Scott Link, Senior Vice President/Investments - Stifel

11/04/2026

Technology stocks have come under pressure in recent weeks as investors take a closer look at the billions of dollars companies are spending on artificial intelligence. For example, Alphabet, Google's parent company, saw its shares tumble more than 12% following its latest earnings report. While its cloud business continued to grow rapidly, investors were concerned about rising spending, weaker-than-expected revenue, and the impact on cash flow.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/ae2z_5

10/31/2026

Happy Halloween!

Plenty of seasonal excitement is driving another strong holiday shopping season. How much do you usually budget for Halloween?

10/31/2026

Wishing you and your loved ones a happy and safe Halloween!

10/30/2026

Stifel's Chief Investment Officer, Michael O'Keeffe, recently examined why the midterm elections may do little to change the broader direction in Washington. In this week's , he focuses on where the election could matter more, exploring potential impacts on trade, healthcare, financial services, defense, domestic manufacturing, and clean energy, and what those policy shifts could mean for investors.

https://stifel.info/SL103026

10/28/2026

Startups are gene-editing crops to glow or turn purple when disease or pests strike, helping farmers spot trouble and act without widespread chemical use. A mood ring for the farm. If only the basil on the windowsill were this forthcoming.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aOafQT

10/27/2026

According to NRF's latest survey, nearly half of consumers plan to begin shopping in September or earlier, contributing to an expected $13.5 billion in Halloween spending this year. Do you start shopping early?

10/25/2026

Retirement goals can look different for everyone. Taking time to identify your priorities may help bring greater clarity to the conversation.

Access the link to put your goals into focus:
https://livesocial.seismic.com/agr36T

10/23/2026

Stifel's Chief Investment Officer, Michael O'Keeffe, recently explored how artificial intelligence is advancing through competition and innovation, as well as the opportunities and risks created by its rapid adoption. In this week's , our CIO Office shifts focus to the capital that is financing AI's growth. Stifel's Chief Investment Officer, Michael O'Keeffe, examines how companies are funding data center and computing infrastructure, who is providing that capital, and why understanding financing structures is just as important as understanding AI's long-term potential when evaluating investment opportunities.

Read the full report here: https://livesocial.seismic.com/aqTZRT

10/21/2026

Finally, a price drop worth raising a glass to. California w**eries are selling surplus premium w**e to retailers that put it under their own labels. One buyer says w**e that would normally cost $45-$85 can sell for around $9.99. Bad news for the vineyard; considerably better news for the dinner party.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/a5hKJ0

10/20/2026

This month, Stifel's Chief Investment Officer, Michael O'Keefe looks beyond the midterm elections to artificial intelligence's continuing influence on the economy and markets. Our CIO Office revisits capabilities, adoption, and investment spending, along with the questions surrounding financing, power, productivity, and profits.

Read the full report here: https://stifel.info/ISB102026

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