(This is a summary of key capital movement discussions that took place on CNBC’s “Worldwide Exchange,” exclusive to PRO subscribers. Worldwide Exchange airs daily at 5 a.m. ET.) Word of the day: Patience Stephanie Link, chief investment strategist at Hightower Advisors, said investors should wait for market opportunities and not follow trends. “The economy is holding up and that bodes very well for future earnings, so you have to pick your spots,” Link said. She added, “You don’t have to chase. Make a list of stocks that you like and then add weaknesses when they come down.” Federal Reserve Rate Cut and August Jobs Report Chantico Global CEO Gina Sanchez said the Fed’s rate cut could be a double-edged sword for the market. “It’s really a Goldilocks scenario, you have to get it just right. If you go a little too far, it could actually scare the market.” Sanchez spoke at the Worldwide Exchange about the impact of a 0.25-point rate cut compared to a 0.5-point cut. “A 50-basis-point increase could send a chill through the market, basically signaling that we could be heading into a deeper economic slowdown or recession,” Sanchez said. Stock Picks Link is bullish on Broadcom’s (AVGO) long-term artificial intelligence story, seeing AI revenue as a $150 billion opportunity over the next five years. But he acknowledges it’s a risky trade ahead of the company’s earnings release after the close on Thursday. Link thinks the stock’s 4% drop in the third quarter creates a buying opportunity. “It’s a risk to buy ahead of a quarter, but there’s no question that this company is a winner in the long run,” Link said. Mystery Chart: Xpeng Xpeng (XPEV) shares are rising before the open following an upgrade to overweight from JPMorgan. Analysts expect the EV maker’s next-generation models to boost quarterly deliveries. XPEV 1D Mt. Xpeng, 1 day
He said investors should be patient and look for opportunities in stocks like Broadcom before buying low.
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