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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

Apple Names Ternus as Next CEO, Cook to Become Chairman

Apple has named hardware chief John Ternus as its next leader, with Tim Cook shifting to the role of executive chairman. Ternus will become CEO on September 1. Ed Ludlow has more. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and…

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Apple has named hardware chief John Ternus as its next leader, with Tim Cook shifting to the role of executive chairman. Ternus will become CEO on September 1. Ed Ludlow has more.
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Bloomberg Technology

Google to Release New AI Chips, Challenging Nvidia | Bloomberg Tech 4/20/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google’s plans for new AI chips focused on inference. Plus, Blue Origin successfully launches and lands a reusable booster for its New Glenn rocket but fails to place its payload satellite in the correct orbit, sending shares of AST SpaceMobile sinking. And, Cerebras plans an IPO, months after…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google’s plans for new AI chips focused on inference. Plus, Blue Origin successfully launches and lands a reusable booster for its New Glenn rocket but fails to place its payload satellite in the correct orbit, sending shares of AST SpaceMobile sinking. And, Cerebras plans an IPO, months after withdrawing a previous attempt at a public listing.
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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

IPO Market Revs Back Up Ahead of Mega Listings

Greg Martin, managing director of private markets at Rainmaker Securities, discusses the signs of life the IPO market is showing and what impact the expectations of large listings from Anthropic, OpenAI and SpaceX are having on investors. Martin speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg…

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Greg Martin, managing director of private markets at Rainmaker Securities, discusses the signs of life the IPO market is showing and what impact the expectations of large listings from Anthropic, OpenAI and SpaceX are having on investors. Martin speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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