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☆ If you’re investing in the AI theme for the long haul, here’s how to pick the winners
▼ + stars: | 2024-04-20 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

Artificial intelligence has shaken up the investing landscape since the groundbreaking launch of ChatGPT in November 2022. Since then, investors have poured money into all things related to AI as they hunt for the next big winners. AI is poised to be a central theme as the technology transitions from early-stage winners to second-stage adopters. When it comes to chip stocks, Schleif also recommends taking a look at government grants. She highlighted the Global X Robotics and Artificial Intelligence ETF (BOTZ) , the First Trust Nasdaq AI and Robotics ETF (ROBT) and the Global X Artificial Intelligence & Technology ETF (AIQ).

Persons: Tesla, Nvidia —, Jay Woods, Carol Schleif, Schleif, Joe Biden, Nancy Tengler, Marguerita Cheng, BMO's Organizations: ChatGPT, Apple, Microsoft, Nvidia, Big Tech, Nasdaq, Freedom Capital, BMO Family Office, Samsung Electronics, Intel, Investors, Tengler, IBM, Blue, Global Wealth, Robotics, Intelligence, Technology Locations: Texas, Gaithersburg , Maryland

☆ Wall Street gets key inflation data next week amid concerns the stock market is overbought
▼ + stars: | 2024-04-05 | by ( Sarah Min | ) www.cnbc.com time to read: +6 min

Economists polled by FactSet anticipate the March consumer price index will show prices rising by 0.3% on a monthly basis, less than February's 0.4% advance. Similarly, the March producer price index is expected to show an increase of 0.5%, according to FactSet consensus estimates. Monday April 8 Tuesday April 9 6 a.m. NFIB Small Business Index (March) Wednesday April 10 8:30 a.m. Consumer Price Index (CPI) (March) 8:30 a.m. Initial Claims (04/06) 8:30 a.m. Producer Price Index PPI Earnings: CarMax Friday April 12 8:30 a.m. Import Price Index (March) 10 a.m. Michigan Sentiment preliminary (April) Earnings: State Street , Wells Fargo , JPMorgan Chase , Progressive , Citigroup

Persons: Stocks, we're, Ross Mayfield, Baird, Mayfield, FactSet, David Einhorn, CNBC's Scott Wapner, he's, Michelle Bowman, Bank's Tom Hainlin, Hainlin, Jamie Myers, JPMorgan Chase Organizations: Federal Reserve, Investors, Treasury Bond, Dow Jones, Nasdaq, . West Texas, Treasury, Fed, Investment Group, Investors Intelligence, American Association of, Walmart, Citigroup, JPMorgan, Index, Treasury Budget NSA, Air Lines, Price Index, Progressive Locations: U.S, Wells Fargo, Michigan

☆ Investors say underperforming Alphabet is a buying opportunity as it rights its AI missteps
▼ + stars: | 2024-03-31 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

Alphabet needs to correct its artificial intelligence flubs and prove its monetization potential if it hopes to renew investors confidence. GOOGL YTD mountain Alphabet shares this year "There's uncertainty around the moat," said Jamie Meyers, an analyst at Laffer Tengler Investments. "It's an opportunity that is meaningfully underestimated by investors given everything that's happened," said Deepwater Asset Management's Gene Munster. Using the pullback as an opportunity Many investors, however, are finding the positive in Alphabet's recent troubles for their portfolios, and using the recent stock performance as a buying opportunity. Laffer Tengler's Meyers also noted that Alphabet's advantage in personal data, strong user base and dominant market position could give them and edge in AI once they correct their mistakes.

Persons: giant's, Jamie Meyers, It's, They're, Alphabet's, Gene Munster, OpenAI, Dan Hanson, Neuberger Berman, They've, Michael Sansoterra, they're, Hanna Howard, Brad Gerstner, CNBC's, Laffer Tengler's Meyers, Deepwater's Munster Organizations: Microsoft, Meta, Nvidia, Investments, Google, Investors, Silvant Locations: Munster

☆ Two investors debate the outlook for Boeing amid leadership shake-up
▼ + stars: | 2024-03-26 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTwo investors debate the outlook for Boeing amid leadership shake-upTony Bancroft, Portfolio Manager at Gabelli Funds, and Nancy Tengler, CEO and CIO of Laffer Tengler Investments, debate the path ahead for Boeing as it undergoes significant C-suite changes.

