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All content in these segments and/or articles is general in nature, not directed or tailored to any particular person, and provided for illustrative purposes only. The specific stocks discussed are not necessarily indicative of any future investments by Laffer Tengler Investments or the results of any future investments. Laffer Tengler Investments does not control and has not independently verified data provided by third parties, including the graphics, charts, and/or devices presented in this segment and/or article. While the information presented herein is believed to be reliable, no representation or warranty is made concerning the accuracy of any data presented. All information provided is for informational purposes only and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. No representations or warranties whatsoever are made by Laffer Tengler Investments or any other person or entity as to the future profitability of a portfolio or strategy or the results of making an investment. Past performance is not indicative of future results.
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Tengler Names Oracle Top Q4 Pick, Citing 49% Earnings Growth Outlook

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.

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Tengler Optimistic in Current Market

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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Add Nvidia, Tengler Says

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.

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Analysts Grow More Bullish on Nvidia

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.

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Tengler: Technology Remains Key Amid Summer Market Shifts

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.

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Tengler: Let the Private Sector Fix This

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.”

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Tengler Talks Palantir Valuation

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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Tengler on Tariffs & Trade

Laffer Tengler Investments CEO and CIO Nancy Tengler appeared on Fox Business to weigh in on China trade talks, tariffs, and the Fed. She argued the market is more focused on earnings than geopolitics, criticized the Fed’s inconsistent policy decisions, and predicted President Trump’s next Fed nominee—likely Kevin Hassett—could end up as Chair.

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Disclosure: Laffer Tengler Investments, Inc. (“Laffer Tengler”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC or state securities authority does not imply a certain level of skill or training. More information about Laffer Tengler can be found on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov. Videos may discuss performance, limited to a partial list of strategies offered by Laffer Tengler Investments, and a limited list of securities that are held in client portfolios. The strategies discussed are not representative of all the strategies offered, nor do they represent all securities owned in strategies recommended by Laffer Tengler Investments.

The comments expressed represent the personal views of Laffer Tengler’s investment professionals based on their broad investment knowledge, experience, research, and analysis. The comments are not specific advice tailored to the specific circumstances of a particular individual. The comments are general and for informational purposes only, based on information and conditions prevalent at the time of publication, and are subject to change without notice due to changes in the market or economic conditions that may not necessarily come to pass. Forward-looking statements cannot be guaranteed. This is not a recommendation to buy or sell a particular security, nor is this financial advice or an offer to sell any product. Viewers should not consider or place specific reliance on the content presented as comprehensive advice nor as an offer or solicitation to buy or sell securities.

Do not use this information solely when making investment decisions nor select an asset class or investment product on performance alone. Consider all relevant information, including your existing portfolio, investment objectives, risk tolerance, liquidity needs, and investment time horizon. There can be no guarantee that any listed objective is achievable nor assurance that any specific investment will be profitable. Laffer Tengler does not undertake to advise you of any change in its opinions or the information contained in this appearance. Different types of investments involve varying degrees of risk, and there is no guarantee that a portfolio will achieve its investment objective. Always consult a financial, tax, and/or legal professional regarding your specific situation. Past performance is no indication or guarantee of future results.

Laffer Tengler does not control and has not independently verified data provided by third parties, including the data, charts, and graphs presented in this appearance. While we believe the information presented is reliable, Laffer Tengler makes no representation or warranty concerning the accuracy or completeness of any data presented herein.

Tengler: Fed Rate Cuts Not Likely

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.”

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Tengler Talks Fed Chair Replacements

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.

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