The Fox News Rundown Business Rundown: Why Some Investors Have Hope Despite Oil Volatility
Mar 30, 2026
Nancy Tengler, CEO and CIO of Laffer Tengler Investments and seasoned market strategist, discusses market reactions to surging oil and geopolitical shocks. She stresses focusing on fundamentals amid algorithm-driven volatility. She highlights sector rotation toward AI and software, names specific stocks and retail winners, and explains why U.S. production and strategic shipping lanes help cushion consumers.
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Markets Look Through Geopolitical Shocks
- Markets tend to look through geopolitical shocks and revert to fundamentals after initial algorithm-driven selling.
- Nancy Tengler cites past selloffs where buying early (e.g., Palantir at 88, NVIDIA at 108) proved profitable over time.
Add To AI And Software Now
- Stay long the AI trade and prioritize software despite short-term discomfort from energy-driven volatility.
- Tengler says margins are hitting historic highs due to productivity from AI, robotics, cloud, and e-commerce.
Choose Software Winners Not Fads
- Buy select software names that can pivot and capture AI-driven demand rather than chasing every tech fad.
- Tengler names Microsoft, CrowdStrike, and Palantir as specific additions recently.