Strong earnings and tech sector shift drive opportunity, Stephanie Link notes

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Strong earnings and tech sector shift drive opportunity, Stephanie Link notes — Economic data and tech sector rotation

Stephanie Link, managing director and portfolio manager at Hightower Advisors, comments on an eventful week marked by better economic data, robust earnings beyond the banking sector, and a notable rotation from growth to value in the technology space.

She believes the outcome of earnings season remains uncertain but expects strong results overall. Link also mentions finding opportunities amid these market shifts and shares her discovery of the band Tame Impala.

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Link has previously highlighted divergences between major market indexes, noting the Dow Jones Industrial Average’s record approach while SPY, QQQ, SMH, and KOSPI posted softer results in recent trading. She has also tracked sector activity, including Williams Companies’ $5.5 billion push to expand LNG operations, as detailed in a separate report. These observations reflect her ongoing monitoring of both broad index movements and targeted corporate actions.

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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