
  + stars: | 2024-07-05 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHightower's Stephanie Link previews earnings seasonStephanie Link, Hightower Advisors chief investment strategist, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Friday.
Persons: Stephanie Link, Hightower Organizations: Hightower Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA split Congress is what the market likes, says Hightower's Stephanie LinkStephanie Link, Hightower chief investment strategist, joins 'Squawk Box' to discuss whether AI stocks continue to power the market higher, the latest market trend, and more.
Persons: Stephanie Link Stephanie Link, Hightower
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Hightower's Stephanie Link, Invesco’s Brian Levitt and HSBC’s Max KettnerCNBC's Kate Rooney, Hightower's Stephanie Link, Invesco’s Brian Levitt and HSBC’s Max Kettner, join 'Closing Bell' to discuss Amazon's stock resurgence and the broader markets.
Persons: Hightower's Stephanie Link, Invesco’s Brian Levitt, HSBC’s Max Kettner CNBC's Kate Rooney, HSBC’s Max Kettner
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHightower's Stephanie Link is bullish on Amazon's super-charged comebackCNBC's Kate Rooney and Stephanie Link, Hightower Advisors, joins 'Closing Bell' to discuss Amazon's stock resurgence and the broader markets.
Persons: Stephanie Link, Kate Rooney Organizations: Hightower Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailVMware is a 'game changer' for Broadcom, says Hightower's Stephanie LinkStephanie Link, Hightower Advisors chief investment strategist, joins 'Power Lunch' to discuss markets, the economy and the Fed.
Persons: Stephanie Link Stephanie Link, Hightower Organizations: VMware, Broadcom, Hightower Advisors
Since briefly becoming the world's most valuable company last week, Nvidia has dropped for three consecutive trading days and is now down 13% from its peak. Nvidia's decline brought with it a slide in chipmakers and other tech companies that have been tied to the artificial intelligence boom. Super Micro Computer , which sells servers packed with Nvidia's AI chips, slid 8.7 percent, and Dell , which competes in that market, fell 5.2%. Last week, it topped Apple and Microsoft as the most valuable U.S. company with a market capitalization over $3 trillion before giving up some of those gains. Later this year, Nvidia will start shipping its next-generation AI chips, called Blackwell, that some analysts say could kick off another cycle with significant growth for the chipmaker and its partners.
Persons: it's, Stephanie Link, Blackwell, Ray Wang Organizations: Nvidia, Micro Computer, Dell, Qualcomm, Broadcom, Apple, Microsoft, CNBC, Google, Oracle, Meta, Constellation Research Locations: U.S
Stephanie Loomis had hoped that the chaos besieging the global supply chain was subsiding. The multiplying costs of moving freight. Over the last few months, she has watched cargo prices soar as a series of disturbances have roiled the seas. That prompted ships to avoid the waterway, instead moving the long way around Africa, lengthening their journeys by as much as two weeks. Then, a severe drought in Central America dropped water levels in the Panama Canal, forcing authorities to limit the number of ships passing through that crucial conduit for international trade.
Persons: Stephanie Loomis, Loomis, Houthi Organizations: Americas, Rhenus Logistics Locations: Germany, Yemen, Suez, Asia, Europe, East Coast, United States, Africa, Central America, Panama
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia got 'overloved' very quickly, says Hightower's Stephanie LinkCIC Wealth's Malcolm Ethridge, Requisite's Bryn Talkington, and Hightower's Stephanie Link join 'Closing Bell' to discuss markets, Nvidia, and other opportunities in tech.
Persons: Stephanie Link, Malcolm Ethridge, Requisite's Bryn Talkington Organizations: Nvidia
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