Hightower's Stephanie Link: We're in the early stages of the AI boom

Let's bring in Stephanie Link, chief investment strategist and portfolio manager for High Tower. >> Morning. >> Uh also a CNBC contributor.>> Let's do it for the third time here. Uh Stephen and tell me whether it makes sense because uh >> what for scum say I'm not a smart man. Um so 400 on the S&P for earnings in next year 2027.If you take 20 times earnings is is like it's a round number. That's 8,000. Is that reasonable after the gains we've already seen in the S&P.>> Uh I think so, Joe. And I think that's ...