Laffer Tengler Investments
Laffer Tengler Investments is an SEC-registered institutional investment manager that files quarterly Form 13F holdings disclosures.
Government Contracts & Awards
No recent government contracts or awards found.
Proprietary Tech & Patents
No patents found in our USPTO sample (a narrow, keyword-clustered feed of recent grants in strategic tech sectors — not a comprehensive patent database).
Form D Funding
No recent SEC Form D filings found.
Market Intelligence & News
Wall Street ends mixed as investors await tech earnings
STORY: Wall Street's main indexes closed mixed on Tuesday with the Dow gaining 1%, the S&P 500 edging up about two-tenths of a percent and the Nasdaq dipping by roughly two-tenths of a percent.Markets have been volatile this month as investors worry that Microsoft, Amazon and other tech heavyweights may be overspending on data centers in the race to build out AI infrastructure.But Nancy Tengler, CEO and chief investment officer of Laffer Tengler Investments, said to expect these companies to announce more AI spending when they report quarterly results this week."Make no mistake, we're in an AI arms race. I think you will continue to see spending. I think you'll actually see companies increase spending next year and then things will normalize and stabilize... We're focused on adding to the US names because you can't have a situation where companies are penalized for spending, i.e. the hyperscalers, and companies are penalized for being on the receiving end to the spending, Micron, chip
Market Talk: Investors trying to 'bully' Mag 7 to lower AI spending
STORY: :: Lisa Bernhard, Reuters:: Nancy Tengler, CEO and Chief Investment Officer, Laffer Tengler InvestmentsGlobal markets have been volatile this month as investors worry that Alphabet, Microsoft, Amazon and other tech heavyweights may be overspending on data centers as they race to build out AI infrastructure."I actually think they are right to spend," Tengler said. "Make no mistake, we're in an AI arms race. I think you will continue to see spending."Speaking with Reuters' Lisa Bernhard, Tengler also discussed this week's Federal Reserve policy meeting, the second under new Chair Kevin Warsh.And though markets are pricing in rate hikes before the end of the year, Tengler said she believes Warsh will "persuade his colleagues that raising [rates] would be perilous in this environment."
Wall Street ends lower as AI spending concerns mount
STORY: A down day on Wall Street Tuesday saw the Dow edge lower, while the S&P 500 tumbled nearly one-and-a-half percent and the tech-heavy Nasdaq plummeted about 2.2%.Jitters over debt-funded AI spending led to sharp losses in semiconductor and other Big Tech tech stocks.:: Marvell Technology Shares of Nvidia dropped more than 4%, Intel shed over 6% and shares of Marvell Technology tumbled more than 9%.Memory chipmakers Micron Technology and SanDisk, among the best performers on the S&P 500 this year, both fell around 13%.Micron's earnings report on Wednesday will draw intense scrutiny, says Nancy Tengler, CEO and chief investment officer at Laffer Tengler Investments."So I think this is a hugely important report, much like Nvidia has been in other periods. [FLASH] We're gonna be watching their guidance on HBM4, which is the Vera Rubin platform Nvidia relationship that they have - is that continuing to grow quickly? And then margins. The company pulled, reported 81% margins. I mean, i
Key People
No individuals linked to this entity yet.
Political Giving
No disclosed PAC contributions found for this entity.
Factual Connections
Connections to other companies, executives, and politicians — sourced from disclosed trades, shared officers/directors, and public filings — are a Pro/Alpha feature.
Upgrade to Pro