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Joined May 2009
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Stephanie Link is getting out of Nvidia and buying this chipmaker instead cnbc.com/2026/11/12/stephani…
Stephanie Link is getting out of Nvidia and buying this chipmaker instead

Stephanie Link is getting out of Nvidia and buying this chipmaker instead

Investor Stephanie Link told CNBC on Thursday that she sold her shares of Nvidia and is scooping up Micron Technology instead.

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Buy Nvidia with 'both hands' because the valuation is at 'stupid' levels, says analyst Meeks cnbc.com/2026/11/12/buy-nvid…
Buy Nvidia with 'both hands' because the valuation is at 'stupid' levels, says analyst Meeks

Buy Nvidia with 'both hands' because the valuation is at 'stupid' levels, says analyst Meeks

The Freedom Capital head of technology research noted that the stock with Thursday's decline is trading at just 10 times fiscal 2028 earnings estimates from analysts.

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This Josh Brown 'best stock' has been a core holding of Berkshire Hathaway for two decades cnbc.com/2026/11/12/this-jos…
This Josh Brown 'best stock' has been a core holding of Berkshire Hathaway for two decades

This Josh Brown 'best stock' has been a core holding of Berkshire Hathaway for two decades

Josh Brown and Sean Russo break down this name on their list.

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Tom Lee is buying the tech dip, says Nvidia CEO scandal not a thesis changer cnbc.com/2026/11/12/tom-lee-…
Tom Lee is buying the tech dip, says Nvidia CEO scandal not a thesis changer

Tom Lee is buying the tech dip, says Nvidia CEO scandal not a thesis changer

"We are sticking with the thesis that Technology stocks bottomed last week," the head of research at Fundstrat wrote.

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AMD upgraded because it will benefit from Nvidia's 'leadership vacuum' cnbc.com/2026/11/12/amd-upgr…
AMD upgraded because it will benefit from Nvidia's 'leadership vacuum'

AMD upgraded because it will benefit from Nvidia's 'leadership vacuum'

AMD is likely to benefit as Nvidia stumbles in the midst of a scandal involving Jensen Huang, its long-time CEO and co-founder, according to William Blair.

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Here are Thursday's biggest analyst calls: Nvidia, SpaceX, AMD, Apple, Ulta, Disney & more cnbc.com/2026/11/12/big-wall…
Here are Thursday's biggest analyst calls: Nvidia, SpaceX, AMD, Apple, Ulta, Disney & more

Here are Thursday's biggest analyst calls: Nvidia, SpaceX, AMD, Apple, Ulta, Disney & more

Here are the biggest calls on Wall Street on Thursday.

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Wall Street braces for Nvidia rout following Huang scandal cnbc.com/2026/11/11/wall-str…
Wall Street braces for Nvidia rout following Huang scandal

Wall Street braces for Nvidia rout following Huang scandal

Analysts say that shares could drop by 20% or more if Huang leaves the company.

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Thursday's big stock stories: What’s likely to move the market in the next trading session cnbc.com/2026/11/11/thursday…
Thursday's big stock stories: What’s likely to move the market in the next trading session

Thursday's big stock stories: What’s likely to move the market in the next trading session

CoreWeave shares soared on the back of its earnings report, reviving the tech trade and lifting the Nasdaq Composite on Wednesday.

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Insiders are starting to buy this retail turnaround story, so I am too cnbc.com/2026/11/11/stephani…
Insiders are starting to buy this retail turnaround story, so I am too

Insiders are starting to buy this retail turnaround story, so I am too

Now that corporate insiders are starting to buy in, I believe the turnaround has some legs.

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Stick with high-quality AI bonds as debt worries persist, says Morgan Stanley cnbc.com/2026/11/11/morgan-s…
Stick with high-quality AI bonds as debt worries persist, says Morgan Stanley

Stick with high-quality AI bonds as debt worries persist, says Morgan Stanley

Morgan Stanley sees a more attractive entry point in high-quality hyperscaler bonds as investors remain wary of the debt funding the AI build-out.

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Four tech investing themes to consider beyond Nvidia cnbc.com/2026/11/11/nvidia-a…
Four tech investing themes to consider beyond Nvidia

Four tech investing themes to consider beyond Nvidia

While Nvidia becomes a battleground, other areas of tech could power ahead. The case for cybersecurity, hyperscalers, robotics and quantum computing.

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Rayonier jumped after earnings. Why we still see upside for the timber REIT cnbc.com/2026/11/11/rayonier…
Rayonier jumped after earnings. Why we still see upside for the timber REIT

Rayonier jumped after earnings. Why we still see upside for the timber REIT

Rayonier is closing its valuation gap through a mix of strong real estate performance, stock buybacks, and better-than-expected timber and lumber performance.

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Winter is approaching, and this ski resort stock has found a bottom. How to trade it cnbc.com/2026/11/11/winter-i…
Winter is approaching, and this ski resort stock has found a bottom. How to trade it

Winter is approaching, and this ski resort stock has found a bottom. How to trade it

A nice ramp is forming in this stock, says Jay Woods of Freedom Capital Markets.

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JPMorgan upgrades this aerospace stock after earnings beat cnbc.com/2026/11/11/jpmorgan…

JPMorgan upgrades this aerospace stock after earnings beat

The bank upgraded the aerospace and defense company to overweight from neutral.

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Big investors are buying the dip. Retail traders are not cnbc.com/2026/11/11/retail-t…
Big investors are buying the dip. Retail traders are not

Big investors are buying the dip. Retail traders are not

It's the large investors who are stepping up and scooping up shares after the recent market declines, Bank of America data shows.

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Here are Wednesday's biggest analyst calls: Nvidia, Apple, CoreWeave, Corning, Unilever, Teradyne & more cnbc.com/2026/11/11/wednesda…
Here are Wednesday's biggest analyst calls: Nvidia, Apple, CoreWeave, Corning, Unilever, Teradyne &...

Here are Wednesday's biggest analyst calls: Nvidia, Apple, CoreWeave, Corning, Unilever, Teradyne &...

Here are Wednesday's biggest calls on Wall Street.

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Baird downgrades Nvidia on CEO Huang worries, AI uncertainty cnbc.com/2026/11/11/nvidia-b…
Baird downgrades Nvidia on CEO Huang worries, AI uncertainty

Baird downgrades Nvidia on CEO Huang worries, AI uncertainty

The investment bank moved its rating on the stock to neutral, and slashed its price target.

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CoreWeave's earnings signal a turnaround for the stock, but analysts say it will take time cnbc.com/2026/11/11/coreweav…
CoreWeave's earnings signal a turnaround for the stock, but analysts say it will take time

CoreWeave's earnings signal a turnaround for the stock, but analysts say it will take time

The stock was up in premarket trading Wednesday following the report, which analysts said may alleviate investors' worst fears about the company.

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Wednesday's big stock stories: What’s likely to move the market in the next trading session cnbc.com/2026/11/10/wednesda…
Wednesday's big stock stories: What’s likely to move the market in the next trading session

Wednesday's big stock stories: What’s likely to move the market in the next trading session

Stocks dropped Tuesday as Nvidia fell again and hot inflation revived traders' rate-hike fears. Tune in to CNBC Wednesday for CoreWeave CEO Michael Intrator.

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It's time to buy the dip on this key aerospace supplier. Why the shares can rebound cnbc.com/2026/11/10/its-time…
It's time to buy the dip on this key aerospace supplier. Why the shares can rebound

It's time to buy the dip on this key aerospace supplier. Why the shares can rebound

The Pittsburgh-based company makes some of the most critical components in jet engines and power turbines.

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