Persons: Tony Bancroft, Nancy Tengler Organizations: Boeing, Funds, Laffer, Investments

☆ This veteran investor is buying 'old economy' stocks that are embracing AI
▼ + stars: | 2024-03-09 | by ( Pia Singh | ) www.cnbc.com time to read: +5 min

Tengler named several attractively valued stocks she called the "picks and shovels" of AI, including Emerson Electric , L3Harris Technologies , Visa , Walmart and McDonald's . These companies are expected to boast continued strong growth and stock performance, aided by AI, she said. "Generative AI is much more compelling of a story than then the internet was in many ways," in terms of fueling productivity and growth, Tengler said. Walmart, another of Tengler's top "old economy" AI plays, has gained 14.4% so far this year, double the broader market. "They've benefited from embracing not just robotics and digitization, but generative AI in their e-commerce business and in improving margins," Tengler said of Walmart.

Persons: Nancy Tengler, Tengler, Berenberg, Emerson, L3Harris, Seth Seifman, They've, they've Organizations: Investments, Nvidia, Meta, Emerson Electric, L3Harris Technologies, Visa, Walmart, Aerospace, Defense Department, JPMorgan, Broadcom, Amazon, Microsoft Locations: Arizona, Friday's, Melbourne , Florida

☆ Laffer Tengler CEO: Take out the '94 playbook for what the Federal Reserve will do
▼ + stars: | 2024-03-05 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLaffer Tengler CEO: Take out the '94 playbook for what the Federal Reserve will doNancy Tengler, Laffer Tengler Investments CEO, joins 'Money Movers' to discuss why equity market performance resembles the 1990s, how Tengler would play the market, and the differences in today's market compared to the '90s.

Persons: Nancy Tengler, Tengler Organizations: Federal Reserve, Tengler

☆ Nancy Tengler talks what Elon Musk's lawsuit against OpenAI means for Tesla
▼ + stars: | 2024-03-01 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNancy Tengler talks what Elon Musk's lawsuit against OpenAI means for TeslaNancy Tengler, Laffer Tengler Investments CEO and CIO, joins 'The Exchange' to discuss what Elon Musk's lawsuit against OpenAI means for Tesla, Nancy's bullish outlook for automotive company, and more.

Persons: Nancy Tengler, Elon, Tesla Nancy Tengler Organizations: Tengler

☆ Two top tech investors discuss the sustainability of the Magnificent 7 rally
▼ + stars: | 2024-02-23 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTwo top tech investors discuss the sustainability of the Magnificent 7 rallyNancy Tengler, CEO and CIO of Laffer Tengler Investments, and James Cakmak, Partner at Clockwise Capital, discuss the tech sector's rally this week.

Persons: Nancy Tengler, James Cakmak Organizations: Laffer, Investments, Capital

☆ Premarket stocks: Magnificent Six? Fab Five? Some say the Seven are getting a shakeup
▼ + stars: | 2024-02-08 | by ( Krystal Hur | ) edition.cnn.com time to read: +7 min

New York CNN —Is Wall Street’s favorite clique of tech stocks in need of a makeover? Most of the Magnificent Seven stocks have reclaimed their leadership of the market this year, with shares of Nvidia, Meta Platforms, Alphabet and Microsoft reaching record highs. Many investors are skeptical that the Magnificent Seven will match their blockbuster gains from 2023, even if they continue their leadership this year. Jim Worden, chief investment officer at the Wealth Consulting Group, says he believes the group should consolidate to the “Fab Five,” which he classifies as the Magnificent Seven minus Tesla and Apple. “There is a big leadership change underway in the Magnificent Seven stocks,” wrote Louis Navellier, chairman of Navellier & Associates, in a note on Tuesday.

Persons: Jim Worden, ”, Worden, Michael Hartnett, Jim Cramer, Louis Navellier, “, Nancy Tengler, It’s, Walt, Gina Lee, Samantha Delouya, Disney, Ron DeSantis, Diksha Madhok, ” TSMC, Joe Biden, ” Read Organizations: CNN Business, Bell, New York CNN, Nvidia, Meta, Microsoft, Apple, Wealth Consulting, Bank of America, Facebook, Netflix, Google, Federal Reserve, Micro Computer, Navellier, Associates, EV, Disney, Walt Disney World, Disney Vacation, Taiwan Semiconductor Manufacturing Company, Semiconductor Manufacturing, TSMC, US Locations: New York, China, American, Orlando , Florida, —, Florida, Japan Chip, Japan, Arizona

☆ ‘A slow fiscal death’ awaits some countries in this 'decade of debt,' says economist Art Laffer
▼ + stars: | 2024-02-07 | by ( Lee Ying Shan | ) www.cnbc.com time to read: +1 min

"I predict that the next 10 years will be the Decade of Debt. It will not end well," Laffer, who is President at investment and wealth advisory Laffer Tengler Investments, told CNBC. As a share of the global gross domestic product, debt has risen to 336%. This compares to an average debt-to-GDP ratio of 110% in 2012 for advanced economies, and 35% for emerging economies. It was 334% in the fourth quarter of 2022, according to the most recent global debt monitor report by the Institute of International Finance.

