Nancy Tengler, CEO and CIO of Laffer Tengler Investments, says investors should refocus on fundamentals, not short-term narratives. She favors integrated tech leaders like Microsoft and ServiceNow, plus cybersecurity names like CrowdStrike. Meanwhile, she warns against companies that miss key pivots, citing Adobe as an example.
Nancy Tengler, CEO and CIO of Laffer Tengler Investments, joined CNBC’s “Power Lunch” to discuss how investors should think about the escalating situation with Iran. Tengler noted that energy now represents a much smaller share of GDP and household spending than in past decades. While the best-case scenario is that “we’re done in a couple of weeks,” she advised investors to hunker down, focus on fundamentals, and maintain diversified portfolios as the economy continues to show strength beyond the geopolitical headlines.
After Nvidia guided revenue about $6 billion above consensus, the stock still slipped, raising questions about expectations. On Opening Bid from Yahoo! Finance, Nancy Tengler, CEO & CIO of Laffer Tengler Investments, discusses whether Nvidia’s powerful fundamentals are already priced in and what could drive the next catalyst.
Laffer Tengler CEO and Chief Investment Officer, Nancy Tengler, joined Fox Business to discuss the market reaction from the Supreme Court ruling on the Trump tariffs, the impact on the administration’s economic agenda and more.
The recent U.S. Supreme Court ruling that limited presidential tariff authority may feel like a setback, but according to Laffer Tengler Investments President Arthur Laffer Jr., it could open a window for reshoring and long-term expansion.
In this Yahoo! Finance segment, Laffer Tengler Investments CEO and CIO Nancy Tengler breaks down what is driving the latest volatility in gold and other precious metals, and why the US dollar remains a key part of the story. Nancy also shares her perspective on Disney’s recent earnings and the headlines surrounding the company’s CEO search.
On Bloomberg Television, Nancy Tengler emphasized that markets tend to be dispassionate about geopolitics. In her view, investors are not reacting emotionally to political developments. They are staying focused on what drives returns over time: earnings and productivity.
Tengler also noted that the conversation in markets right now is less about headlines and more about fundamentals, including signs that AI is starting to show up as real productivity improvement. Tengler also reiterated a long-running message to clients: do not invest your politics. When policy and politics introduce volatility, she sees it less as a reason to change a plan and more as a potential source of opportunity for disciplined investors who stay anchored in fundamentals.
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.
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.
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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