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Tengler: We’re in an Economy in Transition

Nancy Tengler, CEO and CIO of Laffer Tengler Investments, joined CNBC’s “The Exchange“ to talk tech, productivity, and what she sees as an economy in transition.

Nancy noted that rates may stay higher and inflation a touch stickier, with a tepid job market alongside strong signals like new business applications climbing near the highs last seen during Covid. With energy prices down and tariffs set to lap, she sees cost pressure, but not a fresh wave of added tariff-driven increases.

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Tengler Joins Jim LaCamp on Kudlow to Talk Stocks

Larry Kudlow sits down with investment pros Nancy Tengler, CEO & CIO of Laffer Tengler Investments, and Jim LaCamp, Senior VP of Investments at Morgan Stanley, to break down why markets are climbing after the latest political developments and new economic numbers. A big theme is energy supply: they point to the possibility of higher oil output in Venezuela and the U.S., arguing that more production could help cool inflation by easing price pressure across the economy.

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Tengler: Our pick for the quarter is Amazon

Nancy Tengler, CEO & CIO of Laffer Tengler Investments, joined CNBC’s “Worldwide Exchange” this week to talk 2026 stocks. Her pick for Q1: Amazon. 

Tengler notes strong AWS growth, improving consumer tailwinds, rising ad revenue, and undervalued chip potential make the stock a strong contender for 2026.

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Tengler Looks to 2026 on Bloomberg TV

Nancy Tengler, CEO & CIO of Laffer Tengler Investments, joined Bloomberg TV this week to talk 2026 stock picks, tariffs, earnings, and more.

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Tengler Reviews Stocks on Yahoo! Finance

CEO & CIO Nancy Tengler weighs in on two AI chip names in Yahoo Finance’s Good Buy or Goodbye.

She points to AMD’s strong leadership under CEO Lisa Su and attractive valuation as reasons for confidence, while flagging Texas Instruments for slowing dividend growth and recent guidance cuts. Tengler also shares how sentiment across the AI landscape is shifting.

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Tengler: AI is Still in Early Innings

Nancy Tengler, CEO & CIO of Laffer Tengler Investments, breaks down why today’s AI-driven market strength is not the bubble some fear. In her conversation with Josh Lipton on “Market Domination,” she compares the current AI cycle with the dot-com era, outlines what makes today’s fundamentals different, and shares how she’s positioning portfolios as leadership in the sector continues to evolve. It’s a grounded look at where the real opportunities may be emerging.

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Tengler Talks Year-End Stocks on Yahoo! Finance

CEO & CIO Nancy Tengler joined CNBC’s “The Exchange” to share her latest take on the equity markets, calling Nvidia one of the cheapest stocks in the market based on its fundamentals. She also discussed Oracle’s positioning, broader market opportunities, and how she is thinking about value in today’s AI-driven landscape. A clear-eyed look at where she sees long-term potential as market narratives continue to shift.

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Tengler: AI Fears are Exagerrated

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.

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Photonics: The Unsung Hero of the AI Revolution

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.

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