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Trade Tracker: Stephanie Link buys more Broadcom
  + stars: | 2024-09-12 | 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 buys more BroadcomStephanie Link, CIO at Hightower, joins CNBC's "Halftime Report" to explain why she's buying more Broadcom.
Persons: Stephanie Link, Broadcom Stephanie Link, Hightower Organizations: Broadcom
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGrowth is slowing, but we're not headed for a recession, says Hightower's Stephanie LinkStephanie Link, Hightower Advisors CIO, joins 'Squawk Box' to discuss if inflation fears could rekindle, how equities will perform going forward, and much more.
Persons: we're, Stephanie Link Stephanie Link, Hightower
Warren Buffett's Berkshire Hathaway recently debuted a new stake in beauty retailer Ulta Beauty , a deep value bet that validated a belief that the stock was significantly oversold. The Omaha-based conglomerate unveiled a $266 million bet on Ulta Beauty in a regulatory filing late Wednesday, prompting the shares to climb 11% the next day. Many view the purchase as a classic value buy after the beauty supply chain's stock suffered a big sell-off this year amid slowing demand and increased competition. ULTA YTD mountain Ulta Beauty shares in 2024. Before Buffett's purchase boosted the stock, Ulta had tumbled 32% in 2024, trading at just 12 times forward earnings, according to FactSet.
Persons: Warren, Berkshire Hathaway, Oppenheimer, Rupesh Parikh, Ulta, it's, Stephanie Link, I've, Ted Weschler, Todd Combs, Buffett, Kraft Heinz Organizations: Hightower Advisors, Berkshire, Kroger Locations: The Omaha
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market is not done with the volatility, 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 economy, what to make of earnings season, 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 EmailTrade Tracker: Stephanie Link buys more Bank of America and Truist FinancialStephanie Link, CIO at Hightower, joins CNBC's "Halftime Report" to detail her latest trades.
Persons: Stephanie Link, Hightower Organizations: Bank of America, Truist
Read previewWarning: Major spoilers ahead for "House of the Dragon" season two finale and the book "Fire and Blood." Rhaenyra Targaryen and her biggest rival, Alicent Hightower, form a pact to take over the kingdom in the "House of the Dragon" season two finale. AdvertisementRhaenyra takes over King's Landing without Alicent's help in 'Fire and Blood'Rhaenyra (Emma D'Arcy) uses her dragons to take over King's Landing. He and Rhaenyra took over King's Landing with their dragons, their team of dragonriders, and a fleet led by Corly Verlaryon. AdvertisementRhaenyra struggled to raise enough money to look after King's Landing because most of the gold had been sent away.
Persons: , Alicent Hightower, George R, Martin, Emma D'Arcy, King Viserys, Paddy Considine, Olivia Cooke, Tom Glynn, Carney, Viserys, Rhaenyra, Alicent, Helaena, Phia Saban, Ewan Mitchell, Theo Whiteman, Criston Cole, Daemon, Rhaenyra's, Corly Verlaryon, Ser Gwayne Hightower, Jaehaera, Prince Maelor, Larys, Ser Otto Hightower, Lord Jasper Wylde, Ser Tyland Lannister, Aemond, Harrenhal, Otto Hightower, Tyland, Emma D'arcy, Lord Ormund Hightower, dragonriders, Hugh Hammer, Ulf White, Rhaneyra, Nettles, Addam, Corlys Velaryon, Joffrey Organizations: Service, Aegon, Business, HBO, Rhaenyra, Greens, King's, Younger Locations: Martin's
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAn inter-meeting Fed cut would be a mistake, says Solus' Dan GreenhausiFi AI's Ron Insana, Solus' Dan Greenhaus and Hightower’s Stephanie Link, join 'Closing Bell' to discuss the market sell-off, the Fed's next move and their market outlook.
Persons: Solus, Dan Greenhaus iFi, Ron Insana, Dan Greenhaus, Stephanie Link
By the season finale, Alicent Hightower (Olivia Cooke) knows that she has no allies left in King's Landing. "Every time I'm in a scene like Rhaenyra and Alicent, I'm thinking about the war zone," she said. Matt Smith and Emma D'Arcy as Daemon and Rhaenyra Targaryen in the season two finale of "House of the Dragon." AdvertisementDaenerys Targaryen briefly appears in Daemon's vision in the season two finale of "House of the Dragon." What I love about the way Sara particularly wrote the season finale is that she grounded it in relationships.
