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Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlighted strong earnings from NVDA, CRM and MRVL, noting the continued strength of the artificial intelligence sector. She also referenced solid U.S. economic data with durable goods and weekly jobless claims reports. According to Link, any market volatility presents a buying opportunity.
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Link was recently named to the Forbes 50 over 50 list, recognizing successful women leaders in finance. Previously, she commented on Target’s improved performance as the retailer raised its guidance and posted stronger margins. Her recent remarks continue her focus on both individual stocks and broader economic indicators.