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Hightower's Stephanie Link makes the bull case for Broadcom
  + stars: | 2023-03-02 | 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 EmailHightower's Stephanie Link makes the bull case for BroadcomStephanie Link, Hightower, joins 'Closing Bell' to giver her bull case for Broadcom. The stock is set to report after the bell.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInventory spending is key for home improvement brands like Lowe's, says Hightower's Stephanie LinkStephanie Link, chief investment strategist and portfolio manager at Hightower, joins 'Power Lunch' to discuss consumer confidence expectations, upcoming earnings from consumer retailers, and enterprise and cloud under pressure.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailServices and jobs are bright spots for this economy, says Hightower's Stephanie LinkRitholtz Wealth Management's Josh Brown, Hightower Advisors' Stephanie Link, Virtus Investment Partners' Joe Terranova and SVB Private's Shannon Saccocia join the 'Halftime Report' to discuss 2023's early-year rally, fear manifesting itself in the options market and strength in the economy emboldening the Fed.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNike's real bull story is the direct-to-consumer business: Hightower's Stephanie LinkStephanie Link, Hightower Advisors chief investment strategist and CNBC contributor, joins 'Squawk Box' to discuss the opportunities in consumer discretionary stocks, the positive case for Nike, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full post-market discussion with SoFi's Liz Young, Hightower's Stephanie Link and NewEdge's Cameron DawsonSoFi's Liz Young joins 'Closing Bell: Overtime' to discuss the markets today and what was behind stocks move lower. With Hightower's Stephanie Link and NewEdge Wealth's Cameron Dawson.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI don't need to buy Microsoft or Google right now, says Hightower's Stephanie LinkHightower Advisors' Stephanie Link joins 'Closing Bell: Overtime' to discuss Cerity Partners' Jim Lebenthal's call that Alphabet has bottomed.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarnings will be better overall this year, despite Fed actions, says Hightower's Stephanie LinkCNBC’s ‘Halftime Report’ investment committee, Stephanie Link, Jim Lebenthal and Josh Brown, discuss the hotter-than-expected CPI report and what it means for the Fed and markets.
It's time for investors to get back into British pharmaceutical company GSK , according to investor Sarat Sethi. He has been adding to the stock that was known as GlaxoSmithKline since buying it a couple months ago, Sethi told the panel on CNBC's " Halftime Report " on Monday. GSK shares have notably underperformed this year. While the S & P 500 has rallied more than 7% since the start of 2023, GSK shares are just slightly higher for the year, up 0.6%. Hightower's Stephanie Link approved of the buy, saying that GSK has a "great story."
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Ritholtz's Josh Brown and Hightower's Stephanie LinkRitholtz's Josh Brown and Hightower's Stephanie Link, join 'Closing Bell: Overtime' to discuss Fed Chair Powell's remarks Meta earnings and the market reaction to the latest rate hike.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHightower's Stephanie Link: Overall earnings are okay, that's why the market is 'hanging in'Stephanie Link, chief investment strategist at Hightower Advisors, and Gunjan Banerji, Wall Street Journal markets and investing reporter, join 'Squawk Box' to discuss the market, earnings and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarnings aren't as dismal as markets expected, says Hightower's Stephanie LinkRitholtz's Josh Brown, Hightower's Stephanie Link and Wedbush's Dan Ives, join 'Closing Bell: Overtime' to discuss earnings season for big tech and the broader markets.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Ritholtz's Josh Brown, Hightower's Stephanie Link and Wedbush's Dan IvesRitholtz's Josh Brown, Hightower's Stephanie Link and Wedbush's Dan Ives, join 'Closing Bell: Overtime' to discuss earnings season for big tech and the broader markets.