Persons: it's, Arthur Laffer, Laffer Organizations: Investments, CNBC, Institute of International Finance

☆ Nancy Tengler on Spirit AeroSystem: Stay away
▼ + stars: | 2024-02-05 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNancy Tengler on Spirit AeroSystem: Stay awayNancy Tengler, CEO and CIO of Laffer Tengler Investments, joins 'The Exchange' to discuss how to trade Spirit AeroSystems, Spotify, and NXP Semiconductors.

Persons: Nancy Tengler Organizations: Laffer, Investments, Spotify, NXP Semiconductors

☆ The world's 2 biggest economies are moving in starkly different directions
▼ + stars: | 2024-01-31 | by ( Phil Rosen | ) www.businessinsider.com time to read: +7 min

download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. This story is available exclusively to Business Insider subscribers. AdvertisementMeanwhile, on Monday, a Hong Kong court ordered the liquidation of China Evergrande, the world's most indebted real estate developer. "I expect that the Chinese market will bounce around, but that the bias is towards more pain since the problems are systemic in my opinion," Laffer Jr. said. "The US on the other hand should do well for the 2024 period — strong economy, strong employment, strong earnings, strong dollar."

Persons: —, That's, Arthur Laffer Jr, Laffer, Xi Jinping, Joseph Seydl, you've, Seydl, didn't, Alfredo Montufar, Helu, China Evergrande Organizations: Service, Real, Business, International Monetary Fund, Investments, JPMorgan Private Bank, Conference Board's China Center, CSI, Bloomberg Locations: China, US, Beijing, backtrack, deleverage, Hong Kong

☆ Are companies beyond Nvidia actually profiting from AI yet? Microsoft earnings to be litmus test
▼ + stars: | 2024-01-23 | by ( Samantha Subin | ) www.cnbc.com time to read: +6 min

Microsoft earnings due out later this month could serve as the next major test for artificial intelligence as investors hunt for signs that the buzzy technological innovation is actually boosting companies' bottom lines. Nvidia has been an exception, blowing past Wall Street's guidance for the past few quarters due to AI tailwinds . The remarks led some Wall Street analysts to fret over a delayed ramp-up in AI availability. "There are going to be some outliers, but for the most part there is more risk-reward related to AI going into this earnings period." More loosely, Wall Street analysts have expressed concerns about AI monetization and expectations across the sector heading into the fourth-quarter reporting period.

Persons: Paul Meeks, Merrill Lynch, Piper Sandler, OpenAI, Amy Hood, Copilot, Micrsoft, Meeks, Amy Kong, Nancy Tengler, Gene Munster, Corient's Kong, Wolfe, Alex Zukin, Dubravko, Michael Bloom Organizations: Microsoft, Merrill, Merrill Lynch Investment, Nvidia, Wall, Baker School of Business, The, Investments, Asset Management, Munster, Wall Street, Tech Locations: OpenAI, hasn't

☆ The narrative behind Big Tech is 'very strong', they are must own stocks, says Laffer Tengler CEO
▼ + stars: | 2024-01-19 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe narrative behind Big Tech is 'very strong', they are must own stocks, says Laffer Tengler CEOHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Laffer, Brian Sullivan, “ Organizations: Big Tech, CNBC

☆ Nelson Peltz won't be elected to Disney's board but is serving a useful purpose, says Nancy Tengler
▼ + stars: | 2023-12-05 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNelson Peltz won't be elected to Disney's board but is serving a useful purpose, says Nancy TenglerNancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses the upcoming nominations for Disney's board.

Persons: Nelson, Nancy Tengler Nancy Tengler Organizations: Laffer, Investments

Nov 28 (Reuters) - Spending online on Cyber Monday is set to exceed $12 billion, a record, as bargain hunters snap up deals on items including Barbie dolls, Lego sets, headphones and smart watches, according to preliminary estimates from Adobe Digital Insights. The estimate projects U.S. shoppers will spend $12 billion-$12.4 billion on Cyber Monday, the biggest U.S. online shopping day. At the top end, this would represent an 9.7% increase compared to the $11.3 billion spent on Cyber Monday last year. Walmart, eager to capture market share, slashed prices on Sunday night, joining the trend of retailers' early discounts on major shopping days. On Monday, Walmart stepped up discounts on some clothing to 60%, up from the 50% it offered on Black Friday.

