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AI Trade is Different From 90’s Says Nancy Tengler

Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses why she thinks the AI trade is different from the dot com bubble. She joins Tim Stenovec on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow…

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Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses why she thinks the AI trade is different from the dot com bubble. She joins Tim Stenovec on “Bloomberg Tech.”
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5 Comments

5 Comments

  1. @jpalventures

    November 26, 2025 at 3:20 pm

    Google is the slumbering dragon, and it finally woke up.

    • @RK-um9tu

      November 27, 2025 at 10:06 pm

      Google is no competition for Nvidia
      Nvidia is an AI ecosystem (chips, software, and networking infrastructure)
      And let not forget physical AI (autonomous driving/flying and robots)

  2. @matthew.stevick

    November 26, 2025 at 8:35 pm

    most annoying week since deep seek. gotyam ppl still have no clue what is happening … not seeing the forest from the trees. 💚🖤

  3. @RK-um9tu

    November 27, 2025 at 10:08 pm

    Finally an analyst understands all this bubble talk is NONSENSE…

  4. @BIG4Investor

    November 29, 2025 at 6:10 pm

    Same dumb questions over and over again. AI bubble garbage network to network.

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Bloomberg Technology

Z.AI Founds Worked with Accused Chinese Spy Group

Four founders from one of China’s up-and-coming AI companies, Z.AI, worked on a study that was funded by a group accused of having ties to Chinese spies.  Bloomberg’s Kate O’Keeffe explains the tech and national security concerns with Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch…

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Four founders from one of China’s up-and-coming AI companies, Z.AI, worked on a study that was funded by a group accused of having ties to Chinese spies.  Bloomberg’s Kate O’Keeffe explains the tech and national security concerns with Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

ASI’s Buckendorf on Winning FAA, Military Deals

ASI founder and CEO Phillip Buckendorf explains how the company’s AI helps customers like the FAA and military orchestrate complex systems and how it beat out rivals including Palantir to win government contracts. Buckendorf discusses how the company plans to use the $325 million it just raised at a $3 billion valuation, with Ed Ludlow…

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ASI founder and CEO Phillip Buckendorf explains how the company’s AI helps customers like the FAA and military orchestrate complex systems and how it beat out rivals including Palantir to win government contracts. Buckendorf discusses how the company plans to use the $325 million it just raised at a $3 billion valuation, with Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

AI Fears Roar Back After Elice IPO Flop

Bloomberg’s Ed Ludlow breaks down why fears about the AI trade are resurfacing after South Korean data center firm Elice plunged 32% in its market debut. Plus, Anthropic is in talks with Nscale for a massive new computing deal that could be worth as much as $45 billion, and Eric Schmidt’s early Anthropic bet could…

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Bloomberg’s Ed Ludlow breaks down why fears about the AI trade are resurfacing after South Korean data center firm Elice plunged 32% in its market debut. Plus, Anthropic is in talks with Nscale for a massive new computing deal that could be worth as much as $45 billion, and Eric Schmidt’s early Anthropic bet could pay off big, with a stake worth as much as $20 billion if Anthropic hits a $2 trillion IPO valuation.

00:00:00 – Bloomberg Tech Begins
00:01:21 – Peter Elstrom, Bloomberg News
00:03:59 – Bailey Lipschultz, Bloomberg News
00:07:35 – Stephanie Aliaga, JPMorgan Asset Management
00:15:04 – Natasha Mascarenhas, Bloomberg News
00:17:13 – Mandeep Singh & George Ferguson, Bloomberg Intelligence
00:22:59 – Isabelle Lee, Bloomberg News
00:25:32 – Kate O’Keeffe, Bloomberg News
00:29:42 – Phillip Buckendorf, ASI, Founder & CEO
00:38:06 – Felix Gillette, Bloomberg News
00:40:41 – Loren Grush, Bloomberg News
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