economy
January 2, 2026
How investor Stephanie Link is playing 2026. Several stocks to play the big themes
Several underperforming stocks, including Meta and Union Pacific, are poised to gain ground in 2026, Hightower Advisors' Stephanie Link told CNBC.
TL;DR
- Meta and Amazon are seen as undervalued tech stocks with room to grow in 2026.
- Meta is attractive due to its valuation and potential for earnings growth, despite AI investment costs.
- Amazon's AWS business is accelerating, and its retail and international sales are improving.
- Rail stocks like Union Pacific are good investments as the economy is expected to pick up.
- Union Pacific shows strong execution with rising volumes, services, and margins.
- Rockwell Automation is recommended as an automation play benefiting from increased demand in manufacturing.
- Fiscal policies, deregulation, and bank loans are expected to stimulate the economy and stock market in 2026.
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