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Stephanie Link: AI spending momentum builds as semiconductor and tech shares face pressure
Stephanie Link, managing director and portfolio manager at Hightower Advisors, observed a challenging day for semiconductor and technology stocks while highlighting an accelerating artificial intelligence investment cycle.
She identified AVGO, IBM, and SNOW as her primary focus amid current market pressure. Link encouraged investors to prepare their shopping lists for potential opportunities.
Link previously noted Snowflake’s quarterly product revenue climbing 34% and a new $6 billion commitment from Amazon. She also spotlighted Palo Alto Networks beating expectations with strong next-generation security growth in key financial results. Both updates follow her ongoing focus on technology sector developments.
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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