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Stephanie Link

Stephanie Link

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Hightower CIO; frequent earnings calls takeaways and large-cap stock/index impacts; CNBC presence verifies.

Recent Posts

PANW Posts Explosive Growth, $30B M&A Pending
Social•Feb 19, 2026

PANW Posts Explosive Growth, $30B M&A Pending

$PANW: TR +15%, Product Rev +22%, TTM Software Firewall +42%, RPO +22% and 110 new platformization deals w/conserve but DD guides. $30B worth of M&A hasn't even kicked in yet.

By Stephanie Link
PWR Posts EPS Beat, Backlog Hits All‑Time High
Social•Feb 19, 2026

PWR Posts EPS Beat, Backlog Hits All‑Time High

$PWR: more evidence of the DC+Grid+Power theme - EPS beat/raise with Year-End Remaining Performance Obligations of $23.76B and Total Backlog of $43.98B. Year-End Electric Infrastructure Solutions Segment RPO and Total Backlog Reach All-Time Highs.

By Stephanie Link
New Capital Rules Unlock $250B+ for Big Banks
Social•Feb 17, 2026

New Capital Rules Unlock $250B+ for Big Banks

New bank capital rules coming which will free up more excess capital at the same time when capital mkts & loan demand are improving. Large cap banks have $175B in excess capital which will go to $250B+ post GSIB...

By Stephanie Link
Small‑cap S&P Weights Outshine Mag 7, Walmart Spikes
Social•Feb 16, 2026

Small‑cap S&P Weights Outshine Mag 7, Walmart Spikes

A few interesting mkt observations YTD: the sector outperformers are led by the smallest weightings in $SPX while the Mag 7 is -7%, $WMT is +12% vs software -22% and $AMZN down 9 days in a row - 1st time...

By Stephanie Link