Laffer Tengler Investments CEO and CIO Nancy Tengler joins ‘Mornings with Maria’ to discuss the AI-driven tech sell-off, why she remains bullish on the Magnificent Seven and why strong economic growth continues to support markets.
Laffer Tengler Investments CEO and CIO Nancy Tengler analyzes a pivotal week for markets, featuring major Big Tech earnings reports from Meta, Apple, Amazon, and Microsoft. Discussion centers on AI spending, semiconductor stock cyclicity, and geopolitical issues influencing market ‘chop.’ Tengler expresses optimism, highlighting data center benefits and positive economic indicators like June durable goods, despite some mixed readings.
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