Expect markets to grind higher into the end of the year, says Hightower's Stephanie Link

• The economy is 'chugging along' with the Atlanta Fed GDP tracker at 5.8% for the current quarter, driven by AI, the food chain, and a strong consumer.
• Earnings growth is broad-based, with 10 out of 11 sectors showing growth and 7 out of 11 experiencing double-digit growth in the past quarter, alongside expanding gross margins.
• Recommends staying fully invested and diversified, highlighting Amazon (AWS acceleration, strong retail sales), Micron (attractive valuation, $100B bookings), and Nvidia (cheapest since 2019, 'gangbusters' growth) as favorable tech plays, also mentioning a recent purchase of SpaceX.

Stephanie Link, Hightower Chief Investment Strategist, maintains a bullish outlook for financial markets, citing a robust economy, strong consumer spending, and broad-based earnings growth. She advises investors to remain fully invested and diversified, anticipating a continued upward trend for stocks into the year-end.