Persons: Alicent Hightower, Olivia Cooke, Emma D'Arcy, Alicent, Rhaenyra, It's, , Geeta Vasant Patel, Patel, Daenerys —, Matt Smith, Daemon, Liam Daniel, HBO You've, Emma, Olivia, Ryan, Sara, Hess, HBO Olivia, Catherine Goldschmidt, Ollie Upton, they'd, I'm, you've, Daemon Targaryen, Sarah, I've, there's, Matt, Daenerys Targaryen, Prince, Daenerys Organizations: Service, HBO Locations: King's, Rhaenyra, Harrenhal
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with iFi AI's Ron Insana, Solus' Dan Greenhaus and Hightower’s Stephanie LinkiFi AI's Ron Insana, Solus' Dan Greenhaus and Hightower’s Stephanie Link, join 'Closing Bell' to discuss the market sell-off, the Fed's next move and their market outlook.
Persons: iFi AI's Ron Insana, Solus, Dan Greenhaus, Stephanie Link iFi, Ron Insana, Stephanie Link
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt will take a long time for Intel's new strategy to take hold, says Hightower's Stephanie LinkStephanie Link, Hightower Advisors chief investment strategist and portfolio manager, joins 'Squawk Box' to discuss Intel's quarterly earnings results, impact on the boarder market sell-off, 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 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
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 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
Read previewWarning: Major spoilers ahead for season two, episode six of "House of the Dragon." But confirming her sexual identity has a deeper resonance on "House of the Dragon" — let's break it down. Emma D'Arcy and Sonoya Mizuno as Rhaenyra and Mysaria in season two, episode five of "House of the Dragon." AdvertisementSonoya Mizuno and Emma D'Arcy as Mysaria and Rhaenyra in season two, episode two of "House of the Dragon." Sonoya Mizuno and Emma D'Arcy as Mysaria and Rhaenyra in season two, episode three of "House of the Dragon."
Persons: , I'm, Paddy Considine, King Viserys, Emma D'Arcy, Sonoya Mizuno, Ollie Upton, Rhaenyra, Alicent Hightower, Milly Alcock, Emily Carey, Alicent, there's, Young, Targaryen, Ser Criston Cole, Daemon, Laenor, Daemon Targaryen, Mysaria, Dragonstone, Theo Whiteman, Aegon's, Jaehaerys, Arryk Cargyll's, It's Organizations: Service, Business, HBO, New York Times Locations: Mysaria, Rhaenyra
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
Read previewWarning: Major spoilers ahead for "House of the Dragon" season two, episode six. Alicent Hightower (Olivia Cooke) and her daughter, Helaena Targaryen (Phia Saban) get caught up in a revolt in the sixth episode of "House of the Dragon" season two. Olivia Cooke as Alicent Hightower and Emma D'Arcy as Rhaenyra Targaryen in "House of the Dragon." Three years after Rhaenyra's death, Alicent is placed under house arrest because she fails to persuade her granddaughter to kill Rhaenyra's last surviving son. AdvertisementAlicent's death is a lonely one, but at least she isn't killed in battle, or eaten by a dragon.
Persons: , Alicent Hightower, Olivia Cooke, Helaena, Phia Saban, Hugh Hammer, Kieran Bew, Rhaenyra Targaryen, Emma D'Arcy, Alicent, Rhaenyra, Theo Whitman, Rhaenyra's, what's, it's, Daemon Targaryen, Matt Smith, Criston Cole, Fabien Frankel Organizations: Service, HBO, Business, Hollywood, Rhaenyra, Greens, King's
Read previewWarning: Major spoilers ahead for "House of the Dragon" season two and the book "Fire and Blood." Jacaerys "Jace" Targaryen could be the next major character to die in "House of the Dragon" if season two follows the storyline of the George R. R. Martin book it's based on. Jacaerys Targaryen and his dragon Vermax are killed during a battle against the Triarchy. Baela (Bethany Antonia) and her step-brother Jacaerys Targaryen (Harry Collett) are engaged to be married in "House of the Dragon." The next episodes of "House of the Dragon," which air on Sundays on HBO, will likely indicate whether Jace is next to be killed.
Persons: , Jace, Targaryen, George R, Martin, Rhaenyra, Rhaenys Targaryen, Tom Glynn, Carney, Rhaenyra Targaryen, Emma D'Arcy, Henry Collett, Here's, Baela, Bethany Antonia, Jacaerys Targaryen, Harry Collett, Ollie Upton, Meleys, Otto Hightower, Deamon, Matt Smith, Corlys Velaryon, Steve Toussaint, Otto, Corlys, Hugh Hammer, Ulf White, Nettles, Sheepstealer, Jace's, Rhaena Targaryen, Phoebe Campbell Organizations: Service, HBO, Business, Blacks, Greens, Aegon II, Aegon, Joffrey, Younger, Viserys Locations: Rook's, Dragonstone, Pentos, Hull, Seasmoke
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
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
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