We're in second inning of AI trade, says Hightower Advisors' Stephanie Link

you own it. Now, this is a stock that I believe is down 34% year-to date. So, if people are wondering why it's up on results that seem more disappointing versus expectations, some of the big tech names, perhaps it's being measured by a different standard, Stephanie.>> Oh, absolutely. Absolutely. Look, I mean, it's hard in general for this industry uh right now from a macro point of view.Um but they're doing the very best that they can. Uh I think that the expectations were for a negative comp uh for the qua ...