Investment Recommendations - Aptiv: The company is spinning out its software business, with a potential catalyst in November at an analyst day [1] - Aptiv: The auto parts sector is currently in a trough and has potential for recovery [2][4] - Live Nation: Despite a downgrade from Rothschild, the company remains a strong pure play in the live music industry, with continued secular growth trends [9] - Adobe: UBS added Adobe to its 30 for 30 list, favoring its industry-leading position and ramp-up of AI-related offerings [10][11] Company Performance & Market Dynamics - Aptiv: The software business has a total addressable market of $90 billion and is growing at a mid-single-digit rate [3] - Aptiv: Trades at 87 times EBITDA, suggesting it is undervalued compared to its peers [4] - Live Nation: Sold 130 million concert tickets year-to-date, with double-digit attendance increases internationally [7] - Live Nation: Over 40% of global stadium shows sold out 95% of tickets within the first week, with increased spending at venues [8] - Live Nation: Stock is up 31% year-to-date and 74% over the last 12 months [6] - Adobe: Has a market capitalization of $147 billion [12]
Trade Tracker: Stephanie Link buys Aptiv
CNBC Television·2025-09-16 17:20