Nancy Tangler
CEO and CIO of Laffer Tangler Investments who discusses technology stock positioning, sector rotation, and portfolio moves amid AI-driven market volatility.
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Feb 11, 2026 • 44min
Jobs Report Blowout, Top Tech Picks, and Data Center Tailwinds 2/11/26
Tom Donnelly, head of Mazda North America, on U.S. consumer demand, CX-5 strength, manufacturing moves and pricing amid tariff worries. Nancy Tangler, CEO and CIO of Laffer Tangler Investments, on tech positioning, AI-driven rotation and top software names to watch. They discuss hiring surprises, Fed implications, data center generator tailwinds and where investor opportunities may lie.
