Money Rehab with Nicole Lapin

Hightower's Chief Investment Strategist on the Case to Buy SpaceX, the AI "Food Chain," and Whether It's Too Late to Buy NVIDIA

July 6, 2026·1h 12m·6-min readinterviewfinance
Podzilla Summary (6 min)
TLDR
The current market is driven by strong economic momentum, particularly from AI-driven capital expenditures and resilient consumer spending, leading to unexpected earnings growth and broadening market participation beyond the tech-heavy MAG-7.


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Stephanie Link is the chief i

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Guest

S

Stephanie Link

interview on Money Rehab with Nicole Lapin

Mentions

Books, people, and resources mentioned in this episode.

People

Stephanie LinkNicole Lapin

Companies

Hightower AdvisorsQuanta ServicesPalo Alto NetworksCrowdStrikeCoinbaseSpaceXNVIDIAMicronAmazonGE VernovaVertiv

Products & Tools

VOOQQQ

Topics

Artificial IntelligenceBusiness NewsCybersecurityInvestingPersonal FinanceStock Market

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