Nancy Tengler, CIO and CEO of Laffer Tengler Investments, says concerns around AI are exaggerated, Nvidia’s momentum is a positive signal for the broader tech space, and long-term investors should remain positioned for continued growth and strong demand across the sector.
Nancy Tengler joined Bloomberg Technology to discuss how the data center boom is reshaping her investment outlook. With rapid growth in AI and cloud infrastructure driving massive power demand, she’s turning her focus to companies positioned to strengthen the grid and meet rising energy needs. Watch her full interview with Caroline Hyde and Ed Ludlow on Bloomberg Tech.
Nancy Tengler joined Bloomberg Technology to discuss how the data center boom is reshaping her investment outlook. With rapid growth in AI and cloud infrastructure driving massive power demand, she’s turning her focus to companies positioned to strengthen the grid and meet rising energy needs. Watch her full interview with Caroline Hyde and Ed Ludlow on Bloomberg Tech.
On CNBC, Laffer Tengler Investments CEO & CIO, Nancy Tengler, named Oracle her top pick for Q4, pointing to the company’s strong leadership, accelerating momentum in cloud and AI, and solid long-term fundamentals. Oracle is projecting a 49% earnings growth by 2028, supporting her bullish view even as short‑term margin pressure remains on the radar.
Nancy Tengler, CEO and Chief Investment Officer at Laffer Tengler Investments, joined Larry Kudlow and Stephanie Link on “The Larry Kudlow Show” last week to discuss investment strategies amid current market volatility. She called the current environment an opportunity for long-term investors, noting that the recent market dip offers a chance to add to strong names. Nancy remains optimistic, pointing to resilient earnings, innovation across sectors, and opportunities emerging from The One Big Beautiful bill. Hear their conversation on navigating uncertainty and finding long-term value.
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Nancy Tengler, CEO and CIO of Laffer Tengler Investments, joined Caroline Hyde on “Bloomberg Tech” last week. Her optimistic message: periods of market melancholy can present strategic buying opportunities. In particular, she recommended that investors consider adding Nvidia to their portfolios during these quieter market phases.
Nvidia’s recent earnings drew a bullish response from Nancy Tengler, CEO and CIO of Laffer Tengler Investments. On “Mornings with Maria” on Fox Business, she described it as “a great quarter” and said the tech giant is “firing on all cylinders.”
“I defy you to find another company with that growth profile that’s trading at that discount,” Tengler said.
Tengler also highlighted three recent policy tailwinds likely to benefit tech firms: 100% bonus depreciation, interest expense deductibility, and upfront R&D expensing — all designed to improve cash flow.
With strong fundamentals, favorable policy, and compelling valuation, the bullish outlook on Nvidia shows no signs of slowing.
Summer trading often brings a pullback in technology and renewed interest in defensive names. Even so, technology is still driving much of the growth story. New policy measures, cost savings, and productivity gains are creating room for companies to keep earnings moving higher. Those trends, along with improving margins, set the stage for continued momentum.
Nancy Tengler, CEO and CIO of Laffer Tengler Investments, joined Fox Business this week to talk about where investor focus should be. She notes that productivity is the real story. Gains from artificial intelligence and other technologies, she says, will be key in supporting earnings growth in the months ahead.
Earnings season highlighted the strength of U.S. companies: margin gains, AI-driven productivity, and management teams that continue to adapt to tariffs and supply chains.
At the same time, Washington is considering a 10% stake in Intel by converting $8 billion from the CHIPS Act. The move is framed as a way to boost domestic chipmaking, compete in AI, and reduce reliance on foreign suppliers. But Intel has fallen behind technologically, and history shows government ownership rarely drives innovation. As Nancy Tengler weighed in on the decision on Fox Business this week.
“Let the private sector fix this,” she said. “I’ve never seen the governernment make a savvy investment when they get involved in the private sector.”
Nancy Tengler, CEO and CIO of Laffer Tengler Investments, appeared on Bloomberg Open Interest to discuss Palantir’s continued rally following a 500% stock increase over the past year. She acknowledged the valuation is high, comparing it to early-stage Amazon, Tesla, and Nvidia, emphasized that the company is still in the early innings of its growth story.
Tengler advised investors to look for entry points during periods of weakness, reinforcing her view that emerging technology leaders like Palantir are where long-term investors should be positioned over the next 3 to 10 years.
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