One day in the host’s chair, four to go! I’m hosting @YahooFinance's Market Hang through Friday.
Join us live, 12:30–1:30 p.m. ET:
finance.yahoo.com/live/
Catch full recorded episodes:
youtube.com/@YahooFinance/sh…
Not investment advice.
Nancy Tengler, CEO/CIO Laffer Tengler Investments retweeted
Is the Anthropic S-1 a risk disclosure or a moat?
@StockSavvyShay reads all that risk language as a play for government guardrails that lock in Anthropic and OpenAI and slow open models from players like Meta.
@ntengler compares it to Philip Morris putting cancer warnings on cigarette packs, then spending the next 20 years defending against lawsuits.
The US made those warnings mandatory on every pack starting in 1966.
Regulation as moat, or honest disclosure?
What Anthropic paid its top executives in 2025, per the S-1 compensation table:
▫️ Dario Amodei: about $18M, mostly stock and option awards
▫️ Daniela Amodei: about $16M, a similar mix
▫️ Krishna Rao: about $1M, mostly salary
Equity awards are valued at grant date. For founders, the pay sits in the stock, like most of the company's payroll.
Charts: Peter Gostev (@petergostev)
Nancy Tengler, CEO/CIO Laffer Tengler Investments retweeted
First day in the host’s chair on @YahooFinance Market Hang! Among our topics: a potential AI neocloud shakeout.
Thanks to Brendan Ahern, Shay Boloor, Matt Orton, Julie Hyman and Ejaaz Ahamadeen.
Watch: laffertengler.com/insights/n…
Not investment advice. laffertengler.com/disclosure…
First day in the host’s chair on @YahooFinance Market Hang! Among our topics: a potential AI neocloud shakeout.
Thanks to Brendan Ahern, Shay Boloor, Matt Orton, Julie Hyman and Ejaaz Ahamadeen.
Watch: laffertengler.com/insights/n…
Not investment advice. laffertengler.com/disclosure…
Today I begin hosting @YahooFinance Market Hang!
Join me and our expert panel Oct. 26–30 for unscripted conversations on markets and earnings.
12:30–1:30 p.m. ET.
Watch: finance.yahoo.com/live/
Not investment advice. Disclosures: laffertengler.com/disclosure…
Nancy Tengler, CEO/CIO Laffer Tengler Investments retweeted
It’s hard to believe it’s been almost 9 years since this “Date Night” on our 10th anniversary. ❤️
Almost 20 years ago, I went from “Buddy” to “Babe.”
And 19 years later, we’re still writing a love story with chapters even we couldn’t have imagined. 🤍🤍🤍
Chapter 19 loading on 26 October 2026 ❤️❤️❤️
#TheQuinns #19YearsOfLove #HolyMatrimony
#OurAnniversary
Why do I see defensive characteristics in select mega-cap tech companies? Earnings, dividends and financial strength.
Thank you, @KellyCNBC for the conversation on @CNBC’s The Exchange about AI, innovation and staying invested.
🔗 laffertengler.com/insights/n…
laffertengler.com/disclosure…
Looking forward to hosting @YahooFinance Market Hang Oct. 26–30!
Join me and a rotating group of guests for unscripted conversations about markets, earnings and the day's biggest developments.
12:30–1:30 p.m. ET daily.
Tune in: finance.yahoo.com/live/
Nancy Tengler, CEO/CIO Laffer Tengler Investments retweeted
A true market legend!
The Fed gets the headlines, but the 10-year Treasury yield deserves attention, too.
Arthur Laffer Jr. discusses interest rates, inflation and economic growth @ScottTheCowGuy on Cow Guy Close.
Watch: laffertengler.com/insights/a…
Nancy Tengler, CEO/CIO Laffer Tengler Investments retweeted
A slew of analysts upgrades on $MRVL after its investor day TAKE A LISTEN :)
$MRVL is getting a fresh round of bullish analyst calls after unveiling long-term AI growth targets at its Investor Day.
@NPetallides breaks down why TD Cowen upgraded the stock, Piper Sandler raised its price target, and what Wall Street sees as the next phase of growth.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
#Sammiegirl is the best dog I’ve ever had. Only 3 1/2 years old she left me today. I will miss her terribly. The horses will too. 🥲
It matters why and how quickly yields rise.
I joined @YahooFinance Market Hang to discuss interest rates, earnings and AI. Thanks to Dan and the panel for having me.
Watch:
laffertengler.com/insights/n…
For informational purposes only. Not investment advice.
AI is moving beyond tech as companies use it to cut costs, improve client service and accelerate innovation.
I joined @LarryKudlowShow and @TheBahnsenGroup to discuss AI, growth and markets.
Listen: wabcradio.com/episode/nancy-…
For informational purposes only. Not investment advice.
I joined @cherylcasone on Mornings with @FoxBusiness to discuss 3Q earnings, market valuations, the 1990s tech boom comparison and continued AI infrastructure investment.
Watch: laffertengler.com/insights/n…
Fear around transformative technology is nothing new. I joined @ScottTheCowGuy on Cow Guy Close to discuss AI, lessons from past disruptions and why innovation remains the better path forward.
Watch the conversation: laffertengler.com/insights/n…
Not investment advice.
Meet #wendy a geriatric Great Dane. Her guy is serving our country and she is trying out as a model for @Bloom_Energy to keep the lights on. Give her a shout out! #wendy
I spoke with @FoxBusiness about AI regulation, competition and innovation. Thoughtful guardrails matter, but regulation that goes too far could protect incumbents and slow emerging competitors. AI adoption is only getting broader.
laffertengler.com/insights/n…
Nancy Tengler, CEO/CIO Laffer Tengler Investments retweeted
Show me a better lineup.Dan Geltrude,Bob Iaccino,Rebecca Walser,Mitch Roschelle & Nancy Tengler.Tune to The Cow Guy Close on RFD-TV daily from 12:30pmCST and 1:30pmEST. @DanGeltrude @Bob_Iaccino @rebeccawalser @Mitch_Roschelle @ntengler @ashleepitzl @officialRFDTV @cowguyclose
Can you believe this?! Today’s hike in @inclinevillage
Heading home to @inclinevillage






















