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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

President Trump Announces Apple and Intel Chip Collaboration | Bloomberg Tech 6/18/2026

Bloomberg’s Ed Ludlow discusses the latest announcement made by President Donald Trump, which will see Apple and Intel joining forces to produce chips domestically, sending shares of the chipmaker higher. Plus, Anduril’s CEO discusses how the company won a contract with the US Air Force to produce autonomous fighters. And, SpaceX wraps up its first…

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Bloomberg’s Ed Ludlow discusses the latest announcement made by President Donald Trump, which will see Apple and Intel joining forces to produce chips domestically, sending shares of the chipmaker higher. Plus, Anduril’s CEO discusses how the company won a contract with the US Air Force to produce autonomous fighters. And, SpaceX wraps up its first full week of trading, with shares falling for a second day straight.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:12 – Ian King & Mandeep Singh, Bloomberg News
00:05:57 – Ankur Crawford, Alger
00:12:15 – Brian Schimpf, Anduril
00:20:57 – Matt Day, Bloomberg News
00:23:48 – Michael Regan, Bloomberg News
00:25:56 – Matthew Witheiler, Wellington Management
00:32:23 – Chris Pavolvski, Rumble CEO
00:37:18 – Dana Wollam, Bloomberg News
00:39:49 – Felix Gillette, Bloomberg News
00:41:42 – Randall Williams, Bloomberg News
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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Bloomberg Technology

Rumble Bets on AI Compute Demand With New AI Platform

Video platform Rumble is jumping on the AI bandwagon with its newest AI platform. Launching as Quake AI, the new sector combines cloud, compute, and AI infrastructure, and is slated to dominate the company’s business segment. Rumble CEO Chris Pavlovski joins Ed Ludlow on “Bloomberg Tech” with more on the pivot. ——– Like this video?…

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Video platform Rumble is jumping on the AI bandwagon with its newest AI platform. Launching as Quake AI, the new sector combines cloud, compute, and AI infrastructure, and is slated to dominate the company’s business segment. Rumble CEO Chris Pavlovski joins Ed Ludlow on “Bloomberg Tech” with more on the pivot.
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Investors Anticipate Fresh Liquidity Following Historic SpaceX Debut

SpaceX’s historic public debut comes during a critical inflection point as a wave of multibillion-dollar AI companies prepare to go public. With the unprecedented IPO, investors are anticipating a wide-scale “distribution event” that will give private markets the fresh cash it desperately needs. Matt Witheiler, Head of Late-Stage Growth at Wellington Management, thinks the private…

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SpaceX’s historic public debut comes during a critical inflection point as a wave of multibillion-dollar AI companies prepare to go public. With the unprecedented IPO, investors are anticipating a wide-scale “distribution event” that will give private markets the fresh cash it desperately needs. Matt Witheiler, Head of Late-Stage Growth at Wellington Management, thinks the private tech ecosystem will see a cash return. He joins Ed Ludlow of “Bloomberg Tech”.
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