Persons: Barbie, Nancy Tengler, Eduardo Munoz, Matthew Katz, Charles Sizemore, Sizemore, Siddharth Cavale, Deborah Sophia, Aishwarya Venogupal, Ananya Mariam Rajesh, David Gregorio, Nick Zieminski, Matthew Lewis, Lincoln Organizations: Adobe Digital, Retailers, Adobe Analytics, Investments, Shoppers, Workers, REUTERS, SSA & Company, Walmart, Sizemore Capital Management, Target, Graphics, Insider Intelligence, Thomson Locations: Scottsdale , Arizona, United States, Robbinsville Township, New Jersey, U.S, New York, Bengaluru

☆ Watch CNBC's full interview with Paul McCulley, Subadra Rajappa, and Nancy Tengler
▼ + stars: | 2023-11-01 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Paul McCulley, Subadra Rajappa, and Nancy TenglerPaul McCulley, former PIMCO chief economist, Subadra Rajappa, Societe Generale head of U.S. rates strategy, and Nancy Tengler, CEO & CIO of Laffer Tengler Investments, join 'The Exchange' to discuss fed Fed policy producing a gradual decline in inflation, the manufacturing recession spilling into services, the contrast between Fed and fiscal policy.

Persons: Paul McCulley, Subadra Rajappa, Nancy Tengler Paul McCulley, Subadra, Nancy Tengler Organizations: Societe Generale, Laffer, Investments, Fed

☆ The advertising environment is getting tougher to navigate. How these investors are trading it
▼ + stars: | 2023-11-01 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

A strong advertising market may be starting to feel the pressure from geopolitical risks erupting aboard and a higher-for-longer interest rate environment. But comments from some major technology players last week led to increasing questions that some investors have struggled to shake off. META 5D mountain Meta shares in recent trading sessions That concern added to declines in other ad-focused technology names, with Alphabet dropping nearly 10%. Instead, Tengler favors companies such as Amazon and Microsoft , which offer some, but less concentrated, exposure to advertising. Technology investor Paul Meeks is also shying away from the most popular advertising players — and big technology as a whole — until he sees a better setup for interest rates.

Persons: Susan Li, Gene Munster, Laffer, Nancy Tengler, Paul Meeks, Meeks, Roth, Rohit Kulkarni, Kulkarni, Michael Bloom Organizations: Apple, Meta, YouTube, Federal, Investments, Microsoft, Technology Locations: Israel, Munster, Ukraine

☆ The next AI winners may be these old economy companies embracing the revolution
▼ + stars: | 2023-10-26 | by ( Sarah Min | ) www.cnbc.com time to read: +3 min

Investors looking for artificial intelligence beneficiaries outside the megacap tech companies can search in a less buzzy part of markets — old economy stocks. "And that's our investing theme: Old economy companies that are embracing the digital revolution and the suppliers of the digital, you know, generative AI, cloud and cybersecurity tools," Tengler added. While megacap tech stocks have outperformed this year, helped by a surge of AI enthusiasm, the broader market has been left behind. But searching for more traditional companies embracing digitization could help investors identify less apparent beneficiaries of the AI boom, she said. "What we really like are the companies that are embracing digitization in their business, and improving margins," said Tengler, who holds oversized positions in the consumer discretionary, industrials and technology sectors of the market.

Persons: Nancy Tengler, Tengler, Ken Newman, Emerson, Newman, Oppenheimer, — CNBC's Michael Bloom Organizations: Nvidia, Emerson Electric, CNBC, Evoqua, Technologies, Carrier Global, Walmart, Starbucks

☆ Microsoft and Alphabet shareholder Nancy Tengler breaks down both earnings reports
▼ + stars: | 2023-10-25 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMicrosoft and Alphabet shareholder Nancy Tengler breaks down both earnings reportsNancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses Microsoft and Alphabet's earnings reports and her expectations for Meta's results.

Persons: Nancy Tengler Organizations: Microsoft, Laffer, Investments

☆ Investors should hold for earnings before buying Morgan Stanley, says Laffer Tengler Investments CEO
▼ + stars: | 2023-10-17 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors should hold for earnings before buying Morgan Stanley, says Laffer Tengler Investments CEONancy Tengler, CEO and chief investment officer of LafferTengler Investments, joins 'The Exchange' to discuss United airlines nearing 52-week lows, and Morgan Stanley on pace for its third negative month in a row.

