Analysts Grow More Bullish on Nvidia
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.