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.
CEO and CIO Nancy Tengler joined Yahoo! Finance to give her prediction on whether or not the Fed will cut rates this week.
“I don’t think they will,” she said. “I think this Fed has demonstrated that they’ve been wrong at every turning point.”
Nancy Tengler, CEO and CIO of Laffer Tengler Investments, joined Scott Shellady, The Cow Guy, on ‘The Cow Guy Close’ on RFD TV to discuss possible candidates to replace Fed Chair Jerome Powell. Check out the segment to hear her favorite picks.
Nancy Tengler, CEO and CIO of Laffer Tengler Investments, joined Mornings with Maria to weigh in on the state of American exceptionalism, Q2 bank earnings, and where yields may be headed next. “Any economy that prizes efficiency over equity — which ours does — will continue to drive growth, particularly through productivity,” she noted. Tengler favors sectors boosting productivity, highlighting tech and industrials, and points to U.S. corporate earnings that continue to outpace global peers.
Important: See disclosures and fact sheets below.
On Fox Business with Charles Payne, Nancy Tengler, Laffer Tengler Investments CEO & CIO, shared why it’s time to rebalance—even in a strong market. She spotlighted companies embracing AI and innovation, from Microsoft to Walmart, and stressed the value of strong leadership. Her “next Mag Seven” includes Oracle, Broadcom, and ServiceNow. The takeaway? Don’t chase hype—own quality businesses built to lead the future.
Important: Please see complete performance information and required disclosures below that supplement the returns stated in this video. You can also review our Equity Growth Q2 2025 Factsheet, our Equity Income Q2 2025 Factsheet or the 12 Best Ideas Factsheet for more information.Read More
6730 N Scottsdale Rd
Suite 230
Scottsdale, AZ 85253
1-800-838-3468 | info@laffertengler.com