Persons: Morgan Stanley, Laffer, Nancy Tengler Organizations: LafferTengler Investments, United

☆ Analysts are getting bullish on these corporate earnings slated for release this week
▼ + stars: | 2023-10-16 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +3 min

Another 10% of S & P 500 companies is due to report earnings this week, with Netflix and Tesla as major headliners. Against this backdrop, CNBC Pro screened for the S & P 500 companies reporting this week that have analysts the most excited, therefore raising their earnings estimates. Here's the criteria followed for the search: Slated to report earnings this week. The company is slated to report earnings Friday. Also making the cut was Philip Morris , which is scheduled to report earnings Thursday.

Persons: Nancy Tengler, Schlumberger, Morgan Stanley, Daniel Kutz, Philip Morris, Gaurav Jain, Goldman Sachs, Bonnie Herzog, Herzog, — CNBC's Michael Bloom Organizations: Netflix, Tesla, Investments, CNBC, CNBC Pro, Schlumberger, Barclays, American Express Locations: East, North Africa, U.S, Vegas Sands, Blackstone

☆ Regional banks are in focus in the week ahead as third-quarter earnings season ramps up
▼ + stars: | 2023-10-13 | by ( Sarah Min | ) www.cnbc.com time to read: +7 min

Regional banks will be in focus in the week ahead as traders head into the thick of third-quarter earnings season. Regional bank earnings are also expected to be a weak point this season. But a closer look into the sector's sub-industries showed that regional banks are anticipated to have tumbled by 15% last quarter. Traders parsing through regional bank earnings will pay special attention to signs of narrowing net interest margins (NIM). Earnings season underway Many investors anticipate that the third-quarter earnings season will be alright.

Persons: Wells, Kumar, FactSet's John Butters, NIM, They'll, JPMorgan Chase, Jamie Dimon, Goldman Sachs, Morgan Stanley, FactSet's Butters, Nancy Tengler, Lauren Goodwin, we'll, Goodwin, Charles Schwab, Lockheed Martin, Goldman, Zions, Kinder Morgan, Lam, McLennan, Philip Morris, Huntington Bancshares, —, Jesse Pound Organizations: Citigroup, JPMorgan Chase, Sri, Kumar, Silicon Valley Bank, Regional Banking, Dow Jones Industrial, JPMorgan, Hamas, Northern Trust, U.S . Bancorp, T Bank, Citizens Financial, Bank of America, Federal Reserve, Companies, Investments, New York Life Investments, Index, Johnson, Bank of New York Mellon, Goldman Sachs Group, Hunt Transport Services, Omnicom, United Airlines Wednesday, Housing, Elevance, Citizens Financial Group, Procter, Gamble, Abbott Laboratories, Discover Financial Services, Las Vegas Sands, PPG Industries, Steel Dynamics, Tesla, Netflix, Lam Research, Philadelphia Fed, Truist, Alaska Air Group, Fifth Third Bancorp, American Airlines Group, Marsh, Philip Morris International, Union, CSX, Comerica, Regions Financial, American Express, Interpublic, Cos Locations: Wells Fargo, Silicon, Ukraine, Israel, J.B, Las Vegas, Philadelphia, Truist Financial, Union Pacific, Freeport, Huntington

☆ The Empowered Investor
▼ + stars: | 2023-10-12 | by ( Sharon Epperson | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Empowered InvestorAccording to recent statistics, 40% of angel investors are women. Combine this with a rising number of women-led startups, and the opportunities for investing by, and in, women are on the rise. Golden Seeds Co-Chief Executive Officer & Managing Partner, Jo Ann Corkran, and Laffer Tengler Investments CEO & CIO, Nancy Tengler, share how advisors can better position clients to take advantage of this growing women-led market opportunity.

Persons: Jo Ann Corkran, Nancy Tengler Organizations: Golden, Tengler

☆ Stock futures are little changed ahead of Friday's big bank earnings: Live updates
▼ + stars: | 2023-10-12 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +2 min

Stock futures were little changed on Thursday evening as traders braced for major bank earnings. S&P 500 futures and Dow Jones Industrial Average futures oscillated near the flat line. The S&P 500 slid 0.62%, while the tech-heavy Nasdaq Composite lost 0.63%. The S&P 500 is up 0.9%, while the Dow is up nearly 0.7% on the week. This is the third positive week in a row for the Nasdaq, and the second straight positive week for the S&P 500.

Persons: Dow, Wells, haven't, Nancy Tengler Organizations: Dow Jones Industrial, Dow, Nasdaq, JPMorgan, Citigroup, BlackRock, Investments, CNBC Locations: Thursday's, Wells Fargo, Israel

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