IBM beats on top line, profits in margin
  + stars: | 2023-01-25 | 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 EmailIBM beats on top line, profits in marginCNBC's Frank Holland joins 'Closing Bell: Overtime' to report on IBM's earnings. Hightower's Stephanie Link and Ritholtz's Josh Brown react to the report.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSchlumberger is a 'hidden technology gem,' says Hightower's Stephanie LinkBryn Talkington, Jason Snipe, Stephanie Link and Joe Terranova, join the ‘Halftime Report’ to discuss if there's still value in the energy trade.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full Netflix earnings discussion with Trivariate's Adam Parker, Odyssey's Jason Snipe and Hightower's Stephanie LinkNetflix stock jumps after subscriber beat. Trivariate Research's Adam Parker, Jason Snipe from Odyssey Capital Advisors and Stephanie Link of Hightower Advisors join 'Closing Bell: Overtime' to discuss Netflix earnings and the impact on the markets.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBig week of earnings on tap — Here's what Hightower's Stephanie Link is watching nowHightower's Stephanie Link joins 'Closing Bell: Overtime' to discuss upcoming earnings and what she expects from the companies that are reporting.
Nordstrom says holiday season softer than pre-pandemic levels
  + stars: | 2023-01-19 | 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 EmailNordstrom says holiday season softer than pre-pandemic levelsCNBC's Ylan Mui reports on Nordstrom's holiday sales numbers. With Hightower's Stephanie Link and Trivariate's Adam Parker.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailQ4 bank earnings were better than feared, says Hightower's Stephanie LinkStephanie Link, Joe Terranova, and Josh Brown join the 'Halftime Report' to discuss global economic data, bank earnings, and tech stock valuations.
Disney is a stock I want to own, says Hightower's Stephanie Link
  + stars: | 2023-01-12 | 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 EmailDisney is a stock I want to own, says Hightower's Stephanie LinkHightower Advisors' Stephanie Link joins 'Closing Bell: Overtime' to discuss stocks she does and doesn't like right now, including Nike and Disney.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full post-market discussion with Schwab's Liz Ann Sonders, Veritas' Greg Branch and Hightower's Stephanie LinkLiz Ann Sonders, Charles Schwab chief investment strategist, joins 'Closing Bell: Overtime' to discuss the markets and whether she sees any signs the Fed is preparing to pivot. With Greg Branch, Veritas Financial managing partner, and Stephanie Link, Hightower Advisors.
"I actually think Netflix will have a good report," he said. I would not be telling people don't own Netflix ahead of earnings. NFLX 1Y mountain Netflix shares plummeted 51% in 2022 Shares of Netflix slumped 51% in 2022 as investors rotated out of growth and streaming stocks faced a dwindling advertising environment and steepening competition. Despite selling shares, Brown remains confident in the company's long-term trajectory and reputation as one of the only profitable streaming services in the industry. Looking ahead, Brown views more information regarding Netflix's advertising tier as the news that could "make or break" this quarter.
Watch CNBC's full interview with Hightower's Stephanie Link
  + stars: | 2023-01-09 | 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 EmailWatch CNBC's full interview with Hightower's Stephanie LinkHightower Advisors' Stephanie Link joins 'Power Lunch' to address economic numbers coming in this week and what the data could mean to the Fed regarding interest rate increases.
Josh Brown issued a warning for investors on Tuesday, noting that new bear market lows could soon be reached. I think we break the October lows," Brown, the CEO of Ritholtz Wealth Management, said Tuesday on CNBC's " Halftime Report ." Brown pointed to one view held among even bullish strategists on Wall Street that stocks will sell off in the first half of 2023, before rebounding in the second half of the year. "It's so much more rational to be in that camp, given all the headwinds, all of the negativity," Brown added. Brown named aerospace and defense as his favorite sector for 2023, saying equities in the sector will serve as an hedge for growing geopolitical risks this year.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHightower's Stephanie Link on Tesla: It's a stock to contemplate as it spirals downwardCNBC’s ‘Halftime Report’ investment committee, Stephanie Link, Joe Terranova and Josh Brown, offer their investment plays on Tesla and their outlook for the company.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA Santa Claus rally is still possible before the new year, says Hightower's Stephanie LinkStephanie Link, chief investment strategist at Hightower Advisors, joins CNBC's 'Squawk Box' to discuss the potential for a 'Santa Claus' market rally before the new year.
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