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Stephanie Link: Markets post gains in May as AI investment boosts related industries

Stephanie Link: Markets post gains in May as AI investment boosts related industries
AI capex fuels May market performance

Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlights that markets delivered strong performance in May, with SPX rising 5.3 percent and QQQ advancing 10.7 percent.

According to Link, increased capital expenditure of $761 billion continues to support the AI, data center, grid, and power sectors.

Link also recently highlighted quarterly growth at Snowflake, with product revenue up 34% and a new $6 billion commitment from Amazon. She pointed to raised full-year guidance at the company. In a separate note, Link cited double-digit gains at AS, including technical apparel up 28% and China sales rising 45%.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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