Latest news with #StephanieLink
CNBC
2 days ago
- Business
- CNBC
The economy is still growing despite the craziness every day: Hightower's Stephanie Link
Stephanie Link, Hightower Advisors chief investment strategist, joins 'Squawk Box' to discuss the latest market trends, state of the economy, what to expect from the May jobs report, and more.
CNBC
3 days ago
- Business
- CNBC
Trade Tracker: Stephanie Link sells Nextera and buys more Intuitive Surgical
Stephanie Link, CIO at Hightower, joins CNBC's "Halftime Report" to detail her latest portfolio moves.
CNBC
5 days ago
- Business
- CNBC
Trade Tracker: Stephanie Link buys Vertiv
Stephanie Link, CIO at Hightower, joins CNBC's "Halftime Report" to explain why she's buying Vertiv. CNBC's Pippa Stevens joins us with the latest on Meta's 20-year nuclear deal.
Yahoo
31-05-2025
- Business
- Yahoo
Famous Investor Remains Very Upbeat on META Platforms (META)
Meta Platforms, Inc. (NASDAQ:META) and its CEO, Mark Zuckerberg, are "delivering" and "executing," while the tech giant's "fundamentals" are strong, Stephanie Link, who frequently appears on CNBC, said on the channel recently. Link is the Chief Investment Strategist at Hightower Advisors. The advertising behemoth delivered "the best" first-quarter earnings out of all of the Mag 7 names, Link said. In addition to providing "beat-and-raise" earnings, Meta Platforms, Inc. (NASDAQ:META) generated revenue growth of 16% in Q1, versus the same period a year earlier, Link noted. Additionally, its margins climbed 3.6 percentage points year-over-year, the famous investor pointed out. Calling the overall results "remarkable," Link added that Meta Platforms (NASDAQ:META)'s free cash flow, capital spending, and operating expenditures "all (moved) in the right direction." Finally, she is pleased with Meta's decision to continue investing heavily in AI. In the last month, the shares have climbed 17%, while they have fallen 5% in the last three months. While we acknowledge the potential of META as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than META and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
CNBC
28-05-2025
- Business
- CNBC
Trade Tracker: Stephanie Link buys more KKR and Morgan Stanley
Stephanie Link, CIO at Hightower, joins CNBC's "Halftime Report" to detail her latest portfolio moves.
