Stephanie Link on Market Outlook, Tech Earnings, and Where She Sees Value in Nvidia, Broadcom, Micron and Zscaler

Hightower chief investment strategist and CNBC contributor Stephanie Link joins to discuss the busiest earnings week of the season, the move in the 10-year yield, and whether current volatility represents a buying opportunity for equities. She covers market breadth, sector participation, earnings and revenue growth trends, and valuation compression across the S&P 500, then walks through specific names she finds attractive.

■ Market Backdrop and Outlook
- Earnings season peak, seasonal strength after the elections, and the recent swing in the 10-year Treasury yield
- Broadening beyond technology, with seven other sectors participating strongly
- Where the S&P 500, Dow and Nasdaq sit relative to their highs, and valuation compression for the overall market
- Trends in corporate earnings and revenue growth as the reporting season progresses

■ Semiconductors and AI Infrastructure
- The outsized contribution of two chipmakers to expected third-quarter profit growth
- Relative underperformance of leading names versus the semiconductor index and the case for value
- Balance sheet quality compared with heavily indebted cloud infrastructure players

■ Cybersecurity
- Why cybersecurity is viewed as a priority area alongside AI
- Recent performance, valuation discount and growth metrics of a newly purchased network security name

This is suited for investors and market followers looking for a strategist's perspective on entering positions during volatile periods. Viewers can expect a framework for evaluating sectors, valuations and individual names in the current environment, along with the reasoning behind specific watchlist additions.