Bank earnings kickoff: Hightower's Stephanie Link on the key takeaways

Summary

Stephanie Link of Hightower joined CNBC's Squawk Box to assess early bank earnings. She said Wells Fargo's report was solid despite an NII miss and called it her favorite name, viewing any weakness as a buying opportunity. She said Bank of America was the best of the big three so far, pointing to broad beats and attractive valuation relative to Wells Fargo. Upcoming Citi and Morgan Stanley reports were noted, but no views were given on them.

• CNBC Squawk Box segment with Stephanie Link reviewing the bank earnings kickoff.
• Wells Fargo reported a solid quarter but missed on net interest income; Link sees weakness as a buying opportunity and calls it her favorite bank name.
• Bank of America beat expectations with broad-based growth; Link calls it the best of the big three and notes a lower book valuation than Wells Fargo.
• Link cites Wells Fargo's lifted asset cap, buybacks, and profitability targets as multiyear growth drivers.
• Morgan Stanley and Citi earnings are mentioned as upcoming, but no directional views were given.