Yulia Slavina

Tim Cook, Nikesh Arora, Thomas Kurian, and Rene Haas cited as CEO candidates for NVDA, Stephanie Link notes

Tim Cook, Nikesh Arora, Thomas Kurian, and Rene Haas cited as CEO candidates for NVDA, Stephanie Link notes
NVDA CEO candidates include Cook and Arora

Stephanie Link, Managing Director / Portfolio Manager at Hightower Advisors, shared that her associate at Yorkville Ives & Co. sees Tim Cook, Nikesh Arora, Thomas Kurian, and Rene Haas as possible external CEO candidates for NVDA. Link added her view that all four would be strong choices and expressed a personal preference for Nikesh Arora to remain at PANW, stating he has done an excellent job there.

Link has previously detailed sector performance during periods of market volatility. She highlighted that XLK fell 7% in a week while energy, staples, and healthcare gained. In another report, she noted the S&P 500 slipped 0.93 percent in October as most sectors advanced.

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